Albert Anderson Trust Uw FBO Duke
Albert Anderson Trust Uw FBO Duke is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $209K in total assets. In 2025, it awarded 1 grant totaling $11K. Net investment income was $11K.
Albert Anderson Trust Uw FBO Duke at a glance
In short: Albert Anderson Trust Uw FBO Duke gave $11K across 1 grant in 2025 (avg $11K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $11,000
- +0.0% vs 2024
- Median grant
- $11,000
- Total assets
- $209,282
- -4.2% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Albert Anderson Trust Uw FBO Duke funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Duke University ($11K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Albert Anderson Trust Uw FBO Duke gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2020) to $11K (2025). In 2025 it made 1 grant totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Duke University Durham, NC | General Operating | $11,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $209,282 | $11,144 | $20,435 | $11,000 | 1 | $19,899 | $10,733 | $12,669 |
| 2024 | $218,490 | $7,879 | $12,607 | $11,000 | 1 | $12,171 | $7,525 | $12,049 |
| 2023 | $223,127 | $4,601 | $12,525 | $11,000 | 1 | $12,136 | $6,176 | $11,086 |
| 2022 | $231,097 | $5,041 | $12,280 | $10,000 | 1 | $11,102 | $6,504 | $11,626 |
| 2021 | $238,388 | $38,380 | $11,624 | $10,000 | 1 | $11,104 | $38,110 | $12,613 |
| 2020 | $211,712 | $14,792 | $11,129 | $9,500 | 1 | — | $14,436 | $10,895 |
| 2019 | $207,961 | $8,424 | $11,359 | $10,000 | 1 | — | $7,784 | $10,827 |
Under IRS private-foundation payout rules, Albert Anderson Trust Uw FBO Duke reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Albert Anderson Trust Uw FBO Duke's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$277 (2019) → $362 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $362, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Albert Anderson Trust Uw FBO Duke
How much does Albert Anderson Trust Uw FBO Duke give each year?
Albert Anderson Trust Uw FBO Duke gave $11K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Albert Anderson Trust Uw FBO Duke?
Albert Anderson Trust Uw FBO Duke reported $209K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Albert Anderson Trust Uw FBO Duke operate?
Albert Anderson Trust Uw FBO Duke has awarded grants in North Carolina.
What is Albert Anderson Trust Uw FBO Duke's EIN?
Albert Anderson Trust Uw FBO Duke's EIN (Employer Identification Number) is 56-6035494. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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