The Willowbank Foundation

EIN 046819602

Naples, FL 34103 |(978) 740-9119

Possibly inactive. Last 990-PF filing on record is from 2023 (3 years ago). This foundation may have filed its final return or ceased operations — verify before investing time in an application.

Total Given 2016–2023

$285K

6 grants · $36K avg/year

based on 8 yrs of IRS 990-PF records on file

<$100K/yr

micro funder

capacity

$25K

typical mid grants · $25K–$81K

grant size

transactional · single-year

repeat

$1.9M

Assets (2023)

Distinct Recipients

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals Unknown

Contact Person STEPHEN FRANCES LOCKWOOD

Phone (978) 740-9119

Deadlines NONE

How to Apply LETTER FORM

Restrictions MAKES GRANTS TO 501(C)(3) ORGANIZATIONS

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table

Year	Total Giving	Total Assets	Revenue	Grants
2016	$35K	$1.0M	$37K	2
2017	$25K	$1.2M	$49K	1
2018	N/A	$1.2M	$105K	N/A
2020	N/A	$1.5M	$80K	N/A
2021	N/A	$1.9M	$241K	N/A
2022	N/A	$1.9M	$579K	N/A
2023	$225K	$1.9M	$308K	3

Grant Size Distribution

Based on 6 grants on record

Minimum

$10K

25th Pctl

$25K

Median

$25K

Average

$48K

75th Pctl

$81K

Maximum

$100K

Geographic Distribution

Officers & Directors

Stephen J Lockwood

Trustee

Frances R Lockwood

Trustee

Grants Awarded (6 total)

			Purpose
Catholic Schools Foundation	Boston, MA	$100,000	FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE	2023
Gwynedd Mercy Academy High School	Lower Gwynedd, PA	$100,000	FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE	2023
Neighborhood Health Clinic	Naples, FL	$25,000	FOR UNRESTRICTED USE IN TAX EXEMPT PURPOSE	2023
NE Baptist	Boston, MA	$25,000	Meredith Cameron Internship Program	2016
Inner City Fund	Boston, MA	$25,000	Scholarship Fund	2017
Boys & Girls Club of Collier County	Naples, FL	$10,000	Inspire and enable our young people to be responsible, caring, and productive citizens	2016