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.
Robert & Joan Follett Memorial at a glance
In short: Robert & Joan Follett Memorial gave $162K across 1 grant in 2025 (avg $162K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $161,500
- -79.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $161,500
- -79.5% vs 2024
- Median grant
- $161,500
- Total assets
- $1,977,649
- +9.0% vs 2024
- 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 September 2026.
Who Robert & Joan Follett Memorial funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mercy Works Foundation Germantown, WI | Charitable Donation | $161,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,977,649 | $209,419 | $242,939 | $161,500 | 1 | $215,180 | $140,170 | $87,024 |
| 2024 | $1,814,978 | $334,144 | $913,770 | $787,000 | 1 | $729,333 | $184,093 | $79,738 |
| 2023 | $2,273,612 | $67,316 | $18,887 | — | — | — | $67,316 | $2,956 |
| 2022 | $2,055,244 | $-91,368 | $122,410 | — | — | $99,157 | $26,648 | $106,008 |
| 2021 | $2,487,049 | $86,212 | $326,923 | $200,000 | 1 | $299,279 | $58,362 | $129,480 |
| 2020 | $2,695,662 | $150,631 | $239,216 | $126,000 | 2 | — | $123,032 | $132,413 |
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.
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.
Data update history
(2)
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
Live grants for the work Robert & Joan Follett Memorial funds
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Similar Funders
Funders with grantees in common
Mercy Works Foundation
Germantown, WI
Mercy Works Foundation supports religious ministries and formation, clean-water access, aid to people in need, and pro-life and human-dignity work. Its 2025 grants ranged from $1,000 to $256,563, with a median of $22,500; grants went to organizations in multiple states, with the largest shares in Wisconsin and California. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$12.5M
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Total Given
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The Thomas Aquinas Foundation
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Keeley Family Charitable Foundation
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William G & Mary A Ryan Foundation
Hinsdale, IL
The William G & Mary A Ryan Foundation supports charitable organizations, with recent contributions going to Misericordia in Illinois and Folds of Honor in Oklahoma. Its 2025 grants ranged from $2,500 to $12,500, with a median of $7,500; most funding went to Illinois. It does not accept unsolicited requests and gives only to preselected organizations.
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$2.5M
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The Novak Family Foundation
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Assets
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The Life Foundation
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Assets
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