Nonprofit · EIN 93-1269424
ANNA MAY FAMILY FOUNDATION
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $194,890 | $223,341 | -$28,451 | $2,887,939 | $0 | $2,887,939 |
| December 31, 2024 | 990-PF | $287,521 | $234,696 | $52,825 | $2,917,797 | $0 | $2,917,797 |
| December 31, 2023 | 990-PF | $112,230 | $241,119 | -$128,889 | $2,865,966 | $0 | $2,865,966 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $86,949
- Net gain from sales of assets
- $107,941
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $63,455
- Disbursements for charitable purposes
- $168,663
- Excise tax on investment income
- $1,959
Balance sheet and other
- Total assets, start of year
- $2,917,797
- Total assets, end of year
- $2,887,939
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,887,939
- Fair market value of assets
- $3,356,278
- Qualifying distributions
- $168,663
- Net investment income
- $194,890
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BELKIN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | EXECUTIVE DIRECTOR & SECRETARY | 20 | $63,455 |
| CHARLEY BOLEN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | PRESIDENT | 0.5 | $0 |
| JULIE BARRY 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | VICE-PRESIDENT | 0.5 | $0 |
| APRIL STITH 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | TREASURER | 0.5 | $0 |
| PENNY GARRETT 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| AARON HOEFLING 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| BELLE SHEPHERD 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| POLLY WILLIAMS 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BELKIN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | EXECUTIVE DIRECTOR & SECRETARY | 20 | $61,606 |
| BELLE SHEPHERD 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | PRESIDENT | 0.5 | $0 |
| CHARLEY BOLEN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | VICE-PRESIDENT | 0.5 | $0 |
| APRIL STITH 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | TREASURER | 0.5 | $0 |
| JULIE BARRY 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| WILL BRAKE 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| POLLY WILLIAMS 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| AARON HOEFLING 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| NANCY MCKINNIS 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BELKIN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | EXECUTIVE DIRECTOR & SECRETARY | 20 | $57,304 |
| BELLE SHEPARD 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | PRESIDENT | 0.5 | $0 |
| CHARLEY BOLEN 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | VICE-PRESIDENT | 0.5 | $0 |
| APRIL STITH 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | TREASURER | 0.5 | $0 |
| JULIE BARRY 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| WILL BRAKE 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| STACY BRUBAKER 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| AARON HOEFLING 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| NANCY MCKINNIS 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | DIRECTOR | 0.5 | $0 |
| MARK MEYER 1314-B CENTER DRIVE NO 264, MEDFORD, OR 97501 | FORMER DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1314-B CENTER DRIVE BOX 264, MEDFORD, OR 97501-7943
- In care of
- % FROHNMAYER DEATHERAGE ET AL
- Signed the 990-PF
- AMY BELKIN, EXECUTIVE DIRECTOR
- Phone
- (541) 857-1040
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-1269424
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,887,939
- Income (IRS master file)
- $622,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $194,890 | $223,341 | $2,887,939 | XML |
| 990-PF | December 2024 | $287,521 | $234,696 | $2,917,797 | XML |
| 990-PF | December 2023 | $112,230 | $241,119 | $2,865,966 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1269424).
Questions about ANNA MAY FAMILY FOUNDATION
- What is the EIN of ANNA MAY FAMILY FOUNDATION?
- The employer identification number (EIN) of ANNA MAY FAMILY FOUNDATION is 93-1269424.
- Is ANNA MAY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ANNA MAY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNA MAY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNA MAY FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNA MAY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANNA MAY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $63,455 (AMY BELKIN, EXECUTIVE DIRECTOR & SECRETARY).
- How much revenue does ANNA MAY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $194,890, expenses of $223,341 and total assets of $2,887,939 at year end.
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All nonprofits in MEDFORD · Oregon · Philanthropy, voluntarism and grantmaking foundations