ANZ Family Foundation

Private foundation · Grantmaker Opelika, AL EIN: 63-1018303

ANZ Family Foundation is a private foundation, based in Opelika, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $101K in total assets. In 2025, it awarded 4 grants totaling $49K.

Key facts about ANZ Family Foundation

In short: ANZ Family Foundation gave $49K across 4 grants in 2025 (avg $12K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
63-1018303
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$48,900
Grants made (2025)
4
Average grant
$12,225
Median grant
$6,000
Total assets
$101,123
Primary geography
Alabama (80% 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

$101K

+32.7% YoY

Annual Giving

$49K

-33.0% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$12K

-16.3% YoY

Under IRS private-foundation payout rules, ANZ Family Foundation reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

How ANZ Family Foundation gives

  • Giving grew 29% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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

AuburnChattanoogaHarrisburgBirminghamGreenville

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants2020 4 grants2021 3 grants2022 7 grants2023 5 grants2024 4 grants2025

From 2021 to 2025, annual grant giving ranged from $36K (2021) to $73K (2024). In 2025 it made 4 grants totaling $49K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Covenant Presbyterian Church: $36KCovenant Presbyterian Church$36KNew Aberdeen Collee: $10KNew Aberdeen Collee$10KThe Owen Center: $2KThe Owen Center$2KCampus Outreach Ministries: $900Campus Outreach Ministries$900

The largest 2025 recipient was Covenant Presbyterian Church ($36K). Together the top 4 received $49K.

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 23 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Covenant Presbyterian Church Auburn, ALTo Support Programs$36,000
New Aberdeen Collee Harrisburg, NCTo Support Programs$10,000
The Owen Center Auburn, ALTo Support Programs$2,000
Campus Outreach Ministries Birmingham, ALTo Support Programs$900

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$25K$50K$75K$100K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$101,123$76,228$77,301
Revenue$76,640$71,927$72,125
Expenses$51,745$73,000$72,150
Qualifying Distributions$48,900$73,000$71,000
Distributable Amount$2,638$1,621$1,581

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

ANZ Family Foundation is led by Bertrand Anz II, President & Treasurer on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Bertrand Anz II

    President & Treasurer

    On filings since 2020

    0.1 hrs/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 ANZ Family Foundation

How much does ANZ Family Foundation give each year?

ANZ Family Foundation gave $49K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 5 grants.

What is ANZ Family Foundation's typical grant size?

ANZ Family Foundation's median grant in 2025 was $6,000, and its average grant was $12,225, across 4 grants on its 2025 IRS Form 990-PF.

Where does ANZ Family Foundation give grants?

ANZ Family Foundation gives mostly in Alabama: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (20%). The most frequent recipient cities were Auburn, AL (2 grants).

Does ANZ Family Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on ANZ Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Programs" (4 grants).

How large is ANZ Family Foundation?

ANZ Family Foundation reported $101K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).

What is ANZ Family Foundation's EIN?

ANZ Family Foundation's EIN (Employer Identification Number) is 63-1018303. 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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