Anna Lee Stacey Scholarship Fund
Anna Lee Stacey Scholarship Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $216K in total assets. In 2026, it awarded 3 grants totaling $8K. Net investment income was $28K.
Anna Lee Stacey Scholarship Fund at a glance
In short: Anna Lee Stacey Scholarship Fund gave $8K across 3 grants in 2026 (avg $3K), top state Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $8,000
- -33.3% vs 2025
- Grants made (2026)
- 3
- +50.0% vs 2025
- Average grant
- $2,667
- -55.6% vs 2025
- Median grant
- $2,500
- Total assets
- $216,284
- +8.2% vs 2025
- Primary geography
- Texas (38% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Anna Lee Stacey Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was Great Lakes Atelier of Fine Art ($3K). Together the top 2 received $5K.
Organizations only. It also paid 1 individual scholarship ($3,000), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
Cities
How Anna Lee Stacey Scholarship Fund gives
- Giving grew 167% from 2023 to 2026. Method
- In 2026 it paid out 152% 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 2020 to 2026, annual grant giving ranged from $3K (2023) to $17K (2022). In 2026 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $3,000 |
| Great Lakes Atelier of Fine Art Duluth, MN | Scholarship for Madison | $2,500 |
| Academy of Realist Art Boston Boston, MA | Scholarship for Sophie | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $216,284 | $31,579 | $22,103 | $8,000 | 3 | $18,601 | $28,363 | $12,247 |
| 2025 | $199,820 | $18,732 | $18,453 | $12,000 | 2 | $15,298 | $15,420 | $11,734 |
| 2024 | $200,439 | $7,624 | $19,709 | $15,000 | 2 | $16,755 | $4,107 | $11,006 |
| 2023 | $210,563 | $-6,081 | $9,322 | $3,000 | 1 | $5,034 | $1,082 | $10,621 |
| 2022 | $227,101 | $44,086 | $22,655 | $17,000 | 7 | $19,090 | $40,403 | $12,452 |
| 2021 | $226,578 | $15,461 | $5,829 | — | — | — | $12,080 | $15,058 |
| 2020 | $188,137 | $14,886 | $13,394 | $8,000 | 2 | — | $11,967 | $10,125 |
Under IRS private-foundation payout rules, Anna Lee Stacey Scholarship Fund reported a distributable amount of $12K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anna Lee Stacey Scholarship Fund's 2026 filing lists 4 officers; 1 of 4 officers listed in 2026 is compensated.
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$4K (2022) → $4K (2026)
Melissa Owens
Committee Member
On filings since 2020
1 hr/week
No compensation reported
Susan Patterson
Committee Member
On filings since 2020
1 hr/week
No compensation reported
Whitney Batres
Committee Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (6)
- Former: Michael Grauer (2022–2023) — Committee Member
- Former: Kimberly Roblin (2020–2022) — Committee Member
- Former: Bank Of America N A (2020–2021) — Trustee
- Former: Holly Hasenfratz (2020–2021) — Committee Member
- Former: Kera Newby (2020–2021) — Committee Member
- Former: Mike Leslie (2020–2021) — Committee Member
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $4K, to Bank of America (Trustee).
Frequently asked questions about Anna Lee Stacey Scholarship Fund
How much does Anna Lee Stacey Scholarship Fund give each year?
Anna Lee Stacey Scholarship Fund gave $8K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $12K across 2 grants.
What is Anna Lee Stacey Scholarship Fund's typical grant size?
Anna Lee Stacey Scholarship Fund's median grant in 2026 was $2,500, and its average grant was $2,667, across 3 grants on its 2026 IRS Form 990-PF.
Where does Anna Lee Stacey Scholarship Fund give grants?
Anna Lee Stacey Scholarship Fund's top state is Texas, with 38% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Minnesota (31%) and Massachusetts (31%).
Does Anna Lee Stacey Scholarship Fund give general operating support?
Not in 2026: none of the 3 grants with a stated purpose on Anna Lee Stacey Scholarship Fund's 2026 IRS Form 990-PF were described as general or operating support.
How large is Anna Lee Stacey Scholarship Fund?
Anna Lee Stacey Scholarship Fund reported $216K in total assets on its 2026 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What is Anna Lee Stacey Scholarship Fund's EIN?
Anna Lee Stacey Scholarship Fund's EIN (Employer Identification Number) is 95-6017406. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 6, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 30, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2024)
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