Robert C & Sadie G Anderson Foundation

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 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 5 grants totaling $200K. Net investment income was $204K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

-0.6% YoY

Annual Giving

$200K

+53.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

+53.8% YoY

Under IRS private-foundation payout rules, Robert C & Sadie G Anderson Foundation reported a distributable amount of $202K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert C & Sadie G Anderson Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $730K (100%)

States

North Carolina

Cities

CharlotteMontreatRaleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,080,980	$3,100,122	$3,226,989
Revenue	$237,486	$52,441	$303,890
Expenses	$256,684	$178,855	$183,496
Qualifying Distributions	$221,269	$148,805	$149,084
Net Investment Income	$204,459	$55,852	$274,340
Distributable Amount	$201,584	$180,747	$179,040

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mountain Retreat Association ($132,500), Presbyterian Heritage Center ($30,000), Queens University of Charlotte ($17,500).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH USA CHARLOTTE, NC	UNRESTRICTED GENERAL	$15,000
WILLIAM PEACE UNIVERSITY RALEIGH, NC	UNRESTRICTED GENERAL	$5,000
QUEENS UNIVERSITY OF CHARLOTTE CHARLOTTE, NC	UNRESTRICTED GENERAL	$17,500
MOUNTAIN RETREAT ASSOCIATION MONTREAT, NC	UNRESTRICTED GENERAL	$132,500
PRESBYTERIAN HERITAGE CENTER MONTREAT, NC	UNRESTRICTED GENERAL	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$51,922

Frequently Asked Questions

How large is Robert C & Sadie G Anderson Foundation?

As of 2024, Robert C & Sadie G Anderson Foundation holds $3.1M in total assets with $237K in annual revenue. It awarded 5 grants totaling $200K in 2024.

Where does Robert C & Sadie G Anderson Foundation operate?

Robert C & Sadie G Anderson Foundation has awarded grants in North Carolina.

What size grants does Robert C & Sadie G Anderson Foundation award?

In 2024, Robert C & Sadie G Anderson Foundation awarded 5 grants totaling $200K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Robert C & Sadie G Anderson Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert C & Sadie G Anderson Foundation reported a distributable amount of $202K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.