Annette J Hagens Memorial Foundation
Annette J Hagens Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 19 grants totaling $145K. Net investment income was $322K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+6.4% YoY
Annual Giving
$145K
-14.0% YoY
Grant Count
19
-24.0% YoY
Avg Grant Size
$8K
+13.1% YoY
Under IRS private-foundation payout rules, Annette J Hagens Memorial Foundation reported a distributable amount of $144K for 2024 — the minimum it must pay out in qualifying distributions.
About Annette J Hagens Memorial Foundation
Based on IRS filings
Annette J Hagens Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 19 grants totaling $145K. Net investment income was $322K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,811,748 | $2,642,531 | $2,700,683 |
| Revenue | $401,572 | $187,333 | $-171,967 |
| Expenses | $231,965 | $244,559 | $228,491 |
| Qualifying Distributions | $150,958 | $174,363 | $152,612 |
| Net Investment Income | $322,199 | $113,183 | $11,246 |
| Distributable Amount | $143,523 | $140,332 | $140,881 |
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
112 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys & Girls Club of Sarasota ($100,000), Child Protection Center Inc ($2,500), Children First Inc ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS & GIRLS CLUB OF SARASOTA SARASOTA, FL | GENERAL SUPPORT | $100,000 |
| CHILD PROTECTION CENTER INC SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| CHILDREN FIRST INC SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| CHILDREN'S GUARDIAN FUND SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| EASTERSEALS SOUTHWEST FLORIDA SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| FAMILY PROMISE OF SOUTH SARASOTA COUNTY VENICE, FL | GENERAL SUPPORT | $2,500 |
| GIRLS INCORPORATED OF SARASOTA COUNTY SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| INNER EXPLORER FRANKLIN, MA | GENERAL SUPPORT | $2,500 |
| JEWISH FAMILY & CHILDREN'S SERVICES SARASOTA, FL | GENERAL SUPPORT | $2,500 |
| PARENTING MATTERS BRADENTON, FL | GENERAL SUPPORT | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORMAN J SHEA III CPA | TRUSTEE | 10 | $29,785 |
| MATT A SPERLING | TRUSTEE | 10 | $29,785 |
| THE NORTHERN TRUST COMPANY | TRUSTEE | 10 | $16,699 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Annette J Hagens Memorial Foundation?
Annette J Hagens Memorial Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $2.8M in total assets as of 2024.
How large is Annette J Hagens Memorial Foundation?
As of 2024, Annette J Hagens Memorial Foundation holds $2.8M in total assets with $402K in annual revenue. It awarded 19 grants totaling $145K in 2024.
Where does Annette J Hagens Memorial Foundation operate?
Annette J Hagens Memorial Foundation has awarded grants in California, Florida, Massachusetts.
What size grants does Annette J Hagens Memorial Foundation award?
In 2024, Annette J Hagens Memorial Foundation awarded 19 grants totaling $145K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Annette J Hagens Memorial Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Annette J Hagens Memorial Foundation reported a distributable amount of $144K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Annette J Hagens Memorial Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.