Josephine Anderson Charitable Trust
The Josephine Anderson Charitable Trust is an independent private foundation based in Amarillo, Texas, established in 1976. The trust makes grants to qualified nonprofit organizations, with a focus on supporting arts, culture, education, community development, and social services within the Texas Panhandle region.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.2M
-3.6% YoY
Annual Giving
$329K
-4.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$329K
-4.3% YoY
Under IRS private-foundation payout rules, Josephine Anderson Charitable Trust reported a distributable amount of $363K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a published mission statement. However, its funding priorities include:
- Social & Human Services (33% of giving)
- Arts & Culture (approximately 25% of giving)
- Education (12% of giving)
- Community Development
The foundation also supports healthcare, Christian agencies and churches, and programs serving children and youth.
Grantmaking
Josephine Anderson Charitable Trust
Grant Range
$10,000
Review Cycle
- Gifts and grants are made exclusively to 501(c)(3) organizations
How to Apply
**
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Geographic Focus
Where this funder awards grants
100% of grants remain in Texas, specifically serving the Texas Panhandle area.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $6,593,244
- Total Annual Giving: $311,000
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,227,063 | $6,459,274 | $6,593,244 |
| Revenue | $168,486 | $278,587 | $117,203 |
| Expenses | $400,697 | $412,557 | $440,350 |
| Qualifying Distributions | $328,600 | $343,500 | $350,750 |
| Net Investment Income | $127,883 | $210,820 | $85,006 |
| Distributable Amount | $363,462 | $334,858 | $343,701 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
103 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include See Attached - Contribution Pdf ($328,600).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED - CONTRIBUTION PDF AMARILLO, TX | SEE ATTACHED SCHEDULE | $328,600 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Donor: Josephine Anderson
- Trustee Manager: Ima dell Carter
- Trust Officer: Jacque Branch (VP Trust Officer)
- Trustee Bank: Amarillo National Bank
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Recent News & Activity
Recent developments and announcements
No recent grant announcements or news items were found in the available sources.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Josephine Anderson Charitable Trust fund?
The foundation does not maintain a published mission statement. However, its funding priorities include: • **Social & Human Services** (33% of giving) • **Arts & Culture** (approximately 25% of giving) • **Education** (12% of giving) • **Community Development** The foundation also supports healthcare, Christian agencies and churches, and programs serving children and youth.
How do I apply for a grant from Josephine Anderson Charitable Trust?
**Grant Characteristics:** • Typical grant size: $10,000 • Recent grants include: $10,000 to Golden Spread Council, $10,000 to Lone Star Ballet, and $10,000 to Bridge **Application Process:** • Applicants must submit a detailed description of the project and the amount of funding requested • No application deadlines • Gifts and grants are made exclusively to 501(c)(3) organizations • No grants are made to individuals **Application Address:** Josephine Anderson Charitable Trust Plaza One – PO Bo…
Where does Josephine Anderson Charitable Trust make grants?
100% of grants remain in Texas, specifically serving the Texas Panhandle area.
What size grants does Josephine Anderson Charitable Trust award?
In 2025, Josephine Anderson Charitable Trust awarded 1 grants totaling $329K — an average of about $329K per grant, based on its IRS Form 990 filings.
How much is Josephine Anderson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Josephine Anderson Charitable Trust reported a distributable amount of $363K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine Anderson Charitable Trust's EIN?
Josephine Anderson Charitable Trust's EIN (Employer Identification Number) is 75-1469596. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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