Annis Willey Tr Scholarship Fund

MILWAUKEE, WI EIN: 26-6519856

Annis Willey Tr Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $695K in total assets. In 2025, it awarded 1 grants totaling $31K. Net investment income was $34K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$695K

-0.1% YoY

Annual Giving

$31K

+5.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

+5.5% YoY

Under IRS private-foundation payout rules, Annis Willey Tr Scholarship Fund reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

About Annis Willey Tr Scholarship Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Annis Willey Tr Scholarship Fund?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $157K (100%)

States

Illinois

Cities

Taylorville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$694,505	$695,097	$720,226
Revenue	$44,362	$17,264	$11,353
Expenses	$44,954	$42,391	$48,373
Qualifying Distributions	$33,953	$32,244	$35,215
Net Investment Income	$33,700	$12,702	$9,881
Distributable Amount	$36,216	$33,870	$32,191

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Taylorville Comm Unit Sch Dist #3 ($31,261).

Recipient	Purpose	Amount
TAYLORVILLE COMM UNIT SCH DIST #3 TAYLORVILLE, IL	SCHOLARSHIPS	$31,261

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$11,768

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Annis Willey Tr Scholarship Fund?

Annis Willey Tr Scholarship Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $695K in total assets as of 2025.

How large is Annis Willey Tr Scholarship Fund?

As of 2025, Annis Willey Tr Scholarship Fund holds $695K in total assets with $44K in annual revenue. It awarded 1 grants totaling $31K in 2025.

Where does Annis Willey Tr Scholarship Fund operate?

Annis Willey Tr Scholarship Fund has awarded grants in Illinois.

What size grants does Annis Willey Tr Scholarship Fund award?

In 2025, Annis Willey Tr Scholarship Fund awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Annis Willey Tr Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Annis Willey Tr Scholarship Fund reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Annis Willey Tr Scholarship Fund's EIN?

Annis Willey Tr Scholarship Fund's EIN (Employer Identification Number) is 26-6519856. IRS Form 990 filing data is available on this page for 2021–2025.