Public nonprofit record
WILLIS FAMILY FOUNDATION
EIN 56-2055841 · Philanthropy, Voluntarism & Grantmaking Foundations (T122)
What they do
WILLIS FAMILY FOUNDATION
Money
Tax year 2025Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
Annual shortfall
$13,862
Expenses were higher than revenue for this filing year.
Selected spending reported on the 990
Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.
Grants paid$449,504 · 615.3% of expenses
This source amount exceeds total expenses; compare the filing details carefully. Revenue$59,188
Expenses$73,050
Assets$1,406,929
Income$94,430
Grants given$449,504
Average grant$10,964
Stocks and bonds$1,282,045
People
Tax year 2025Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Person and titleCompensation
JAMES GOODTREASURER · 3 hrs/week
$8,000
JENNIE LISTPRESIDENT · 8 hrs/week
$8,000
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (3)
JAMES GOODTREASURER
JENNIE LISTPRESIDENT
MICHAEL GOODDIRECTOR
About this charity
- Recognized since
- January 1999
- Location
- 940 Jetton St 14, Davidson, NC 28036
- County
- Mecklenburg
- In care of
- Jennie List
- Primary officer
- Jennie List, President
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- JAMES E GOOD CPA
- NTEE classification
- Philanthropy, Voluntarism & Grantmaking Foundations (T122)
- Grant-giving organization
- Yes