Wm Annen Family Foundation
- Assets
- $1.5m
- Revenue
- $62.2k
- Investments
- $1.4m
- Employees
- 0
- Location
- Mt Angel, OR
- Founding
- 03/2000
- Data as of
- 12/2023
- EIN
- 93-1281073
Organization Overview
Wm Annen Family Foundation is located in Mt Angel, OR. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wm Annen Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Wm Annen Family Foundation generated $62.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (13.5%) each year. All expenses for the organization totaled $144.7k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Wm Annen Family Foundation has awarded 55 individual grants totaling $461,907. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Gooley President | 0 | $0 | |
Janice Newlands Secretary | 0 | $0 | |
Gayle Schmidt Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10 |
| Interest on Savings | $635 |
| Dividends & Interest | $74,669 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$13,091 |
| Capital Gain Net Income | $1,348 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $62,223 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,451 |
| Depreciation | $0 |
| Occupancy | $6,000 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12,004 |
| Total operating and administrative expenses | $20,745 |
| Contributions, gifts, grants paid | $124,000 |
| Total expenses and disbursements | $144,745 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $99,040 |
| Savings and temporary cash investments | $38,161 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $622 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,491,817 |
| Accounts payable and accrued expenses | $239 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $239 |
Grants Awarded
Over the last fiscal year, Wm Annen Family Foundation has awarded $124,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
MT ANGEL SENIOR CENTER PURPOSE: CHARITY GRANT | $2,000 |
MT ANGEL COMMUNITY FOUNDATION PURPOSE: DOLL MUSEUM EXPENSES | $107,500 |
ST MARY'S PUBLIC ELEMENTARY PURPOSE: CHARITY GRANT | $5,000 |
FATHER BERNARD YOUTH CENTER PURPOSE: CHARITY GRANT | $2,500 |
KNIGHTS OF COLUMBUS PURPOSE: COATS FOR KIDS | $500 |
ASSISTANCE LEAGUE OF GREATER PORTLA PURPOSE: CHARITY GRANT | $1,500 |