Annex Charitable Foundation INC

Tax-deductible

Brookfield, WI501(c)(3)Foundations & GrantmakersEIN 83-2166863

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $19K a year · 13% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
14 mo
of spending, in cash
Looks good: 13.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$156K
-40% vs prior year
Spent
$162K
Net assets
$200K
By yearFY2020–FY2024
Revenue
$156K
FY2024▼ -40%
Revenue by fiscal year
FY2020$76K
FY2021$91K
FY2022$131K
FY2023$258K
FY2024$156K
Expenses
$162K
FY2024▲ +9%
Expenses by fiscal year
FY2020$47K
FY2021$132K
FY2022$129K
FY2023$149K
FY2024$162K
Net assets
$200K
FY2024▼ -2%
Net assets by fiscal year
FY2020$133K
FY2021$91K
FY2022$94K
FY2023$204K
FY2024$200K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 96% · $156K Operating & administrative 4% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

4 people listed on the 990-PF.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
1st Vice President
$0Pt VII · Sec A
Secretary & Treasurer
$0Pt VII · Sec A
See Annex Charitable Foundation INC executive salaries →

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Programs and updates

A private foundation based in Brookfield, WI.

Provided by the organization

This section is blank until Annex Charitable Foundation INC claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 37 grants · $156K · 2024–2024
The Steve Stricker American Family Insurance FoundationFY2024$57,690
Fox River Christian ChurchWI · FY2024$34,114
The Leukemia & Lymphoma SocietyFY2024$10,000
Leukemia & Lymphoma SocietyFY2024$6,490
St Mary's VisitationFY2024$5,000
Marquette University HighFY2024$5,000
Kma FoundationFY2024$3,800
Catholic Relief ServicesMD · FY2024$2,500
Camp One StepFY2024$2,000
Zoological Society of MilwaukeeFY2024$1,000
Women in Focus IncorporatedWI · FY2024$1,000
Valley Kid's FoundationFY2024$1,000
The Hope CenterFY2024$1,000
See all 37 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV17
Average grantPart XV$4K
Median grantPart XV$1K
Largest grantPart XV$58K
Top cause focusNTEEEducation (5%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$156K
Gifts and grants$156K
Investment income$60
Money out
$162K
Grants paid$156K
Running costs$7K
Owns and owes
$200K
net assets
Cash and savings$189K
Total assets$200K
Liabilities$0
People
4
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$156K
Investment income$60
Total revenue$156K
Assets in detailEnd of year
Cash and savings together$189K
Total assets$200K
Liabilities$0
Net assets$200K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $156K$162K−$6K$200K 990 PDF
FY2023 $258K$149K$110K$204K 990 PDF
FY2022 $131K$129K$3K$94K 990 PDF
FY2021 $91K$132K−$42K$91K 990 PDF
FY2020 $76K$47K$29K$133K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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