Robert & Joan Follett Memorial Charitabl
Robert & Joan Follett Memorial Charitabl is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $787K. Net investment income was $184K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-20.2% YoY
Annual Giving
$787K
Grant Count
1
Avg Grant Size
$787K
Under IRS private-foundation payout rules, Robert & Joan Follett Memorial Charitabl reported a distributable amount of $80K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert & Joan Follett Memorial Charitabl
Based on IRS filings
Robert & Joan Follett Memorial Charitabl is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $787K. Net investment income was $184K.
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 | $1,814,978 | $2,273,612 | $2,055,244 |
| Revenue | $334,144 | $67,316 | $-91,368 |
| Expenses | $913,770 | $18,887 | $122,410 |
| Qualifying Distributions | $729,333 | — | $99,157 |
| Net Investment Income | $184,093 | $67,316 | $26,648 |
| Distributable Amount | $79,738 | $2,956 | $106,008 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mercy Works Foundation ($787,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MERCY WORKS FOUNDATION APPLETON, WI | CHARITABLE DONATION | $787,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOAN I FOLLETT | DONOR AND TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert & Joan Follett Memorial Charitabl?
Robert & Joan Follett Memorial Charitabl is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in APPLETON, WI. It holds $1.8M in total assets as of 2024.
How large is Robert & Joan Follett Memorial Charitabl?
As of 2024, Robert & Joan Follett Memorial Charitabl holds $1.8M in total assets with $334K in annual revenue. It awarded 1 grants totaling $787K in 2024.
Where does Robert & Joan Follett Memorial Charitabl operate?
Robert & Joan Follett Memorial Charitabl has awarded grants in Wisconsin.
What size grants does Robert & Joan Follett Memorial Charitabl award?
In 2024, Robert & Joan Follett Memorial Charitabl awarded 1 grants totaling $787K — an average of about $787K per grant, based on its IRS Form 990 filings.
How much is Robert & Joan Follett Memorial Charitabl required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Joan Follett Memorial Charitabl reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert & Joan Follett Memorial Charitabl's EIN?
Robert & Joan Follett Memorial Charitabl's EIN (Employer Identification Number) is 26-6711386. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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