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 with monetary awards for educational, humanitarian, cultural, and recreational activities, and provides scholarships to high school graduates.

Annmarie Foundation Inc at a glance

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.

Annual giving (2025)
$11,104,187
+2299.4% vs 2024
Grants made (2025)
72
-57.9% vs 2024
Average grant
$154,225
+5598.6% vs 2024
Median grant
$1,948
New grantees (estimate)
22% first-time grantees (11 of 51, 2025)
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Annmarie Foundation Inc

How to Apply

The foundation’s website provides an application process for organizations and schools and does not limit giving to preselected organizations, according to its IRS filing. The filing lists scholarship materials as the student’s name, mailing address, phone number, and email, with a May 15 deadline; that filing information is not a current application notice. The website’s listed August 1, 2026 deadline has passed.

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

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Annmarie Foundation Inc funds

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$9KChequamegon 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$5KSt Joseph School - Menomonie: $5K across 2 grantsSt Joseph School - Menomonie$5K · 2 grants

The largest 2025 recipient was Eau Claire Community Foundation ($10.9M). Together the top 10 received $11.0M.

Organizations only. It also paid 11 grants to individuals ($19,326), which are not listed by name.

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%).

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 2025 itemized grants went entirely to Wisconsin recipients.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 72 itemized grants.

Cities

Eau ClaireMedfordHudsonChippewa FallsMenomoniePhillipsNew RichmondRib LakeRiver FallsSomersetBoycevilleAbbotsfordSt Croix FallsDurandKennanPrenticeEllsworthColbyWestboroBaldwin

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.

Giving History

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).

Grants by year

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
5 grants to individuals Recipients not named —$16,326
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
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Financial History

Multi-year comparison from IRS filings

The 2024 filing states that all remaining assets were distributed to the an individual recipient Community Foundation through a donor-advised fund and that assets were reduced to zero as of the filing date.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$706,156$11,146,510$11,104,18772$11,126,380$647,526$279,366
2024$10,454,766$669,148$530,034$462,786171$489,963$584,759$480,847
2023$9,539,080$870,315$469,895$399,775157$437,228$762,531$502,749
2022*$8,768,070$1,149,263$609,759$547,566197$648,171$998,440$569,523
2021$10,352,479$562,766$314,078$264,464134—$512,760$449,547

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

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.

Research compiled by Grantable AI from public sources. Last updated October 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, prioritizing education. For schools, 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.

The foundation supports schools and nonprofit organizations. Examples include Menomonie School District, whose 2025 grant supported educational equipment, and the Children’s Museum of an individual recipient, which received $4,550. The museum describes its mission as inspiring learning through play.

Grantmaking

The IRS filing data lists 72 grants totaling $11,104,187 for 2025. The grants ranged from $70 to $10,929,359, with a median of $1,948. The largest grant, $10,929,359, went to an individual recipient Community Foundation to create a donor-advised fund. Other notable grants included $8,568 to Menomonie School District and $8,484 to Phillips School District. All itemized 2025 grant dollars went to Wisconsin recipients.

The foundation’s website separately reports $379,000 awarded through 125 grants in FY2025. The IRS filing’s grant total includes the large donor-advised-fund transfer.

The website describes quarterly review of applications and says applications were to be received by February 1, May 1, August 1, or November 1. It states that school requests must be submitted through the superintendent or district administrator, and that other eligible organizations may receive only one grant per calendar year. Applicants were asked for evidence of 501(c)(3) status or qualifying tax-exempt status; another qualified 501(c)(3) could serve as fiscal agent. The website lists exclusions including consumable goods, ongoing licensing fees, compensation (with some program-delivery fees considered case by case), nonspecific organizational use and capital campaigns, and costs already incurred. City or county government programs and other foundations are generally ineligible. Religious-purpose requests are excluded when participation requires religious membership. The website’s application information is not presented here as a current cycle because the IRS filing is marked final.

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.

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 (6 grants), Medford, WI (6 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. It also paid 11 grants to individuals ($19,326), which are not listed by name. 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, prioritizing education. See mission & focus areas ↑

How do I apply for a grant from Annmarie Foundation Inc?

The foundation’s website provides an application process for organizations and schools and does not limit giving to preselected organizations, according to its IRS filing. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(6)

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Annmarie 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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