Mary Anna Foundation Charitable Trust
The Mary Anna Foundation Charitable Trust is a private foundation based in Miami, Florida. Established in 1997, it operates as a 501(c)(3) charitable organization with a focus on philanthropic grantmaking across multiple states.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
-31.6% YoY
Annual Giving
$930K
+0.0% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$58K
+0.0% YoY
Under IRS private-foundation payout rules, Mary Anna Foundation Charitable Trust reported a distributable amount of $120K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding focuses include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The foundation provides support primarily in Florida, Georgia, and Virginia, though it also funds organizations in Minnesota and Missouri.
Grantmaking
The foundation distributed $810,000 through 14 grants in 2025, maintaining consistent annual giving levels over recent years despite fluctuations in asset values.
Grant Range
$20,000–$400,000
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Geographic Focus
Where this funder awards grants
The foundation provides funding across multiple states, with primary focus areas including:
- Florida (including cities such as Boca Raton, Coconut Creek, and Fort Lauderdale)
- Georgia
- Minnesota
- Missouri
- Virginia
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Giving:
- Total assets: $1.5 million–$2.2 million (varies by reporting year)
- Total giving: $810,000–$930,000 annually
- Annual expenses: $1,031,630
- Annual revenue: $164,843
- Giving rate: 53.6% of assets
Historical Trends:
- 2025: $1.5M assets, $810K giving
- 2024: $2.2M assets, $810K giving
- 2023: $3.1M assets, $810K giving
- 2022: $3.9M assets, $950K giving
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,511,383 | $2,209,133 | $3,075,920 |
| Revenue | $309,901 | $164,843 | $130,234 |
| Expenses | $1,007,651 | $1,031,630 | $985,922 |
| Qualifying Distributions | $937,105 | $939,923 | $906,000 |
| Net Investment Income | $239,405 | $73,276 | $118,240 |
| Distributable Amount | $120,338 | $145,584 | $182,927 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Haggai International ($400,000), Nova Southeastern University ($100,000), St Paul Evangelical Lutheran Church of Boca Raton Fl ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOCA HELPING HANDS BOCA RATON, FL | GENERAL SUPPORT | $20,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION BOCA RATON, FL | GENERAL SUPPORT | $20,000 |
| CONCORDIA SEMINARY ST LOUIS ST LOUIS, MO | GENERAL SUPPORT | $20,000 |
| FAU FOUNDATION INC BOCA RATON, FL | ALLOCATED TO THE CHRISTINE E LYNN COLLEGE OF NURSING. | $20,000 |
| FLORENCE FULLER CHILD DEVELOPMENT CENTERS BOCA RATON, FL | GENERAL SUPPORT | $50,000 |
| FOOD FOR THE POOR INC COCONUT CREEK, FL | GENERAL SUPPORT | $50,000 |
| GRACEPOINT SCHOOL MARIETTA, GA | ALLOCATED TO THE SHANA PARDUE HOPE SCHOLARSHIP FUND | $20,000 |
| HAGGAI INTERNATIONAL PEACHTREE CORNERS, GA | GENERAL SUPPORT | $400,000 |
| LYNN UNIVERSITY INC BOCA RATON, FL | ALLOCATED TO CONSERVATORY OF MUSIC DEPARTMENT | $20,000 |
| MAYO CLINIC ROCHESTER, MN | ALLOCATED TO THE JACKSONVILLE, FL LOCATION FOR GENERAL SUPPORT | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is co-managed by:
- Bessemer Trust Company of Florida (trustee compensation: $5,346)
- Robert Douglas Donn (trustee compensation: $10,000)
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BESSEMER TRUST COMPANY OF FLORIDA | CO-TRUSTEE | 2 | $4,709 |
| ROBERT DOUGLAS DONN | CO-TRUSTEE | 1 | $5,000 |
Contact Information
Address: 801 Brickell Ave, Suite 2000, Miami, FL 33131-4914
EIN: 65-0741939
The foundation does not maintain a publicly available website.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Mary Anna Foundation Charitable Trust fund?
The foundation's primary funding focuses include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation provides support primarily in Florida, Georgia, and Virginia, though it also funds organizations in Minnesota and Missouri.
How do I apply for a grant from Mary Anna Foundation Charitable Trust?
**Grant Characteristics:** • Typical grant range: $20,000–$400,000 • Median grant size: $20,000 • Annual giving: Approximately $810,000–$930,000 • Number of grants: 14–15 annually • Application policy: Does not accept unsolicited applications (invite-only basis) **Recent Activity:** The foundation distributed $810,000 through 14 grants in 2025, maintaining consistent annual giving levels over recent years despite fluctuations in asset values.
Where does Mary Anna Foundation Charitable Trust make grants?
The foundation provides funding across multiple states, with primary focus areas including: • Florida (including cities such as Boca Raton, Coconut Creek, and Fort Lauderdale) • Georgia • Minnesota • Missouri • Virginia
What size grants does Mary Anna Foundation Charitable Trust award?
In 2025, Mary Anna Foundation Charitable Trust awarded 16 grants totaling $930K — an average of about $58K per grant, based on its IRS Form 990 filings.
How much is Mary Anna Foundation Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary Anna Foundation Charitable Trust reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary Anna Foundation Charitable Trust's EIN?
Mary Anna Foundation Charitable Trust's EIN (Employer Identification Number) is 65-0741939. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Mary Anna Foundation Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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