Harry-Anna Investment Fund Inc
Support of charitable medical care and youth camp
Harry-Anna Investment Fund Inc at a glance
In short: Harry-Anna Investment Fund Inc gave $15.3M across 6 grants in 2025 (avg $2.5M), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,295,347
- Grants made (2025)
- 6
- Average grant
- $2,549,225
- Median grant
- $2,228,080
- Total assets
- $510,532,336
- Primary geography
- Florida (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Harry-Anna Investment Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Florida Elks Childrens Therapy Services Inc ($5.0M). Together the top 6 received $15.3M.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was in the $1–5M range: 11 grants of 24 (46%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Harry-Anna Investment Fund Inc gives
- In 2025 it paid out 54% 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 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $7.7M (2019) to $15.3M (2025). In 2025 it made 6 grants totaling $15.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Florida Elks Childrens Therapy Services Inc Umatilla, FL | Operating funds for affiliate which provides physical & rehabilitative therapy to children throughout the State of Florida by utilization of mobile therapy units. | $4,999,757 |
| Florida Elks Youth Camp Inc Umatilla, FL | Operating funds for affiliate which operates camp facilities dedicated to the youth of Florida. | $4,798,430 |
| Elks National Foundation Chicago, IL | Grant to support charitable initiatives | $2,500,000 |
| Florida Elks Properties Inc Umatilla, FL | Operating funds for affiliate which owns and maintains the real estate used for youth camp operations. | $1,956,160 |
| Florida Elks Charities Inc Umatilla, FL | Operating funds for affiliate which supports children's therapy and youth camp; programs serving youth and veterans. | $725,000 |
| Florida Elks Lodges Chicago, IL | Matching Funds for Lodge Charitable Projects | $316,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $510,532,336 | $54,934,267 | $24,756,241 | $15,295,347 | 6 | $16,337,909 | $46,611,107 | $30,478,871 |
| 2021 | $366,026,272 | $19,311,670 | $13,925,899 | $10,775,925 | 6 | — | $17,043,167 | — |
| 2020 | $360,640,716 | $39,551,354 | $13,012,541 | $8,097,419 | 6 | — | $36,523,786 | — |
| 2019 | $334,109,988 | $29,011,111 | $11,347,144 | $7,662,794 | 6 | — | $23,033,252 | — |
Under IRS private-foundation payout rules, Harry-Anna Investment Fund Inc reported a distributable amount of $30.5M for 2025 — the minimum it must pay out in qualifying distributions.
About Harry-Anna Investment Fund Inc
Based on IRS filings
Harry-Anna Investment Fund Inc is a private foundation, based in Umatilla, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $510.5M in total assets. In 2025, it awarded 6 grants totaling $15.3M. Net investment income was $46.6M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Harry-Anna Investment Fund Inc is led by Brian T Burns, President since 2025 (on filings since 2019); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brian T Burns
President
Vice President & Director → President & Director, 2021
President & Director → President, 2025
On filings since 2019
2 hrs/week
No compensation reported
Carl Ledig
Director
On filings since 2019
1 hr/week
No compensation reported
James L Solana
Director
On filings since 2019
1 hr/week
No compensation reported
Sean D Maguire
Director
On filings since 2019
1 hr/week
No compensation reported
David B Lake
Director
On filings since 2021
1 hr/week
No compensation reported
Danny E Tabor
Director
New on the 2025 filing
1 hr/week
No compensation reported
Carl R Seibert
State Secretary
On filings since 2019
1 hr/week
No compensation reported
Michael W Chandler
Vice President
Director → Vice President & Director, 2021
Vice President & Director → Vice President, 2025
On filings since 2019
1 hr/week
No compensation reported
Barbara Shepard
CFO
New on the 2025 filing
1 hr/week
No compensation reported
Nicholas A Miller
State Secretary
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (3)
- Former: Frank J. Palladini (2019–2021) — Director
- Former: Mike Phillips (2019–2020) — President & Director
- Former: Joseph B. Bryant (2019) — State Treasurer
Data from IRS Form 990 filings, 2019–2025. "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 Harry-Anna Investment Fund Inc
How much does Harry-Anna Investment Fund Inc give each year?
Harry-Anna Investment Fund Inc gave $15.3M across 6 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Harry-Anna Investment Fund Inc's typical grant size?
Harry-Anna Investment Fund Inc's median grant in 2025 was $2,228,080, and its average grant was $2,549,225, across 6 grants on its 2025 IRS Form 990-PF.
Where does Harry-Anna Investment Fund Inc give grants?
Harry-Anna Investment Fund Inc gives mostly in Florida: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (18%). The most frequent recipient cities were Umatilla, FL (4 grants) and Chicago, IL (2 grants).
Does Harry-Anna Investment Fund Inc give general operating support?
Yes: 67% of Harry-Anna Investment Fund Inc's 2025 grants with a stated purpose (4 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Harry-Anna Investment Fund Inc's largest grantees?
Harry-Anna Investment Fund Inc's largest 2025 grantees include Florida Elks Childrens Therapy Services Inc ($4,999,757), Florida Elks Youth Camp Inc ($4,798,430) and Elks National Foundation ($2,500,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Harry-Anna Investment Fund Inc?
Harry-Anna Investment Fund Inc reported $510.5M in total assets on its 2025 IRS Form 990-PF. It paid out $16.3M in qualifying distributions that year, against a required minimum of $30.5M (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 Harry-Anna Investment Fund Inc's EIN?
Harry-Anna Investment Fund Inc's EIN (Employer Identification Number) is 59-2825890. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS February 16, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 14, 2022)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2019–2025
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