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Annex Charitable Foundation Inc

Private foundation · Grantmaker Brookfield, WI EIN: 83-2166863 Website

Annex Charitable Foundation Inc is a private foundation based in Brookfield, Wisconsin, and the philanthropic arm of Annex Wealth Management, LLC. It provides financial support to charitable organizations, with a primary purpose of supporting “difference makers” in Wisconsin communities.

Key facts about Annex Charitable Foundation Inc

In short: Annex Charitable Foundation Inc gave $156K across 37 grants in 2024 (avg $4K), mostly in Wisconsin. 56% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
83-2166863
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$155,556
Grants made (2024)
37
Average grant
$4,204
Median grant
$1,000
New grantees (estimate)
56% first-time grantees (20 of 36, 2024)
Total assets
$199,526
Primary geography
Wisconsin (85% of itemized 2024 grant dollars)
How to apply
The filing says to contact Kristin Reilly, c/o Annex Charitable, and provide information about the organization and/or the function in need of a donation. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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

Under IRS private-foundation payout rules, Annex Charitable Foundation Inc reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.

Is Annex Charitable Foundation Inc open to new grantees?

56%

first-time grantees, 2024

In 2024, 20 of 36 grantees (56%) were first-time recipients. First grants averaged $880; repeat grants $9K. How we count

Medians: $750 first-time, $2K repeat.

  • 22% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+20%). Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated primary purpose is to support existing charitable “difference makers” serving local Wisconsin communities. Its website describes past community support involving churches, schools, athletic clubs, women’s groups, and charitable organizations.

Its grants include support for organizations working in areas such as cancer research and care, education, children’s services, wildlife and the local zoo, and mental health. These are examples of grantee activities, not stated foundation-specific program areas. For example, Vince Lombardi Cancer Foundation says it raises funds for research and compassionate care; Elmbrook Education Foundation says it supports educational excellence and innovation for students in its district; and Grand Avenue Club says it supports adults who have experienced mental illness through recovery, work, and education opportunities.

Grantmaking

In 2024, the foundation made 37 itemized grants totaling $155,556. Grant amounts ranged from $100 to $57,690, with a median grant of $1,000. The filing describes the listed grants as unrestricted charitable grants.

Review Cycle

None.

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Geographic Focus

Where this funder awards grants

The foundation identifies support for local Wisconsin communities as its primary purpose. In 2024, 85% of grant dollars went to recipients in Wisconsin, 11% to Michigan, 2% to Iowa, 1% to Tennessee, and 1% to Illinois.

Grant Distribution by State

16states

Share of 2024 grant dollars across all 37 itemized grants.

Cities

MilwaukeeWaukeshaElm GroveMadisonWauwatosaBrookfieldCedarburgChicagoDetroitHarlanHartlandMequonNew BerlinAppletonMemphisMonticelloOconomowocPrairie Du SacWashingtonWest Allis

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K31 grants2020 24 grants2021 29 grants2022 37 grants2023 37 grants2024

From 2020 to 2024, annual grant giving ranged from $46K (2020) to $156K (2024). In 2024 it made 37 grants totaling $156K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Steve Stricker American Family Insurance Foundation: $58KThe Steve Stricker AmericanFamily Insurance Foundation$58KFox River Christian Church: $34KFox River Christian Church$34KLeukemia & Lymphoma Society: $16K across 2 grantsLeukemia & Lymphoma Society$16K · 2 grantsVince Lombardi Cancer Foundation: $9KVince Lombardi CancerFoundation$9KMarquette University High: $5KMarquette University High$5KSt Mary's Visitation: $5KSt Mary's Visitation$5KKMA Foundation: $4KKMA Foundation$4KCatholic Relief Services: $3KCatholic Relief Services$3KSt Jude Children's Research Hospital: $2KSt Jude Children's ResearchHospital$2KCamp One Step: $2KCamp One Step$2K

The largest 2024 recipient was The Steve Stricker American Family Insurance Foundation ($58K). Together the top 10 received $138K.

Grant Size Distribution

158 grants across all recorded years

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

The most common grant size was under $50K: 154 grants of 158 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Steve Stricker American Family Insurance Foundation Madison, WIUnrestricted Charitable Grant$57,690
Fox River Christian Church Waukesha, WIUnrestricted Charitable Grant$34,114
The Leukemia & Lymphoma Society Detroit, MIUnrestricted Charitable Grant$10,000
Vince Lombardi Cancer Foundation Elm Grove, WIUnrestricted Charitable Grant$9,407
Leukemia & Lymphoma Society Detroit, MIUnrestricted Charitable Grant$6,490
Marquette University High Milwaukee, WIUnrestricted Charitable Grant$5,000
St Mary's Visitation Elm Grove, WIUnrestricted Charitable Grant$5,000
KMA Foundation Madison, WIUnrestricted Charitable Grant$3,800
Catholic Relief Services Harlan, IAUnrestricted Charitable Grant$2,500
St Jude Children's Research Hospital Memphis, TNUnrestricted Charitable Grant$2,200

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $199,526 $156,060 $162,485 $155,556
2023 $203,546 $258,231 $148,674 $141,520
2022 $94,003 $131,100 $128,572 $128,413
Revenue
Expenses
Qualifying Distributions
$0$100K$200K$300K2020 2021 2022 2023 2024
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
Distributable Amount$8,785$4,646$3,709

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists David Spano as president, Greg Batiansila as vice president, Sofia Spano as 1st vice president, and Kristin Reilly as secretary and treasurer.

Annex Charitable Foundation Inc is led by David Spano, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David Spano

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Greg Batiansila

    Vice President

    Director → Vice President, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kristin Reilly

    Secretary & Treasurer

    On filings since 2023

    1 hr/week

    No compensation reported

  • Sofia Spano

    1st Vice President

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Melissa Pinkowski (2022) — Vice President, Secretary & Treasurer
  • Former: Melissa Case (2020–2021) — Vice President, Secretary & Treasurer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Kristin Reilly Co Annex Charitable
Mailing address: 17950 W Corporate Dr Ste 300, Brookfield, WI 53045
Phone: (262) 786-6363
Website: https://annexcharitablefoundation.org

Frequently asked questions about Annex Charitable Foundation Inc

How much does Annex Charitable Foundation Inc give each year?

Annex Charitable Foundation Inc gave $156K across 37 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $142K across 37 grants.

What is Annex Charitable Foundation Inc's typical grant size?

Annex Charitable Foundation Inc's median grant in 2024 was $1,000, and its average grant was $4,204, across 37 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Annex Charitable Foundation Inc that year got $880 on average.

Where does Annex Charitable Foundation Inc give grants?

Annex Charitable Foundation Inc gives mostly in Wisconsin: 85% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Michigan (11%). The most frequent recipient cities were Milwaukee, WI (11 grants), Waukesha, WI (5 grants), Madison, WI (3 grants) and Detroit, MI (2 grants).

Does Annex Charitable Foundation Inc give general operating support?

Yes: 100% of Annex Charitable Foundation Inc's 2024 grants with a stated purpose (37 of 37) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Annex Charitable Foundation Inc's largest grantees?

Annex Charitable Foundation Inc's largest 2024 grantees include The Steve Stricker American Family Insurance Foundation ($57,690), Fox River Christian Church ($34,114) and Leukemia & Lymphoma Society ($16,490 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.

How large is Annex Charitable Foundation Inc?

Annex Charitable Foundation Inc reported $200K in total assets on its 2024 IRS Form 990-PF. It paid out $162K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What does Annex Charitable Foundation Inc fund?

The foundation’s stated primary purpose is to support existing charitable “difference makers” serving local Wisconsin communities. Its website describes past community support involving churches, schools, athletic clubs, women’s groups, and charitable organizations. See mission & focus areas ↑

How do I apply for a grant from Annex Charitable Foundation Inc?

The filing says to contact Kristin Reilly, c/o Annex Charitable, and provide information about the organization and/or the function in need of a donation. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Annex Charitable Foundation Inc's EIN?

Annex Charitable Foundation Inc's EIN (Employer Identification Number) is 83-2166863. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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