Annis@Willey Tr Shelter Fund

  • Milwaukee, WI
  • Tax-exempt since March 2009
  • EIN: 26-6519815

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,064
Expenses
$21,868
Net Income
-$3,804
Net Assets
$333,919
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,004
66.5%
Sales of Assets $6,055
33.5%
Other Income $5
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,519
75.5%
Compensation of Officers* $5,722
26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $333,919
Total Liabilities $0
Net Assets $333,919
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $5,722 $0

Document Links

990-PF
Filed on Dec. 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,366
Expenses
$19,915
Net Income
-$11,549
Net Assets
$337,723
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,938
> 100%
Sales of Assets -$3,326
Other Income $754
9.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,041
75.5%
Compensation of Officers* $5,258
26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $337,723
Total Liabilities $0
Net Assets $337,723
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,258 $0

Document Links

990-PF
Filed on Dec. 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,950
Expenses
$21,684
Net Income
-$15,734
Net Assets
$349,271
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,271
> 100%
Sales of Assets -$3,329
Other Income $8
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,014
73.9%
Compensation of Officers* $4,989
23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $349,271
Total Liabilities $0
Net Assets $349,271
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $4,989 $0

Document Links

990-PF
Filed on Dec. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,708
Expenses
$23,000
Net Income
$45,708
Net Assets
$365,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,237
12.0%
Sales of Assets $60,467
88.0%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,469
71.6%
Compensation of Officers* $5,896
25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $365,007
Total Liabilities $0
Net Assets $365,007
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,896 $0

Document Links

990-PF
Filed on Dec. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,927
Expenses
$24,385
Net Income
$27,542
Net Assets
$319,147
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,249
12.0%
Sales of Assets $45,675
88.0%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,062
78.2%
Compensation of Officers* $5,788
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $319,148
Total Liabilities $1
Net Assets $319,147
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,788 $0

Document Links

990-PF
Filed on Dec. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,751
Expenses
$35,512
Net Income
-$16,761
Net Assets
$291,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,328
44.4%
Sales of Assets $10,422
55.6%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,389
85.6%
Compensation of Officers* $5,296
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,608
Total Liabilities $1
Net Assets $291,607
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,296 $0

Document Links

990-PF
Filed on Dec. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,272
Expenses
$5,551
Net Income
$9,721
Net Assets
$307,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,798
57.6%
Sales of Assets $6,474
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $529
9.5%
Compensation of Officers* $5,144
92.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $307,675
Total Liabilities $0
Net Assets $307,675
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,144 $0

Document Links

990-PF
Filed on Dec. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,289
Expenses
$23,952
Net Income
-$2,663
Net Assets
$297,954
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,870
41.7%
Sales of Assets $12,419
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,725
78.2%
Compensation of Officers* $5,534
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $297,954
Total Liabilities $0
Net Assets $297,954
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $5,534 $0

Document Links

990-PF
Filed on Nov. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,221
Expenses
$21,254
Net Income
-$18,033
Net Assets
$312,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,908
> 100%
Sales of Assets -$3,687
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,359
77.0%
Compensation of Officers* $4,946
23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $312,059
Total Liabilities $0
Net Assets $312,059
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $4,946 $0

Document Links

990-PF
Filed on Dec. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,170
Expenses
$22,615
Net Income
$555
Net Assets
$330,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,163
39.5%
Sales of Assets $14,007
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,221
76.1%
Compensation of Officers* $5,439
24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $330,296
Total Liabilities $0
Net Assets $330,296
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $5,439 $0

Document Links

990-PF
Filed on Dec. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,786
Expenses
$21,726
Net Income
$3,060
Net Assets
$329,593
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,327
29.6%
Sales of Assets $17,301
69.8%
Other Income $158
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,697
76.9%
Compensation of Officers* $5,448
25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $329,593
Total Liabilities $0
Net Assets $329,593

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,561
Expenses
$20,948
Net Income
$23,613
Net Assets
$326,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,737
26.3%
Sales of Assets $32,824
73.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,976
71.5%
Compensation of Officers* $5,339
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $326,427
Total Liabilities $0
Net Assets $326,427

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,403
Expenses
$22,249
Net Income
-$3,846
Net Assets
$303,071
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,167
55.2%
Sales of Assets $8,139
44.2%
Other Income $97
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,293
77.7%
Compensation of Officers* $5,168
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $303,071
Total Liabilities $0
Net Assets $303,071

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated