Duncan & Sophie Anderson Foundation - Trust B

DALLAS, TX EIN: 23-7375867

Duncan & Sophie Anderson Foundation - Trust B is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $141K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $12K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$141K

+3.0% YoY

Annual Giving

$7K

+29.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$7K

+29.6% YoY

Under IRS private-foundation payout rules, Duncan & Sophie Anderson Foundation - Trust B reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

About Duncan & Sophie Anderson Foundation - Trust B

Based on IRS filings

Duncan & Sophie Anderson Foundation - Trust B is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $141K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $12K.

Ready to take the next step with Duncan & Sophie Anderson Foundation - Trust B?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Tacoma

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8K$17K$25K$33K202020212022202320242025
Metric202520242023
Total Assets$140,578$136,453$137,730
Revenue$13,134$5,400$-2,565
Expenses$9,349$7,464$10,208
Qualifying Distributions$8,052$6,334$8,040
Net Investment Income$11,795$3,484$1,775
Distributable Amount$8,034$7,376$7,109

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$10K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

MASONIC RETIREMENT CENTER$7K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Masonic Retirement Center ($7,374).

RecipientPurposeAmount
MASONIC RETIREMENT CENTER TACOMA, WASUPPORT FOR NURSING HOME$7,374

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$833

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$833

Frequently Asked Questions

How large is Duncan & Sophie Anderson Foundation - Trust B?

As of 2025, Duncan & Sophie Anderson Foundation - Trust B holds $141K in total assets with $13K in annual revenue. It awarded 1 grants totaling $7K in 2025.

Where does Duncan & Sophie Anderson Foundation - Trust B operate?

Duncan & Sophie Anderson Foundation - Trust B has awarded grants in Washington.

What size grants does Duncan & Sophie Anderson Foundation - Trust B award?

In 2025, Duncan & Sophie Anderson Foundation - Trust B awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Duncan & Sophie Anderson Foundation - Trust B required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Duncan & Sophie Anderson Foundation - Trust B reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Duncan & Sophie Anderson Foundation - Trust B's EIN?

Duncan & Sophie Anderson Foundation - Trust B's EIN (Employer Identification Number) is 23-7375867. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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