Anna May Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEDFORD, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 37 grants totaling $127K. Net investment income was $232K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9M
+1.8% YoY
Annual Giving
$127K
-12.8% YoY
Grant Count
37
+12.1% YoY
Avg Grant Size
$3K
-22.2% YoY
Under IRS private-foundation payout rules, Anna May Family Foundation reported a distributable amount of $149K for 2024 — the minimum it must pay out in qualifying distributions.
About Anna May Family Foundation
Based on IRS filings
Anna May Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEDFORD, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 37 grants totaling $127K. Net investment income was $232K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,917,797 | $2,865,966 | $3,006,860 |
| Revenue | $287,521 | $112,230 | $534,164 |
| Expenses | $234,696 | $241,119 | $242,867 |
| Qualifying Distributions | $178,805 | $187,771 | $187,503 |
| Net Investment Income | $232,380 | $59,632 | $478,800 |
| Distributable Amount | $148,868 | $141,867 | $142,583 |
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
162 grants across all recorded years
Open Grants
1 open opportunity from Anna May Family Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Medford School District 549c ($10,000), Jackson County Sexual Assault Response Team ($8,000), Mt Ashland Association ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACCESS MEDFORD, OR | FOOD DISTIBUTION TO THOSE IN NEED | $2,500 |
| ALS ASSOCIATION OREGON AND SW WASHINGTON CHAPTER PORTLAND, OR | ALS FAMILY SUPPORT PROGRAM | $2,500 |
| BOYS & GIRLS CLUB GRANTS PASS, OR | TRIPLE PLAY PROGRAM | $3,000 |
| CASA OF JACKSON COUNTY MEDFORD, OR | 2024 MARY CURTIS AWARD | $1,000 |
| CASA OF JACKSON COUNTY MEDFORD, OR | CREATING OPPORTUNITIES TO SERVE: VOLUNTEER RECRUITMENT AND BACKGROUND CHECKS | $4,500 |
| COLLEGE DREAMS INC DBA PROJECT YOUTH GRANTS PASS, OR | PROGRAM SUPPLIES | $4,000 |
| COMMUNITY VOLUNTEER NETWORK MEDFORD, OR | FOSTER GRANDPARENT PROGRAM OF SOUTHERN OREGON | $3,500 |
| COMPASS HOUSE INC MEDFORD, OR | EMPLOYMENT PROGRAM | $3,500 |
| GIRLS ON THE RUN OF GREATER OREGON PORTLAND, OR | PROGRAM SUPPLIES | $2,500 |
| HIV ALLIANCE EUGENE, OR | PROGRAM SUPPLIES | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| AMY BELKIN | EXECUTIVE DIRECTOR & SECRETARY | 20 | $61,606 |
| BELLE SHEPHERD | PRESIDENT | 0.5 | — |
| CHARLEY BOLEN | VICE-PRESIDENT | 0.5 | — |
| APRIL STITH | TREASURER | 0.5 | — |
| JULIE BARRY | DIRECTOR | 0.5 | — |
| WILL BRAKE | DIRECTOR | 0.5 | — |
| POLLY WILLIAMS | DIRECTOR | 0.5 | — |
| AARON HOEFLING | DIRECTOR | 0.5 | — |
| NANCY MCKINNIS | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Anna May Family Foundation?
Anna May Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MEDFORD, OR. It holds $2.9M in total assets as of 2024.
How large is Anna May Family Foundation?
As of 2024, Anna May Family Foundation holds $2.9M in total assets with $288K in annual revenue. It awarded 37 grants totaling $127K in 2024.
Where does Anna May Family Foundation operate?
Anna May Family Foundation has awarded grants in Ohio, Oregon.
What size grants does Anna May Family Foundation award?
In 2024, Anna May Family Foundation awarded 37 grants totaling $127K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Anna May Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Anna May Family Foundation reported a distributable amount of $149K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Anna May Family Foundation's EIN?
Anna May Family Foundation's EIN (Employer Identification Number) is 93-1269424. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Anna May Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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