Annex Charitable Foundation Inc

BROOKFIELD, WI EIN: 83-2166863

Annex Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKFIELD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $200K in total assets. In 2024, it awarded 37 grants totaling $156K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$200K

-2.0% YoY

Annual Giving

$156K

+9.9% YoY

Grant Count

37

+0.0% YoY

Avg Grant Size

$4K

+9.9% YoY

About Annex Charitable Foundation Inc

Based on IRS filings

Annex Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKFIELD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $200K in total assets. In 2024, it awarded 37 grants totaling $156K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

16states
+8 more states

Cities

AppletonBrookfieldCaryCedarburgChicagoConshohockenDallasDetroitElm GroveFranksvilleGreenfieldHarlanHartlandHighlandJeffersonKewaskumLake BluffMadisonManhattan BeachMayville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$71K$142K$213K$284K20202021202220232024
Metric202420232022
Total Assets$199,526$203,546$94,003
Revenue$156,060$258,231$131,100
Expenses$162,485$148,674$128,572
Qualifying Distributions$162,425$148,631$128,572
Net Investment Income
Distributable Amount$8,785$4,646$3,709

Giving Over Time

Total grant dollars and number of grants per year

$0$39K$78K$117K$156K31 grants202024 grants202129 grants202237 grants202337 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE STEVE STRICKER AMERI…$58KFOX RIVER CHRISTIAN CHURCH$34KTHE LEUKEMIA & LYMPHOMA …$10KVINCE LOMBARDI CANCER FO…$9KLEUKEMIA & LYMPHOMA SOCI…$6KMARQUETTE UNIVERSITY HIGH$5KST MARY'S VISITATION$5KKMA FOUNDATION$4KCATHOLIC RELIEF SERVICES$3KST JUDE CHILDREN'S RESEA…$2K

Grant Size Distribution

158 grants across all recorded years

154<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID SPANOPRESIDENT1
GREG BATIANSILAVICE PRESIDENT1
SOFIA SPANO1ST VICE PRESIDENT1
KRISTIN REILLYSECRETARY & TREASURER1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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