Anna M Harber Educational Trust Foundation

Private foundation · Grantmaker South Bend, IN EIN: 35-6034473

The ANNA M HARBER EDUCATIONAL TRUST FOUNDATION is a private foundation based in South Bend, Indiana, that reported awarding scholarships in 2025. Its filing describes award restrictions for high school seniors from Roman Catholic schools in St. Joseph County, Indiana.

Key facts about Anna M Harber Educational Trust Foundation

In short: Anna M Harber Educational Trust Foundation gave $20K across 19 grants in 2025 (avg $1K), mostly in Indiana. Source: 2025 IRS Form 990-PF.

EIN
35-6034473
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,300
Grants made (2025)
19
Average grant
$1,068
Median grant
$1,000
Total assets
$384,816
Primary geography
Indiana (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$385K

+7.8% YoY

Annual Giving

$20K

+19.4% YoY

Grant Count

19

+35.7% YoY

Avg Grant Size

$1K

-12.0% YoY

Under IRS private-foundation payout rules, Anna M Harber Educational Trust Foundation reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

How Anna M Harber Educational Trust Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

In filing year 2025, the foundation reported 19 grants totaling $20,300. Grants ranged from $500 to $2,000, with a median of $1,000. Five grants were $2,000 each; other listed grants included awards of $1,000 and $650, all designated for scholarships.

Review Cycle

; that date has passed for 2026.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Indiana. The filing’s award restriction specifies high school seniors from Roman Catholic schools in St. Joseph County, Indiana.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

South BendGrangerMishawakaElkhartRolling PrairieAndover

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K5 grants2019 7 grants2020 6 grants2021 9 grants2022 12 grants2023 14 grants2024 19 grants2025

From 2019 to 2025, annual grant giving ranged from $8K (2021) to $24K (2023). In 2025 it made 19 grants totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Thomas Murphy: $2KThomas Murphy$2KLana Daugherty: $2KLana Daugherty$2KNickolas Cline: $2KNickolas Cline$2KSamuel Norwood: $2KSamuel Norwood$2KGabriel Polaniecki: $2KGabriel Polaniecki$2KTaylor Hedges: $1KTaylor Hedges$1KBrenden Williamowski: $1KBrenden Williamowski$1KAlison Clauss: $1KAlison Clauss$1KLucy Heirty: $1KLucy Heirty$1KAlexandra DePauw: $1KAlexandra DePauw$1K

The largest 2025 recipient was Thomas Murphy ($2K). Together the top 10 received $15K.

Grant Size Distribution

60 grants across all recorded years

60<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 60 grants of 60 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Thomas Murphy Mishawaka, INScholarship$2,000
Lana Daugherty Granger, INScholarship$2,000
Nickolas Cline South Bend, INScholarship$2,000
Samuel Norwood South Bend, INScholarship$2,000
Gabriel Polaniecki South Bend, INScholarship$2,000
Taylor Hedges Mishawaka, INScholarship$1,000
Brenden Williamowski Granger, INScholarship$1,000
Alison Clauss Mishawaka, INScholarship$1,000
Lucy Heirty South Bend, INScholarship$1,000
Alexandra DePauw Granger, INScholarship$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $384,816 $55,158 $27,364 $20,300 19
2024 $357,025 $26,086 $24,974 $17,000 14
2023 $355,941 $66,626 $30,432 $24,000 12
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$384,816$357,025$355,941
Revenue$55,158$26,086$66,626
Expenses$27,364$24,974$30,432
Qualifying Distributions$20,300$17,000$24,000
Net Investment Income$48,235$21,296$63,921
Distributable Amount$22,419$21,224$19,019

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 1, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 21, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists 1ST SOURCE BANK as trustee.

Anna M Harber Educational Trust Foundation's only listed officer is 1st Source Bank, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • 1st Source Bank

    Trustee

    On filings since 2019

    1 hr/week

    $4K (2019) → $5K (2025)

Data from IRS Form 990 filings, 2019–2025. "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

1ST Source Bank — Trustee: $5K1ST Source BankTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to 1ST Source Bank (Trustee).

Contact

Application contact: Jim Mollison
Mailing address: PO Box 1602, South Bend, IN 46634
Phone: (574) 235-2952

Frequently asked questions about Anna M Harber Educational Trust Foundation

How much does Anna M Harber Educational Trust Foundation give each year?

Anna M Harber Educational Trust Foundation gave $20K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 14 grants.

What is Anna M Harber Educational Trust Foundation's typical grant size?

Anna M Harber Educational Trust Foundation's median grant in 2025 was $1,000, and its average grant was $1,068, across 19 grants on its 2025 IRS Form 990-PF.

Where does Anna M Harber Educational Trust Foundation give grants?

Anna M Harber Educational Trust Foundation gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Bend, IN (7 grants), Granger, IN (7 grants) and Mishawaka, IN (3 grants).

Does Anna M Harber Educational Trust Foundation give general operating support?

Not in 2025: none of the 19 grants with a stated purpose on Anna M Harber Educational Trust Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (19 grants).

Who are Anna M Harber Educational Trust Foundation's largest grantees?

Anna M Harber Educational Trust Foundation's largest 2025 grantees include Thomas Murphy ($2,000), Lana Daugherty ($2,000) and Nickolas Cline ($2,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.

How large is Anna M Harber Educational Trust Foundation?

Anna M Harber Educational Trust Foundation reported $385K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

How do I apply for a grant from Anna M Harber Educational Trust Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Anna M Harber Educational Trust Foundation's EIN?

Anna M Harber Educational Trust Foundation's EIN (Employer Identification Number) is 35-6034473. IRS Form 990 filing data is available on this page for 2019–2025.

Does Anna M Harber Educational Trust Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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