Mary Anne Berliner Foundation Trust
MARY ANNE BERLINER FOUNDATION TRUST is a private foundation based in Artesia, New Mexico. Its 2024 filing describes a scholarship application with eligibility requirements for graduates of southeastern New Mexico.
Key facts about Mary Anne Berliner Foundation Trust
In short: Mary Anne Berliner Foundation Trust gave $142K across 34 grants in 2024 (avg $4K), mostly in New Mexico. Source: 2024 IRS Form 990-PF.
- EIN
- 85-6122581
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $142,300
- Grants made (2024)
- 34
- Average grant
- $4,185
- Median grant
- $4,250
- Total assets
- $2,245,358
- Primary geography
- New Mexico (94% of itemized 2024 grant dollars)
- How to apply
- The foundation’s filing names the Mary Anne Berliner Foundation Scholarship Application and First American Bank as the contact. Full details ↓
- Deadline
- March 15 annually.
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
-0.3% YoY
Annual Giving
$142K
+7.0% YoY
Grant Count
34
-8.1% YoY
Avg Grant Size
$4K
+16.4% YoY
Under IRS private-foundation payout rules, Mary Anne Berliner Foundation Trust reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.
How Mary Anne Berliner Foundation Trust gives
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out 93% 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-PF filings. Methodology.
Grantmaking
In 2024, the foundation reported 34 grants totaling $142,300. Grants ranged from $2,000 to $6,000, with a median of $4,250. The listed grant recipients are individuals, and the stated purposes include attending universities.
Review Cycle
March 15 annually.
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Geographic Focus
Where this funder awards grants
In 2024, 94% of grant dollars went to recipients in New Mexico, 4% to recipients in Oklahoma, and 3% to recipients in Texas.
Grant Distribution by State
Share of 2024 grant dollars across all 34 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $118K (2020) to $148K (2022). In 2024 it made 34 grants totaling $142K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Bryce Bain ($6K). Together the top 10 received $56K.
Grant Size Distribution
152 grants across all recorded years
The most common grant size was under $50K: 152 grants of 152 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bryce Bain Artesia, NM | Oklahoma State University | $6,000 |
| Elena Harvey Artesia, NM | Lipscomb University | $6,000 |
| Gabriela a Landaverde Roswell, NM | University of New Mexico | $6,000 |
| Ramie L Kinney Alto, NM | New Mexico State University | $6,000 |
| Braden B Fuentes Artesia, NM | Oklahoma State University | $5,500 |
| Connor Chase Ruidoso, NM | Brigham Young University | $5,500 |
| Kailyn a Owens Artesia, NM | University of Mississippi | $5,500 |
| Ezra T Rabourn Ruidoso, NM | New Mexico State University | $5,300 |
| Ana Laura Loza Artesia, NM | Minot State University | $5,000 |
| Arabella F Snead-Schmitz Ruidoso, NM | Texas Tech University | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $2,245,358 | $183,062 | $190,642 | $142,300 (34 grants) |
| 2023 | $2,252,938 | $196,862 | $187,227 | $133,000 (37 grants) |
| 2022 | $2,243,303 | $286,154 | $203,468 | $148,000 (24 grants) |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,245,358 | $2,252,938 | $2,243,303 |
| Revenue | $183,062 | $196,862 | $286,154 |
| Expenses | $190,642 | $187,227 | $203,468 |
| Qualifying Distributions | $142,300 | $133,000 | $148,000 |
| Net Investment Income | $182,635 | $150,406 | $187,324 |
| Distributable Amount | $153,524 | $136,215 | $133,315 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
First American Bank is listed as trustee on the 2024 filing.
Mary Anne Berliner Foundation Trust's only listed officer is First American Bank, Trustee on every filing since 2020 (uncompensated).
Officers on the 2024 filing
First American Bank
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: First American Bank
Mailing address: PO Box Aa, Artesia, NM 88211-7526
Phone: (575) 748-8005
Frequently asked questions about Mary Anne Berliner Foundation Trust
How much does Mary Anne Berliner Foundation Trust give each year?
Mary Anne Berliner Foundation Trust gave $142K across 34 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $133K across 37 grants.
What is Mary Anne Berliner Foundation Trust's typical grant size?
Mary Anne Berliner Foundation Trust's median grant in 2024 was $4,250, and its average grant was $4,185, across 34 grants on its 2024 IRS Form 990-PF.
Where does Mary Anne Berliner Foundation Trust give grants?
Mary Anne Berliner Foundation Trust gives mostly in New Mexico: 94% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Artesia, NM (18 grants), Ruidoso, NM (7 grants), Carlsbad, NM (3 grants) and Roswell, NM (2 grants).
Does Mary Anne Berliner Foundation Trust give general operating support?
Not in 2024: none of the 34 grants with a stated purpose on Mary Anne Berliner Foundation Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Texas Tech University" (8 grants), "New Mexico State University" (4 grants) and "New Mexico Tech" (3 grants).
Who are Mary Anne Berliner Foundation Trust's largest grantees?
Mary Anne Berliner Foundation Trust's largest 2024 grantees include Bryce Bain ($6,000), Elena Harvey ($6,000) and Gabriela a Landaverde ($6,000), according to its 2024 IRS Form 990-PF. Together they received 13% of its itemized 2024 grant dollars.
How large is Mary Anne Berliner Foundation Trust?
Mary Anne Berliner Foundation Trust reported $2.2M in total assets on its 2024 IRS Form 990-PF. It paid out $142K in qualifying distributions that year, against a required minimum of $154K (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.
How do I apply for a grant from Mary Anne Berliner Foundation Trust?
The foundation’s filing names the Mary Anne Berliner Foundation Scholarship Application and First American Bank as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mary Anne Berliner Foundation Trust's EIN?
Mary Anne Berliner Foundation Trust's EIN (Employer Identification Number) is 85-6122581. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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