Mary Anne Berliner Foundation Trust

Private foundation · Grantmaker Artesia, NM EIN: 85-6122581

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

3states

Share of 2024 grant dollars across all 34 itemized grants.

Cities

ArtesiaCarlsbadRuidosoRoswellHopeRuidoso DownsDallasGlencoeLoco HillsLubbockPinonAltoDexterHebbronvilleStillwater

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K30 grants2020 27 grants2021 24 grants2022 37 grants2023 34 grants2024

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

Bryce Bain: $6KBryce Bain$6KElena Harvey: $6KElena Harvey$6KGabriela a Landaverde: $6KGabriela a Landaverde$6KRamie L Kinney: $6KRamie L Kinney$6KBraden B Fuentes: $6KBraden B Fuentes$6KConnor Chase: $6KConnor Chase$6KKailyn a Owens: $6KKailyn a Owens$6KEzra T Rabourn: $5KEzra T Rabourn$5KAna Laura Loza: $5KAna Laura Loza$5KArabella F Snead-Schmitz: $5KArabella F Snead-Schmitz$5K

The largest 2024 recipient was Bryce Bain ($6K). Together the top 10 received $56K.

Grant Size Distribution

152 grants across all recorded years

152<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 152 grants of 152 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Bryce Bain Artesia, NMOklahoma State University$6,000
Elena Harvey Artesia, NMLipscomb University$6,000
Gabriela a Landaverde Roswell, NMUniversity of New Mexico$6,000
Ramie L Kinney Alto, NMNew Mexico State University$6,000
Braden B Fuentes Artesia, NMOklahoma State University$5,500
Connor Chase Ruidoso, NMBrigham Young University$5,500
Kailyn a Owens Artesia, NMUniversity of Mississippi$5,500
Ezra T Rabourn Ruidoso, NMNew Mexico State University$5,300
Ana Laura Loza Artesia, NMMinot State University$5,000
Arabella F Snead-Schmitz Ruidoso, NMTexas 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)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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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