Funder DirectoryTHE ANNEXSTAD FAMILY FOUNDATION
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Private foundation (trust)EIN 411975043Est. 2000-08

THE ANNEXSTAD FAMILY FOUNDATION

ALPHARETTA, GA 30009

Total Assets

$28.2M

FY 2023

Annual Giving

$3.0M

FY 2023

Grants Made

50

FY 2023

Avg Grant

$60K

FY 2023

Grant Range

$5K–$588K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$2.2M

Total Expenses

$4.2M

Qualifying Distributions

$4.0M

Distributable Amount

$1.3M

Min. Investment Return

$1.4M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

50 grants

Grant sizes from minimum $5K through median $35K to maximum $588K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $3.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

180 grants

UNIVERSITY OF NOTRE DAME
$1.0M
1 grant
UNIVERSITY OF MINNESOTA FOUNDATION
$674K
2 grants
UNIVERSITY OF NORTH CAROLINA
$555K
4 grants
UNIVERSITY OF PENNSYLVANIA
$490K
3 grants
UNIVERSITY OF GEORGIA FOUNDATION
$418K
3 grants
UNIVERSITY OF ALABAMA
$362K
3 grants
UNIVERSITY OF ST THOMAS
$241K
4 grants
GEORGETOWN UNIVERSITY
$204K
4 grants

Grant Size Distribution

180 grants

<$10K
27
grants
$10–50K
118
grants
$50–250K
29
grants
$250K–1M
5
grants
$1–5M
1
grants
$5M+

Geographic Focus

21 states

Minnesota
$1.7M
19% of total
Indiana
$1.3M
13% of total
Georgia
$941K
10% of total
North Carolina
$920K
10% of total
California
$808K
9% of total
Michigan
$505K
5% of total
Pennsylvania
$490K
5% of total
Alabama
$362K
4% of total
Massachusetts
$340K
4% of total
Mississippi
$269K
3% of total

+11 more states

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THE ANNEXSTAD FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo