Phil & Pat Willis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 9 grants totaling $157K. Net investment income was $81K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-2.0% YoY
Annual Giving
$157K
+60.2% YoY
Grant Count
9
-10.0% YoY
Avg Grant Size
$17K
+78.0% YoY
Under IRS private-foundation payout rules, Phil & Pat Willis Foundation reported a distributable amount of $141K for 2025 — the minimum it must pay out in qualifying distributions.
About Phil & Pat Willis Foundation
Based on IRS filings
Phil & Pat Willis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 9 grants totaling $157K. Net investment income was $81K.
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 | $1,278,096 | $1,304,003 | $1,293,849 |
| Revenue | $175,555 | $111,258 | $361,168 |
| Expenses | $162,048 | $101,104 | $38,597 |
| Qualifying Distributions | $158,500 | $98,921 | $33,339 |
| Net Investment Income | $81,085 | $107,497 | $87,922 |
| Distributable Amount | $141,206 | $112,833 | $107,850 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Michigan Theatre of Jackson ($50,000), Junior Achievement of Michigan ($35,000), Jackson Interfaith Shelter ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JACKSON INTERFAITH SHELTER JACKSON, MI | GENERAL FUND | $20,000 |
| ELLA SHARP MUSEUM JACKSON, MI | GENERAL FUND | $10,000 |
| FAMILY SERVICE CHILDREN'S AID JACKSON, MI | GENERAL FUND | $5,000 |
| MICHIGAN THEATRE OF JACKSON JACKSON, MI | CAPITAL CAMPAIGN | $50,000 |
| JUNIOR ACHIEVEMENT OF MICHIGAN JACKSON, MI | GENERAL FUND | $35,000 |
| WASHTENAW AREA VALUE EXPRESS DEXTER, MI | GENERAL FUND | $5,000 |
| COLLEGE AND CAREER ACCESS CENTER JACKSON, MI | GENERAL FUND | $7,000 |
| SOAR CAFE FARMS JACKSON, MI | GENERAL FUND | $5,000 |
| GRASS LAKE SENIOR CENTER GRASS LAKE, MI | GENERAL FUND | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHIL S WILLIS | PRESIDENT | — | — |
| PATRICIA WILLIS | VICE PRESIDE | — | — |
| DANIEL MACHNIK | VICE PRESIDE | — | — |
| SCOTT WILLIS | VICE PRESIDE | — | — |
| RICHARD SHEFFERLY | TRUSTEE | — | — |
| THEODORE CRISTOFF | TRUSTEE | — | — |
| PHIL S WILLIS IV | VICE PRESIDE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Phil & Pat Willis Foundation?
Phil & Pat Willis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MI. It holds $1.3M in total assets as of 2025.
How large is Phil & Pat Willis Foundation?
As of 2025, Phil & Pat Willis Foundation holds $1.3M in total assets with $176K in annual revenue. It awarded 9 grants totaling $157K in 2025.
Where does Phil & Pat Willis Foundation operate?
Phil & Pat Willis Foundation has awarded grants in Michigan, Rhode Island.
What size grants does Phil & Pat Willis Foundation award?
In 2025, Phil & Pat Willis Foundation awarded 9 grants totaling $157K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Phil & Pat Willis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Phil & Pat Willis Foundation reported a distributable amount of $141K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Phil & Pat Willis Foundation's EIN?
Phil & Pat Willis Foundation's EIN (Employer Identification Number) is 20-8604545. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Phil & Pat Willis Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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