Willow Branch Foundation

BOCA RATON, FL EIN: 81-4753669

Willow Branch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 11 grants totaling $120K. Net investment income was $123K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

-1.5% YoY

Annual Giving

$120K

-5.9% YoY

Grant Count

11

-15.4% YoY

Avg Grant Size

$11K

+11.2% YoY

Under IRS private-foundation payout rules, Willow Branch Foundation reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.

About Willow Branch Foundation

Based on IRS filings

Willow Branch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 11 grants totaling $120K. Net investment income was $123K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

Ann ArborBanner ElkBoca RatonBrooklynGoldenrodHanaHarpers FerryKapoleiLahainaLake WalesLinvilleMaitlandOrlandoPittsboroPompano BeachSavannahShelburneSt PetersburgTallahasseeUsaf Academy

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$137K$206K$275K20212022202320242025
Metric202520242023
Total Assets$1,743,569$1,770,396$1,821,309
Revenue$122,591$78,487$73,807
Expenses$122,804$129,400$121,500
Qualifying Distributions$122,150$129,400$121,500
Net Investment Income$122,591$78,487$73,807
Distributable Amount$119,160$121,726$131,666

Giving Over Time

Total grant dollars and number of grants per year

$0$32K$64K$96K$128K14 grants202114 grants202213 grants202313 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

BOK TOWERS GARDENS$30KAIR FORCE ACADEMY FOUNDA…$20KBLUE RIDGE PARKWAY FOUND…$17KFEEDING AVERY FAMILIES INC$8KCANINE COMPANIONS FOR IN…$8KSEMINOLE BOOSTERS INC$8KSHELBURNE FARMS$8KTHE NATURE CONSERVANCY F…$8KAPPALACHIAN TRAIL CONSER…$5KFLORIDA WILDLIFE CORRIDOR$5K

Grant Size Distribution

65 grants across all recorded years

65<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Bok Towers Gardens ($30,000), Air Force Academy Foundation ($20,000), Blue Ridge Parkway Foundation ($17,000).

RecipientPurposeAmount
APPALACHIAN TRAIL CONSERVANCY HARPERS FERRY, WVTRAIL RESTORATION PROJECTS IN AVERY COUNTY NC AND CARTER COUNTY TN$5,000
BLUE RIDGE PARKWAY FOUNDATION WINSTONSALEM, NCREPAIR PROJECTS IN LINVILLE FALLS AREA$17,000
BOK TOWERS GARDENS LAKE WALES, FLVIEWSHED ACQUISITION PROJECT$30,000
CANINE COMPANIONS FOR INDEPENDENCE ORLANDO, FLTO FINANCE OPERATIONS OF DONEE ORGANIZATION$7,500
FEEDING AVERY FAMILIES INC BANNER ELK, NCTO FINANCE OPERATIONS OF DONEE ORGANIZATION$8,000
FLORIDA WILDLIFE CORRIDOR ST PETERSBURG, FLTO FINANCE OPERATIONS OF DONEE ORGANIZATION$5,000
SEMINOLE BOOSTERS INC TALLAHASSEE, FLTO FINANCE OPERATIONS OF DONEE ORGANIZATION$7,500
SHELBURNE FARMS SHELBURNE, VTTO FINANCE OPERATIONS OF DONEE ORGANIZATION$7,500
THE NATURE CONSERVANCY FLORIDA CHAPTER WINTER PARK, FLTO FINANCE OPERATIONS OF DONEE ORGANIZATION$7,500
AIR FORCE ACADEMY FOUNDATION USAF ACADEMY, COVOLLEYBALL (MEN) COMPETITIVE CLUB FUND$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JOHN C LUCETRUSTEE2
DONALD E BAKERTRUSTEE2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Willow Branch Foundation?

Willow Branch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOCA RATON, FL. It holds $1.7M in total assets as of 2025.

How large is Willow Branch Foundation?

As of 2025, Willow Branch Foundation holds $1.7M in total assets with $123K in annual revenue. It awarded 11 grants totaling $120K in 2025.

Where does Willow Branch Foundation operate?

Willow Branch Foundation has awarded grants in Colorado, District of Columbia, Florida, Georgia, Hawaii, Michigan, North Carolina, New York, Vermont, West Virginia.

What size grants does Willow Branch Foundation award?

In 2025, Willow Branch Foundation awarded 11 grants totaling $120K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Willow Branch Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Willow Branch Foundation reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Willow Branch Foundation's EIN?

Willow Branch Foundation's EIN (Employer Identification Number) is 81-4753669. IRS Form 990 filing data is available on this page for 2021–2025.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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