Harry-Anna Investment Fund Inc
- Assets
- $366.0m
- Revenue
- $19.3m
- Investments
- $47.4m
- Employees
- 0
- Location
- Umatilla, FL
- Founding
- 03/1988
- Data as of
- 03/2021
- EIN
- 59-2825890
Organization Overview
Harry-Anna Investment Fund Inc is located in Umatilla, FL. The organization was established in 1988. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Harry-Anna Investment Fund Inc 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 03/2021, Harry-Anna Investment Fund Inc generated $19.3m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.5%) each year. All expenses for the organization totaled $13.9m during the year ending 03/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Harry-Anna Investment Fund Inc has awarded 42 individual grants totaling $58,491,693. 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
CHARITABLE MEDICAL CARE AND YOUTH CAMP
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS AND EXPENSES TO BENEFIT AFFILIATED 501(C)(3) ORGANIZATIONS' CAPITAL EXPENSES, CHARITABLE THERAPY CARE AND YOUTH CAMP OPERATIONS, ETC.
GRANTS AND EXPENSES TO BENEFIT AFFILIATED 501(C)(3) ORGANIZATIONS' CAPITAL EXPENSES, CHARITABLE THERAPY CARE AND YOUTH CAMP OPERATIONS, ETC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian T Burns President/director | OfficerTrustee | 1 | $0 |
Michael Chandler Vice Pres/director | OfficerTrustee | 1 | $0 |
Carl T Seibert State Secretary | Officer | 1 | $0 |
Carl Ledig Director | Trustee | 1 | $0 |
Sean Maguire Director | Trustee | 1 | $0 |
James L Solana Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $21,400 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,367,592 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,388,992 |
| Total Program Service Revenue | $0 |
| Investment income | $6,410,391 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $10,632,776 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $19,311,670 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $10,775,925 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,626 |
| Fees for services: Accounting | $23,111 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,396,227 |
| Fees for services: Other | $0 |
| Advertising and promotion | $101,998 |
| Office expenses | $11,040 |
| Information technology | $58,910 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,048 |
| All other expenses | $3,552 |
| Total functional expenses | $13,925,899 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,884,203 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $303,775,114 |
| Investments—other securities | $47,359,015 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,940 |
| Total assets | $366,026,272 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $41,470,041 |
| Net assets with donor restrictions | $324,556,231 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $366,026,272 |
Grants Awarded
Over the last fiscal year, Harry-Anna Investment Fund Inc has awarded $21,551,850 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
Umatilla, FL PURPOSE: SUPPORT COST OF CHARITABLE MEDICAL CARE FOR CHILDRENS THERAPY SERVICES | $3,739,950 |
Umatilla, FL PURPOSE: SUPPORT COST OF CHARITABLE MEDICAL CARE FOR CHILDRENS THERAPY SERVICES | $3,739,950 |
Umatilla, FL PURPOSE: SUPPORT OPERATIONS OF YOUTH CAMP | $3,208,799 |
Umatilla, FL PURPOSE: SUPPORT OPERATIONS OF YOUTH CAMP | $3,208,799 |
Umatilla, FL PURPOSE: SUPPORT COST OF FACILITIES FOR CHARITABLE MEDICAL CARE AND YOUTH CAMP | $2,973,089 |
Umatilla, FL PURPOSE: SUPPORT COST OF FACILITIES FOR CHARITABLE MEDICAL CARE AND YOUTH CAMP | $2,973,089 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Harry-Anna Investment Fund Inc has recieved totaling $1,205.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $1,205 |
Endowment Analysis
| Beg. Balance | $312,149,456 |
| Earnings | $12,148,441 |
| Net Contributions | $4,527 |
| Ending Balance | $324,302,424 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Capstone Health Services Foundation P C Tuscaloosa, AL | $29,375,344 | $27,823,379 |
St Anthonys Professional Buildings & Services Inc Tampa, FL | $66,592,493 | $24,044,105 |
Houston Healthcare System Inc Warner Robins, GA | $2,831,389 | $10,479,781 |
Montgomery Baptist Outreach Services Corporation Montgomery, AL | $20,272,262 | $12,064,663 |
West Florida Health Home Care Inc Temple Terrace, FL | $9,306,071 | $17,546,584 |
West Georgia Health Foundation Inc Marietta, GA | $8,141,093 | $4,609,093 |
Mount Sinai Medical Center Foundation Inc Miami Beach, FL | $381,873,831 | $56,255,268 |
Baptist Health System Foundation Inc Jacksonville, FL | $315,907,780 | $49,455,199 |
Harry-Anna Investment Fund Inc Umatilla, FL | $366,026,272 | $19,311,670 |
Morton Plant Mease Health Care Foundation Inc Clearwater, FL | $126,171,724 | $8,632,525 |
Ufcw & Employers Health & Welfare T Rust Fund Pembroke Pines, FL | $22,540,829 | $18,806,803 |
Lakeland Regional Medical Center Foundation Inc Lakeland, FL | $42,454,148 | $10,633,675 |