Anne Samuels Estate Foundation
Anne Samuels Estate Foundation is a private foundation, based in North Miami Beach, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $222K in total assets. In 2025, it awarded 9 grants totaling $26K. Net investment income was $6K.
Anne Samuels Estate Foundation at a glance
In short: Anne Samuels Estate Foundation gave $26K across 9 grants in 2025 (avg $3K), top state Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,700
- +22.4% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $2,856
- -4.8% vs 2024
- Median grant
- $3,000
- Total assets
- $222,049
- -4.7% vs 2024
- Primary geography
- Florida (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Anne Samuels Estate Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was ALS Recovery Fund ($5K). Together the top 9 received $26K.
Grant Size Distribution
34 grants across all recorded years
The most common grant size was under $50K: 34 grants of 34 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Anne Samuels Estate Foundation gives
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $26K (2025). In 2025 it made 9 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ALS Recovery Fund Miami, FL | General Support | $5,000 |
| Ronald McDonald House Oak Brook, IL | General Support | $3,000 |
| Planned Parenthood Federation New York, NY | General Support | $3,000 |
| World Kitchen Washington, DC | General Support | $3,000 |
| Miami Project Miami, FL | General Support | $3,000 |
| UNC Arts & Sciences Foundation Chapel Hill, NC | General Support | $3,000 |
| Smile Train Foundation Washington, DC | General Support | $2,000 |
| Living Waters Church of God Ft Lauderdale, FL | General Support | $2,000 |
| Fisher Island Day School Miami, FL | General Support | $1,700 |
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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 | $222,049 | $17,793 | $28,711 | $25,700 | 9 | $28,711 | $6,295 | $32,594 |
| 2024 | $232,967 | $6,743 | $24,011 | $21,000 | 7 | $24,011 | $8,204 | $28,149 |
| 2023 | $248,775 | $4,967 | $21,712 | $19,000 | 6 | $21,712 | $5,709 | $24,201 |
| 2022 | $264,778 | $5,426 | $23,663 | $21,000 | 7 | $23,663 | $6,110 | $23,358 |
| 2021 | $282,330 | $6,562 | $20,502 | $18,000 | 5 | $20,502 | $6,562 | $24,461 |
| 2020 | $296,270 | $13,201 | $20,386 | $18,000 | 5 | — | $13,202 | $20,143 |
Under IRS private-foundation payout rules, Anne Samuels Estate Foundation reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anne Samuels Estate Foundation is led by Richard M Whitebrook, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Richard M Whitebrook
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Anne Samuels Estate Foundation
How much does Anne Samuels Estate Foundation give each year?
Anne Samuels Estate Foundation gave $26K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 7 grants.
What is Anne Samuels Estate Foundation's typical grant size?
Anne Samuels Estate Foundation's median grant in 2025 was $3,000, and its average grant was $2,856, across 9 grants on its 2025 IRS Form 990-PF.
Where does Anne Samuels Estate Foundation give grants?
Anne Samuels Estate Foundation's top state is Florida, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (19%) and Illinois (12%). The most frequent recipient cities were Miami, FL (3 grants) and Washington, DC (2 grants).
Does Anne Samuels Estate Foundation give general operating support?
Yes: 100% of Anne Samuels Estate Foundation's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Anne Samuels Estate Foundation's largest grantees?
Anne Samuels Estate Foundation's largest 2025 grantees include ALS Recovery Fund ($5,000), Ronald McDonald House ($3,000) and Planned Parenthood Federation ($3,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Anne Samuels Estate Foundation?
Anne Samuels Estate Foundation reported $222K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
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