Anne R Henry Charitable Foundation

PORTLAND, ME EIN: 27-6254411

Anne R Henry Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 17 grants totaling $304K. Net investment income was $599K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

+8.7% YoY

Annual Giving

$304K

+3.3% YoY

Grant Count

17

+0.0% YoY

Avg Grant Size

$18K

+3.3% YoY

Under IRS private-foundation payout rules, Anne R Henry Charitable Foundation reported a distributable amount of $329K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne R Henry Charitable Foundation

Based on IRS filings

Anne R Henry Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 17 grants totaling $304K. Net investment income was $599K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AuburnBrunswickCap ElizabethFalmouthPortlandSouth PortlandTopshamWestbrook

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$175K$351K$526K$702K201920202021202220232024
Metric202420232022
Total Assets$3,471,116$3,192,461$3,234,297
Revenue$637,996$261,833$209,362
Expenses$359,175$339,703$347,891
Qualifying Distributions$316,081$322,028$305,014
Net Investment Income$599,183$241,301$174,616
Distributable Amount$329,024$287,968$291,566

Giving Over Time

Total grant dollars and number of grants per year

$0$76K$152K$228K$304K18 grants201918 grants202020 grants202117 grants202217 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

USM FOUNDATION$76KMAINE COAST HERITAGE TRUST$18KPREBLE STREET$18KMAINE MEDICAL CENTER$18KST ALBANS EPISCOPAL CHURCH$18KPORTLAND SYMPHONY ORCHES…$18KPORTLAND WIDOWS WOOD SOC…$16KUnited Recovery Fund$16KPORTLAND PUBLIC LIBRARY$16KFALMOUTH MEMORIAL LIBRARY$16K

Grant Size Distribution

89 grants across all recorded years

86<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Usm Foundation ($75,637), Maine Coast Heritage Trust ($18,000), Preble Street ($18,000).

RecipientPurposeAmount
MAINE COAST HERITAGE TRUST TOPSHAM, MEGENERAL PURPOSE$18,000
PORTLAND WIDOWS WOOD SOCIETY PORTLAND, MEGENERAL PURPOSE$15,500
PREBLE STREET PORTLAND, MEGENERAL PURPOSE$18,000
USM FOUNDATION PORTLAND, MEFUNDRAISING FOR UNIVERSITY$75,637
MAINE STATE MUSIC THEATRE BRUNSWICK, MEPROFESSIONAL PERFORMANCES &$10,500
OPERA MAINE PORTLAND, MEOPERA PERFORMANCES$10,500
United Recovery Fund Portland, MEGENERAL PURPOSE$15,500
MAINE HISTORICAL SOCIETY PORTLAND, MEGENERAL PURPOSE$10,500
MAINE MEDICAL CENTER PORTLAND, MEGENERAL PUROSE$18,000
ST ALBANS EPISCOPAL CHURCH CAP ELIZABETH, MEGENERAL PURPOSE$18,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

HM PAYSON COTRUSTEE$35KVERRILL DANATRUSTEE$14K

From 2024 filing

NameTitleHoursCompensation
HM PAYSON COTRUSTEE1$35,323
VERRILL DANATRUSTEE1$13,576
DAVID RINESTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Anne R Henry Charitable Foundation?

Anne R Henry Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. It holds $3.5M in total assets as of 2024.

How large is Anne R Henry Charitable Foundation?

As of 2024, Anne R Henry Charitable Foundation holds $3.5M in total assets with $638K in annual revenue. It awarded 17 grants totaling $304K in 2024.

Where does Anne R Henry Charitable Foundation operate?

Anne R Henry Charitable Foundation has awarded grants in Maine.

What size grants does Anne R Henry Charitable Foundation award?

In 2024, Anne R Henry Charitable Foundation awarded 17 grants totaling $304K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Anne R Henry Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne R Henry Charitable Foundation reported a distributable amount of $329K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Anne R Henry Charitable Foundation's EIN?

Anne R Henry Charitable Foundation's EIN (Employer Identification Number) is 27-6254411. IRS Form 990 filing data is available on this page for 2019–2024.

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

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