Nonprofit · EIN 83-2166863
ANNEX CHARITABLE FOUNDATION INC
Tax-exempt · BROOKFIELD, WI 53045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $156,060 | $162,485 | -$6,425 | $199,526 | $0 | $199,526 |
| December 31, 2023 | 990-PF | $258,231 | $148,674 | $109,557 | $203,546 | $0 | $203,546 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $156,000
- Dividends
- $60
Expenses
- Grants and similar amounts paid
- $155,556
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $162,425
Balance sheet and other
- Total assets, start of year
- $203,546
- Total assets, end of year
- $199,526
- Total liabilities, end of year
- $0
- Net assets, end of year
- $199,526
- Fair market value of assets
- $199,526
- Qualifying distributions
- $162,425
- Net investment income
- $60
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SPANO 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | PRESIDENT | 1 | $0 |
| GREG BATIANSILA 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | VICE PRESIDENT | 1 | $0 |
| SOFIA SPANO 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | 1ST VICE PRESIDENT | 1 | $0 |
| KRISTIN REILLY 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | SECRETARY & TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SPANO 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | PRESIDENT | 1 | $0 |
| GREG BATIANSILA 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | VICE PRESIDENT | 1 | $0 |
| SOFIA SPANO 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | 1ST VICE PRESIDENT | 1 | $0 |
| KRISTIN REILLY 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045 | SECRETARY & TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 17950 W CORPORATE DR STE 300, BROOKFIELD, WI 53045-6328
- In care of
- % MELISSA PINKOWSKI
- Signed the 990-PF
- KRISTIN REILLY, TREASURER
- Phone
- (262) 786-6363
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2166863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $199,526
- Income (IRS master file)
- $156,060
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $156,060 | $162,485 | $199,526 | XML |
| 990-PF | December 2023 | $258,231 | $148,674 | $203,546 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ANNEX CHARITABLE FOUNDATION INC
- What is the EIN of ANNEX CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ANNEX CHARITABLE FOUNDATION INC is 83-2166863.
- Is ANNEX CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ANNEX CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNEX CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNEX CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNEX CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANNEX CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ANNEX CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $156,060, expenses of $162,485 and total assets of $199,526 at year end.
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All nonprofits in BROOKFIELD · Wisconsin · Philanthropy, voluntarism and grantmaking foundations