Donald Anderson Charitable Trust
Donald Anderson Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 4 grants totaling $125K. Net investment income was $285K.
Donald Anderson Charitable Trust at a glance
In short: Donald Anderson Charitable Trust gave $125K across 4 grants in 2024 (avg $31K), mostly in New Mexico. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $124,780
- -46.5% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $31,195
- -46.5% vs 2023
- Median grant
- $32,500
- Total assets
- $3,812,640
- +4.4% vs 2023
- Primary geography
- New Mexico (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Donald Anderson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was The Roswell Artists in Residence Foundation ($53K). Together the top 4 received $125K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 20 grants of 26 (77%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
How Donald Anderson Charitable Trust gives
- Giving grew 21% from 2021 to 2024. Method
- In 2024 it paid out 63% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2024, annual grant giving ranged from $103K (2021) to $233K (2023). In 2024 it made 4 grants totaling $125K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Roswell Artists in Residence Foundation Roswell, NM | General | $52,780 |
| The Roswell Museum and Art Center Foundation Roswell, NM | Program Support | $50,000 |
| First Presbyterian Church Roswell, NM | General | $15,000 |
| Pecos Valley Jazz & Arts Festival Inc Roswell, NM | Program Support | $7,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,812,640 | $320,753 | $158,875 | $124,780 | 4 | $135,698 | $284,610 | $214,416 |
| 2023 | $3,650,408 | $78,771 | $291,341 | $233,358 | 4 | $247,020 | $34,667 | $200,506 |
| 2022 | $3,866,026 | $60,962 | $259,359 | $172,000 | 11 | $207,671 | $68,545 | $202,358 |
| 2021 | $4,045,784 | $245,032 | $170,885 | $103,000 | 7 | $154,501 | $230,289 | $223,012 |
| 2020 | $3,971,905 | $3,984,670 | $7,374 | — | — | — | $83,580 | $105,239 |
Under IRS private-foundation payout rules, Donald Anderson Charitable Trust reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Donald Anderson Charitable Trust's only listed officer is CIBC National Trust Company, Trustee on every filing since 2023 (compensated).
Officers on the 2024 filing
CIBC National Trust Company
Trustee
On filings since 2023
2 hrs/week
$28K (2024)
Former officers (1)
- Former: JP Morgan Chase Bank NA (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $28K, to CIBC National Trust Company (Trustee).
Frequently asked questions about Donald Anderson Charitable Trust
How much does Donald Anderson Charitable Trust give each year?
Donald Anderson Charitable Trust gave $125K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $233K across 4 grants.
What is Donald Anderson Charitable Trust's typical grant size?
Donald Anderson Charitable Trust's median grant in 2024 was $32,500, and its average grant was $31,195, across 4 grants on its 2024 IRS Form 990-PF.
Where does Donald Anderson Charitable Trust give grants?
Donald Anderson Charitable Trust gives mostly in New Mexico: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Roswell, NM (4 grants).
Does Donald Anderson Charitable Trust give general operating support?
Yes: 50% of Donald Anderson Charitable Trust's 2024 grants with a stated purpose (2 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Donald Anderson Charitable Trust?
Donald Anderson Charitable Trust reported $3.8M in total assets on its 2024 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $214K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Donald Anderson Charitable Trust's EIN?
Donald Anderson Charitable Trust's EIN (Employer Identification Number) is 36-7750534. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 18, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 27, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Donald Anderson Charitable Trust funds
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