Anna Elizabeth Metz Memorial Trust
Anna Elizabeth Metz Memorial Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $112K in total assets. In 2025, it awarded 2 grants totaling $6K. Net investment income was $9K.
Anna Elizabeth Metz Memorial Trust at a glance
In short: Anna Elizabeth Metz Memorial Trust gave $6K across 2 grants in 2025 (avg $3K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,812
- +19.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,906
- +19.7% vs 2024
- Median grant
- $2,906
- Total assets
- $112,378
- +2.2% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Anna Elizabeth Metz Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Columbus Lodge #37 of the Elks ($3K). Together the top 2 received $6K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Anna Elizabeth Metz Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $4K (2023) to $6K (2025). In 2025 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columbus Lodge #37 of the Elks Grove City, OH | Unrestricted General | $2,906 |
| Aladdin Shriners Hospital Association Columbus, OH | Unrestricted General | $2,906 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $112,378 | $11,205 | $9,215 | $5,812 | 2 | $7,092 | $9,013 | $6,639 |
| 2024 | $110,011 | $4,114 | $8,044 | $4,854 | 2 | $6,077 | $1,842 | $6,291 |
| 2023 | $110,334 | $-865 | $7,300 | $3,776 | 2 | $4,953 | $599 | $5,845 |
| 2022 | $116,425 | $21,827 | $8,328 | $5,002 | 2 | $6,261 | $19,667 | $6,168 |
| 2021 | $121,495 | $8,026 | $7,768 | $4,282 | 2 | — | $6,007 | $6,802 |
Under IRS private-foundation payout rules, Anna Elizabeth Metz Memorial Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anna Elizabeth Metz Memorial Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$2K (2022) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about Anna Elizabeth Metz Memorial Trust
How much does Anna Elizabeth Metz Memorial Trust give each year?
Anna Elizabeth Metz Memorial Trust gave $6K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
How large is Anna Elizabeth Metz Memorial Trust?
Anna Elizabeth Metz Memorial Trust reported $112K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does Anna Elizabeth Metz Memorial Trust operate?
Anna Elizabeth Metz Memorial Trust has awarded grants in Ohio.
What is Anna Elizabeth Metz Memorial Trust's EIN?
Anna Elizabeth Metz Memorial Trust's EIN (Employer Identification Number) is 36-6040330. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 16, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 22, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2021–2025
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