Anna May Family Foundation
- Assets
- $2.9m
- Revenue
- $112.2k
- Investments
- $2.8m
- Employees
- 0
- Location
- Medford, OR
- Founding
- 11/2000
- Data as of
- 12/2023
- 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 12/2023, Anna May Family Foundation generated $112.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (8.8%) each year. All expenses for the organization totaled $241.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Anna May Family Foundation has awarded 125 individual grants totaling $521,517. 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
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 & Secretary | 20 | $57,304 | |
Belle Shepard President | 0.5 | $0 | |
Charley Bolen Vice-President | 0.5 | $0 | |
April Stith Treasurer | 0.5 | $0 | |
Julie Barry Director | 0.5 | $0 | |
Will Brake Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2 |
| Dividends & Interest | $88,425 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $23,803 |
| Capital Gain Net Income | $23,803 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $112,230 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $57,304 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,312 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,950 |
| Printing and publications | $0 |
| Other expenses | $3,039 |
| Total operating and administrative expenses | $96,119 |
| Contributions, gifts, grants paid | $145,000 |
| Total expenses and disbursements | $241,119 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $51,186 |
| Savings and temporary cash investments | $6,397 |
| 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 | $2,865,966 |
| 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 $145,000 in support to 33 organizations.
| Grant Recipient | Amount |
|---|---|
ACCESS PURPOSE: FOOD DISTIBUTION TO THOSE IN NEED | $5,000 |
ALS ASSOCIATION OREGON AND SW WASHINGTON CHAPTER PURPOSE: ALS FAMILY SUPPORT PROGRAM | $2,500 |
ASHLAND HIGH ARTS ADVOCATES PURPOSE: K-12 ASHLAND ARTS | $2,000 |
BOYS & GIRLS CLUB PURPOSE: TRIPLE PLAY PROGRAM | $6,000 |
COMMUNITY VOLUNTEER NETWORK PURPOSE: FOSTER GRANDPARENT PROGRAM OF SOUTHERN OREGON | $3,500 |
COMPASS HOUSE INC PURPOSE: EMPLOYMENT PROGRAM | $6,000 |