The Leo & Anne Albert Charitable Trust
The Leo & Anne Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 5 grants totaling $2.0M. Net investment income was $41K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-23.8% YoY
Annual Giving
$2.0M
Grant Count
5
Avg Grant Size
$406K
Under IRS private-foundation payout rules, The Leo & Anne Albert Charitable Trust reported a distributable amount of $384K for 2024 — the minimum it must pay out in qualifying distributions.
About The Leo & Anne Albert Charitable Trust
Based on IRS filings
The Leo & Anne Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 5 grants totaling $2.0M. Net investment income was $41K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,716,199 | $3,563,447 | $3,455,489 |
| Revenue | $36,368 | $249,521 | $153,920 |
| Expenses | $2,167,313 | $141,563 | $2,131,533 |
| Qualifying Distributions | $2,081,701 | $63,998 | $2,048,148 |
| Net Investment Income | $40,766 | $171,956 | $74,747 |
| Distributable Amount | $384,163 | $341,672 | $343,915 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
49 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of South Florida Research Foundation ($751,419), Albert Research Institute for White Matter and Cognition ($746,252), Ku Endowment ($254,941).
| Recipient | Purpose | Amount |
|---|---|---|
| ALBERT RESEARCH INSTITUTE FOR WHITE MATTER AND COGNITION WEST PALM BEACH, FL | TO ADVANCE STUDIES TO GAIN A GREATER UNDERSTANDING OF WHITE MATTER AND IS IT POSSIBLE TO SLOW COGNITIVE LOSS. | $746,252 |
| KU ENDOWMENT KANSAS CITY, KS | DR. JOHN A TAYLOR - BLADDER CANCER RESEARCH | $254,941 |
| LEO & ANNE ALBERT INSTITUE FOR BLADDER CANCER CARE & RESEARCH KANSAS CITY, KS | BLADDER CANCER RESEARCH | $245,880 |
| UNIVERSITY OF SOUTH FLORIDA RESEARCH FOUNDATION TAMPA, FL | PROSTATE CANCER RESEARCH PROJECT: PRINCIPAL INVESTIGATOR, MILDRED ACEVEDO-DUNCAN. | $751,419 |
| CATHOLIC CHARITIES DIOCESE OF PALM BEACH RIVIERA BEACH, FL | TO REPLACE THE ROOF OF THE OUTREACH BUILDING ON THE GROUNDS OF ST. MARY'S CHURCH, 1200 EAST MAIN STREET, PAHOKEE, FL 33476. LEO ALBERT PROVIDED THE FUNDING FOR THE CONSTRUCTION OF A NEW CHURCH BUILDING DURING HIS LIFETIME. | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GENE PRANZO | TRUSTEE | 8.5 | $45,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Leo & Anne Albert Charitable Trust?
The Leo & Anne Albert Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM HARBOR, FL. It holds $2.7M in total assets as of 2024.
How large is The Leo & Anne Albert Charitable Trust?
As of 2024, The Leo & Anne Albert Charitable Trust holds $2.7M in total assets with $36K in annual revenue. It awarded 5 grants totaling $2.0M in 2024.
Where does The Leo & Anne Albert Charitable Trust operate?
The Leo & Anne Albert Charitable Trust has awarded grants in Florida, Georgia, Kansas, New York, Ohio.
What size grants does The Leo & Anne Albert Charitable Trust award?
In 2024, The Leo & Anne Albert Charitable Trust awarded 5 grants totaling $2.0M — an average of about $406K per grant, based on its IRS Form 990 filings.
How much is The Leo & Anne Albert Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Leo & Anne Albert Charitable Trust reported a distributable amount of $384K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Leo & Anne Albert Charitable Trust's EIN?
The Leo & Anne Albert Charitable Trust's EIN (Employer Identification Number) is 65-6473109. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Leo & Anne Albert Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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