Donald And Joanne Willen Charitable Foundation Tr is located in Rochester, MI. The organization was established in 0000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2022, Donald And Joanne Willen Charitable Foundation Tr generated $1.2k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $4.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
CHARITABLE DONATION
CHARITABLE DONATION
CHARITABLE DONATION
CHARITABLE DONATION
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Donald Willen Trustee | 0 | $0 | |
Joanne Willen Trustee | 0 | $0 |
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,165 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,165 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $0 |
| Contributions, gifts, grants paid | $4,305 |
| Total expenses and disbursements | $4,305 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,575 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,575 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Over the last fiscal year, Donald And Joanne Willen Charitable Foundation Tr has awarded $4,305 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
HAVEN FOUNDATION PURPOSE: HELP FOR VICTIMS OF DOMESTIC VIOLENC | $1 |
SUSAN B KOMEN PURPOSE: RESEARCH | $1 |
MACULAR DEGENERATION RESEARCH PURPOSE: RESEARCH | $1 |
HABITAT FOR HUMANITY PURPOSE: HELPING FAMILIES | $1 |
LEADER DOGS FOR THE BLIND PURPOSE: GENERAL FUND | $1 |
LIGHTHOUSE OF OAKLAND COUNTY PURPOSE: HELPING FAMILIES | $1 |