Phil & Pat Willis Foundation
Phil & Pat Willis Foundation is a private foundation, 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.
Phil & Pat Willis Foundation at a glance
In short: Phil & Pat Willis Foundation gave $157K across 9 grants in 2025 (avg $17K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $157,000
- +60.2% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $17,444
- +78.0% vs 2024
- Median grant
- $10,000
- Total assets
- $1,278,096
- -2.0% vs 2024
- Primary geography
- Michigan (100% 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 Phil & Pat Willis Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Michigan Theatre of Jackson ($50K). Together the top 9 received $157K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 34 grants of 36 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Phil & Pat Willis Foundation gives
- Giving grew 214% from 2022 to 2025. Method
- In 2025 it paid out 112% 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 2021 to 2025, annual grant giving ranged from $33K (2023) to $157K (2025). In 2025 it made 9 grants totaling $157K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Michigan Theatre of Jackson Jackson, MI | Capital Campaign | $50,000 |
| Junior Achievement of Michigan Jackson, MI | General Fund | $35,000 |
| Jackson Interfaith Shelter Jackson, MI | General Fund | $20,000 |
| Grass Lake Senior Center Grass Lake, MI | General Fund | $20,000 |
| Ella Sharp Museum Jackson, MI | General Fund | $10,000 |
| College and Career Access Center Jackson, MI | General Fund | $7,000 |
| Family Service Children's Aid Jackson, MI | General Fund | $5,000 |
| Washtenaw Area Value Express Dexter, MI | General Fund | $5,000 |
| Soar Cafe Farms Jackson, MI | General Fund | $5,000 |
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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 | $1,278,096 | $175,555 | $162,048 | $157,000 | 9 | $158,500 | $81,085 | $141,206 |
| 2024 | $1,304,003 | $111,258 | $101,104 | $98,000 | 10 | $98,921 | $107,497 | $112,833 |
| 2023 | $1,293,849 | $361,168 | $38,597 | $33,000 | 4 | $33,339 | $87,922 | $107,850 |
| 2022 | $971,278 | $319,556 | $57,732 | $50,000 | 1 | $50,921 | $318,634 | $87,864 |
| 2021 | $709,454 | $222,346 | $88,406 | $87,526 | 12 | — | $221,887 | $80,410 |
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.
Leadership & Key People
Officers and directors from IRS filings
Phil & Pat Willis Foundation is led by Phil S. Willis, President on every filing since 2021; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Phil S. Willis
President
On filings since 2021
No compensation reported
Richard Shefferly
Trustee
On filings since 2021
No compensation reported
Theodore Cristoff
Trustee
On filings since 2021
No compensation reported
Daniel Machnik
Vice President
On filings since 2021
No compensation reported
Patricia Willis
Vice President
On filings since 2021
No compensation reported
Phil S. Willis IV
Vice President
On filings since 2021
No compensation reported
Scott Willis
Vice President
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Phil & Pat Willis Foundation
How much does Phil & Pat Willis Foundation give each year?
Phil & Pat Willis Foundation gave $157K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 10 grants.
What is Phil & Pat Willis Foundation's typical grant size?
Phil & Pat Willis Foundation's median grant in 2025 was $10,000, and its average grant was $17,444, across 9 grants on its 2025 IRS Form 990-PF.
Where does Phil & Pat Willis Foundation give grants?
Phil & Pat Willis Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jackson, MI (7 grants).
Does Phil & Pat Willis Foundation give general operating support?
Yes: 89% of Phil & Pat Willis Foundation's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Phil & Pat Willis Foundation's largest grantees?
Phil & Pat Willis Foundation's largest 2025 grantees include Michigan Theatre of Jackson ($50,000), Junior Achievement of Michigan ($35,000) and Jackson Interfaith Shelter ($20,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Phil & Pat Willis Foundation?
Phil & Pat Willis Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $159K in qualifying distributions that year, against a required minimum of $141K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Phil & Pat Willis Foundation funds
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