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Foundation Lookup

Form 990-PFTax year 2025EIN 04-6819602

The Willowbank Foundation

A private foundation in Marblehead, MA. Its return for tax year 2025 lists 5 grants and $725,000 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Stephen Frances Lockwood
C/o SJL Co LLC 258 Washington, Street
Marblehead, MA 01945
(978) 740-9119
Form and materials
Letter form
Deadlines
None
Restrictions
Makes grants to 501(c)(3) organizations

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $725,000

    Grants listed
    5
    Assets, end of year
    $1,064,878

  • Tax year 2024

    $175,000

    Grants listed
    2
    Assets, end of year
    $1,659,004

  • Tax year 2023

    $225,000

    Grants listed
    3
    Assets, end of year
    $1,769,817

  • Tax year 2022

    $0

    Grants listed
    0
    Assets, end of year
    $1,710,924

  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $1,151,155

  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $913,147

  • Tax year 2018

    $0

    Grants listed
    0
    Assets, end of year
    $924,444

Grants paid in 2025

5 grants, largest first

As listed on the return.

  1. Pingree SchoolS Hamilton, MA

    For unrestricted use in tax exempt purpose

    $250,000
  2. Salem HospitalSalem, MA

    For unrestricted use in tax exempt purpose

    $150,000
  3. NCH Center for PhilanthropyNaples, FL

    For unrestricted use in tax exempt purpose

    $125,000
  4. Catholic Schools FoundationBoston, MA

    For unrestricted use in tax exempt purpose

    $100,000
  5. Warrior HomesNaples, FL

    For unrestricted use in tax exempt purpose

    $100,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $350,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts3 grants $500,000
  2. Florida2 grants $225,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Stephen J LockwoodTRUSTEE Hours 0Pay $0
  • Frances R LockwoodTRUSTEE Hours 0Pay $0

The return

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