Nonprofit · EIN 20-8604545
PHIL AND PAT WILLIS FOUNDATION
Tax-exempt · JACKSON, MI 49203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $175,555 | $162,048 | $13,507 | $1,278,096 | $0 | $1,278,096 |
| September 30, 2024 | 990-PF | $111,258 | $101,104 | $10,154 | $1,304,003 | $0 | $1,304,003 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $92,423
- Dividends
- $83,112
- Net gain from sales of assets
- $20
Expenses
- Grants and similar amounts paid
- $157,000
- Disbursements for charitable purposes
- $158,500
- Excise tax on investment income
- $1,127
Balance sheet and other
- Total assets, start of year
- $1,304,003
- Total assets, end of year
- $1,278,096
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,278,096
- Fair market value of assets
- $3,111,347
- Qualifying distributions
- $158,500
- Net investment income
- $83,132
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL S WILLIS 824 BROWNS LAKE DRIVE, JACKSON, MI 49203 | PRESIDENT | 0 | $0 |
| PATRICIA WILLIS 408 W MICHIGN AVE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
| DANIEL MACHNIK 408 W MICHIGAN AVE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
| SCOTT WILLIS 1022 FISHVILLE RD, GRASS LAKE, MI 49240 | VICE PRESIDE | 0 | $0 |
| RICHARD SHEFFERLY 4100 SPRING ARBOR RD, JACKSON, MI 49201 | TRUSTEE | 0 | $0 |
| THEODORE CRISTOFF 109 S ELM, JACKSON, MI 49203 | TRUSTEE | 0 | $0 |
| PHIL S WILLIS IV 3686 PRIMILIA LANE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL S WILLIS 824 BROWNS LAKE DRIVE, JACKSON, MI 49203 | PRESIDENT | 0 | $0 |
| PATRICIA WILLIS 408 W MICHIGN AVE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
| DANIEL MACHNIK 408 W MICHIGAN AVE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
| SCOTT WILLIS 1022 FISHVILLE RD, GRASS LAKE, MI 49240 | VICE PRESIDE | 0 | $0 |
| RICHARD SHEFFERLY 4100 SPRING ARBOR RD, JACKSON, MI 49201 | TRUSTEE | 0 | $0 |
| THEODORE CRISTOFF 109 S ELM, JACKSON, MI 49203 | TRUSTEE | 0 | $0 |
| PHIL S WILLIS IV 3686 PRIMILIA LANE, JACKSON, MI 49201 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 824 BROWNS LAKE RD, JACKSON, MI 49203-5669
- In care of
- % PHIL S WILLIS
- Signed the 990-PF
- PHIL S WILLIS, PRESIDENT
- Phone
- (517) 788-8660
- Return prepared by
- WILLIS & JURASEK PC CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-8604545
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,278,096
- Income (IRS master file)
- $180,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $175,555 | $162,048 | $1,278,096 | IRS |
| 990-PF | September 2024 | $111,258 | $101,104 | $1,304,003 | XML |
| 990-PF | September 2023 | $361,168 | $38,597 | $1,293,849 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8604545).
Questions about PHIL AND PAT WILLIS FOUNDATION
- What is the EIN of PHIL AND PAT WILLIS FOUNDATION?
- The employer identification number (EIN) of PHIL AND PAT WILLIS FOUNDATION is 20-8604545.
- Is PHIL AND PAT WILLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to PHIL AND PAT WILLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHIL AND PAT WILLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHIL AND PAT WILLIS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHIL AND PAT WILLIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of PHIL AND PAT WILLIS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does PHIL AND PAT WILLIS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $175,555, expenses of $162,048 and total assets of $1,278,096 at year end.
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