Dee Anderson Achievement Trust
EIN 861516276Total Given 2022–2024
$321K
22 grants · $107K avg/year
based on 3 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $8K–$8K
grant size
27%
balanced · 4/15 multi-year
repeat
$758K
Assets (2024)
15
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
COLLEEN SUMNER JOSEPH DUDLEY
Phone
(386) 427-6167
Deadlines
FEBRUARY 15TH
How to Apply
STANDARD APPLICATION
Restrictions
N/A
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $0 | $0 | N/A |
| 2021 | N/A | $349K | $5K | N/A |
| 2022 | $104K | $939K | $60K | 14 |
| 2023 | $112K | $863K | $-13K | 4 |
| 2024 | $104K | $758K | $37K | 4 |
Grant Size Distribution
Based on 22 grants on record
Minimum
$799
25th Pctl
$8K
Median
$8K
Average
$15K
75th Pctl
$8K
Maximum
$50K
Geographic Distribution
Officers & Directors
JD
Joseph P Dudley
Co-Trustee
CS
Colleen Sumner
Co- Trustee
CS
Colleen Sumner
Co- Trustee
JD
Joseph P Dudley
Co-Trustee
CS
Colleen Sumner
Co- Trustee
JD
Joseph P Dudley
Co-Trustee
JD
Joseph P Dudley
Co-Trustee
CS
Colleen Sumner
Co- Trustee
CS
Colleen Sumner
Co- Trustee
JD
Joseph P Dudley
Co-Trustee
Grants Awarded (22 total)
| Purpose | ||||
|---|---|---|---|---|
| Daytona State College | Daytona Beach, FL | $50,000 | QUALIFIED EDUCATION EXPENSES | 2023 |
| Southwestern College | Fort Myers, FL | $50,000 | QUALIFIED EDUCATION EXPENSES | 2023 |
| Daytona State College | Daytona Beach, FL | $50,000 | QUALIFIED EDUCATION EXPENSES | 2024 |
| Southwestern College | Fort Myers, FL | $50,000 | QUALIFIED EDUCATION EXPENSES | 2024 |
| Talea Hamilton | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Sienna Burns | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Rylee Giles | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Lauren Michelle Sulzbach | Edgewater, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| William Robinson | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Payton Berse | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Victoria Hutchinson | Edgewater, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Shaley Brown | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Haley Frances Hinkle | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Isabella Weisheimer | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Christopher Hill | Edgewater, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Evan Bonamo | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Evan Bonamo | New Smyrna Beach, FL | $8,000 | QUALIFIED EDUCATION EXPENSES | 2023 |
| Lenise Miller Painge-Inniss | New Smyrna Beach, FL | $4,471 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Lenise Miller Painge-Inniss | New Smyrna Beach, FL | $4,471 | QUALIFIED EDUCATION EXPENSES | 2023 |
| Lenise Miller Painge-Inniss | New Smyrna Beach, FL | $3,672 | QUALIFIED EDUCATION EXPENSES | 2024 |
| Lenise Miller Painge-Inniss | New Smyrna Beach, FL | $3,529 | QUALIFIED EDUCATION EXPENSES | 2022 |
| Lenise Miller Painge-Inniss | New Smyrna Beach, FL | $799 | QUALIFIED EDUCATION EXPENSES | 2024 |