Anna May Family Foundation
- Assets
- $2.7m
- Revenue
- $204.8k
- Investments
- $2.6m
- Employees
- 0
- Location
- Medford, OR
- Founding
- 11/2000
- Data as of
- 12/2021
- EIN
- 93-1269424
Organization Overview
Anna May Family Foundation is located in Medford, 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. Anna May 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 12/2021, Anna May Family Foundation generated $204.8k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.5% each year. All expenses for the organization totaled $213.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Anna May Family Foundation has awarded 65 individual grants totaling $238,500. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amy Belkin Executive Director & Secre | 20 | $42,970 | |
April Stith Treasurer | 0.5 | $0 | |
Will Brake President | 0.5 | $0 | |
Charley Bolen Director | 0.5 | $0 | |
Belle Shepard Former Vice-President | 0.5 | $0 | |
Stacy Brubaker Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $56,863 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $147,929 |
| Capital Gain Net Income | $147,929 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $204,798 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $42,970 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,722 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,795 |
| Total operating and administrative expenses | $83,279 |
| Contributions, gifts, grants paid | $130,000 |
| Total expenses and disbursements | $213,279 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $101,178 |
| Savings and temporary cash investments | $32,135 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,718,514 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
Grants Awarded
Over the last fiscal year, Anna May Family Foundation has awarded $130,000 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
MEDFORD SCHOOL DISTRICT 549C PURPOSE: EMERGENCY FUNDS FOR BASIC NEEDS/EMERGENCY GRANT | $10,000 |
Medford, OR PURPOSE: FOR HOPE (HELPING OUT PEOPLE EVERY DAY) CHEST, AN EMERGENCY ASSISTANCE FUND, AND BIG IDEA NEXT PROGRAM | $10,000 |
Medford, OR PURPOSE: EMPLOYMENT PROGRAM | $8,000 |
Eagle Point, OR PURPOSE: ADOPT A RIDER FUND | $6,000 |
CONSUMER CREDIT COUNSELING PURPOSE: COMMUNITY FINANCIAL EDUCATION WITH ADDITIONAL NEED DUE TO COVID | $6,000 |
JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM PURPOSE: SEXUAL ASSAULT ACUTE RESPONSE PROGRAM | $6,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
W M Keck Foundation Los Angeles, CA | $1,878,594,082 | $132,529,748 |
Conrad Prebys Foundation San Diego, CA | $0 | $206,775,032 |
Bezos Family Foundation Seattle, WA | $130,746,152 | $60,417,966 |
Jay And Rose Phillips Family Foundation Of California San Francisco, CA | $0 | $58,236 |
Jay And Rose Phillips Family Foundation Of Colorado Redwood City, CA | $0 | -$205,157 |
Henry J Kaiser Family Foundation San Francisco, CA | $1,103,580,994 | $111,004,070 |
Holland M Ware Charitable Foundation Eagle, ID | $219,618,856 | $24,900,954 |
The Ahmanson Foundation Beverly Hills, CA | $0 | $54,356,398 |
Charles Huang Foundation Pasadena, CA | $65,868,960 | $116,144,816 |
Weingart Foundation Los Angeles, CA | $0 | $30,569,267 |
Engelstad Fam Foundation Las Vegas, NV | $835,390,513 | $95,367,626 |
Price Philanthropies Foundation La Jolla, CA | $497,968,777 | $37,892,208 |