Annis Willey Tr - Shelter Fund
Annis Willey Tr - Shelter Fund is a private foundation, 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 grant totaling $14K. Net investment income was $13K.
Annis Willey Tr - Shelter Fund at a glance
In short: Annis Willey Tr - Shelter Fund gave $14K across 1 grant in 2025 (avg $14K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,432
- +11.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $14,432
- +11.0% vs 2024
- Median grant
- $14,432
- Total assets
- $333,919
- -1.1% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Annis Willey Tr - Shelter Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Christian County ($14K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Annis Willey Tr - Shelter Fund gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $13K (2024) to $17K (2021). In 2025 it made 1 grant totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Christian County Taylorville, IL | General Operating | $14,432 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $333,919 | $18,064 | $21,868 | $14,432 | 1 | $16,519 | $12,811 | $17,683 |
| 2024 | $337,723 | $8,366 | $19,915 | $13,000 | 1 | $15,041 | $6,121 | $16,283 |
| 2023 | $349,271 | $5,950 | $21,684 | $14,000 | 1 | $16,014 | $4,772 | $15,438 |
| 2022 | $365,007 | $68,708 | $23,000 | $14,364 | 1 | $16,469 | $63,384 | $17,097 |
| 2021 | $319,148 | $51,927 | $24,385 | $16,968 | 1 | — | $46,651 | $17,509 |
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.
Leadership & Key People
Officers and directors from IRS filings
Annis Willey Tr - Shelter Fund's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$6K (2025)
Former officers (1)
- Former: US Bank (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to US Bank N a (Trustee).
Frequently asked questions about Annis Willey Tr - Shelter Fund
How much does Annis Willey Tr - Shelter Fund give each year?
Annis Willey Tr - Shelter Fund gave $14K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
How large is Annis Willey Tr - Shelter Fund?
Annis Willey Tr - Shelter Fund reported $334K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Annis Willey Tr - Shelter Fund operate?
Annis Willey Tr - Shelter Fund has awarded grants in Illinois.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Annis Willey Tr - Shelter Fund funds
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