Private Foundation

Harry-Anna Investment Fund Inc

Harry-Anna Investment Fund Inc, of Umatilla, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $54.9M in revenue, $24.8M in expenses, $510.5M in total assets. IRS filings disclose 36 grants awarded by this foundation, totaling roughly $59.2M.

EIN: 592825890 Umatilla, FL Public Foundations NTEE: T30 Latest filing: 2025
Total Revenue$54.9M
Total Expenses$24.8M
Total Assets$510.5M
Grants Given36
Grant Total$59.2M
Filing Years2018–2025

Where $100 goes at Harry-Anna Investment Fund Inc

How Harry-Anna Investment Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$71 Programs the work itself
$27 Management running the organization
$2 Fundraising raising the next dollar

Inside the $71 for programs

$71
Grants and expenses to benefit affiliated 501(c)(3) organizations' capital expenses, charitable therapy care and youth camp operations, etc
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Before you apply to Harry-Anna Investment Fund Inc

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Rarely funds new orgs 11% of recent recipients were first-time grantees (2019–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

Florida Elks Childrens Therapy Services Inc
Umatilla, FL · 2024
Operating funds for affiliate which provides physical & rehabilitative therapy to children throughout the State of Florida by utilization of mobile therapy units.
$4,999,757
Florida Elks Youth Camp Inc
Umatilla, FL · 2024
Operating funds for affiliate which operates camp facilities dedicated to the youth of Florida.
$4,798,430
Elks National Foundation
Chicago, IL · 2024
Grant to support charitable initiatives
$2,500,000
Florida Elks Properties Inc
Umatilla, FL · 2024
Operating funds for affiliate which owns and maintains the real estate used for youth camp operations.
$1,956,160
Florida Elks Charities Inc
Umatilla, FL · 2024
Operating funds for affiliate which supports children's therapy and youth camp; programs serving youth and veterans.
$725,000

Showing up to 5 of 36 total records — full history available with membership.

Officers & Directors

CFO Barbara Shepard
President Brian T Burns
Director Carl Ledig
State Secretary (end 1/25) Carl R Seibert
Director Danny E Tabor
Director David B Lake

Officer compensation and complete director data available with membership.

Top Grant Purposes

Youth Development
$29,808,804 13 grants
Health & Medicine
$17,428,688 5 grants
General Support
$6,980,776 17 grants
Mental Health & Substance Abuse
$4,999,757 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $54.9M $24.8M $510.5M
2021 $19.3M $13.9M $366.0M
2020 $39.6M $13.0M $360.6M
2019 $29.0M $11.3M $334.1M
2018 $29.7M $11.2M $316.4M

Between 2018 and 2025, reported annual revenue grew from $29.7M to $54.9M (+85%), with total assets most recently reported at $510.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, IL.

FLIL

Full geographic grant map with state-by-state breakdown available with membership.

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See the full picture for Harry-Anna Investment Fund Inc

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