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.
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.
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.
Ready to take the next step with Annex Charitable Foundation Inc?
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
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.
Grant Insights
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%).
Giving History
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 |
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 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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.
Here's the math on researching Annex Charitable Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Annex Charitable Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Greater Milwaukee Foundation Inc
Milwaukee, WI
The Greater Milwaukee Foundation funds nonprofits working on regional needs such as education, housing, basic needs, health, arts and culture, and small business, with an emphasis on racial equity. Most 2024 grants were relatively modest (median $27,778), though amounts ranged from $5,017 to $4.56 million; its competitive cycles serve organizations in Milwaukee, Waukesha, Ozaukee and Washington counties. It accepts applications through competitive grant cycles held three times a year.
Assets
$1.1B
Grants
838
Total Given
$66.8M
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
Give Back Foundation
Madison, WI
Give Back Foundation distributes donor-designated contributions through workplace giving and other giving platforms to selected 501(c)(3) charities, rather than setting its own cause areas. In 2025, grants had a median of $9,066, with recipient organizations concentrated in Virginia, California, and Washington, D.C.; it does not accept unsolicited requests or work directly with charities.
Assets
$31.3M
Grants
639
Total Given
$40.1M
United Way of Greater Milwaukee & Waukesha County Inc
Milwaukee, WI
United Way of Greater Milwaukee & Waukesha County funds local human services and community programs focused on housing stability, digital access, employment, teen mental wellness, and community resilience. Its 2025 grants ranged from $5,000 to about $2 million, with a median of about $34,000, and most funding went to Wisconsin, especially its four-county region. It requires a Letter of Intent before a full application; the listed 2026–27 Letter of Intent deadline has passed.
Assets
$50.8M
Grants
639
Total Given
$42.7M
Green Bay Packers Foundation
Green Bay, WI
The Green Bay Packers Foundation funds Wisconsin charities working in areas such as families, athletics, children’s safety and education, animal welfare, and other focus areas that vary by year. Its 2026 announcement describes typical awards of $3,000–$8,000, though some grants are larger; it accepts online applications during its stated cycle, February 2–April 1, 2026.
Assets
—
Grants
530
Total Given
$3.6M
Community Foundation for the Fox Valley Region Inc
Appleton, WI
The Community Foundation for the Fox Valley Region funds public charities and public entities across areas including arts and culture, education, health, human services, community improvement, and the environment, with many grants focused on the Fox Valley. Its 2024 grants ranged from $5,073 to $5,841,877, with a median of $24,900; some funds accept applications through the grant portal, while others are donor-directed or invitation-only.
Assets
$536.6M
Grants
448
Total Given
$32.4M
Ab Nicholas Scholarship Foundation
Mequon, WI
The foundation provides need-based scholarships to Wisconsin high school seniors who played on or managed their school’s basketball team and will attend a University of Wisconsin System institution. Its 2025 awards ranged from $5,000 to $25,000, with a median of $10,000; four-year awards are $10,000 per year and may be renewed. Students apply online during the February 1–April 30 application period; unsolicited requests are not addressed.
Assets
$56.9M
Grants
445
Total Given
$3.5M
Mufg Union Bank Foundation Ag
Milwaukee, WI
The foundation funded affordable housing, community economic development, education, human services, and environmental work, particularly expanding economic opportunity in low- and moderate-income communities; its grants supported organizations in multiple regions, including California, the Pacific Northwest, and elsewhere. Recent grants ranged from about $43,000 to $200,000, though its 2023 final return reported no grants. It gave only to preselected organizations and did not accept unsolicited requests.
Assets
$5.8M
Grants
441
Total Given
$8.5M
Herb Kohl Educational Foundation Inc
Milwaukee, WI
The foundation funds educational excellence in Wisconsin, including student scholarships and awards for teachers, principals, schools, and classrooms; its 2025 grants ranged from $290 to $15,000, with a median of $6,000. It directs applicants to its program applications for application details; whether it accepts unsolicited requests is not stated.
Assets
$14K
Grants
425
Total Given
$2.1M
More Funders in Wisconsin
Annex Charitable Foundation Inc down — hundreds of funders to go?