Annmarie Foundation Inc logo

Annmarie Foundation Inc

Private foundation · Grantmaker Medford, WI EIN: 23-7301323 Website
Arts and cultureEducationElementary and secondary educationElementary educationMiddle school education

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.

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

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

Your AI grants department

Ready to take the next step with Annmarie Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

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

3states

Share of 2025 grant dollars across all 72 itemized grants.

Cities

Eau ClaireMedfordPhillipsChippewa FallsHudsonNew RichmondMenomonieRib LakeSomersetRiver FallsBoycevilleDurandPrenticeAbbotsfordBaldwinColfaxSt Croix FallsGlenwood CityHammondKennan

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M134 grants2021 197 grants2022* Covers 14 months (fiscal year-end changed)157 grants2023 171 grants2024 72 grants2025

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

Eau Claire Community Foundation: $10.9MEau Claire CommunityFoundation$10.9MPhillips School District: $13K across 2 grantsPhillips School District$13K · 2 grantsEau Claire School District: $12K across 2 grantsEau Claire School District$12K · 2 grantsChippewa Falls Area Unified School District: $11K across 2 grantsChippewa Falls Area UnifiedSchool District$11K · 2 grantsMenomonie School District: $9KMenomonie School District$9KNew Richmond School District: $8KNew Richmond School District$8KChequamegon School District: $7KChequamegon School District$7KYMCA Chippewa Valley: $6KYMCA Chippewa Valley$6KMcDonell Area Catholic Schools: $5K across 2 grantsMcDonell Area Catholic Schools$5K · 2 grantsJr Achievement - NW District: $5KJr Achievement - NW District$5K

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

730<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M1$5M+

The most common grant size was under $50K: 730 grants of 731 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Eau Claire Community Foundation Eau Claire, WICreation of Donor Advised Fund$10,929,359
Menomonie School District Menomonie, WIPasco 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, WISpeedball Gel Printing Plate, Trumpets and Flutes$8,484
New Richmond School District New Richmond, WIDecodable 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, WIHand 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, WIBlocks, 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, WIFlutes, Clarinets, Trumpets, Trombones, Snare Kit$7,174
YMCA Chippewa Valley Eau Claire, WIMagnetic 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, WITraining Materials and Online Resources$5,000
Phillips School District Phillips, WIHp 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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2021 2022* Covers 14 months (fiscal year-end changed)2023 2024 2025

*2022: Covers 14 months (fiscal year-end changed).

Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS January 11, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 19, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS November 3, 2025)
  6. 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.

Your AI grants department

Here's the math on researching Annmarie Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in Annmarie Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

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

Otto Bremer Trust

St. Paul, MN

The Otto Bremer Trust funds organizations and projects addressing community needs and opportunities, including health care and social services, in Minnesota, Montana, North Dakota, and Wisconsin. In 2025, grants ranged from $3,500 to $4.2 million, with a median of $150,000. It does not accept unsolicited requests or direct grant applications; Community Responsive Fund grants are offered through selected intermediaries.

Assets

$1.4B

Grants

180

Total Given

$57.2M

Eau Claire Community Foundation

Eau Claire, WI

ECCF supports nonprofits addressing community needs in arts and culture, education, environment and recreation, and social services, with grants focused on Eau Claire and organizations demonstrating significant local impact. Grant sizes vary; specific programs offer up to $500 for professional development and up to $5,000 for disability inclusion, while no typical award size is stated. It provides application instructions for grant cycles, but whether it accepts unsolicited requests is not stated.

Assets

$55.7M

Grants

46

Total Given

$1.3M

Pablo Foundation Inc

Eau Claire, WI

The Pablo Foundation funds project- and program-based work in housing, health, education, and the arts that benefits the greater Eau Claire area, with attention to equity, inclusion, and environmental sustainability. Its Spring and Fall cycles accept requests of $10,000–$250,000; it also encourages prospective applicants to discuss proposals with its Executive Director before applying.

Philanthropy, Voluntarism & Grantmaking

Assets

$30.7M

Grants

67

Total Given

$2.3M

Fred C and Katherine B Andersen Foundation

Bayport, MN

The Fred C and Katherine B Andersen Foundation funds nonprofits working in health, housing, education, human services, basic needs, employment, civic initiatives, and environmental education, primarily in Minnesota and Wisconsin’s St. Croix Valley. Its 2025 grants ranged from $1,000 to $7.71 million, with a median award of $75,000. It accepts online applications.

Assets

$1.7B

Grants

290

Total Given

$72.5M

Andersen Corporate Foundation

Bayport, MN

Andersen Corporate Foundation funds housing, education, healthcare, hunger relief, and other basic needs in communities where Andersen employees live and work, especially in Minnesota, Wisconsin, and Iowa. Grants are typically around $10,000, though awards vary; a current program listing gives a range of $5,000–$50,000. It does not accept unsolicited requests; giving is by invitation only.

Assets

—

Grants

162

Total Given

$2.5M

RCU Foundation Inc

Eau Claire, WI

RCU Foundation funds capital projects in arts, education, and health in communities served by Royal Credit Union across western Wisconsin and eastern Minnesota. Its 2024 grants ranged from $5,000 to $230,000, with a median of $87,500. Although its website describes a support-request process, its 2024 filing says it gives only to preselected organizations and does not accept unsolicited requests.

Assets

—

Grants

14

Total Given

$1.3M

Hugh J Andersen Foundation

Bayport, MN

The Hugh J Andersen Foundation supports charitable work promoting inclusion, equality, independence, self-sufficiency, and dignity, with a primary focus on the St. Croix Valley and a secondary focus on the St. Paul metropolitan area. Its 2026 grants ranged from $1,500 to $300,000, with a median of $30,000. It offers online applications for operating, program, capital, and campaign support; letters of inquiry are generally recommended for organizations new to the foundation or outside the St. Croix Valley.

Assets

$277.8M

Grants

268

Total Given

$11.3M

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.

Philanthropy, Voluntarism & Grantmaking

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

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.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

838

Total Given

$66.8M

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

More Funders in Wisconsin

Annmarie Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?