Annie Fleming Harris Memorial Trust

Private foundation · Grantmaker Raleigh, NC EIN: 56-6397265

Annie Fleming Harris Memorial Trust is a private foundation, based in Raleigh, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $485K in total assets. In 2025, it awarded 4 grants totaling $27K. Net investment income was $19K.

Key facts about Annie Fleming Harris Memorial Trust

In short: Annie Fleming Harris Memorial Trust gave $27K across 4 grants in 2025 (avg $7K), top state Virginia. Source: 2025 IRS Form 990-PF.

EIN
56-6397265
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,848
Grants made (2025)
4
Average grant
$6,712
Median grant
$8,116
Total assets
$484,893
Primary geography
Virginia (30% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$485K

-1.7% YoY

Annual Giving

$27K

+4.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$7K

+4.2% YoY

Under IRS private-foundation payout rules, Annie Fleming Harris Memorial Trust reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

How Annie Fleming Harris Memorial Trust gives

  • Giving held roughly steady from 2022 to 2025 (−11%). Method
  • In 2025 it paid out 91% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

AlpharettaDallasLouisburgRichmond

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $26K (2024) to $30K (2022). In 2025 it made 4 grants totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Int'l Mission Board of SBC: $8KInt'l Mission Board of SBC$8KNorth American Mission Board SBC: $8KNorth American Mission BoardSBC$8KGuidestone Financial Resources: $8KGuidestone Financial Resources$8KMaple Springs Baptist Church: $3KMaple Springs Baptist Church$3K

The largest 2025 recipient was Int'l Mission Board of SBC ($8K). Together the top 4 received $27K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Int'l Mission Board of SBC Richmond, VAFor General Purpose Use$8,116
North American Mission Board SBC Alpharetta, GAFor General Purpose$8,116
Guidestone Financial Resources Dallas, TXFor General Purpose Use$8,116
Maple Springs Baptist Church Louisburg, NCFor General Purpose Use$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$484,893$493,041$490,771
Revenue$29,021$37,570$6,319
Expenses$37,201$35,588$35,121
Qualifying Distributions$26,848$25,771$26,135
Net Investment Income$19,385$27,720$3,800
Distributable Amount$29,600$26,848$25,770

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Officers and directors from IRS filings

Annie Fleming Harris Memorial Trust's only listed officer is First Citizens Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • First Citizens Bank

    Trustee

    On filings since 2020

    40 hrs/week

    $8K (2020) → $9K (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

First Citizens Bank — Trustee: $9KFirst Citizens BankTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to First Citizens Bank (Trustee).

Frequently asked questions about Annie Fleming Harris Memorial Trust

How much does Annie Fleming Harris Memorial Trust give each year?

Annie Fleming Harris Memorial Trust gave $27K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 4 grants.

What is Annie Fleming Harris Memorial Trust's typical grant size?

Annie Fleming Harris Memorial Trust's median grant in 2025 was $8,116, and its average grant was $6,712, across 4 grants on its 2025 IRS Form 990-PF.

Where does Annie Fleming Harris Memorial Trust give grants?

Annie Fleming Harris Memorial Trust's top state is Virginia, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (30%) and Texas (30%).

Does Annie Fleming Harris Memorial Trust give general operating support?

Yes: 100% of Annie Fleming Harris Memorial Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Annie Fleming Harris Memorial Trust?

Annie Fleming Harris Memorial Trust reported $485K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $30K (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 Annie Fleming Harris Memorial Trust's EIN?

Annie Fleming Harris Memorial Trust's EIN (Employer Identification Number) is 56-6397265. 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.

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