Donald and Joanne Willen Charitable Foundation Trust
DONALD AND JOANNE WILLEN CHARITABLE is a private foundation based in Rochester, Michigan. Its 2023 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Key facts about Donald and Joanne Willen Charitable Foundation Trust
In short: Donald and Joanne Willen Charitable Foundation Trust gave $10K across 13 grants in 2023 (avg $788.462), top state Florida. 40% of 2023 grantees were new. Source: 2023 IRS Form 990-PF.
- EIN
- 46-6906747
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $10,250
- Grants made (2023)
- 13
- Average grant
- $788
- Median grant
- $500
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2023)
- Total assets
- $2,300
- Primary geography
- Florida (39% of itemized 2023 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$2K
-10.7% YoY
Annual Giving
$10K
+138.1% YoY
Grant Count
13
+30.0% YoY
Avg Grant Size
$788.462
+83.2% YoY
Under IRS private-foundation payout rules, Donald and Joanne Willen Charitable Foundation Trust reported a distributable amount of $354 for 2023 — the minimum it must pay out in qualifying distributions.
Is Donald and Joanne Willen Charitable Foundation Trust open to new grantees?
40%
first-time grantees, 2023
In 2023, 4 of 10 grantees (40%) were first-time recipients. First grants averaged $625; repeat grants $1K. How we count
Medians: $500 first-time, $625 repeat.
- 50% of 2023 grantees were also funded in 2022. Method
- Giving grew 294% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided. The foundation’s 2023 grants included support for health-related research and care, civil liberties, and assistance to families.
Grantmaking
In 2023, the foundation gave $10,250 through 13 grants. Grant amounts ranged from $250 to $4,000, with a median grant of $500. The largest listed grant was $4,000 to MY CLINIC INC for its general fund. Other notable grants included $1,000 to the Alzheimer’s Association for care support and research, and $500 each to Macular Degeneration Research for research, Habitat for Humanity for helping families, and Susan B. Komen for research.
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Geographic Focus
Where this funder awards grants
The foundation is based in Rochester, Michigan. In 2023, its grant dollars went to recipients in Florida (39%), Michigan (37%), New York (15%), Pennsylvania (5%), and Virginia (5%).
Grant Distribution by State
Share of 2023 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $3K (2020) to $10K (2023). In 2023 it made 13 grants totaling $10K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2023
The largest 2023 recipient was My Clinic Inc ($4K). Together the top 10 received $10K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| My Clinic Inc Jupiter, FL | General Fund | $4,000 |
| Alzheimers Association Southfield, MI | Care Support and Research | $1,000 |
| Macular Degeneration Research Philadelphia, PA | Research | $500 |
| Habitat for Humanity Pontiac, MI | Helping Families | $500 |
| Susan B Komen Detroit, MI | Research | $500 |
| Lighthouse MI Pontiac, MI | Helping Families | $500 |
| Planned Parenthood New York, NY | General Fund | $500 |
| Alzheimers Association Southfield, MI | Care Support and Research | $500 |
| American Diabetes Assn Arlington, VA | Research | $500 |
| National Multiple Sclerosis Soc New York, NY | Research Advocacy Service | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants given | Number of grants |
|---|---|---|
| 2023 | $10,250 | 13 |
| 2022 | $4,305 | 10 |
| 2021 | $2,750 | 10 |
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $2,300 | $2,575 | $5,715 |
| Revenue | $10,000 | $1,165 | $7,000 |
| Expenses | $10,275 | $4,305 | $2,750 |
| Qualifying Distributions | $10,250 | $4,305 | $2,750 |
| Distributable Amount | $354 | $175 | $75 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Leadership team and compensation from IRS filings
Donald Willen and Joanne Willen are listed as trustees on the 2023 filing.
Donald and Joanne Willen Charitable Foundation Trust's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Donald Willen
Trustee
On filings since 2020
No compensation reported
Joanne Willen
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 5793 Iris Ct, Rochester, MI 48306-1340
Phone: (248) 625-7532
Frequently asked questions about Donald and Joanne Willen Charitable Foundation Trust
How much does Donald and Joanne Willen Charitable Foundation Trust give each year?
Donald and Joanne Willen Charitable Foundation Trust gave $10K across 13 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $4K across 10 grants.
What is Donald and Joanne Willen Charitable Foundation Trust's typical grant size?
Donald and Joanne Willen Charitable Foundation Trust's median grant in 2023 was $500, and its average grant was $788, across 13 grants on its 2023 IRS Form 990-PF. Organizations receiving their first grant from Donald and Joanne Willen Charitable Foundation Trust that year got $625 on average.
Where does Donald and Joanne Willen Charitable Foundation Trust give grants?
Donald and Joanne Willen Charitable Foundation Trust's top state is Florida, with 39% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were Michigan (37%) and New York (15%). The most frequent recipient cities were New York, NY (3 grants), Detroit, MI (3 grants), Southfield, MI (2 grants) and Pontiac, MI (2 grants).
Does Donald and Joanne Willen Charitable Foundation Trust give general operating support?
Yes: 15% of Donald and Joanne Willen Charitable Foundation Trust's 2023 grants with a stated purpose (2 of 13) were for general or operating support, per its 2023 IRS Form 990-PF. Recurring purposes include "Research" (4 grants).
Who are Donald and Joanne Willen Charitable Foundation Trust's largest grantees?
Donald and Joanne Willen Charitable Foundation Trust's largest 2023 grantees include My Clinic Inc ($4,000), Alzheimers Association ($1,500 across 2 grants) and National Multiple Sclerosis Soc ($1,000 across 2 grants), according to its 2023 IRS Form 990-PF. Together they received 63% of its itemized 2023 grant dollars.
How large is Donald and Joanne Willen Charitable Foundation Trust?
Donald and Joanne Willen Charitable Foundation Trust reported $2K in total assets on its 2023 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $354 (roughly 5% of its investment assets).
What does Donald and Joanne Willen Charitable Foundation Trust fund?
No mission statement is provided. The foundation’s 2023 grants included support for health-related research and care, civil liberties, and assistance to families. See mission & focus areas ↑
How do I apply for a grant from Donald and Joanne Willen Charitable Foundation Trust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Donald and Joanne Willen Charitable Foundation Trust's EIN?
Donald and Joanne Willen Charitable Foundation Trust's EIN (Employer Identification Number) is 46-6906747. IRS Form 990 filing data is available on this page for 2020–2023.
Does Donald and Joanne Willen Charitable Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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