Kathryn Willis Charitable Trust XXX-XX-XXXX
Kathryn Willis Charitable Trust XXX-XX-XXXX is a private foundation, based in Evansville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 5 grants totaling $82K. Net investment income was $100K.
Kathryn Willis Charitable Trust XXX-XX-XXXX at a glance
In short: Kathryn Willis Charitable Trust XXX-XX-XXXX gave $82K across 5 grants in 2025 (avg $16K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,795
- -2.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $16,359
- -2.8% vs 2024
- Median grant
- $12,359
- Total assets
- $1,646,907
- -0.4% vs 2024
- Primary geography
- Indiana (85% 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 Kathryn Willis Charitable Trust XXX-XX-XXXX funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Newlife Rescue & Adoption Inc ($32K). Together the top 5 received $82K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Kathryn Willis Charitable Trust XXX-XX-XXXX gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $55K (2023) to $84K (2024). In 2025 it made 5 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Newlife Rescue & Adoption Inc Mt Vernon, IN | Program Support | $32,359 |
| Alzheimer's Association Chicago, IL | Program Support | $12,359 |
| Posey County Thrift Shop Inc Mt Vernon, IN | Program Support | $12,359 |
| Trinity Evangelical Church Mount Vernon, IN | Program Support | $12,359 |
| Posey County Council on Aging Mt Vernon, IN | Program Support | $12,359 |
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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 | $1,646,907 | $106,467 | $111,883 | $81,795 | 5 | $103,650 | $99,734 | $97,862 |
| 2024 | $1,653,479 | $114,252 | $112,521 | $84,119 | 5 | $104,750 | $106,933 | $91,873 |
| 2023 | $1,651,752 | $154,456 | $77,464 | $54,985 | 5 | $72,283 | $150,566 | $80,753 |
| 2022 | $1,574,923 | $97,571 | $96,421 | $71,790 | 5 | $89,198 | $93,840 | $82,545 |
| 2021 | $1,573,781 | $194,001 | $88,354 | $65,015 | 5 | $83,889 | $189,259 | $92,954 |
| 2020 | $1,468,135 | $118,708 | $85,676 | $62,320 | 5 | — | $114,241 | $79,626 |
| 2019 | $1,435,107 | $136,439 | $81,471 | $59,180 | 5 | — | $132,358 | $77,909 |
Under IRS private-foundation payout rules, Kathryn Willis Charitable Trust XXX-XX-XXXX reported a distributable amount of $98K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kathryn Willis Charitable Trust XXX-XX-XXXX's only listed officer is OLD National Wealth Management, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
OLD National Wealth Management
Trustee
On filings since 2019
1 hr/week
$19K (2019) → $27K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $27K, to Old National Wealth Management (Trustee).
Frequently asked questions about Kathryn Willis Charitable Trust XXX-XX-XXXX
How much does Kathryn Willis Charitable Trust XXX-XX-XXXX give each year?
Kathryn Willis Charitable Trust XXX-XX-XXXX gave $82K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 5 grants.
What is Kathryn Willis Charitable Trust XXX-XX-XXXX's typical grant size?
Kathryn Willis Charitable Trust XXX-XX-XXXX's median grant in 2025 was $12,359, and its average grant was $16,359, across 5 grants on its 2025 IRS Form 990-PF.
Where does Kathryn Willis Charitable Trust XXX-XX-XXXX give grants?
Kathryn Willis Charitable Trust XXX-XX-XXXX gives mostly in Indiana: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (15%). The most frequent recipient cities were Mt Vernon, IN (4 grants).
Does Kathryn Willis Charitable Trust XXX-XX-XXXX give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Kathryn Willis Charitable Trust XXX-XX-XXXX's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).
Who are Kathryn Willis Charitable Trust XXX-XX-XXXX's largest grantees?
Kathryn Willis Charitable Trust XXX-XX-XXXX's largest 2025 grantees include Newlife Rescue & Adoption Inc ($32,359), Alzheimer's Association ($12,359) and Posey County Thrift Shop Inc ($12,359), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Kathryn Willis Charitable Trust XXX-XX-XXXX?
Kathryn Willis Charitable Trust XXX-XX-XXXX reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $98K (roughly 5% of its investment assets).
What is Kathryn Willis Charitable Trust XXX-XX-XXXX's EIN?
Kathryn Willis Charitable Trust XXX-XX-XXXX's EIN (Employer Identification Number) is 45-6226360. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
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