AnnMarie Foundation Inc is a private foundation based in Medford, Wisconsin. It supports schools and nonprofit organizations through grants for educational, humanitarian, cultural, and recreational activities, and provides scholarships to high school graduates.
Key facts about Annmarie Foundation Inc
In short: Annmarie Foundation Inc gave $11.1M across 72 grants in 2025 (avg $154K), mostly in Wisconsin. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7301323
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,104,187
- Grants made (2025)
- 72
- Average grant
- $154,225
- Median grant
- $1,948
- New grantees (estimate)
- 22% first-time grantees (11 of 51, 2025)
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- How to apply
- The website describes an online application and says applicants should include evidence of tax-exempt status. Full details ↓
- Deadline
- The website lists February 1, May 1, August 1, and November 1 for quarterly consideration.
Data from IRS Form 990-PF, 2025; 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 2025 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$11.1M
+2299.4% YoY
Grant Count
72
-57.9% YoY
Avg Grant Size
$154K
+5598.6% YoY
Under IRS private-foundation payout rules, Annmarie Foundation Inc reported a distributable amount of $279K for 2025 — the minimum it must pay out in qualifying distributions.
Is Annmarie Foundation Inc open to new grantees?
22%
first-time grantees, 2025
In 2025, 11 of 51 grantees (22%) were first-time recipients. First grants averaged $996K; repeat grants $3K. How we count
Medians: $1K first-time, $2K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 describes itself as committed to enhancing quality of life in the Wisconsin communities it serves. It funds educational, humanitarian, cultural, and recreational activities, with education prioritized. For school requests, it favors hands-on student engagement and gives priority to science, technology, engineering, art, and math (STEAM) projects. It prefers requests for tangible, durable items.
Eligible applicants include schools and nonprofits in communities that were home to Phillips Plastics Corporation employees during the company’s years of operation. Applicants must demonstrate 501(c)(3) status or be tax-exempt entities; another qualified 501(c)(3) may serve as fiscal agent. Only local units of state or national organizations are eligible. School requests are limited to elementary, middle, and high schools, preschools, and day-care facilities.
The 2025 filing shows awards to schools and community organizations. For example, the Chippewa Falls Area Unified School described its purpose as receiving and administering funds for educational and charitable purposes. The Children’s Museum of Eau Claire says it inspires learning through play.
Grantmaking
In filing year 2025, the foundation reported 72 grants totaling $11,104,187. The median grant was $1,948; awards ranged from $70 to $10,929,359. The largest award, $10,929,359 to the Eau Claire Community Foundation, was for creation of a donor-advised fund. Other listed awards included $8,568 to Menomonie School District, $8,484 to Phillips School District, and $6,100 to YMCA Chippewa Valley.
Review Cycle
The website lists February 1, May 1, August 1, and November 1 for quarterly consideration. The 2024 final-return status means these dates should not be treated as confirmation of an active application cycle.
Open Grants
1 open opportunity from Annmarie Foundation Inc
Ready to take the next step with Annmarie Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation limits requests to organizations and schools in communities that were home to Phillips Plastics Corporation employees during the company’s years of operation. Its website describes the service area as the communities that were home to Phillips Plastics. The 2025 filing reports that 100% of grant dollars went to Wisconsin recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 72 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $264K (2021) to $11.1M (2025). In 2025 it made 72 grants totaling $11.1M.
*2022: Covers 14 months (fiscal year-end changed).
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Eau Claire Community Foundation ($10.9M). Together the top 10 received $11.0M.
Grant Size Distribution
731 grants across all recorded years
The most common grant size was under $50K: 730 grants of 731 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Eau Claire Community Foundation Eau Claire, WI | Creation of Donor Advised Fund | $10,929,359 |
| Menomonie School District Menomonie, WI | Pasco spring and torque sets, bumper launcher kit, optics benches, lab quest, force sensors, projectile launcher system, centripetal force system, acrylic browsing bins, orff instruments, marimba | $8,568 |
| Phillips School District Phillips, WI | Speedball Gel Printing Plate, Trumpets and Flutes | $8,484 |
| New Richmond School District New Richmond, WI | Decodable readers, letter tracing sensory kit, handheld mirros, dry erase boards, blending boards with magnetic letters, phonics readers, bows and arrows, scholastic books | $8,326 |
| Chippewa Falls Area Unified School District Chippewa Falls, WI | Hand crank generator, kill-o-watt meters, light meters, light bulb display, solar pathfinder, totes, thermal imaging camera, crossfire pro, razorweld 45 torch, universal laser vsl6.75 | $7,628 |
| Eau Claire School District Eau Claire, WI | Blocks, pattern cards, stacking rocks, games, counters, tp link ac600 usb wifi adapter, mug press, brain models, ti-84 plus ce pack, raised garden bed kit, folding saucer chairs, newline tt-8624qp multi-touch display | $7,239 |
| Chequamegon School District Park Falls, WI | Flutes, Clarinets, Trumpets, Trombones, Snare Kit | $7,174 |
| YMCA Chippewa Valley Eau Claire, WI | Magnetic kits, engineering building kits, dash robots, mbot ultimate robot, finch robot, tables for activities, learniture active learning stools, rugs | $6,100 |
| Jr Achievement - NW District Eau Claire, WI | Training Materials and Online Resources | $5,000 |
| Phillips School District Phillips, WI | Hp laptops, canon digital camera with wifi, vertical max tester | $4,949 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2023 | $9,539,080 | $870,315 | $469,895 | $399,775 |
| 2024 | $10,454,766 | $669,148 | $530,034 | $462,786 |
| 2025 | — | $706,156 | $11,146,510 | $11,104,187 |
The 2024 filing’s narrative says the foundation distributed all remaining assets to the Eau Claire Community Foundation and reduced its assets to $0 as of the filing date, while the structured filing data reports $10,454,766 in assets for 2024.
*2022: Covers 14 months (fiscal year-end changed).
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $10,454,766 | $9,539,080 |
| Revenue | $706,156 | $669,148 | $870,315 |
| Expenses | $11,146,510 | $530,034 | $469,895 |
| Qualifying Distributions | $11,126,380 | $489,963 | $437,228 |
| Net Investment Income | $647,526 | $584,759 | $762,531 |
| Distributable Amount | $279,366 | $480,847 | $502,749 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 19, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 3, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ron Bakken as president; Melisa Hansen as vice president; James Uhlir as secretary/treasurer; and Erik Langfoss, Al Leonard, Suzy Ocker, Larry Gee, and Peggy Larson as members.
Annmarie Foundation Inc is led by Ron Bakken, President since 2024 (on filings since 2021); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ron Bakken
President
Member → Vice President, 2022
Vice President → President, 2024
On filings since 2021
1 hr/week
No compensation reported
Suzy Ocker
Member
On filings since 2021
1 hr/week
No compensation reported
James Uhlir
Secretary & Treasurer
Member → Secretary & Treasurer, 2024
On filings since 2022
1 hr/week
No compensation reported
Melisa Hansen
Vice President
Member → Vice President, 2024
On filings since 2022
1 hr/week
No compensation reported
Al Leonard
Member
On filings since 2023
1 hr/week
No compensation reported
Erik Langfoss
Member
On filings since 2023
1 hr/week
No compensation reported
Larry Gee
Member
On filings since 2024
1 hr/week
No compensation reported
Peggy Larson
Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (9)
- Former: David Flessert (2021–2023) — Secretary & Treasurer
- Former: Joellyn Decesare (2021–2023) — President
- Former: Kristi Debruyne (2021–2023) — President
- Former: Vicki Gojvik (2023) — Secretary & Treasurer
- Former: Vicki Gjovik (2021–2022) — Member
- Former: Brian Kieffer (2021) — President
- Former: David Fish (2021) — Secretary & Treasurer
- Former: Julia Ruff (2021) — Member
- Former: Nancy Toll (2021) — Secretary & Treasurer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Annmarie Foundation
Mailing address: PO Box 44, Medford, WI 55451
Phone: (715) 650-7940
Email: info@annmariefoundation.org
Website: https://annmariefoundation.org
Frequently asked questions about Annmarie Foundation Inc
How much does Annmarie Foundation Inc give each year?
Annmarie Foundation Inc gave $11.1M across 72 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $463K across 171 grants.
What is Annmarie Foundation Inc's typical grant size?
Annmarie Foundation Inc's median grant in 2025 was $1,948, and its average grant was $154,225, across 72 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Annmarie Foundation Inc that year got $996K on average.
Where does Annmarie Foundation Inc give grants?
Annmarie Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Eau Claire, WI (12 grants), Menomonie, WI (7 grants), Medford, WI (7 grants) and Chippewa Falls, WI (5 grants).
Does Annmarie Foundation Inc give general operating support?
Not in 2025: none of the 72 grants with a stated purpose on Annmarie Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (10 grants).
Who are Annmarie Foundation Inc's largest grantees?
Annmarie Foundation Inc's largest 2025 grantees include Eau Claire Community Foundation ($10,929,359), Phillips School District ($13,433 across 2 grants) and Eau Claire School District ($11,722 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
What does Annmarie Foundation Inc fund?
The foundation describes itself as committed to enhancing quality of life in the Wisconsin communities it serves. It funds educational, humanitarian, cultural, and recreational activities, with education prioritized. See mission & focus areas ↑
How do I apply for a grant from Annmarie Foundation Inc?
The website describes an online application and says applicants should include evidence of tax-exempt status. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Annmarie Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Annmarie Foundation Inc reported a distributable amount of $279K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Annmarie Foundation Inc's EIN?
Annmarie Foundation Inc's EIN (Employer Identification Number) is 23-7301323. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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