//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Annette J Hagens Memorial Foundation is a private trust based in SARASOTA, FL. The foundation received its IRS ruling in 1997. The principal officer is Northern Trust Na Ttee. It holds total assets of $2.8M. Annual income is reported at $1.8M. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Florida. According to available records, Annette J Hagens Memorial Foundation has made 75 grants totaling $462K, with a median grant of $2K. Annual giving has decreased from $293K in 2022 to $169K in 2023. Individual grants have ranged from $1K to $100K, with an average award of $6K. The foundation has supported 32 unique organizations. Grants have been distributed to organizations in Florida and Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$4K
Average Grant
$7K
Largest Grant
$35K
Based on 21 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Annette J Hagens Memorial Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 75 grants. Its grantmaking reaches organizations primarily in FL, MA.
Annette J Hagens Memorial Foundation has distributed a total of $462K across 75 grants. The median grant size is $2K, with an average of $6K. Individual grants have ranged from $1K to $100K.
No restrictions except for the geographical area of sarasota and manatee counties.
Annette J Hagens Memorial Foundation is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Norman J Shea Iii Cpa | TRUSTEE | $29K | $0 | $29K |
| Matt A Sperling | TRUSTEE | $29K | $0 | $29K |
| The Northern Trust Company | TRUSTEE | $10K | $0 | $10K |
Total Giving
$245K
Total Assets
$2.6M
Fair Market Value
$2.9M
Net Worth
$2.6M
Grants Paid
$169K
Contributions
N/A
Net Investment Income
$113K
Distribution Amount
$140K
Total: $2.4M
Total Grants
75
Total Giving
$462K
Average Grant
$6K
Median Grant
$2K
Unique Recipients
32
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys & Girls Club Of SarasotaGENERAL SUPPORT | Sarasota, FL | $100K | 2023 |
| Child Protection Center IncGENERAL SUPPORT | Sarasota, FL | $8K | 2023 |
| Ymca Of Southwest FloridaGENERAL SUPPORT | Venice, FL | $5K | 2023 |
| Children'S Guardian FundGENERAL SUPPORT | Sarasota, FL | $5K | 2023 |
| Children First IncGENERAL SUPPORT | Sarasota, FL | $5K | 2023 |
| Suncoast Youth For ChristGENERAL SUPPORT | Bradenton, FL | $5K | 2023 |
| Girls Incorporated Of Sarasota CountyGENERAL SUPPORT | Sarasota, FL | $5K | 2023 |
| Pines Of Sarasota Foundation IncGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Family Promise Of South Sarasota CountyGENERAL SUPPORT | Venice, FL | $3K | 2023 |
| Circus Arts Conservatory - SarasotaGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Take Stock In Children Of Sarasota CountyGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Safe Children Coalition IncGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Suncoast Youth Basketball AssociationGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Jewish Family & Children'S ServicesGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Forty Carrots Of Sarasota IncGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Easterseals Southwest FloridaGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Samaritan Counseling ServicesGENERAL SUPPORT | Sarasota, FL | $3K | 2023 |
| Care Net Manasota Pregnancy CenterGENERAL SUPPORT | Bradenton, FL | $2K | 2023 |
| Habitat For Humanity SarasotaGENERAL SUPPORT | Sarasota, FL | $2K | 2023 |
| Inner ExplorerGENERAL SUPPORT | Franklin, MA | $2K | 2023 |
| Parenting MattersGENERAL SUPPORT | Bradenton, FL | $2K | 2023 |
| Stillpoint MissionGENERAL SUPPORT | Bradenton, FL | $1K | 2023 |
| Meals On Wheels Of SarasotaGENERAL SUPPORT | Sarasota, FL | $1K | 2023 |
| Sertoma KidsGENERAL SUPPORT | Sarasota, FL | $1K | 2023 |
| Sarasota Medical Pregnancy CenterGENERAL SUPPORT | Sarasota, FL | $1K | 2023 |
| Boys & Girls Club Of Sarasota & Desoto CountiesGENERAL SUPPORT | Sarasota, FL | $100K | 2022 |
| Second Chance Last OpportunityGENERAL SUPPORT | Sarasota, FL | $5K | 2022 |
| Big Brothers Big Sisters Of The SuncoastGENERAL SUPPORT | Sarasota, FL | $4K | 2022 |
| The Florida Center For Early ChildhoodGENERAL SUPPORT | Sarasota, FL | $3K | 2022 |
| Ringling College Of Art & DesignGENERAL SUPPORT | Sarasota, FL | $2K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL