Annis Willey Tr - Shelter Fund

MILWAUKEE, WI EIN: 26-6519815

Annis Willey Tr - Shelter 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 $334K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $13K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$334K

-1.1% YoY

Annual Giving

$14K

+11.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$14K

+11.0% YoY

Under IRS private-foundation payout rules, Annis Willey Tr - Shelter Fund reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.

About Annis Willey Tr - Shelter Fund

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $73K (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	$333,919	$337,723	$349,271
Revenue	$18,064	$8,366	$5,950
Expenses	$21,868	$19,915	$21,684
Qualifying Distributions	$16,519	$15,041	$16,014
Net Investment Income	$12,811	$6,121	$4,772
Distributable Amount	$17,683	$16,283	$15,438

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 Christian County ($14,432).

Recipient	Purpose	Amount
CHRISTIAN COUNTY TAYLORVILLE, IL	GENERAL OPERATING	$14,432

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	$5,722

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Annis Willey Tr - Shelter Fund?

Annis Willey Tr - Shelter Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $334K in total assets as of 2025.

How large is Annis Willey Tr - Shelter Fund?

As of 2025, Annis Willey Tr - Shelter Fund holds $334K in total assets with $18K in annual revenue. It awarded 1 grants totaling $14K in 2025.

Where does Annis Willey Tr - Shelter Fund operate?

Annis Willey Tr - Shelter Fund has awarded grants in Illinois.

What size grants does Annis Willey Tr - Shelter Fund award?

In 2025, Annis Willey Tr - Shelter Fund awarded 1 grants totaling $14K — an average of about $14K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2025, Annis Willey Tr - Shelter Fund reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Annis Willey Tr - Shelter Fund's EIN?

Annis Willey Tr - Shelter Fund's EIN (Employer Identification Number) is 26-6519815. IRS Form 990 filing data is available on this page for 2021–2025.