Anna May Family Foundation
The Anna May Family Foundation is a private foundation based in Medford, Oregon. It supports charitable, educational, and scientific purposes, primarily in Jackson, Josephine, and Klamath counties, with secondary consideration for several other Oregon counties.
Anna May Family Foundation at a glance
In short: Anna May Family Foundation gave $120K across 32 grants in 2025 (avg $4K), mostly in Oregon. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,000
- -5.1% vs 2024
- Grants made (2025)
- 32
- -13.5% vs 2024
- Average grant
- $3,750
- +9.7% vs 2024
- Median grant
- $3,000
- Total assets
- $2,887,939
- -1.0% vs 2024
- New grantees (estimate)
- 18% first-time grantees (5 of 28, 2025)
- Primary geography
- Oregon (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Anna May Family Foundation
- How to Apply
-
Submit written materials to Amy Belkin. The filing lists no deadline and says giving is not restricted to preselected organizations. The grant program description says the foundation does not fund individuals, completed projects, or operational costs.
- Contact
Application contact: Amy Belkin
Mailing address: 1314-B Center Drive Box 264, Medford, OR 97501
Phone: (541) 601-9915
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Anna May Family Foundation
Who Anna May Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Medford School District 549C ($10K). Together the top 10 received $60K.
Organizations only. It also paid 1 individual scholarship ($3,000), which are not listed by name.
Grant Size Distribution
156 grants across all recorded years
The most common grant size was under $50K: 156 grants of 156 (100%).
Geographic Focus
Where this funder awards grants
The filing says distributions primarily benefit charitable, educational, and scientific purposes within Jackson, Josephine, and Klamath counties in Oregon. It gives secondary consideration to purposes within Curry, Lake, Douglas, Deschutes, and Coos counties. In 2025, 98% of grant dollars went to recipients in Oregon and 2% to recipients in Ohio.
Grant Distribution by State
Share of 2025 grant dollars across all 32 itemized grants.
Cities
Is Anna May Family Foundation open to new grantees?
18%
first-time grantees, 2025
In 2025, 5 of 28 grantees (18%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $3K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $109K (2020) to $145K (2023). In 2025 it made 32 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medford School District 549C Medford, OR | Emergency Funds for Basic Needs/Emergency Grant | $10,000 |
| United Way of Jackson County Medford, OR | Big idea next: focusing on students who are not going to graduate | $10,000 |
| Community Works Inc Medford, OR | Safety, education and support of local families in need - project dove | $6,000 |
| Jackson County Sexual Assault Response Team Ashland, OR | Sexual Assault Acute Response Program | $6,000 |
| Rogue Community Health Medford, OR | Emergency Prescription Medication Assistance/Emergency Grant | $5,000 |
| Rogue Valley Council of Government Central Point, OR | Emergency Fund/Emergency Grant | $5,000 |
| Smart Reading Medford, OR | Rv smart reading program for children in elementary school | $5,000 |
| St Vincent De Paul Society Medford, OR | Emergency Fund/Emergency Grant | $5,000 |
| Boys & Girls Club Grants Pass, OR | Triple Play Program | $4,000 |
| College Dreams Inc DBA Project Youth Grants Pass, OR | Program Supplies | $4,000 |
Ready to take the next step with Anna May Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,887,939 | $194,890 | $223,341 | $120,000 | 32 | $168,663 | $140,962 | $156,373 |
| 2024 | $2,917,797 | $287,521 | $234,696 | $126,500 | 37 | $178,805 | $232,380 | $148,868 |
| 2023 | $2,865,966 | $112,230 | $241,119 | $145,000 | 33 | $187,771 | $59,632 | $141,867 |
| 2022 | $3,006,860 | $534,164 | $242,867 | $138,017 | 27 | $187,503 | $478,800 | $142,583 |
| 2021 | $2,718,514 | $204,798 | $213,279 | $130,000 | 27 | $162,128 | $153,648 | $172,508 |
| 2020 | $2,724,557 | $125,636 | $182,000 | $108,500 | 38 | — | $83,649 | $152,457 |
Under IRS private-foundation payout rules, Anna May Family Foundation reported a distributable amount of $156K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s grant-program description says its mission is to help people most in need who are less able to help themselves. It describes support for tax-exempt organizations in southern Oregon serving economically disadvantaged and vulnerable people, with emphasis on children, women, elders, and minorities. The program also identifies urgent needs, including support for abuse victims, at-risk children, and people requiring emergency services. It says the foundation does not fund individuals, completed projects, or operational costs.
The 2025 grants illustrate support for varied community programs. For example, Community Works Inc. says it provides safety, education, and support in partnership with families and individuals; Rogue Community Health says it works to improve health, especially for the most vulnerable; and SMART Reading says it sparks joy and opportunity through shared books. These are the grantees’ descriptions of their own missions.
Grantmaking
In filing year 2025, the foundation made 32 grants totaling $120,000. Grants ranged from $1,500 to $10,000, with a median of $3,000. Notable awards included $10,000 to Medford School District 549C for emergency funds for basic needs and emergency grants, and $10,000 to United Way of Jackson County for Big Idea Next, focused on students who are not going to graduate. Other awards included $6,000 to Community Works Inc. for Project Dove and $6,000 to Jackson County Sexual Assault Response Team for its acute response program.
The foundation’s filing says applicants should contact Amy Belkin and submit written materials. It lists no deadlines. The filing states that grants are not restricted to preselected organizations. The grant program lists an award range of $1,000–$10,000.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Amy Belkin as executive director and secretary; Charley Bolen as president; Julie Barry as vice-president; April Stith as treasurer; and Penny Garrett, Aaron Hoefling, Belle Shepherd, and Polly Williams as directors.
Anna May Family Foundation is led by Amy Belkin, Executive Director & Secretary on every filing since 2020; 1 of 8 officers listed in 2025 is compensated.
Officers on the 2025 filing
Amy Belkin
Executive Director & Secretary
On filings since 2020
20 hrs/week
$41K (2020) → $63K (2025)
Charley Bolen
President
Director → Vice President, 2022
Vice President → President, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Aaron Hoefling
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Belle Shepherd
Director
President → Director, 2025
On filings since 2024
0.5 hrs/week
No compensation reported
Polly Williams
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Penny Garrett
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
April Stith
Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Julie Barry
Vice President
Director → Vice President, 2025
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (6)
- Former: Will Brake (2020–2024) — Director
- Former: Nancy McKinnis (2021–2024) — Director
- Former: Belle Shepard (2020–2023) — President
- Former: Mark Meyer (2020–2023) — Former Director
- Former: Stacy Brubaker (2020–2023) — Director
- Former: Mary-Curtis Gramley (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $63K, to Amy Belkin (Executive Director & Secretary).
Frequently asked questions about Anna May Family Foundation
How much does Anna May Family Foundation give each year?
Anna May Family Foundation gave $120K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 37 grants.
What is Anna May Family Foundation's typical grant size?
Anna May Family Foundation's median grant in 2025 was $3,000, and its average grant was $3,750, across 32 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Anna May Family Foundation that year got $3K on average.
Where does Anna May Family Foundation give grants?
Anna May Family Foundation gives mostly in Oregon: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Medford, OR (15 grants), Ashland, OR (5 grants), Portland, OR (3 grants) and Grants Pass, OR (2 grants).
Does Anna May Family Foundation give general operating support?
Not in 2025: none of the 32 grants with a stated purpose on Anna May Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Supplies" (7 grants).
Who are Anna May Family Foundation's largest grantees?
Anna May Family Foundation's largest 2025 grantees include Medford School District 549C ($10,000), United Way of Jackson County ($10,000) and Community Works Inc ($6,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($3,000), which are not listed by name. Together they received 22% of its itemized 2025 grant dollars.
How large is Anna May Family Foundation?
Anna May Family Foundation reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $156K (roughly 5% of its investment assets).
What does Anna May Family Foundation fund?
The foundation’s grant-program description says its mission is to help people most in need who are less able to help themselves. See mission & focus areas ↑
How do I apply for a grant from Anna May Family Foundation?
Submit written materials to Amy Belkin. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Anna May Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Anna May Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Anna May Family Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/anna-may-family-foundation-morg_2376e8c1cdb04720ae7d2d98585bc9c4
BibTeX
@misc{grantable_931269424_2026,
author = {{Grantable}},
title = {{Anna May Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/anna-may-family-foundation-morg_2376e8c1cdb04720ae7d2d98585bc9c4},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Anna May Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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