Annis Willey Tr - Shelter Fund
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
1
+0.0% YoY
Avg Grant Size
$14K
+11.0% YoY
About Annis Willey Tr - Shelter Fund
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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