Robert & Joan Follett Memorial
Robert & Joan Follett Memorial is a private foundation, based in Appleton, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 1 grant totaling $162K. Net investment income was $140K.
Key facts about Robert & Joan Follett Memorial
In short: Robert & Joan Follett Memorial gave $162K across 1 grant in 2025 (avg $162K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- EIN
- 26-6711386
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $161,500
- Grants made (2025)
- 1
- Average grant
- $161,500
- Median grant
- $161,500
- Total assets
- $1,977,649
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
+9.0% YoY
Annual Giving
$162K
-79.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$162K
-79.5% YoY
Under IRS private-foundation payout rules, Robert & Joan Follett Memorial reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
How Robert & Joan Follett Memorial gives
- In 2025 it paid out 247% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $126K (2020) to $787K (2024). In 2025 it made 1 grant totaling $162K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Mercy Works Foundation ($162K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mercy Works Foundation Germantown, WI | Charitable Donation | $161,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,977,649 | $1,814,978 | $2,273,612 |
| Revenue | $209,419 | $334,144 | $67,316 |
| Expenses | $242,939 | $913,770 | $18,887 |
| Qualifying Distributions | $215,180 | $729,333 | — |
| Net Investment Income | $140,170 | $184,093 | $67,316 |
| Distributable Amount | $87,024 | $79,738 | $2,956 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Robert & Joan Follett Memorial is led by Joan I. Follett, Donor & Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Joan I. Follett
Donor & Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Robert & Joan Follett Memorial
How much does Robert & Joan Follett Memorial give each year?
Robert & Joan Follett Memorial gave $162K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $787K across 1 grant.
How large is Robert & Joan Follett Memorial?
Robert & Joan Follett Memorial reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $215K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets).
Where does Robert & Joan Follett Memorial operate?
Robert & Joan Follett Memorial has awarded grants in Wisconsin.
What is Robert & Joan Follett Memorial's EIN?
Robert & Joan Follett Memorial's EIN (Employer Identification Number) is 26-6711386. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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