Josephine Anderson Charitable Trust
The Josephine Anderson Charitable Trust is a private foundation based in Amarillo, Texas. It is a grantmaking entity; its 2025 filing states that it makes contributions only to preselected charitable organizations.
Josephine Anderson Charitable Trust at a glance
In short: Josephine Anderson Charitable Trust gave $372K across 1 grant in 2026 (avg $372K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $372,000
- +13.2% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $372,000
- +13.2% vs 2025
- Median grant
- $372,000
- Total assets
- $6,288,566
- +1.0% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to Josephine Anderson Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 1, Amarillo, TX 79105
Phone: (806) 378-8376
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Josephine Anderson Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 59 grants of 63 (94%).
Geographic Focus
Where this funder awards grants
All reported grant dollars in filing year 2026 went to a recipient in Texas.
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Josephine Anderson Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+6%). Method
- In 2026 it paid out 99% 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 2026, annual grant giving ranged from $311K (2022) to $372K (2026). In 2026 it made 1 grant totaling $372K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $372,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $6,288,566 | $508,645 | $447,142 | $372,000 | 1 | $372,000 | $434,253 | $374,183 |
| 2025 | $6,227,063 | $168,486 | $400,697 | $328,600 | 1 | $328,600 | $127,883 | $363,462 |
| 2024 | $6,459,274 | $278,587 | $412,557 | $343,500 | 1 | $343,500 | $210,820 | $334,858 |
| 2023 | $6,593,244 | $117,203 | $440,350 | $350,750 | 1 | $350,750 | $85,006 | $343,701 |
| 2022 | $6,916,391 | $751,602 | $394,147 | $311,000 | 59 | $371,128 | $728,583 | $390,659 |
| 2021 | $6,558,936 | $314,222 | $447,441 | $358,500 | 69 | — | $292,908 | $355,906 |
| 2020 | $6,692,155 | $460,401 | $448,567 | $365,000 | 75 | — | $434,911 | $350,731 |
Under IRS private-foundation payout rules, Josephine Anderson Charitable Trust reported a distributable amount of $374K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2026, the trust reported one grant totaling $372,000; that is the amount of its sole reported grant for the year. The recipient and purpose are listed as “an individual recipient - CONTRIBUTION PDF” and “an individual recipient SCHEDULE,” respectively. The 2025 filing reports $328,600 in grants, and the 2024 filing reports $343,500.
Leadership & Key People
Leadership team and compensation from IRS filings
Amarillo National Bank is listed as trustee on the 2026 filing.
Josephine Anderson Charitable Trust's only listed officer is Amarillo National Bank, Trustee on filings since 2020 (compensated).
Officers on the 2026 filing
Amarillo National Bank
Trustee
On filings since 2020
$68K (2020) → $69K (2026)
Former officers (1)
- Former: Amarillo National Bank Plaza ONE (2023–2024) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $69K, to Amarillo National Bank (Trustee).
Frequently asked questions about Josephine Anderson Charitable Trust
How much does Josephine Anderson Charitable Trust give each year?
Josephine Anderson Charitable Trust gave $372K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $329K across 1 grant.
How large is Josephine Anderson Charitable Trust?
Josephine Anderson Charitable Trust reported $6.3M in total assets on its 2026 IRS Form 990-PF. It paid out $372K in qualifying distributions that year, against a required minimum of $374K (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.
How do I apply for a grant from Josephine Anderson Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Josephine Anderson Charitable Trust make grants?
All reported grant dollars in filing year 2026 went to a recipient in Texas.
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 2020–2026.
Does Josephine Anderson Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 16, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 11, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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