Wm Annen Family Foundation
Wm Annen Family Foundation is a private foundation, based in Mt Angel, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 8 grants totaling $30K. Net investment income was $77K.
Wm Annen Family Foundation at a glance
In short: Wm Annen Family Foundation gave $30K across 8 grants in 2024 (avg $4K), mostly in Oregon. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $29,500
- -76.2% vs 2023
- Grants made (2024)
- 8
- +14.3% vs 2023
- Average grant
- $3,688
- -79.2% vs 2023
- Median grant
- $2,500
- Total assets
- $1,611,088
- +8.0% vs 2023
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Wm Annen Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Mt Angel Community Foundation ($11K). Together the top 8 received $30K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 42 grants of 45 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How Wm Annen Family Foundation gives
- Giving fell 65% from 2021 to 2024. Method
- In 2024 it paid out 38% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2024, annual grant giving ranged from $27K (2020) to $124K (2023). In 2024 it made 8 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mt Angel Community Foundation Mt Angel, OR | Doll Museum Expenses | $10,500 |
| Silverton Health Silverton, OR | Charity Grant | $5,000 |
| St Mary's Parish Mt Angel, OR | Charity Grant | $5,000 |
| Father Bernard Youth Center Mt Angel, OR | Charity Grant | $2,500 |
| Mt Angel Booster Club Mt Angel, OR | Charity Grant | $2,500 |
| Mt Angel Senior Center Mt Angel, OR | Charity Grant | $2,000 |
| Assistance League of Greater Portla Beaverton, OR | Charity Grant | $1,500 |
| Knights of Columbus Mt Angel, OR | Coats for Kids | $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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,611,088 | $38,453 | $49,457 | $29,500 | 8 | $29,500 | $77,008 | $77,244 |
| 2023 | $1,491,817 | $62,223 | $144,745 | $124,000 | 7 | $124,000 | $76,652 | $69,319 |
| 2022 | $1,535,220 | $76,075 | $114,234 | $92,176 | 9 | $92,176 | $78,213 | $68,888 |
| 2021 | $1,866,297 | $77,490 | $106,111 | $84,643 | 11 | $84,643 | $76,521 | $83,176 |
| 2020 | $1,705,715 | $73,364 | $40,539 | $26,750 | 10 | — | $73,071 | $83,643 |
Under IRS private-foundation payout rules, Wm Annen Family Foundation reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wm Annen Family Foundation is led by John Gooley, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
John Gooley
President
On filings since 2020
No compensation reported
Gayle Schmidt
Treasurer
On filings since 2020
No compensation reported
Janice Newlands
Secretary
On filings since 2020
No compensation reported
Former officers (2)
- Former: Tommy Riedman (2020–2021) — Director
- Former: Irene Novichihin (2021) — Director
Data from IRS Form 990 filings, 2020–2024. "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 Wm Annen Family Foundation
How much does Wm Annen Family Foundation give each year?
Wm Annen Family Foundation gave $30K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $124K across 7 grants.
What is Wm Annen Family Foundation's typical grant size?
Wm Annen Family Foundation's median grant in 2024 was $2,500, and its average grant was $3,688, across 8 grants on its 2024 IRS Form 990-PF.
Where does Wm Annen Family Foundation give grants?
Wm Annen Family Foundation gives mostly in Oregon: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mt Angel, OR (6 grants).
Does Wm Annen Family Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Wm Annen Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity Grant" (6 grants).
Who are Wm Annen Family Foundation's largest grantees?
Wm Annen Family Foundation's largest 2024 grantees include Mt Angel Community Foundation ($10,500), Silverton Health ($5,000) and St Mary's Parish ($5,000), according to its 2024 IRS Form 990-PF. Together they received 69% of its itemized 2024 grant dollars.
How large is Wm Annen Family Foundation?
Wm Annen Family Foundation reported $1.6M in total assets on its 2024 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $77K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Wm Annen Family Foundation's EIN?
Wm Annen Family Foundation's EIN (Employer Identification Number) is 93-1281073. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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