Anne Samuels Estate Foundation

NORTH MIAMI BEACH, FL EIN: 27-2456575

Anne Samuels Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTH MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 7 grants totaling $21K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$233K

-6.4% YoY

Annual Giving

$21K

+10.5% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$3K

-5.3% YoY

Under IRS private-foundation payout rules, Anne Samuels Estate Foundation reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne Samuels Estate Foundation

Based on IRS filings

Anne Samuels Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTH MIAMI BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $233K in total assets. In 2024, it awarded 7 grants totaling $21K. Net investment income was $8K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

Chapel HillFt LauderdaleMiamiMiami BeachNew YorkOak BrookPalo AltoWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$13K$20K$26K20202021202220232024
Metric202420232022
Total Assets$232,967$248,775$264,778
Revenue$6,743$4,967$5,426
Expenses$24,011$21,712$23,663
Qualifying Distributions$24,011$21,712$23,663
Net Investment Income$8,204$5,709$6,110
Distributable Amount$28,149$24,201$23,358

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$21K5 grants20205 grants20217 grants20226 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

ALS RECOVERY FUND$5KRONALD MCDONALD HOUSE$3KPLANNED PARENTHOOD FEDER…$3KWorld Kitchen$3KUNC ARTS & SCIENCES FOUN…$3KSmile Train Foundation$2KMiami Project$2K

Grant Size Distribution

30 grants across all recorded years

30<$50K$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 Als Recovery Fund ($5,000), Ronald Mcdonald House ($3,000), Planned Parenthood Federation ($3,000).

RecipientPurposeAmount
RONALD MCDONALD HOUSE Oak Brook, ILGeneral Support$3,000
ALS RECOVERY FUND Miami, FLGeneral Support$5,000
PLANNED PARENTHOOD FEDERATION New York, NYGeneral Support$3,000
World Kitchen Washington, DCGeneral Support$3,000
Smile Train Foundation Washington, DCGeneral Support$2,000
Miami Project Miami, FLGeneral Support$2,000
UNC ARTS & SCIENCES FOUNDATION Chapel Hill, NCGeneral Suppoert$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Richard M WhitebrookTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Anne Samuels Estate Foundation?

Anne Samuels Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTH MIAMI BEACH, FL. It holds $233K in total assets as of 2024.

How large is Anne Samuels Estate Foundation?

As of 2024, Anne Samuels Estate Foundation holds $233K in total assets with $7K in annual revenue. It awarded 7 grants totaling $21K in 2024.

Where does Anne Samuels Estate Foundation operate?

Anne Samuels Estate Foundation has awarded grants in California, District of Columbia, Florida, Illinois, North Carolina, New York.

What size grants does Anne Samuels Estate Foundation award?

In 2024, Anne Samuels Estate Foundation awarded 7 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Anne Samuels Estate Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne Samuels Estate Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Anne Samuels Estate Foundation's EIN?

Anne Samuels Estate Foundation's EIN (Employer Identification Number) is 27-2456575. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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