Anna Fertic Foundation Inc

OVIEDO, FL EIN: 59-3096507

Anna Fertic Foundation Inc is a private foundation, based in OVIEDO, FL. IRS filing data is available from 2022 through 2023. As of 2023, the organization holds $1.5M in total assets. In 2023, it awarded 2 grants totaling $50K. Net investment income was $8K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$1.5M

-5.7% YoY

Annual Giving

$50K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$25K

+0.0% YoY

Under IRS private-foundation payout rules, Anna Fertic Foundation Inc reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.

About Anna Fertic Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $100K (100%)

States

Florida

Cities

HeathrowOrlandoSanford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022
Total Assets	$1,462,045	$1,550,886
Revenue	$34,968	$23,260
Expenses	$77,095	$107,224
Qualifying Distributions	$97,095	$107,224
Net Investment Income	$7,873	—
Distributable Amount	$5,761	$41,522

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2023

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Seminole State College ($25,000), Valencia State College ($25,000).

Recipient	Purpose	Amount
Seminole State College Heathrow, FL	To award scholarships as per contract with College to individuals who meet specific requirements	$25,000
Valencia State College Orlando, FL	Cash grants to students who meet certain requirements to assist in educationo	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
Shirley R Pickford	President	15.2	—
JOHN J Asendorf	VP	10.15	—
Clay P Cossaboom	VP	10.15	$500

Frequently Asked Questions

How large is Anna Fertic Foundation Inc?

As of 2023, Anna Fertic Foundation Inc holds $1.5M in total assets with $35K in annual revenue. It awarded 2 grants totaling $50K in 2023.

Where does Anna Fertic Foundation Inc operate?

Anna Fertic Foundation Inc has awarded grants in Florida.

What size grants does Anna Fertic Foundation Inc award?

In 2023, Anna Fertic Foundation Inc awarded 2 grants totaling $50K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Anna Fertic Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Anna Fertic Foundation Inc reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.