WILLOW CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: WILLOW CHARITABLE FOUNDATION (EIN 87-1863229)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-11
IRS object ID: 202601319349104550
Schema version: 2025v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-11T16:59:44-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	274909847	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	THE WEISS GROUP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6 DICKINSON DR STE 110	AddressLine1Txt
City	CHADDS FORD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	193179689	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	871863229	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE WILLOW CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	4845578793	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27 SEVEN SPRINGS RD	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID HENKIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4845578793	PhoneNum
Signature	2026-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN GOW CPA MT	PreparerPersonNm
PTIN	P01707929	PTIN
Phone	6104591700	PhoneNum
Preparation	2026-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$972,367	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$224	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$224	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$224	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$10,165	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$10,165	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$10,165	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$514,690	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$796,057	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$514,690	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$525,079	TotalRevAndExpnssAmt
Total Net Invst Incm	$525,079	TotalNetInvstIncmAmt
Total Adj Net Incm	$10,389	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,250	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$4,093	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,093	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$5,343	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,093	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$50,343	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,093	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$45,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$474,736	ExcessRevenueOverExpensesAmt
Net Investment Income	$520,986	NetInvestmentIncomeAmt
Adjusted Net Income	$10,389	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$13,559	CashBOYAmt
Cash EOY	$16,519	CashEOYAmt
Cash EOYFMV	$16,518	CashEOYFMVAmt
Other Investments BOY	$357,352	OtherInvestmentsBOYAmt
Other Investments EOY	$827,829	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$955,849	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$370,911	TotalAssetsBOYAmt
Total Assets EOY	$844,348	TotalAssetsEOYAmt
Total Assets EOYFMV	$972,367	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$370,911	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$844,348	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$370,911	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$844,348	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$370,911	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$844,348	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$370,911	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$474,736	ExcessRevenueOverExpensesAmt
Subtotal	$845,647	SubtotalAmt
Other Decreases	$1,299	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$844,348	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$796,057	GrossSalesPriceAmt
Cost Or Other Basis	$281,367	CostOrOtherBasisAmt
Gain Or Loss	$514,690	GainOrLossAmt
Gains Minus Excess Or Losses	$514,690	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$514,690	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,242	InvestmentIncomeExciseTaxAmt
Subtotal	$7,242	SubtotalAmt
Tax Based On Investment Income	$7,242	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$800	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$800	TotalPaymentsAndCreditsAmt
Tax Due	$6,442	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DAVID HENKIN	IndividualWithBooksNm
Phone	4845578793	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	27 SEVEN SPRINGS ROAD	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID HENKIN
27 SEVEN SPRINGS ROAD	WAYNE	PA	19087	PRESIDENT	1.00	$0	$0	$0
KERRA HENKIN
27 SEVEN SPRINGS	WAYNE	PA	19087	VP/SECRETARY	1.00	$0	$0	$0
BRADLEY HENKIN
27 SEVEN SPRINGS RD	WAYNE	PA	19087	VP/TREASURER	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$888,905	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$21,907	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$910,812	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$910,812	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,662	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$897,150	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$44,858	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$44,858	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,242	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,242	TotalTaxAmt
Distributable Before Adj	$37,616	DistributableBeforeAdjAmt
Distributable Before Ded	$37,616	DistributableBeforeDedAmt
Distributable As Adjusted	$37,616	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$45,000	ExpensesAndContributionsAmt
Qualifying Distributions	$45,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$37,616	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$630	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$130	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$760	TotalExcessDistributionCyovAmt
Qualifying Distributions	$45,000	QualifyingDistributionsAmt
Applied To Current Year	$37,616	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,384	RemainingDistriFromCorpusAmt
Total Corpus	$8,144	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$8,144	ExcessDistriCyovToNextYrAmt
Excess From Year3	$630	ExcessFromYear3Amt
Excess From Year1	$130	ExcessFromYear1Amt
Excess From Current Year	$7,384	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DAVID HENKIN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BLACK MEN HEAL	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	63 W LANCASTER AVE	AddressLine1Txt
Address Line2	STE 11	AddressLine2Txt
City	ARDMORE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19003	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusCd
Grant Or Contribution Purpose	PROMOTION OF EQUITY	GrantOrContributionPurposeTxt
Amt	$45,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$224	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,165	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$514,690	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$525,079	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$525,079	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$1,250	Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CHARLES SCHWAB INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$827,829	BookValueAmt
EOYFMV	$955,849	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX PAYMENTS	Desc
Amt	$1,299	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$4,093	Amt
Net Investment Income	$4,093	NetInvestmentIncomeAmt

WILLOW CHARITABLE FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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