Annex Charitable Foundation Inc
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
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.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
| Net Investment Income | — | — | — |
| Distributable Amount | $8,785 | $4,646 | $3,709 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
158 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Steve Stricker American Family Insurance Foundation ($57,690), Fox River Christian Church ($34,114), The Leukemia & Lymphoma Society ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA NEW YORK, NY | UNRESTRICTED CHARITABLE GRANT | $100 |
| AMERICAN HEART ASSOCIATION MILWAUKEE, WI | UNRESTRICTED CHARITABLE GRANT | $100 |
| BLESSINGS IN A BACKPACK WAUKESHA COUNTY CHAPTER WAUKESHA, WI | UNRESTRICTED CHARITABLE GRANT | $1,000 |
| CAMP ONE STEP CHICAGO, IL | UNRESTRICTED CHARITABLE GRANT | $2,000 |
| CATHOLIC RELIEF SERVICES HARLAN, IA | UNRESTRICTED CHARITABLE GRANT | $2,500 |
| DIVINE SAVIOR HOLY ANGELS MILWAUKEE, WI | UNRESTRICTED CHARITABLE GRANT | $100 |
| ELMBROOK EDUCATION FOUNDATION BROOKFIELD, WI | UNRESTRICTED CHARITABLE GRANT | $2,000 |
| EPPSTEIN UHEN TENNESSEN FOUNDATION MILWAUKEE, WI | UNRESTRICTED CHARITABLE GRANT | $950 |
| FOX RIVER CHRISTIAN CHURCH WAUKESHA, WI | UNRESTRICTED CHARITABLE GRANT | $34,114 |
| FRIENDS OF PORT WASHINGTON PORT WASHINGTON, WI | UNRESTRICTED CHARITABLE GRANT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID SPANO | PRESIDENT | 1 | — |
| GREG BATIANSILA | VICE PRESIDENT | 1 | — |
| SOFIA SPANO | 1ST VICE PRESIDENT | 1 | — |
| KRISTIN REILLY | SECRETARY & TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Annex Charitable Foundation Inc?
Annex Charitable Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BROOKFIELD, WI. It holds $200K in total assets as of 2024.
How large is Annex Charitable Foundation Inc?
As of 2024, Annex Charitable Foundation Inc holds $200K in total assets with $156K in annual revenue. It awarded 37 grants totaling $156K in 2024.
Where does Annex Charitable Foundation Inc operate?
Annex Charitable Foundation Inc has awarded grants in California, Connecticut, District of Columbia, Iowa, Illinois, Indiana, Kansas, Michigan, Minnesota, North Carolina, New York, Pennsylvania, South Carolina, Tennessee, Texas, Wisconsin.
What size grants does Annex Charitable Foundation Inc award?
In 2024, Annex Charitable Foundation Inc awarded 37 grants totaling $156K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Annex Charitable Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Annex Charitable Foundation Inc reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Annex Charitable Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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