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Nonprofit · EIN 81-6937849

DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION

Also known as DANIEL J WILLIS TTEE

Tax-exempt · INDIANAPOLIS, IN 46208

Financials

$256K$766K2023$2M$760K2024
Revenue Expenses · by fiscal year end
Financials of DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,956,843$759,683$1,197,160$12,967,754$0$12,967,754
December 31, 2023990-PF$256,350$765,675-$509,325$11,806,507$0$11,806,507
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$269,449
Net gain from sales of assets
$1,648,969
Other income
$38,425

Expenses

Grants and similar amounts paid
$620,940
Disbursements for charitable purposes
$624,565
Excise tax on investment income
$25,708

Balance sheet and other

Total assets, start of year
$11,806,507
Total assets, end of year
$12,967,754
Total liabilities, end of year
$0
Net assets, end of year
$12,967,754
Fair market value of assets
$13,401,722
Qualifying distributions
$624,565
Net investment income
$1,982,618

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Daniel J Willis
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208
Trustee1$0
Amy S Willis
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208
Trustee1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Daniel J Willis
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208
Trustee1$0
Amy S Willis
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208
Trustee1$0

Address and contacts

Address (IRS master file)
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208-2650
Signed the 990-PF
Daniel J Willis, Trustee
Phone
(602) 312-4496
Return prepared by
CROWE LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6937849
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,967,754
Income (IRS master file)
$9,865,480

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,956,843$759,683$12,967,754IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$256,350$765,675$11,806,507XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 81-6937849).

Questions about DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION

What is the EIN of DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION?
The employer identification number (EIN) of DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION is 81-6937849.
Is DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does DANIEL J AND AMY S WILLIS CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,956,843, expenses of $759,683 and total assets of $12,967,754 at year end.

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