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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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