Annex Charitable Foundation Inc
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.
Annex Charitable Foundation Inc at a glance
In short: Annex Charitable Foundation Inc gave $156K across 37 grants in 2024 (avg $4K), mostly in Wisconsin. 53% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $155,556
- +9.9% vs 2023
- Grants made (2024)
- 37
- +0.0% vs 2023
- Average grant
- $4,204
- +9.9% vs 2023
- Median grant
- $1,000
- Total assets
- $199,526
- -2.0% vs 2023
- New grantees (estimate)
- 53% first-time grantees (19 of 36, 2024)
- Primary geography
- Wisconsin (85% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Annex Charitable Foundation Inc
- 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. Recipients must be tax-exempt organizations registered with the IRS as public charities. The foundation says it does not restrict giving to preselected organizations.
- 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
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Annex Charitable Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
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
The most common grant size was under $50K: 154 grants of 158 (97%).
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
Share of 2024 grant dollars across all 37 itemized grants.
States
Cities
Is Annex Charitable Foundation Inc open to new grantees?
53%
first-time grantees, 2024
In 2024, 19 of 36 grantees (53%) were first-time recipients. First grants averaged $663; repeat grants $8K. How we count
Medians: $500 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $46K (2020) to $156K (2024). In 2024 it made 37 grants totaling $156K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Steve Stricker American Family Insurance Foundation Madison, WI | Unrestricted Charitable Grant | $57,690 |
| Fox River Christian Church Waukesha, WI | Unrestricted Charitable Grant | $34,114 |
| The Leukemia & Lymphoma Society Detroit, MI | Unrestricted Charitable Grant | $10,000 |
| Vince Lombardi Cancer Foundation Elm Grove, WI | Unrestricted Charitable Grant | $9,407 |
| Leukemia & Lymphoma Society Detroit, MI | Unrestricted Charitable Grant | $6,490 |
| Marquette University High Milwaukee, WI | Unrestricted Charitable Grant | $5,000 |
| St Mary's Visitation Elm Grove, WI | Unrestricted Charitable Grant | $5,000 |
| KMA Foundation Madison, WI | Unrestricted Charitable Grant | $3,800 |
| Catholic Relief Services Harlan, IA | Unrestricted Charitable Grant | $2,500 |
| St Jude Children's Research Hospital Memphis, TN | Unrestricted Charitable Grant | $2,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $199,526 | $156,060 | $162,485 | $155,556 | 37 | $162,425 | $8,785 |
| 2023 | $203,546 | $258,231 | $148,674 | $141,520 | 37 | $148,631 | $4,646 |
| 2022 | $94,003 | $131,100 | $128,572 | $128,413 | 29 | $128,572 | $3,709 |
| 2021 | $91,475 | $90,704 | $132,346 | $129,750 | 24 | $132,346 | $5,532 |
| 2020 | $133,117 | $76,000 | $47,439 | $45,915 | 31 | — | $4,779 |
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.
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.
The largest grants included $57,690 to The Steve Stricker American Family Insurance Foundation in Madison, Wisconsin; $34,114 to Fox River Christian Church in Waukesha, Wisconsin; $10,000 to The Leukemia & Lymphoma Society in Detroit, Michigan; and $9,407 to Vince Lombardi Cancer Foundation in Elm Grove, Wisconsin. Other listed grants included $5,000 each to Marquette University High and St. Mary’s Visitation, and $2,200 to St. Jude Children’s Research Hospital.
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.
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 $663 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Annex Charitable Foundation Inc funds
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Cite this profile
Grantable. (2026). Annex Charitable Foundation Inc funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/annex-charitable-foundation-inc-morg_7f011613dfb24b008081d926291b90a1
BibTeX
@misc{grantable_832166863_2026,
author = {{Grantable}},
title = {{Annex Charitable Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/annex-charitable-foundation-inc-morg_7f011613dfb24b008081d926291b90a1},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Annex Charitable Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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