Harry-Anna Investment Fund Inc

Analysis

Harry-Anna Investment Fund Inc is a registered charity in United States, based in Umatilla, FL. It received its IRS tax-exemption ruling in September 2025. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a private non-operating foundation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending March 2021, Harry-Anna Investment Fund Inc reported income of $19.3m and spending of $13.9m, leaving 28% of income unspent that year. Across the 3 years on record, from March 2019 to March 2021, income fell from $29.0m to $19.3m (-33%), an average of -18% a year. The sharpest change came in the year to March 2021, when income dropped by 51%. Over the whole period it spent 44% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Harry-Anna Investment Fund Inc sits at the 97th percentile: it is larger than about 97% of them. Against every charity in United States with reported income it ranks in the 97th percentile, and in the 97th percentile within FL. Charities of a similar size with the same main cause include Ralph & Carolyn Thompson Charitable Foundation ($19.3m), Slave 2 Nothing Foundation ($19.3m) and Florida Gulf Coast University Financing Corporation ($19.2m).

On its Form 990 for the period ending March 2021, revenue came from contributions and grants 7.2% of the total. At year end it held assets of $366.0m against liabilities of $0, net assets of $366.0m.