Dee Anderson Achievement Trust

EDGEWATER, FL EIN: 86-1516276

Dee Anderson Achievement Trust is a private foundation focused on Education, based in EDGEWATER, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $737K in total assets. In 2024, it awarded 3 grants totaling $101K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$737K

-13.1% YoY

Annual Giving

$101K

-6.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$34K

-6.7% YoY

About Dee Anderson Achievement Trust

Based on IRS filings

Dee Anderson Achievement Trust is a private foundation focused on Education, based in EDGEWATER, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $737K in total assets. In 2024, it awarded 3 grants totaling $101K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Daytona BeachEdgewaterFort MyersNew Smyrna Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$85K$128K$171K20202021202220232024
Metric202420232022
Total Assets$736,827$847,754$983,038
Revenue$36,675$-12,764$59,853
Expenses$143,738$155,217$105,930
Qualifying Distributions$100,799$108,000$91,529
Net Investment Income$37,633
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$27K$54K$81K$108K0 grants20200 grants202112 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

DAYTONA STATE COLLEGE$50KSOUTHWESTERN COLLEGE$50KLENISE MILLER PAINGE-INN…$799

Grant Size Distribution

18 grants across all recorded years

14<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Daytona State College ($50,000), Southwestern College ($50,000), Lenise Miller Painge-inniss ($799).

RecipientPurposeAmount
LENISE MILLER PAINGE-INNISS NEW SMYRNA BEACH, FLQUALIFIED EDUCATION EXPENSES$799
DAYTONA STATE COLLEGE DAYTONA BEACH, FLQUALIFIED EDUCATION EXPENSES$50,000
SOUTHWESTERN COLLEGE FORT MYERS, FLQUALIFIED EDUCATION EXPENSES$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

COLLEEN SUMNERCO- TRUSTEE$15KJOSEPH P DUDLEYCO-TRUSTEE$15K

From 2024 filing

NameTitleHoursCompensation
COLLEEN SUMNERCO- TRUSTEE1$15,267
JOSEPH P DUDLEYCO-TRUSTEE1$15,267

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dee Anderson Achievement Trust?

Dee Anderson Achievement Trust is a private foundation focused on Education, based in EDGEWATER, FL. It holds $737K in total assets as of 2024.

How large is Dee Anderson Achievement Trust?

As of 2024, Dee Anderson Achievement Trust holds $737K in total assets with $37K in annual revenue. It awarded 3 grants totaling $101K in 2024.

Where does Dee Anderson Achievement Trust operate?

Dee Anderson Achievement Trust has awarded grants in Florida.

What size grants does Dee Anderson Achievement Trust award?

In 2024, Dee Anderson Achievement Trust awarded 3 grants totaling $101K — an average of about $34K per grant, based on its IRS Form 990 filings.

What is Dee Anderson Achievement Trust's EIN?

Dee Anderson Achievement Trust's EIN (Employer Identification Number) is 86-1516276. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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