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Nonprofit · EIN 41-1975043

ANNEXSTAD FAMILY FOUNDATION INC

Tax-exempt · ALPHARETTA, GA 30009

Financials

$2.2M$4.2M2023$3.7M$3.7M2024$3.7M$4.7M2025
Revenue Expenses · by fiscal year end
Financials of ANNEXSTAD FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,698,777$4,727,185-$1,028,408$32,629,129$76,766$32,552,363
December 31, 2024990-PF$3,694,282$3,664,185$30,097$31,208,872$99,653$31,109,219
December 31, 2023990-PF$2,235,249$4,239,169-$2,003,920$28,225,532$76,347$28,149,185
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$383,869
Dividends
$623,917
Net gain from sales of assets
$2,690,991

Expenses

Grants and similar amounts paid
$3,200,283
Compensation of officers, directors and key employees
$307,779
Salaries, compensation and benefits (total)
$334,697
Disbursements for charitable purposes
$4,327,367
Excise tax on investment income
$41,638

Balance sheet and other

Total assets, start of year
$31,208,872
Total assets, end of year
$32,629,129
Total liabilities, end of year
$76,766
Net assets, end of year
$32,552,363
Fair market value of assets
$32,629,131
Qualifying distributions
$4,327,367
Net investment income
$3,314,908

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATTI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
EXECUTIVE DIRECTOR/CFO40$222,079
ELIN WAHMAN
209 N ESPLANADE, ALPHARETTA, GA 30009
DIRECTOR OF STRATEGI
Highest-paid employee
40$132,076
ZACHARY D HAAS
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$101,665
MAJA W KLOS-GROMADZKA
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$96,068
MAGGIE MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER/ MARKETING MANAGER40$85,700
SHANE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0
CATHERINE C ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
PRESIDENT1$0
TOM ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
VICE PRESIDENT1$0
MORGAN MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
TREASURER1$0
MACKENZI MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
SECRETARY1$0
BLAKE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0
KACI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0
KAREN ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0
990-PF for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
PATTI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
EXECUTIVE DIRECTOR/CFO40$217,111$62,173
ELIN WAHMAN
209 N ESPLANADE, ALPHARETTA, GA 30009
DIRECTOR OF STRATEGI
Highest-paid employee
40$123,772$29,843
ZACHARY D HAAS
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$98,836$22,343
MAJA W KLOS-GROMADZKA
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$88,684$20,876
CATHERINE C ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
PRESIDENT1$0$0
TOM ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
VICE PRESIDENT1$0$0
MORGAN MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
TREASURER1$0$0
MACKENZI MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
SECRETARY1$0$0
BLAKE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
KACI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
KAREN ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
MAGGIE MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
SHANE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
990-PF for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
PATTI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
EXECUTIVE DIRECTOR/CFO40$240,160$0
ELIN WAHMAN
209 N ESPLANADE, ALPHARETTA, GA 30009
DIRECTOR OF COMMUNIC
Highest-paid employee
40$119,372$0
ZACHARY D HAAS
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$93,882$0
MAJA W KLOS-GROMADZKA
209 N ESPLANADE, ALPHARETTA, GA 30009
REGIONAL PROGRAM MAN
Highest-paid employee
40$83,596$11,887
ALBERT T ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
CHAIRMAN (THRU JUNE)5$0$0
CATHERINE C ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
PRESIDENT1$0$0
TOM ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
VICE PRESIDENT1$0$0
MORGAN MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
TREASURER1$0$0
MACKENZI MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
SECRETARY1$0$0
BLAKE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
KACI ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
KAREN ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
MAGGIE MARINOVICH
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0
SHANE ANNEXSTAD
209 N ESPLANADE, ALPHARETTA, GA 30009
OFFICER1$0$0

Address and contacts

Address (IRS master file)
209 N ESPLANADE, ALPHARETTA, GA 30009-3157
In care of
% PATRICIA J ANNEXSTAD
Signed the 990-PF
PATTI ANNEXSTAD, EXECUTIVE DIRECTOR
Phone
(612) 558-2007
Return prepared by
WIPFLI ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-1975043
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$32,629,129
Income (IRS master file)
$3,698,777

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,698,777$4,727,185$32,629,129XML
990-PFDecember 2024$3,694,282$3,664,185$31,208,872IRS
990-PFDecember 2023$2,235,249$4,239,169$28,225,532XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 41-1975043).

Questions about ANNEXSTAD FAMILY FOUNDATION INC

What is the EIN of ANNEXSTAD FAMILY FOUNDATION INC?
The employer identification number (EIN) of ANNEXSTAD FAMILY FOUNDATION INC is 41-1975043.
Is ANNEXSTAD FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ANNEXSTAD FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNEXSTAD FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNEXSTAD FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNEXSTAD FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ANNEXSTAD FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 13 people; 5 received compensation from the organization, the highest $222,079 (PATTI ANNEXSTAD, EXECUTIVE DIRECTOR/CFO).
How much revenue does ANNEXSTAD FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,698,777, expenses of $4,727,185 and total assets of $32,629,129 at year end.

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