Anna M Harber Educational Trust Foundation

SOUTH BEND, IN EIN: 35-6034473

Anna M Harber Educational Trust Foundation is a private foundation, based in SOUTH BEND, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $357K in total assets. In 2024, it awarded 14 grants totaling $17K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$357K

+0.3% YoY

Annual Giving

$17K

-29.2% YoY

Grant Count

+16.7% YoY

Avg Grant Size

$1K

-39.3% YoY

Under IRS private-foundation payout rules, Anna M Harber Educational Trust Foundation reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Anna M Harber Educational Trust Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $78K (97%)

Massachusetts $2K (3%)

States

Indiana Massachusetts

Cities

AndoverElkhartGrangerMishawakaRolling PrairieSouth Bend

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$357,025	$355,941	$317,855
Revenue	$26,086	$66,626	$16,810
Expenses	$24,974	$30,432	$27,470
Qualifying Distributions	$17,000	$24,000	$20,400
Net Investment Income	$21,296	$63,921	$14,313
Distributable Amount	$21,224	$19,019	$21,121

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Alexandra Juday ($1,900), Aliyah Hershberger ($1,900), Genevieve Lake ($1,900).

Recipient	Purpose	Amount
Alexandra Juday South Bend, IN	SCHOLARSHIP	$1,900
Aliyah Hershberger Elkhart, IN	SCHOLARSHIP	$1,900
GENEVIEVE LAKE GRANGER, IN	SCHOLARSHIP	$1,900
LAWRENCE J DAHER South Bend, IN	SCHOLARSHIP	$500
JUSTIN TOCHIMANI SOUTH BEND, IN	SCHOLARSHIP	$500
Carl Loesch South Bend, IN	SCHOLARSHIP	$1,900
LAUREN EGGLESTON ROLLING PRAIRIE, IN	SCHOLARSHIP	$1,900
Thomas Murphy Mishawaka, IN	SCHOLARSHIP	$1,000
JUSTIN CLINE SOUTH BEND, IN	SCHOLARSHIP	$500
Lana Daugherty Granger, IN	SCHOLARSHIP	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
1ST SOURCE BANK	TRUSTEE	1	$4,968

Frequently Asked Questions

How large is Anna M Harber Educational Trust Foundation?

As of 2024, Anna M Harber Educational Trust Foundation holds $357K in total assets with $26K in annual revenue. It awarded 14 grants totaling $17K in 2024.

Where does Anna M Harber Educational Trust Foundation operate?

Anna M Harber Educational Trust Foundation has awarded grants in Indiana, Massachusetts.

What size grants does Anna M Harber Educational Trust Foundation award?

In 2024, Anna M Harber Educational Trust Foundation awarded 14 grants totaling $17K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Anna M Harber Educational Trust Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anna M Harber Educational Trust Foundation reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.