Annette J Hagens Memorial Foundation
The Annette J Hagens Memorial Foundation is a private foundation based in Sarasota, Florida. Its 2025 filing reports grants to organizations in Florida, with award restrictions limited to the geographical area of Sarasota and Manatee counties.
Key facts about Annette J Hagens Memorial Foundation
In short: Annette J Hagens Memorial Foundation gave $178K across 21 grants in 2025 (avg $8K), mostly in Florida. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 65-6248208
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $178,000
- Grants made (2025)
- 21
- Average grant
- $8,476
- Median grant
- $1,400
- New grantees (estimate)
- 19% first-time grantees (4 of 21, 2025)
- Total assets
- $2,642,594
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- How to apply
- The 2025 filing describes a designated application that should include the organization’s general information and the purpose of the funds requested. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
-6.0% YoY
Annual Giving
$178K
+22.8% YoY
Grant Count
21
+10.5% YoY
Avg Grant Size
$8K
+11.1% YoY
Under IRS private-foundation payout rules, Annette J Hagens Memorial Foundation reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.
Is Annette J Hagens Memorial Foundation open to new grantees?
19%
first-time grantees, 2025
In 2025, 4 of 21 grantees (19%) were first-time recipients. First grants averaged $1K; repeat grants $10K. How we count
Medians: $1K first-time, $1K repeat.
- 62% of 2025 grantees were also funded in 2024. Method
- Giving grew 22% from 2022 to 2025. Method
- In 2025 it paid out 121% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose stated missions include child protection, child and family development, counseling, youth ministry, support for people experiencing homelessness, and services for children affected by the juvenile dependency system. These are the grantees’ missions, not stated priorities of the foundation.
Grantmaking
In filing year 2025, the foundation reported 21 grants totaling $178,000. Grants ranged from $1,400 to $150,000, with a median of $1,400. The largest reported award was $150,000 to Boys & Girls Club of Sarasota for general support. Other reported grants included $1,400 each to Big Brothers Big Sisters, Child Protection Center, Children First, Children’s Guardian Fund, Forty Carrots of Sarasota, and All Faiths Food Bank, among others; the listed grants were for general support.
Review Cycle
and states that awards have no restrictions except for the geographical area of Sarasota and Manatee counties.
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Geographic Focus
Where this funder awards grants
The foundation’s 2025 filing states that awards are restricted to Sarasota and Manatee counties. All reported 2025 grant dollars went to recipients in Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $140K (2020) to $179K (2021). In 2025 it made 21 grants totaling $178K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of Sarasota ($150K). Together the top 10 received $163K.
Grant Size Distribution
112 grants across all recorded years
The most common grant size was under $50K: 107 grants of 112 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Sarasota Sarasota, FL | General Support | $150,000 |
| Big Brothers Big Sisters Sarasota, FL | General Support | $1,400 |
| Manasota Crisis Pregnancy Center Inc Bradenton, FL | General Support | $1,400 |
| Child Protection Center Inc Sarasota, FL | General Support | $1,400 |
| Children First Inc Sarasota, FL | General Support | $1,400 |
| Children's Guardian Fund Sarasota, FL | General Support | $1,400 |
| Easterseals Southwest Florida Sarasota, FL | General Support | $1,400 |
| All Faiths Food Bank Inc Sarasota, FL | General Support | $1,400 |
| Florida Center for Early Childhood Sarasota, FL | General Support | $1,400 |
| Girls Incorporated of Sarasota County Sarasota, FL | General Support | $1,400 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,642,594 | $103,190 | $267,758 | $178,000 (21 grants) |
| 2024 | $2,811,748 | $401,572 | $231,965 | $145,000 (19 grants) |
| 2023 | $2,642,531 | $187,333 | $244,559 | $168,625 (25 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,642,594 | $2,811,748 | $2,642,531 |
| Revenue | $103,190 | $401,572 | $187,333 |
| Expenses | $267,758 | $231,965 | $244,559 |
| Qualifying Distributions | $184,106 | $150,958 | $174,363 |
| Net Investment Income | $22,435 | $322,199 | $113,183 |
| Distributable Amount | $152,148 | $143,523 | $140,332 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Norman J Shea III CPA, Matt A Sperling, and The Northern Trust Company as trustees.
Annette J Hagens Memorial Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Matt A. Sperling
Trustee
On filings since 2020
10 hrs/week
$30K (2020) → $31K (2025)
Norman J. Shea III CPA
Trustee
On filings since 2020
10 hrs/week
$30K (2020) → $31K (2025)
The Northern Trust Company
Trustee
On filings since 2020
10 hrs/week
$10K (2020) → $18K (2025)
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 $31K, to Norman J Shea III CPA (Trustee). 3 officers or directors reported compensation on that filing.
Contact
Application contact: Annette J Hagens Memorial Foundatio
Mailing address: 1515 Ringling Blvd, Sarasota, FL 34236
Phone: (941) 329-2627
Frequently asked questions about Annette J Hagens Memorial Foundation
How much does Annette J Hagens Memorial Foundation give each year?
Annette J Hagens Memorial Foundation gave $178K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $145K across 19 grants.
What is Annette J Hagens Memorial Foundation's typical grant size?
Annette J Hagens Memorial Foundation's median grant in 2025 was $1,400, and its average grant was $8,476, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Annette J Hagens Memorial Foundation that year got $1K on average.
Where does Annette J Hagens Memorial Foundation give grants?
Annette J Hagens Memorial Foundation gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sarasota, FL (16 grants) and Bradenton, FL (5 grants).
Does Annette J Hagens Memorial Foundation give general operating support?
Yes: 100% of Annette J Hagens Memorial Foundation's 2025 grants with a stated purpose (21 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Annette J Hagens Memorial Foundation's largest grantees?
Annette J Hagens Memorial Foundation's largest 2025 grantees include Boys & Girls Club of Sarasota ($150,000), Big Brothers Big Sisters ($1,400) and Manasota Crisis Pregnancy Center Inc ($1,400), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.
How large is Annette J Hagens Memorial Foundation?
Annette J Hagens Memorial Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $184K in qualifying distributions that year, against a required minimum of $152K (roughly 5% of its investment assets).
What does Annette J Hagens Memorial Foundation fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Annette J Hagens Memorial Foundation?
The 2025 filing describes a designated application that should include the organization’s general information and the purpose of the funds requested. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Annette J Hagens Memorial Foundation's EIN?
Annette J Hagens Memorial Foundation's EIN (Employer Identification Number) is 65-6248208. 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. Research dossier generated September 2026.
Here's the math on researching Annette J Hagens Memorial Foundation by hand.
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