Wm Annen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+8.0% YoY
Annual Giving
$30K
-76.2% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$4K
-79.2% YoY
About Wm Annen Family Foundation
Based on IRS filings
Wm Annen Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
Ready to take the next step with Wm Annen Family Foundation?
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 | $1,611,088 | $1,491,817 | $1,535,220 |
| Revenue | $38,453 | $62,223 | $76,075 |
| Expenses | $49,457 | $144,745 | $114,234 |
| Qualifying Distributions | $29,500 | $124,000 | $92,176 |
| Net Investment Income | $77,008 | $76,652 | $78,213 |
| Distributable Amount | $77,244 | $69,319 | $68,888 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN GOOLEY | PRESIDENT | — | — |
| JANICE NEWLANDS | SECRETARY | — | — |
| GAYLE SCHMIDT | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Greater Bend Rotary Club Foundation
BEND, OR
Assets
$773K
Grants
1
Total Given
$12K
Wagner Family Foundation
LAKE OSWEGO, OR
Assets
$215K
Grants
4
Total Given
$215K
Portland Rotary Charitable Trust
PORTLAND, OR
Assets
$4.6M
Grants
8
Total Given
$86K
Catholic Youth Organization
PORTLAND, OR
Assets
$18.1M
Grants
1
Total Given
$11K
Oregon Pathfinder
PORTLAND, OR
Assets
$61K
Grants
5
Total Given
$317K
Trail Rhythms Inc
SISTERS, OR
Assets
$3K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Wm Annen Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities