Willcoxon Family Foundation

Joplin, MO
Tax-exempt since June 1998
EIN: 43-1781735

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$444k (2024)

Expenses

$457k (2024)

Total Assets

$2.04M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$444,492

Expenses

$456,748

Net Income

-$12,256

Net Assets

$2,044,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,174	7.5%
Dividends	$33,433	7.5%
Sales of Assets	$377,885	85.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,973	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,044,513
Total Liabilities	$0
Net Assets	$2,044,513

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President)	$0	$0
Debra Ricard (Vice President)	$0	$0
Lauren Marcello (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0
Dorothy Willcoxon (Treasurer)	$0	$0

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990-PF

Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$109,441

Expenses

$331,552

Net Income

-$222,111

Net Assets

$2,056,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,185	30.3%
Dividends	$36,530	33.4%
Sales of Assets	$39,726	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$299,785	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,056,769
Total Liabilities	$0
Net Assets	$2,056,769

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President)	$0	$0
Debra Ricard (Vice President)	$0	$0
Lauren Marcello (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0
Dorothy Willcoxon (Treasurer)	$0	$0

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990-PF

Filed on Oct. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$48,577

Expenses

$223,102

Net Income

-$174,525

Net Assets

$2,278,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,795	75.7%
Dividends	$34,482	71.0%
Sales of Assets	-$22,700
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,626	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,278,880
Total Liabilities	$0
Net Assets	$2,278,880

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President)	$0	$0
Debra Ricard (Vice President)	$0	$0
Lauren Marcello (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0
Dorothy Willcoxon (Treasurer)	$0	$0

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990-PF

Filed on Oct. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$311,027

Expenses

$263,188

Net Income

$47,839

Net Assets

$2,453,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,214	10.7%
Dividends	$32,779	10.5%
Sales of Assets	$245,034	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,963	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,453,405
Total Liabilities	$0
Net Assets	$2,453,405

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President)	$0	$0
Debra Ricard (Vice President)	$0	$0
Lauren Tate (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0
Dorothy Willcoxon (Treasurer)	$0	$0

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990-PF

Filed on May 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$171,421

Expenses

$282,007

Net Income

-$110,586

Net Assets

$2,405,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,126	21.1%
Dividends	$29,355	17.1%
Sales of Assets	$105,940	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,406	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,405,566
Total Liabilities	$1
Net Assets	$2,405,565

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President/Treasurer)	$0	$0
Debra Ricard (Vp/Director)	$0	$0
Lauren Tate (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0

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990-PF

Filed on June 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$449,302

Expenses

$299,214

Net Income

$150,088

Net Assets

$2,851,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,808	7.1%
Dividends	$36,952	8.2%
Sales of Assets	$380,542	84.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,361	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,851,689
Total Liabilities	$1
Net Assets	$2,851,688

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (Treasurer/Director)	$0	$0
Dorothy Willcoxon (President/Director)	$0	$0
Debra Ricard (Vp/Director)	$0	$0
Lauren Tate (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0
Alexia Willcoxon Allen (Asst Secretary)	$0	$0

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990-PF

Filed on June 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$170,253

Expenses

$292,703

Net Income

-$122,450

Net Assets

$2,700,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,532	14.4%
Dividends	$43,088	25.3%
Sales of Assets	$102,633	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,123	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,700,634
Total Liabilities	$0
Net Assets	$2,700,634

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President/Director)	$0	$0
Dorothy Willcoxon (Treas/Director)	$0	$0
Debra Ricard (Vp/Director)	$0	$0
Lauren Tate (Secretary)	$0	$0
Philip Willcoxon (Vice President)	$0	$0
Mark Willcoxon (Manager)	$0	$0

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990-PF

Filed on June 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$102,486

Expenses

$187,567

Net Income

-$85,081

Net Assets

$2,822,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,161	32.4%
Dividends	$37,755	36.8%
Sales of Assets	$31,570	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,325	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,822,123
Total Liabilities	$0
Net Assets	$2,822,123

Compensation

Key Employees and Officers	Compensation	Other
Robert Willcoxon (President/Director)	$0	$0
Dorothy Willcoxon (Treas/Director)	$0	$0
Debra Ricard (Vp/Director)	$0	$0
Jeff Tate (Secretary)	$0	$0

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990-PF

Filed on July 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$6,230

Expenses

$20,351

Net Income

-$14,121

Net Assets

$220,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,288	> 100%
Sales of Assets	-$58
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,736	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$220,211
Total Liabilities	$0
Net Assets	$220,211

Compensation

Key Employees and Officers	Compensation	Other
Robert L Willcoxon (Presidentdirector)	$0	$0
Dorothy Willcoxon (Sectreasdir)	$0	$0
Debra Willcoxon (Vpdirector)	$0	$0

990-PF

Filed on May 31, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$15,129

Expenses

$18,628

Net Income

-$3,499

Net Assets

$234,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,297	41.6%
Sales of Assets	$8,832	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,843	79.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,332
Total Liabilities	$0
Net Assets	$234,332

Compensation

Key Employees and Officers	Compensation	Other
Robert L Willcoxon (Presidentdirector)	$0	$0
Dorothy Willcoxon (Sectreasdir)	$0	$0
Debra Willcoxon (Vpdirector)	$0	$0

990-PF

Filed on May 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$5,961

Expenses

$12,946

Net Income

-$6,985

Net Assets

$237,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,947	99.8%
Sales of Assets	$14	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,946	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$237,831
Total Liabilities	$0
Net Assets	$237,831

Compensation

Key Employees and Officers	Compensation	Other
Robert L Willcoxon (Presidentdirector)	$0	$0
Dorothy Willcoxon (Sectreasdir)	$0	$0
Debra Willcoxon (Vpdirector)	$0	$0

990-PF

Filed on May 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$5,986

Expenses

$14,784

Net Income

-$8,798

Net Assets

$244,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,986	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,446	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$244,816
Total Liabilities	$1
Net Assets	$244,815

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$6,346

Expenses

$14,577

Net Income

-$8,231

Net Assets

$253,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,778	91.0%
Sales of Assets	$568	9.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,378	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,614
Total Liabilities	$1
Net Assets	$253,613

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Willcoxon Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $444k (2024)

Expenses $457k (2024)

Total Assets $2.04M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$444k (2024)

Expenses

$457k (2024)

Total Assets

$2.04M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001