The R B Annis Educational Foundation

FISHERS, IN EIN: 35-6627460

The R B Annis Educational Foundation is a private independent foundation established in 1996 and based in Fishers, Indiana. The foundation operates as a 501(c)(3) organization classified under the National Taxonomy of Exempt Entities (NTEE) as a private independent foundation focused on philanthropy and grantmaking.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.3M

-1.6% YoY

Annual Giving

$1.0M

-9.7% YoY

Grant Count

38

+15.2% YoY

Avg Grant Size

$27K

-21.6% YoY

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

Mission & Focus Areas

The foundation's giving primarily supports education and human services. The foundation has demonstrated particular commitment to engineering education and STEM workforce development through significant gifts to establish educational programs.

Grantmaking

The foundation is an active grantmaker. In 2023, the foundation made 42 grants totaling approximately $953,533 in charitable distributions.

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Geographic Focus

Where this funder awards grants

The foundation has demonstrated funding activity in Indiana and beyond, with grants to organizations in Michigan and national institutions.

Grant Distribution by State

8states

Cities

BathCarmelCincinnatiCraftsbury CommonFishersGrand HavenGrand RapidsHarlanIndianapolisInterlochenNaplesNashvilleSouth HavenSpring LakeSpring LakesWest OliveWilliamsburg

Financial History

Multi-year comparison from IRS filings

As of December 31, 2023:

  • Total Assets: $14,520,946
  • Total Revenues: $745,070
  • Total Expenses: $1,268,367
  • Investment Income and Dividends: $428,553

As of December 31, 2024:

  • Total Assets: $14.3 million
  • Total Revenues: $927,000
  • Total Expenses: $1.15 million
  • Total Liabilities: $0

The foundation's revenue is primarily derived from investment income and dividends rather than contributions.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$433K$865K$1M$2M20202021202220232024
Metric202420232022
Total Assets$14,293,689$14,520,946$15,044,243
Revenue$926,590$745,070$649,688
Expenses$1,153,847$1,268,367$849,625
Qualifying Distributions$1,079,425$1,216,008$772,833
Net Investment Income$872,082$693,711$595,054
Distributable Amount$869,502$812,916$860,112

Giving Over Time

Total grant dollars and number of grants per year

$0$286K$572K$857K$1M42 grants202036 grants202136 grants202233 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF INDIANAPOLIS$505KCONNER PRAIRIE$151KNEWFIELDS$105KTHE MICHIGAN MARITIME MU…$76KTHE CHILDREN'S MUSEUM OF…$51KINDIANAPOLIS MOTOR SPEED…$50KGRAND VALLEY STATE UNIVE…$10KINTERLOCHEN CENTER FOR T…$10KSTERLING COLLEGE$10KUNIVERSITY OF THE CUMBER…$10K

Grant Size Distribution

185 grants across all recorded years

153<$50K18$50–100K12$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CHARLES D ANGUSTRUSTEE$25KC DANIEL YATESTRUSTEE$25K

From 2024 filing

NameTitleHoursCompensation
CHARLES D ANGUSTRUSTEE3$25,000
C DANIEL YATESTRUSTEE3$25,000

Recent News & Activity

Recent developments and announcements

2017

The foundation has made significant commitments to engineering education at the University of Indianapolis. In 2017, the foundation provided a $5 million gift that launched the R.B. Annis School of Engineering, addressing STEM and engineering workforce gaps. In 2025, the foundation announced a $2 million gift establishing the R.B. Annis Distinguished Professor of Engineering at the same institution.

UIndy announces $2M gift establishing the R.B. Annis Distinguished Professor

Contact Information

  • Address: 11999 Lakeside Drive, Fishers, IN 46038-1316
  • Telephone: 317-585-4455

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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