Private foundation (trust)EIN 822940698Est. 2018-02

ROBERT E & ANN R

ANN ARBOR, MI 48105

Total Assets

$852K

FY 2024

Annual Giving

$71K

FY 2024

Grants Made

47

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$50–$20K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$43K

Total Expenses

$83K

Qualifying Distributions

$71K

Distributable Amount

$41K

Min. Investment Return

$41K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

47 grants

Grant sizes from minimum $50 through median $500 to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $235K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

214 grants

PATHFINDER SCH
$60K
2 grants
UNIVERSITY MUSICAL
$55K
3 grants
FRIENDS IN DEED
$45K
5 grants
ANN ARBOR SYMPHONEY ORCHESTRA
$30K
4 grants
WCC FOUNDATIONS
$30K
2 grants
UNIVERSITY OF MICHIGAN
$29K
8 grants
THE NATURE CONSERVANCY
$21K
2 grants
UNIVERSITY MUSICAL SOCIETY
$20K
1 grant

Grant Size Distribution

214 grants

<$10K
205
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

21 states

Michigan
$572K
73% of total
District of Columbia
$39K
5% of total
Virginia
$34K
4% of total
New York
$22K
3% of total
South Carolina
$20K
2% of total
Illinois
$17K
2% of total
Massachusetts
$16K
2% of total
Washington
$15K
2% of total
Florida
$11K
1% of total
Georgia
$11K
1% of total

+11 more states

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ROBERT E & ANN R — Grants, Financials & Contact | Grantivo