TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
The Willowmere Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
Room/suite

City or town
Wilmington

State or province
DE

Country

ZIP or foreign postal code
198091377

A Employer identification number

88-2199582

B Telephone number (see instructions)

8008391754

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$8,205,393J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,007,223
2	Check .................
3	Interest on savings and temporary cash investments	19,371		19,371
4	Dividends and interest from securities...	139,966		139,966
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		228,837
b	Gross sales price for all assets on line 6a 3,299,863
7	Capital gain net income (from Part IV, line 2)...			2,095,933
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	2,395,397		2,255,270
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	30,514	30,514
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	30,800
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	19,946				19,946
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	26,190			26,190
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	107,450		30,514		46,136
25	Contributions, gifts, grants paid.......	325,000				325,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	432,450		30,514		371,136
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,962,947
b	Net investment income (if negative, enter -0-)			2,224,756
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	289,177	440,792	440,792
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	162,630	List of Attached Documents: // Content 308,083	320,816
	b	Investments—corporate stock (attach schedule).......	3,587,724	List of Attached Documents: // Content 4,878,120	6,413,784
	c	Investments—corporate bonds (attach schedule).......	599,752	List of Attached Documents: // Content 975,235	1,030,001
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,639,283	6,602,230	8,205,393
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	4,639,283	6,602,230
	29	Total net assets or fund balances (see instructions).....	4,639,283	6,602,230
	30	Total liabilities and net assets/fund balances (see instructions).	4,639,283	6,602,230

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

4,639,283

Enter amount from Part I, line 27a .....................

1,962,947

Other increases not included in line 2 (itemize)

Add lines 1, 2, and 3 ..........................

6,602,230

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

6,602,230

Form 990-PF (2025)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,299,863	1,203,930	2,095,933
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			2,095,933
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,095,933
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	30,924
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	30,924
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	30,924
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	30,374
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	600
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	30,974
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	50
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax50	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. $ (2) On foundation managers.$

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address

The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country

Form 990-PF (2025)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2025? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check .........

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Barbara Hapgood	Sec 3.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Sec 3.0	0	0	0
Gay Hapgood	Dir, Pres 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Pres 1.0	0	0	0
Matthew Hapgood	Dir, Treas 2.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Treas 2.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2025)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,046,121

Average of monthly cash balances.......................

463,702

Fair market value of all other assets (see instructions)................

Total (add lines 1a, 1b, and 1c).......................

7,509,823

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

7,509,823

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

112,647

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

7,397,176

Minimum investment return. Enter 5% (0.05) of line 5 ................

369,859

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

Minimum investment return from Part IX, line 6..................

369,859

Tax on investment income for 2025 from Part V, line 5 .......

30,924

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

30,924

Distributable amount before adjustments. Subtract line 2c from line 1............

338,935

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

338,935

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

338,935

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

371,136

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

371,136

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2025
1 Distributable amount for 2025 from Part X, line 7			338,935
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......
b Total for prior years:2023, 2022, 2021
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......	11,839
e From 2024......	41,329
f Total of lines 3a through e ........		53,168
4Qualifying distributions for 2025 from Part
XI, line 4: $ 371,136
a Applied to 2024, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions) .....
c Treated as distributions out of corpus (Election required—see instructions) ........
d Applied to 2025 distributable amount.....			338,935
e Remaining amount distributed out of corpus		32,201
5 Excess distributions carryover applied to 2025.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		85,369
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		85,369
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....	11,839
d Excess from 2024 ....	41,329
e Excess from 2025 ....	32,201

Form 990-PF (2025)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 3b, or 3c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2025)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
4KIDS OF SOUTH FLORIDA INC 2717 W CYPRESS CRK RD FT LAUDERDALE,FL33309	N/A		General & Unrestricted	1,000
AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION PO BOX 104142 PASADENA,CA91189	N/A		General & Unrestricted	15,000
BLUE RIDGE AREA FOOD BANK INC PO BOX 937 VERONA,VA24482	N/A		General & Unrestricted	7,500
CANCER ALLIANCE OF HELP AND HOPE PO BOX 3292 PALM BEACH,FL33480	N/A		General & Unrestricted	2,500
CENTER FOR BIOLOGICAL DIVERSITY INC PO BOX 710 TUCSON,AZ85702	N/A		General & Unrestricted	10,000
CHARLESTON JUNIOR GOLF FOUNDATION 321 WINGO WAY STE 201 MT PLEASANT,SC29464	N/A		General & Unrestricted	2,500
EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE RD MT PLEASANT,SC29466	N/A		General & Unrestricted	5,000
FEEDMORE INC 8020 VILLA PARK DR RICHMOND,VA23228	N/A		General & Unrestricted	6,667
FRIENDS OF THE EARTH PO BOX 7010 MERRIFIELD,VA22116	N/A		General & Unrestricted	5,000
FRIENDS OF THE JAMES RIVER PARK PO BOX 4453 RICHMOND,VA23220	N/A		General & Unrestricted	3,333
INCREASING H O P E 8570 RIVERS AVE STE 120 N CHARLESTON,SC29406	N/A		General & Unrestricted	6,000
JACK THE BIKE MAN INC PO BOX 17565 WEST PALM BEACH,FL33416	N/A		General & Unrestricted	2,500
MATCH POINT IMPACT INC 2212 SOUNDINGS CT GREENACRES,FL33413	N/A		General & Unrestricted	5,000
MY SISTERS HOUSE INC 3775 SPRUILL AVE N CHARLESTON,SC29405	N/A		General & Unrestricted	8,000
PARTNERSHIP WITH NATIVE AMERICANS 16415 ADDISON RD STE 200 ADDISON,TX75001	N/A		General & Unrestricted	50,000
PERFORMING ANIMAL WELFARE SOCIETY PO BOX 849 GALT,CA95632	N/A		General & Unrestricted	10,000
PLANNED PARENTHOOD OF SOUTHEASTERN VIRGINIA INC 201 N HAMILTON ST RICHMOND,VA23221	N/A		General & Unrestricted	7,500
PLANNED PARENTHOOD SOUTH ATLANTIC 100 S BOYLAN AVE RALEIGH,NC27603	N/A		General & Unrestricted	6,000
RAINFOREST TRUST PO BOX 841 WARRENTON,VA20188	N/A		General & Unrestricted	10,000
SAVING THE BLUE INC 4611 S UNIVERSITY BOX 121 DAVIE,FL33328	N/A		General & Unrestricted	2,500
SEEDMONEY 3 POWDERHORN DR SCARBOROUGH,ME04074	N/A		General & Unrestricted	25,000
SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT ST STE 400 CHARLOTTESVILLE,VA22902	N/A		General & Unrestricted	6,000
SUDAN RELIEF FUND INC 3220 N ST NW WASHINGTON,DC20007	N/A		General & Unrestricted	25,000
SURVIVAL CENTERS INC PO BOX 9629 NORTH AMHERST,MA01059	N/A		General & Unrestricted	50,000
THE DEE NORTON LOWCOUNTRY CHILDRENS CENTER INC 1061 KING ST CHARLESTON,SC29403	N/A		General & Unrestricted	10,000
THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 HOHENWALD,TN38462	N/A		General & Unrestricted	10,000
TURN90 5640 RIVERS AVE NORTH CHARLESTON,SC29406	N/A		General & Unrestricted	6,000
URBAN COMMUNITY AGRI-NOMICS 505 CRESTVIEW DR DURHAM,NC27712	N/A		General & Unrestricted	8,000
VENTURE RICHMOND INC 200 S 3RD ST RICHMOND,VA23219	N/A		General & Unrestricted	3,333
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD INC 201 N HAMILTON ST RICHMOND,VA23221	N/A		General & Unrestricted	6,667
WELLINGTON CARES INC 11924 FOREST HILL BLVD STE 10A 223 WELLINGTON,FL33414	N/A		General & Unrestricted	7,500
X-PORT PAWS INC 2101 BIG PINE DR MATTHEWS,NC28105	N/A		General & Unrestricted	1,500
Total ................................. 3a				325,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2025)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	19,371
4 Dividends and interest from securities ....			14	139,966
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	228,837
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				388,174

13Total. Add line 12, columns (b), (d), and (e)..................

388,174

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

The Willowmere Foundation

Employer identification number

88-2199582

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 2025) Page 2

Name of organization The Willowmere Foundation

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	Gay Hapgood Revocable Trust c/o Gay Hapgood 10 Lawton Road Leverett, MA01054	$ 2,007,223	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization The Willowmere Foundation		Employer identification number 88-2199582

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	NETFLIX INC NFLX, 500 sh.	$ 483,631	2025-03-04
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	META PLATFORMS INC META, 500 sh.	$ 318,350	2025-03-04
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	BROADCOM INC AVGO, 2000 sh.	$ 374,430	2025-03-04
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	APPLE INC AAPL, 3500 sh.	$ 830,813	2025-03-04
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization The Willowmere Foundation			Employer identification number 88-2199582
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Name of Bond	End of Year Book Value	End of Year Fair Market Value
APPLE INC - 1.650% - 02/08/203	86,043	89,188
COCA-COLA CO - 3.450% - 03/25/	89,437	98,079
COMCAST CORP NOTE - 3.300% - 0	95,359	99,338
DTE ELECTRIC CO - 1.770% - 02/	87,842	95,879
INTEL CORP - 2.450% - 11/15/20	64,403	70,050
JOHN DEERE - 1.300% - 10/13/20	89,059	98,098
NEXTERA ENERGY CAP - 2.250% -	83,967	92,030
TARGET CORP - 4.500% - 09/06/2	97,721	99,214
THERMO - 2.000% - 10/15/2031	85,441	89,246
UNITEDHEALTH GROUP - 4.200% -	97,777	98,878
WALMART INC NOTE CALL MAKE WHO	98,186	100,001

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	23,556	24,682
ABBVIE INC	24,267	31,303
ADOBE SYSTEMS, INC	20,082	19,249
ALPHABET INC CL C	121,294	312,545
AMAZON COM	153,730	178,655
AMERICAN EXPRESS CO	22,397	43,284
APPLE INC	187,749	305,571
APPLIED MATERIALS INC	16,874	29,040
ASTRAZENECA PLC SP ADR	24,297	30,337
AT&T, INC	20,626	24,790
AUTODESK, INC	17,533	24,569
AUTOMATIC DATA PROCESSING INC	16,673	16,977
BECTON DICKINSON & CO	14,533	12,420
BIOGEN INC	19,141	17,775
BLACKROCK INC	33,216	46,025
BOSTON SCIENTIFIC	30,463	41,668
BROADCOM INC	88,991	145,362
CATERPILLAR INC	20,770	35,518
CBRE GROUP	14,079	22,350
CELEBRATE INTERNATIONAL HOLDIN	14,150	17,653
CHENIERE ENERGY INC	31,396	26,048
CIGNA CORPORATION	14,876	13,486
CISCO SYSTEMS INC	28,760	42,752
CITIGROUP INC	34,306	73,515
COLGATE-PALMOLIVE COMPANY	20,108	17,780
COMCAST CORP	36,528	28,575
CONSTELLATION ENERGY GROUP INC	20,390	33,914
COSTCO WHOLESALE CORPORATION	31,519	40,530
DANAHER CORP	16,732	18,314
DEERE CO	25,653	27,469
ECOLAB INC	19,030	26,777
ELEVANCE HEALTH INC	31,718	23,487
ELI LILLY & CO	45,120	66,630
EMERSON ELECTRIC CO	11,728	16,590
EQUINIX, INC	22,989	23,751
GENERAL MILLS INC	31,201	18,647
GENERAL MOTORS	29,197	60,990
GILEAD SCIENCES INC	22,238	29,335
HOME DEPOT INC	28,166	29,249
HUBBELL INCORPORATED	19,227	19,985
INTUIT	19,768	29,146
INTUITIVE SURGICAL	28,658	28,884
INVESCO WATER RESOURCES ETF	60,755	77,450
ISHARES ESG ADVANCED TOTAL USD	189,251	197,595
ISHARES FLOATING RATE NOTE FUN	25,145	25,430
ISHARES TRUST ISHARES MSCI EAF	322,024	413,641
KROGER CO	15,904	15,183
LAM RESEARCH CORP	20,226	59,742
LINDE PLC COM	27,940	28,568
LOWES COMPANIES INC	19,454	21,222
MARATHON PETROLEUM CORP	16,549	17,401
MARSH AND MCLENNAN COMPANIES I	21,080	17,995
MASTERCARD INC	40,637	56,517
MERCK & CO INC	36,934	36,946
METLIFE INC	21,763	24,392
MICROSOFT CORP	175,618	287,270
MOODYS CORP	22,427	30,651
MORGAN STANLEY	53,259	58,585
NASDAQ OMX GROUP	24,480	29,625
NEXTERA ENERGY, INC	26,070	26,653
NIKE INC-CL B	29,187	18,603
NUVEEN ESG EMERGING MARKETS EQ	186,087	249,060
NUVEEN ESG MID-CAP GROWTH ETF	194,539	235,134
NUVEEN ESG MID-CAP VALUE ETF	195,351	247,308
NUVEEN ESG SMALL-CAP ETF	330,174	401,850
NUVEEN ESG US AGGREGATE BOND E	95,859	98,362
NUVEEN ESG US HIGH YIELD CORPO	220,241	225,668
NVIDIA CORP	105,915	352,112
PAYPAL HOLDINGS, INC	21,483	17,164
PNC FINANCIAL GROUP INC	25,710	31,101
PPG INDUSTRIES INC	19,240	16,086
PROCTER GAMBLE CO	52,748	47,866
PROGRESSIVE CORP OHIO	25,663	32,336
PROLOGIS	31,173	33,702
PUBLIC STORAGE, 4.00% SER P	74,928	67,618
PUBLIC SVC ENTERPRISE GROUP IN	22,739	26,660
QUALCOMM INC	23,720	31,131
QUANTA SVCS INC	22,940	35,875
S&P GLOBAL INC COM	26,806	35,536
SALESFORCE.COM	27,175	33,908
SCHLUMBERGER LTD	33,805	27,979
SERVICE NOW	32,501	35,234
SYSCO CORP	13,920	13,854
T-MOBILE US INC	29,299	27,207
TAIWAN SEMICONDUCTOR MFG CO LT	54,032	59,259
TE CONNECTIVITY LTD	20,213	20,248
THERMO FISHER SCIENTIFIC INC	28,374	31,290
TJX COMPANIES INC	18,407	29,340
UBER	33,154	31,213
US BANCORP	26,007	37,085
VALERO ENERGY CORP	29,937	39,232
VERALTO CORPORATION	13,921	13,969
VERTEX PHARMCTLS INC	22,757	27,202
VISA INC	56,871	77,156
WAL-MART STORES INC	44,591	60,718
WELLS FARGO & CO	29,160	44,177
WELLTOWER INC.	37,942	52,899
WESTINGHOUSE AIR BRAKE TECHNOL	13,645	17,716
WILLIAMS SONOMA INC	13,343	13,573
ZOETIS INC	21,318	16,860

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

The Willowmere Foundation

EIN:

88-2199582

US Government Securities - End of Year Book Value:

308,083

US Government Securities - End of Year Fair Market Value:

320,816

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2025 OtherExpensesSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Administrative Fees	26,165			26,165
State or Local Filing Fees	25			25

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	30,514	30,514

- TIN:

TY 2025 TaxesSchedule

Name:

The Willowmere Foundation

EIN:

88-2199582

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025	30,300
990-PF Extension for 2024	500