Anna Lee Stacey Scholarship Fund

Private foundation · Grantmaker Dallas, TX EIN: 95-6017406

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.

Key facts about Anna Lee Stacey Scholarship Fund

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.

EIN
95-6017406
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$8,000
Grants made (2026)
3
Average grant
$2,667
Median grant
$2,500
Total assets
$216,284
Primary geography
Texas (38% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$216K

+8.2% YoY

Annual Giving

$8K

-33.3% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$3K

-55.6% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2026 grant dollars across all 3 itemized grants.

Cities

Oklahoma CityBostonAlpineCaryDuluthFalls ChurchLong IslandNew YorkPhiladelphiaRidgewoodSalt Lake CityAustin

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K2 grants2020 0 grants2021 7 grants2022 1 grant2023 2 grants2024 2 grants2025 3 grants2026

From 2020 to 2026, annual grant giving ranged from $3K (2023) to $17K (2022). In 2026 it made 3 grants totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

Great Lakes Atelier of Fine Art: $3KGreat Lakes Atelier of FineArt$3KAcademy of Realist Art Boston: $3KAcademy of Realist Art Boston$3K

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$3,000
Great Lakes Atelier of Fine Art Duluth, MNScholarship for Madison$2,500
Academy of Realist Art Boston Boston, MAScholarship for Sophie$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$216,284$199,820$200,439
Revenue$31,579$18,732$7,624
Expenses$22,103$18,453$19,709
Qualifying Distributions$18,601$15,298$16,755
Net Investment Income$28,363$15,420$4,107
Distributable Amount$12,247$11,734$11,006

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2025)
  2. Updated Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 6, 2020)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 30, 2021)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 30, 2022)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 31, 2023)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 31, 2024)

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

Bank of America — Trustee: $4KBank of AmericaTrustee$4K

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.

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