Sophie L Anderson Foundation - Trust B Fbo

DALLAS, TX EIN: 23-7375868

Sophie L Anderson Foundation - Trust B Fbo is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $860K in total assets. In 2025, it awarded 1 grants totaling $43K. Net investment income was $68K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$860K

+2.5% YoY

Annual Giving

$43K

+30.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$43K

+30.9% YoY

Under IRS private-foundation payout rules, Sophie L Anderson Foundation - Trust B Fbo reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.

About Sophie L Anderson Foundation - Trust B Fbo

Based on IRS filings

Sophie L Anderson Foundation - Trust B Fbo is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $860K in total assets. In 2025, it awarded 1 grants totaling $43K. Net investment income was $68K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Tacoma

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$53K$105K$158K$210K202020212022202320242025
Metric202520242023
Total Assets$859,849$838,808$849,250
Revenue$79,771$32,932$-17,984
Expenses$60,580$48,263$64,711
Qualifying Distributions$49,435$38,664$48,572
Net Investment Income$68,331$18,327$8,231
Distributable Amount$48,873$44,996$43,467

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

MASONIC RETIREMENT CENTE…$43K

Grant Size Distribution

5 grants across all recorded years

3<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Masonic Retirement Center of Washington ($43,240).

RecipientPurposeAmount
MASONIC RETIREMENT CENTER OF WASHINGTON TACOMA, WAUNRESTRICTED GENERAL$43,240

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$14K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$14,174

Frequently Asked Questions

How large is Sophie L Anderson Foundation - Trust B Fbo?

As of 2025, Sophie L Anderson Foundation - Trust B Fbo holds $860K in total assets with $80K in annual revenue. It awarded 1 grants totaling $43K in 2025.

Where does Sophie L Anderson Foundation - Trust B Fbo operate?

Sophie L Anderson Foundation - Trust B Fbo has awarded grants in Washington.

What size grants does Sophie L Anderson Foundation - Trust B Fbo award?

In 2025, Sophie L Anderson Foundation - Trust B Fbo awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Sophie L Anderson Foundation - Trust B Fbo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Sophie L Anderson Foundation - Trust B Fbo reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sophie L Anderson Foundation - Trust B Fbo's EIN?

Sophie L Anderson Foundation - Trust B Fbo's EIN (Employer Identification Number) is 23-7375868. IRS Form 990 filing data is available on this page for 2020–2025.

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

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