Dee Anderson Achievement Trust
- Assets
- $847.8k
- Revenue
- -$12.8k
- Investments
- $825.9k
- Employees
- 0
- Location
- Edgewater, FL
- Founding
- Data as of
- 12/2023
- EIN
- 86-1516276
Organization Overview
Dee Anderson Achievement Trust is located in Edgewater, FL. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dee Anderson Achievement Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2022, Dee Anderson Achievement Trust has awarded 17 individual grants totaling $212,000. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
AWARDING COLLAGE AND VOCATIONAL SCHOOL SCHOLARSHIPS TO ELIGIBLE STUDENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Colleen Sumner Co- Trustee | 3 | $16,765 | |
Joseph P Dudley Co-Trustee | 3 | $16,765 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $400 |
| Dividends & Interest | $29,698 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$42,862 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$12,764 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $33,530 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $119 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,337 |
| Total operating and administrative expenses | $47,217 |
| Contributions, gifts, grants paid | $108,000 |
| Total expenses and disbursements | $155,217 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $21,823 |
| 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 | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $822,618 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $847,754 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $4,471 |
| 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 | $4,471 |
Grants Awarded
Over the last fiscal year, Dee Anderson Achievement Trust has awarded $108,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
EVAN BONAMO PURPOSE: QUALIFIED EDUCATION EXPENSES | $8,000 |
DAYTONA STATE COLLEGE PURPOSE: QUALIFIED EDUCATION EXPENSES | $50,000 |
SOUTHWESTERN COLLEGE PURPOSE: QUALIFIED EDUCATION EXPENSES | $50,000 |