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EIN 83-2166863

Annex Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Brookfield
State
Wisconsin
Year formed
2019
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Annex Charitable Foundation is the philanthropic arm of Annex Wealth Management that provides financial support to existing charitable "difference makers" that support local communities in Wisconsin. They aim to add energy and vitality to the communities they serve and provide support to a variety of charitable needs. They are a 501(c)(3) not-for-profit corporation operating exclusively for charitable purposes. The foundation has supported key charities and community organizations throughout the years.
Total revenues
$258,231
2023
Total expenses
$148,674
2023
Total assets
$203,546
2023
Num. employees
0
2023

Grants made by Annex Charitable Foundation

GranteeGrant descriptionAmount
Steve Stricker American Family Insurance FoundationUnrestricted Charitable Grant$56,220
Fox River Christian ChurchUnrestricted Charitable Grant$17,788
Variety - The Children's Charity of WisconsinUnrestricted Charitable Grant$15,000
...and 14 more grants made

Personnel at Annex Charitable Foundation

NameTitleCompensation
David SpanoPresident$0

Financials for Annex Charitable Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$258,218
Investment income and dividends$13
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$258,231

Form 990s for Annex Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-12990PFView PDF
2022-122023-04-24990PFView PDF
2021-122022-04-14990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-06-11990PFView PDF
...and 1 more Form 990
Data update history
July 7, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Updated personnel
Identified 5 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
17950 W Corporate Dr 300
Brookfield, WI 53045
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, WI
Website URL
annexcharitablefoundation.org/ 
Phone
(262) 786-6363
IRS details
EIN
83-2166863
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2019
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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