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
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
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 |
|---|---|---|---|
| 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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