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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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