Mary Anna Foundation Charitable Trust

Miami, FL
Tax-exempt since May 1997
EIN: 65-0741939

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$310k (2025)

Expenses

$1.01M (2025)

Total Assets

$1.51M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2025

Revenue

$309,901

Expenses

$1,007,651

Net Income

-$697,750

Net Assets

$1,511,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$190,909	61.6%
Sales of Assets	$118,992	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$937,105	93.0%
Compensation of Officers*	$9,709	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,511,383
Total Liabilities	$0
Net Assets	$1,511,383

Compensation

Key Employees and Officers	Compensation	Other
Robert Douglas Donn (Co Trustee)	$5,000	$0
Bessemer Trust Company Of Florida (Co Trustee)	$4,709	$0

990-PF

Filed on July 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2024

Revenue

$164,843

Expenses

$1,031,630

Net Income

-$866,787

Net Assets

$2,209,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,982	> 100%
Sales of Assets	-$139
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$939,923	91.1%
Compensation of Officers*	$15,347	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,209,133
Total Liabilities	$0
Net Assets	$2,209,133

Compensation

Key Employees and Officers	Compensation	Other
Robert Douglas Donn (Co Trustee)	$10,000	$0
Bessemer Trust Company Of Florida (Co Trustee)	$5,346	$0

990-PF

Filed on June 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2023

Revenue

$130,234

Expenses

$985,922

Net Income

-$855,688

Net Assets

$3,075,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$198,162	> 100%
Sales of Assets	-$67,928
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$906,000	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,075,920
Total Liabilities	$0
Net Assets	$3,075,920

Compensation

Key Employees and Officers	Compensation	Other
Bessemer Trust Company Of Florida (Co Trustee)	$0	$0
Robert Douglas Donn (Co Trustee)	$0	$0

990-PF

Filed on Aug. 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$427,993

Expenses

$1,131,459

Net Income

-$703,466

Net Assets

$3,930,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$199,558	46.6%
Sales of Assets	$228,435	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,048,500	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,930,860
Total Liabilities	$0
Net Assets	$3,930,860

Compensation

Key Employees and Officers	Compensation	Other
Bessemer Trust Company Of Florida (Co Trustee)	$0	$0
Robert Douglas Donn (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2021

Revenue

$662,597

Expenses

$945,348

Net Income

-$282,751

Net Assets

$4,634,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.0%
Dividends	$207,793	31.4%
Sales of Assets	$454,718	68.6%
Other Income	$49	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$825,059	87.3%
Compensation of Officers*	$4,750	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,634,289
Total Liabilities	$1
Net Assets	$4,634,288

Compensation

Key Employees and Officers	Compensation	Other
Bessemer Trust Company Of Florida (Co Trustee)	$2,000	$0
Robert Douglas Donn (Co Trustee)	$0	$0

990-PF

Filed on Dec. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

$357,104

Expenses

$306,708

Net Income

$50,396

Net Assets

$5,058,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$352,542	98.7%
Sales of Assets	$4,562	1.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,160	75.7%
Compensation of Officers*	$550	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,058,752
Total Liabilities	$0
Net Assets	$5,058,752

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Feb.
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2016

Revenue

$1,115,336

Expenses

$411,873

Net Income

$703,463

Net Assets

$4,549,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$948,893	85.1%
Interest Revenue	$0
Dividends	$225,941	20.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,751	81.0%
Compensation of Officers*	$3,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,649,331
Total Liabilities	$100,000
Net Assets	$4,549,331

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2015

Revenue

$296,556

Expenses

$276,659

Net Income

$19,897

Net Assets

$3,845,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,032	9.8%
Interest Revenue	$0
Dividends	$265,345	89.5%
Sales of Assets	$2,179	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,010	71.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,846,009
Total Liabilities	$141
Net Assets	$3,845,868

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2014

Revenue

$225,593

Expenses

$217,947

Net Income

$7,646

Net Assets

$3,825,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	44.3%
Interest Revenue	$0
Dividends	$167,178	74.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,079	63.8%
Compensation of Officers*	$2,500	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,825,971
Total Liabilities	$0
Net Assets	$3,825,971

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2013

Revenue

$203,625

Expenses

$272,736

Net Income

-$69,111

Net Assets

$3,818,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,000	48.6%
Interest Revenue	$0
Dividends	$150,027	73.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,708	70.7%
Compensation of Officers*	$2,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,818,325
Total Liabilities	$0
Net Assets	$3,818,325

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2012

Revenue

$332,062

Expenses

$249,888

Net Income

$82,174

Net Assets

$3,887,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	30.1%
Interest Revenue	$0
Dividends	$142,973	43.1%
Sales of Assets	$89,089	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,596	73.9%
Compensation of Officers*	$1,900	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,887,436
Total Liabilities	$0
Net Assets	$3,887,436

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Feb.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Mary Anna Foundation Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $310k (2025)

Expenses $1.01M (2025)

Total Assets $1.51M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$310k (2025)

Expenses

$1.01M (2025)

Total Assets

$1.51M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002