The Avery Family Foundation Inc

TAMPA, FL EIN: 20-8091168

The Avery Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $193K in total assets. In 2024, it awarded 21 grants totaling $126K. Net investment income was $42K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$193K

-29.1% YoY

Annual Giving

$126K

-16.4% YoY

Grant Count

21

+40.0% YoY

Avg Grant Size

$6K

-40.3% YoY

Under IRS private-foundation payout rules, The Avery Family Foundation Inc reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About The Avery Family Foundation Inc

Based on IRS filings

The Avery Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $193K in total assets. In 2024, it awarded 21 grants totaling $126K. Net investment income was $42K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BloomingburgClearwaterClermontDade CityDallasExtonFlintHerndonLake PlacidLand O LakesMacdill Air Force BaseNew YorkPaul SmithsSanta RosaSapphireSaranac LakeShort HillsSpringfieldSyracuseTallahassee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$94K$188K$282K$377K2020202120232024
Metric202420232021
Total Assets$192,980$272,025$218,720
Revenue$45,926$342,376$313,326
Expenses$131,171$184,460$195,100
Qualifying Distributions$126,323$151,015$105,040
Net Investment Income$41,946$60,403
Distributable Amount$17,124$6,796$7,902

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$76K$113K$151K13 grants202013 grants202115 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FRIEDREICHS ATAXIA RESEA…$109KPASCO COUNTY FAIR ASSOCI…$7KLAMPLIGHTERS INC$3KARISE ALLIANCE INSTITUTE…$2KFISH & WILDLIFE FDN OF F…$1KNATIONAL MULTIPLE SCLERO…$1KCHRISTOPHER & DANA REEVE…$500METROPOLITAN MINISTRIES$500PENDRAGON INC$500SPECIAL OPERATIONS MEMOR…$500

Grant Size Distribution

62 grants across all recorded years

58<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Friedreichs Ataxia Research Allianc ($108,735), Pasco County Fair Association Inc ($7,388), Lamplighters Inc ($2,650).

RecipientPurposeAmount
ADIRONDACK FOUNDATION LAKE PLACID, NYGENERAL SUPPORT$250
ARISE ALLIANCE INSTITUTE INC TAMPA, FLBRAVE BASH FUNDRAISER$1,500
CHRISTOPHER & DANA REEVES FDN SHORT HILLS, NJTEAM REEVE FUNDRAISER$500
FDNY 343 RIDE INC BLOOMINGBURG, NYGENERAL SUPPORT$250
FISH & WILDLIFE FDN OF FLORIDA INC TALLAHASSEE, FLSUPPORT WILDLIFE CONSERVATION$1,000
FLORIDA SHERIFF'S ASSOCIATION TALLAHASSEE, FLGENERAL SUPPORT$100
FRIEDREICHS ATAXIA RESEARCH ALLIANC SPRINGFIELD, VAFOR FUNDRAISING & GENERAL SUPPORT$108,735
LAMPLIGHTERS INC TAMPA, FLDENIM & DIAMONDS SPONSORSHIP$2,650
MERRIE-WOODE FOUNDATION INC SAPPHIRE, NCSUPPORT HONOR ASHLEY SULLIVAN$250
METROPOLITAN MINISTRIES TAMPA, FLGENERAL SUPPORT$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PAUL E AVERYDIRECTOR5
SUZANNE M AVERYDIRECTOR5
PAUL JACOBSDIRECTOR5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Avery Family Foundation Inc?

The Avery Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TAMPA, FL. It holds $193K in total assets as of 2024.

How large is The Avery Family Foundation Inc?

As of 2024, The Avery Family Foundation Inc holds $193K in total assets with $46K in annual revenue. It awarded 21 grants totaling $126K in 2024.

Where does The Avery Family Foundation Inc operate?

The Avery Family Foundation Inc has awarded grants in California, Florida, Michigan, North Carolina, New Jersey, New York, Pennsylvania, Texas, Virginia.

What size grants does The Avery Family Foundation Inc award?

In 2024, The Avery Family Foundation Inc awarded 21 grants totaling $126K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The Avery Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Avery Family Foundation Inc reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Avery Family Foundation Inc's EIN?

The Avery Family Foundation Inc's EIN (Employer Identification Number) is 20-8091168. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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