The Leo & Anne Albert Charitable Trust

PALM HARBOR, FL EIN: 65-6473109

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlbanyAtlantaCincinnatiKansas CityMiamiRiviera BeachTampaWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$596K$1M$2M$2M20202021202220232024
Metric202420232022
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

$0$507K$1M$2M$2M5 grants202018 grants202121 grants20220 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

UNIVERSITY OF SOUTH FLOR…$751KALBERT RESEARCH INSTITUT…$746KKU ENDOWMENT$255KLEO & ANNE ALBERT INSTIT…$246KCATHOLIC CHARITIES DIOCE…$30K

Grant Size Distribution

49 grants across all recorded years

13<$50K15$50–100K15$100–250K4$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GENE PRANZOTRUSTEE$46K

From 2024 filing

NameTitleHoursCompensation
GENE PRANZOTRUSTEE8.5$45,500

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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