Anna May Family Foundation

MEDFORD, OR EIN: 93-1269424

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$147K$294K$441K$588K20202021202220232024
Metric202420232022
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

$0$36K$73K$109K$145K38 grants202027 grants202127 grants202233 grants202337 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MEDFORD SCHOOL DISTRICT …$10KJACKSON COUNTY SEXUAL AS…$8KMT ASHLAND ASSOCIATION$5KROGUE COMMUNITY HEALTH$5KROGUE VALLEY COUNCIL OF …$5KROGUE VALLEY SMART$5KST VINCENT DE PAUL SOCIETY$5KUNITED WAY OF JACKSON CO…$5KCASA OF JACKSON COUNTY$5KHOPE EQUESTRIAN$5K

Grant Size Distribution

162 grants across all recorded years

162<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Anna May Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

AMY BELKINEXECUTIVE DIRECTOR & SECRETARY$62K

From 2024 filing

NameTitleHoursCompensation
AMY BELKINEXECUTIVE DIRECTOR & SECRETARY20$61,606
BELLE SHEPHERDPRESIDENT0.5
CHARLEY BOLENVICE-PRESIDENT0.5
APRIL STITHTREASURER0.5
JULIE BARRYDIRECTOR0.5
WILL BRAKEDIRECTOR0.5
POLLY WILLIAMSDIRECTOR0.5
AARON HOEFLINGDIRECTOR0.5
NANCY MCKINNISDIRECTOR0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

States

Cities

AshlandBeavertonCanbyCentral PointEagle PointEugeneGrants PassJacksonvilleMedfordMurphyNorth CantonPhoenixPortlandSalemTalent

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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