Anna May Family Foundation
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.
Key facts about Anna May Family Foundation
- EIN
- 93-1269424
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $126,500
- Grants made (2024)
- 37
- Average grant
- $3,419
- Median grant
- $3,000
- New grantees (estimate)
- 34% first-time grantees (12 of 35, 2024)
- Total assets
- $2,917,797
- Primary geography
- Oregon (98% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Anna May Family Foundation funds
By grant dollars, the top recipient states for Anna May Family Foundation's 37 itemized 2024 grants were Oregon (98%). The most frequent recipient cities were Medford, OR (18 grants), Ashland, OR (5 grants), Portland, OR (3 grants) and Grants Pass, OR (2 grants). None of its 37 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Supplies" (7 grants).
Is Anna May Family Foundation open to new grantees?
34%
first-time grantees, 2024
In 2024, 12 of 35 grantees (34%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $4K repeat.
- 57% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−3%). Method
- In 2024 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Anna May Family Foundation
- How to evaluate Anna May Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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
Ready to take the next step with Anna May Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 37 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Medford School District 549C ($10,000), United Way of Jackson County ($9,500 across 2 grants), Jackson County Sexual Assault Response Team ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MEDFORD SCHOOL DISTRICT 549C Medford, OR | EMERGENCY FUNDS FOR BASIC NEEDS/EMERGENCY GRANT | $10,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM Ashland, OR | SEXUAL ASSAULT ACUTE RESPONSE PROGRAM | $8,000 |
| MT ASHLAND ASSOCIATION Ashland, OR | PROGRAM SUPPLIES | $5,000 |
| 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 |
| ROGUE VALLEY SMART 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 |
| UNITED WAY OF JACKSON COUNTY Medford, OR | EMERGENCY GRANT | $5,000 |
| CASA OF JACKSON COUNTY Medford, OR | CREATING OPPORTUNITIES TO SERVE: VOLUNTEER RECRUITMENT AND BACKGROUND CHECKS | $4,500 |
| HOPE EQUESTRIAN Eagle Point, OR | ADOPT A RIDER FUND | $4,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.