FundersWisconsin

Annex Charitable Foundation Inc

Brookfield, WI · EIN 83-2166863. Reported 127 grants totalling $555,239 to 101 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$1,000median grant
$555,239granted, 2021-2024
101organizations funded
22%of grantees funded again the next year
$199,526assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Annex Charitable Foundation Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $1,000. Half of everything it gave fell between $200 and $2,900; the smallest was $25 and the largest $57,690. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
51 grants
$1,000 - $5,000
52 grants
$5,000 - $10,000
9 grants
$10,000 - $25,000
9 grants
$25,000 - $50,000
2 grants
$50,000 - $100,000
4 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Steve Stricker American Family Insurance FoundationMadison, WI$113,910222024
Vince Lombardi Cancer FoundationElm Grove, WI$61,907332024
Steve Stricker American Family Ins FdnMadison, WI$55,000112021
Fox River Christian ChurchWaukesha, WI$53,446332024
St Mary's VisitationElm Grove, WI$34,500442024
Medical College of WisconsinMilwaukee, WI$25,000112021
Fox River ChristianWaukesha, WI$17,788112023
The Leukemia & Lymphoma SocietyDetroit, MI$17,490322024
Variety Children's Charity of WisconsinElm Grove, WI$16,600222023
Als Association - Wi ChapterWauwatosa, WI$15,000112022
Kma FoundationMadison, WI$13,800222024
Steve Stricker American Family InsuranceMadison, WI$13,161112022
Camp One StepChicago, IL$6,500222024
Special Olympics WisconsinMadison, WI$6,000112022
Eppstein Uhen FoundationMilwaukee, WI$5,800222022
Als AssociationWauwatosa, WI$5,000112023
Catholic Relief ServicesHarlan, IA$5,000222024
Filippo Mazzei LodgeMilwaukee, WI$5,000112021
Marquette University HighMilwaukee, WI$5,000112024
Zoological Society of MilwaukeeMilwaukee, WI$4,000442024
FreedomprojectAppleton, WI$3,917112023
Eppstein Uhen Tennessen FoundationMilwaukee, WI$3,850222024
Jx Gives Back Family FoundationHartland, WI$3,600112021
Main Street Mayville IncMayville, WI$3,600112021
Ballpark Day of FaithElm Grove, WI$3,500222022
Women in Focus IncMadison, WI$3,500222024
United WayMilwaukee, WI$3,400112023
Catholic Relief Fund CharityHarlan, IA$2,765112023
Charles E Kubly FoundationMequon, WI$2,500112021
Operation Finally HomeDallas, TX$2,500112023
The Salvation ArmyWauwatosa, WI$2,500112021
The Women & Girls Fund of Waukesha CountyWaukesha, WI$2,500332024
Stars and Stripes Honor Flight IncMenomonee Falls, WI$2,400112023
St Jude Children's Research HospitalMemphis, TN$2,300222024
Elmbrook Education FoundationBrookfield, WI$2,000112024
Lake Country Charity ConnectionWaukesha, WI$2,000222024
Blossom Idd IncCedarburg, WI$1,500112023
Catholic MemorialWaukesha, WI$1,500112021
Wisconsin Humane SocietyMilwaukee, WI$1,400112023
Hunger Task ForceWest Milwaukee, WI$1,350112023
Blessings in a Backpack Waukesha County ChapterWaukesha, WI$1,000112024
Boys & Girls Club of Greater MilwaukeeMilwaukee, WI$1,000112022
Haven-MkeMilwaukee, WI$1,000112024
Howard Fuller Collegiate AcademyMilwaukee, WI$1,000112024
MwdrHighland, IN$1,000112021
Pat Connaughton FoundationMilwaukee, WI$1,000112024
Special Spaces WisconsinMequon, WI$1,000112021
The Hope CenterWaukesha, WI$1,000112024
Thirst Christian ChurchOconomowoc, WI$1,000112023
UpafMilwaukee, WI$1,000112021
Valley Kid's FoundationAppleton, WI$1,000112024
Valley of Our Lady MonasteryPrairie Du Sac, WI$1,000112022
Winnebago Area Literacy CouncilOshkosh, WI$1,000112024
Wisconsin Lutheran CollegeMilwaukee, WI$1,000112024
Friends of Port WashingtonPort Washington, WI$500112024
USA CheerWaterford, WI$500112024
Wisconsin Adaptive Sports Association (wasa)Hartland, WI$500112024
Wisconsin Adaptive Sports AssociationHartland, WI$500112022
YMCANew Berlin, WI$500112023
Pancreatic Cancer Action NetworkManhattan Beach, CA$425112023
Waukesha Service ClubWaukesha, WI$400222022
Cardinal Newman HsSanta Rosa, CA$250112023
Children's Wisconsin FoundationMilwaukee, WI$250112023
Catholic Stewardship AppealMilwaukee, WI$250112022
Grand Avenue ClubMilwaukee, WI$250112024
St Mattew's SchoolOconomowoc, WI$250112023
Saukville Community Food Pantry IncSaukville, WI$250112022
The Super Scratch Championship Foundation IncConshohocken, PA$250112024
Wounded Warrior ProjectTopeka, KS$250112021
Mel's Charities IncCedarburg, WI$200112024
North Central Wi Donate Life LLCWausau, WI$200112023
Sharp Literacy IncMilwaukee, WI$200112024
Bernie's Book BankLake Bluff, IL$120112022
Make-a-WishWauwatosa, WI$105112024
Alzheimer's Foundation of AmericaNew York, NY$100112024
American Heart AssociationMilwaukee, WI$100112024
American Liver FoundationMilwaukee, WI$100112023
Alzheimer's AssociationChicago, IL$100112021
August Revoy Wi Park & Rec AssociationMilwaukee, WI$100112022
Camp CourageousMonticello, IA$100112023
Cedarburg Community Scholarship FundCedarburg, WI$100112021
Center for Working FamiliesBrookfield, WI$100112022
Divine Savior Holy AngelsMilwaukee, WI$100112024
Foundation for His MinistrySan Clemente, CA$100112023
Hospice AlliancePleasant Prairie, WI$100112022
Hospice and Community CareRock Hill, SC$100112022
Multiple Myeloma Research FoundationNorwalk, CT$100112024
Mayo Transplant HouseRochester, MN$100112021
North Cape Lutheran ChurchFranksville, WI$100112023
Ontonagon Area Scholarship FoundationOntonagon, MI$100112022
Safari Club International Wi ChapterMukwonago, WI$100112023
Slater United Methodist ChurchMonticello, IA$100112023
Spina Bifida AssociationMilwaukee, WI$100112023
Time of Grace MinistriesMilwaukee, WI$100112023
The Gideons InternationalWashington, DC$100112021
The V FoundationCary, NC$100112022
Tunnel to Towers FoundationStaten Island, NY$100112022
Versiti Blood Center of WisconsinMilwaukee, WI$100112023
Vmp FoundationWest Allis, WI$100112022
Heart of HarmonyGreenfield, WI$80112023
BrooklinkBrookfield, WI$25112023

18 of 101 (18%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 22%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 45 grants where we could identify the organization. These are assigned categories, not our guesses.

Diseases & Disorders
8 grants
Philanthropy & Grantmaking
8 grants
Health Care
7 grants
Education
6 grants
Human Services
3 grants
Religion
3 grants
Youth Development
2 grants
Housing & Shelter
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202124$129,750$1,000
202229$128,413$1,000
202337$141,520$1,000
202437$155,556$1,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 93% of this one's giving went to organizations in Wisconsin. If you are outside its footprint, that matters more than how well your programme fits.

Wisconsin
$515K
Michigan
$18K
Iowa
$8K
Illinois
$7K
Texas
$2K
Tennessee
$2K
Indiana
$1K
California
$775

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund28 shared recipientsDonor Advised Charitable Giving Inc24 shared recipientsAmerican Online Giving Foundation Inc21 shared recipientsAmerican Endowment Foundation19 shared recipientsNational Philanthropic Trust18 shared recipientsThe Blackbaud Giving Fund17 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $1,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Wisconsin.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from Annex Charitable Foundation Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 17950 W Corporate Dr 300, Brookfield, WI, 53045. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 83-2166863 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.