Joseph R and Katherine Anderson
Joseph R and Katherine Anderson is a private foundation, based in Sunnyvale, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 3 grants totaling $250K. Net investment income was $178K.
Joseph R and Katherine Anderson at a glance
In short: Joseph R and Katherine Anderson gave $250K across 3 grants in 2024 (avg $83K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $250,000
- +11.1% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $83,333
- +11.1% vs 2023
- Median grant
- $115,000
- Total assets
- $4,609,046
- -1.9% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joseph R and Katherine Anderson funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Santa Clara University ($125K). Together the top 3 received $250K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $100–250K range: 9 grants of 12 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How Joseph R and Katherine Anderson gives
- Giving grew 25% from 2021 to 2024. Method
- In 2024 it paid out 81% 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 2020 to 2024, annual grant giving ranged from $200K (2021) to $300K (2020). In 2024 it made 3 grants totaling $250K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Santa Clara University Santa Clara, CA | Educational | $125,000 |
| Humane Society of Silicon Valley Milpitas, CA | Support for Animal Preservation | $115,000 |
| The Marine Mammal Center Sausalito, CA | Ocean Conservation | $10,000 |
Ready to take the next step with Joseph R and Katherine Anderson?
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 | $4,609,046 | $280,661 | $369,883 | $250,000 | 3 | $258,642 | $178,072 | $318,047 |
| 2023 | $4,696,358 | $304,739 | $314,089 | $225,000 | 3 | $225,000 | $200,285 | $288,529 |
| 2022 | $4,710,413 | $401,784 | $373,199 | $275,000 | 2 | $275,000 | $311,692 | $295,844 |
| 2021 | $4,679,799 | $468,795 | $296,474 | $200,000 | 2 | $200,000 | $370,230 | $320,196 |
| 2020 | $4,505,066 | $231,349 | $378,423 | $300,150 | 2 | — | $149,487 | $276,943 |
Under IRS private-foundation payout rules, Joseph R and Katherine Anderson reported a distributable amount of $318K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph R and Katherine Anderson is led by Elaine Mathews, Executive Director on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Elaine Mathews
Executive Director
On filings since 2020
10 hrs/week
No compensation reported
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.
Frequently asked questions about Joseph R and Katherine Anderson
How much does Joseph R and Katherine Anderson give each year?
Joseph R and Katherine Anderson gave $250K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $225K across 3 grants.
What is Joseph R and Katherine Anderson's typical grant size?
Joseph R and Katherine Anderson's median grant in 2024 was $115,000, and its average grant was $83,333, across 3 grants on its 2024 IRS Form 990-PF.
Where does Joseph R and Katherine Anderson give grants?
Joseph R and Katherine Anderson gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Joseph R and Katherine Anderson give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Joseph R and Katherine Anderson's 2024 IRS Form 990-PF were described as general or operating support.
How large is Joseph R and Katherine Anderson?
Joseph R and Katherine Anderson reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $259K in qualifying distributions that year, against a required minimum of $318K (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 Joseph R and Katherine Anderson's EIN?
Joseph R and Katherine Anderson's EIN (Employer Identification Number) is 35-2182745. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Joseph R and Katherine Anderson funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Joseph R and Katherine Anderson's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Arjay R and Frances F Miller
Woodside, CA
The foundation supports a broad range of charitable organizations, including arts, education, journalism, conservation, and public policy, with most 2025 funding going to California recipients. Grants ranged from $1,000 to $250,000, with a median of $15,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
41
Total Given
$1.3M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
AbbVie Foundation
North Chicago, IL
The AbbVie Foundation funds health equity, access to care, cancer care, community health, and related community-led programs through partnerships and employee initiatives. Its 2025 grants ranged from $8,000 to $15 million, with a median of $25,000; it supports work worldwide, with the largest share of recent grants going to Illinois. It makes grants only to preselected organizations and does not accept unsolicited requests.
Assets
$265.6M
Grants
65
Total Given
$47.1M
McKesson Foundation Inc
Dallas, TX
The McKesson Foundation funds cancer support and care, healthcare workforce pathways, and emergency response, with grants mainly supporting organizations in the United States and Canada. Its 2025 grants had a median of $100,000, though amounts ranged from $10,000 to about $2.47 million. Its filing says it does not accept unsolicited requests, while its application page describes an online application process with stated submission windows.
Assets
$1.6M
Grants
76
Total Given
$16.6M
Westridge Foundation
Wilmington, DE
Westridge Foundation funds research, education, health, community services, and arts and film organizations, with most 2024 grant dollars going to California and others mainly to New York. Its 2024 grants ranged from $1,000 to $750,000, with a median of $15,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$5.1M
Grants
41
Total Given
$2.3M
The Borch Foundation
Saratoga, CA
The Borch Foundation supports a varied range of charitable organizations, including universities, animal-welfare groups, and human-services providers. Its 2025 grants ranged from $300 to $1.3 million, with a median of $2,000, and went mainly to organizations in South Carolina and California. It does not limit giving to preselected organizations; no application form or deadline is specified.
Assets
$10.3M
Grants
42
Total Given
$2.4M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Joseph R and Katherine Anderson's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Joseph R and Katherine Anderson down — hundreds of funders to go?