Robert C & Sadie G Anderson Foundation

Private foundation · Grantmaker Dallas, TX EIN: 56-6065233

Robert C & Sadie G Anderson Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 6 grants totaling $213K. Net investment income was $329K.

Key facts about Robert C & Sadie G Anderson Foundation

In short: Robert C & Sadie G Anderson Foundation gave $213K across 6 grants in 2025 (avg $36K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
56-6065233
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$213,000
Grants made (2025)
6
Average grant
$35,500
Median grant
$22,500
Total assets
$3,168,303
Primary geography
North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.2M

+2.8% YoY

Annual Giving

$213K

+6.5% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$36K

-11.3% YoY

Under IRS private-foundation payout rules, Robert C & Sadie G Anderson Foundation reported a distributable amount of $213K for 2025 — the minimum it must pay out in qualifying distributions.

How Robert C & Sadie G Anderson Foundation gives

  • Giving grew 64% from 2022 to 2025. Method
  • In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 6 itemized grants.

Cities

CharlotteMontreatRaleigh

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $130K (2020) to $213K (2025). In 2025 it made 6 grants totaling $213K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Montreat Conference Center: $87KMontreat Conference Center$87KBlack Mountain Presbyterian Church: $59KBlack Mountain PresbyterianChurch$59KPresbyterian Heritage Center: $30KPresbyterian Heritage Center$30KFirst Presbyterian Church USA: $15KFirst Presbyterian Church USA$15KQueens University of Charlotte: $15KQueens University of Charlotte$15KWilliam Peace University: $8KWilliam Peace University$8K

The largest 2025 recipient was Montreat Conference Center ($87K). Together the top 6 received $213K.

Grant Size Distribution

26 grants across all recorded years

20<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 26 (77%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Montreat Conference Center Montreat, NCUnrestricted General$86,500
Black Mountain Presbyterian Church Black Mountain, NCUnrestricted General$59,000
Presbyterian Heritage Center Montreat, NCUnrestricted General$30,000
First Presbyterian Church USA Charlotte, NCUnrestricted General$15,000
Queens University of Charlotte Charlotte, NCUnrestricted General$15,000
William Peace University Raleigh, NCUnrestricted General$7,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,168,303$3,080,980$3,100,122
Revenue$364,565$237,486$52,441
Expenses$277,687$256,684$178,855
Qualifying Distributions$235,647$221,269$148,805
Net Investment Income$328,580$204,459$55,852
Distributable Amount$213,047$201,584$180,747

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)

Leadership & Key People

Officers and directors from IRS filings

Robert C & Sadie G Anderson Foundation's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $50K (2021) → $55K (2025)

Former officers (1)
  • Former: Bank Of America N A (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $55KBank of AmericaTrustee$55K

The highest reported compensation on the 2025 filing was $55K, to Bank of America (Trustee).

Frequently asked questions about Robert C & Sadie G Anderson Foundation

How much does Robert C & Sadie G Anderson Foundation give each year?

Robert C & Sadie G Anderson Foundation gave $213K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 5 grants.

What is Robert C & Sadie G Anderson Foundation's typical grant size?

Robert C & Sadie G Anderson Foundation's median grant in 2025 was $22,500, and its average grant was $35,500, across 6 grants on its 2025 IRS Form 990-PF.

Where does Robert C & Sadie G Anderson Foundation give grants?

Robert C & Sadie G Anderson Foundation gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Montreat, NC (2 grants) and Charlotte, NC (2 grants).

Does Robert C & Sadie G Anderson Foundation give general operating support?

Yes: 100% of Robert C & Sadie G Anderson Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Robert C & Sadie G Anderson Foundation's largest grantees?

Robert C & Sadie G Anderson Foundation's largest 2025 grantees include Montreat Conference Center ($86,500), Black Mountain Presbyterian Church ($59,000) and Presbyterian Heritage Center ($30,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.

How large is Robert C & Sadie G Anderson Foundation?

Robert C & Sadie G Anderson Foundation reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $236K in qualifying distributions that year, against a required minimum of $213K (roughly 5% of its investment assets).

What is Robert C & Sadie G Anderson Foundation's EIN?

Robert C & Sadie G Anderson Foundation's EIN (Employer Identification Number) is 56-6065233. IRS Form 990 filing data is available on this page for 2020–2025.

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

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