The Joel R Anderson Family Foundation
The Joel R Anderson Family Foundation is a private foundation based in Florence, Alabama. Its 2025 filing lists grants to charitable organizations, including organizations serving the Shoals area and a university foundation in Florida.
Key facts about The Joel R Anderson Family Foundation
In short: The Joel R Anderson Family Foundation gave $538K across 26 grants in 2025 (avg $21K), mostly in Alabama. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 63-1133060
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $537,700
- Grants made (2025)
- 26
- Average grant
- $20,681
- Median grant
- $10,000
- New grantees (estimate)
- 38% first-time grantees (10 of 26, 2025)
- Total assets
- $4,855,323
- Primary geography
- Alabama (71% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.9M
+43.7% YoY
Annual Giving
$538K
-18.4% YoY
Grant Count
26
-13.3% YoY
Avg Grant Size
$21K
-5.9% YoY
Under IRS private-foundation payout rules, The Joel R Anderson Family Foundation reported a distributable amount of $555K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Joel R Anderson Family Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 10 of 26 grantees (38%) were first-time recipients. First grants averaged $20K; repeat grants $21K. How we count
Medians: $5K first-time, $20K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2025 grants went to organizations whose work, as described by those organizations, includes education and university-related activities, community support, arts and music education, services addressing poverty, and healthcare.
For example, the University of South Florida Foundation says it supports the university’s charitable and educational activities, research, and learning. United Way of Northwest Alabama describes its mission as improving lives by mobilizing community support. Shoals Symphony Orchestra says it presents concerts and educational programs to enhance the cultural life of the Shoals area. Shoals Community Clinic says it provides healthcare to working people near or below the poverty level who lack health insurance.
Grantmaking
The foundation reported 26 grants totaling $537,700 in 2025. Individual grants ranged from $1,000 to $150,000, with a median of $10,000. The largest listed grants were $150,000 to University of South Florida Foundation, $66,000 to UNA Foundation, $44,000 to Bear Creek Collaborative, $33,000 to United Way of Northwest Alabama, and $30,000 each to Shoals Court Appointed Special Advocates (CASA) and Shoals Symphony Orchestra. Each was recorded with the purpose “Benevolent Donation.”
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Joel R Anderson Family Foundation?
Geographic Focus
Where this funder awards grants
In 2025, 71% of grant dollars went to recipients in Alabama, 28% to recipients in Florida, 1% to recipients in Massachusetts, and less than 1% to recipients in Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $182K (2019) to $659K (2024). In 2025 it made 26 grants totaling $538K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of South Florida Foundation ($150K). Together the top 10 received $445K.
Grant Size Distribution
130 grants across all recorded years
The most common grant size was under $50K: 118 grants of 130 (91%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of South Florida Foundation Tampa, FL | Benevolent Donation | $150,000 |
| Una Foundation Florence, AL | Benevolent Donation | $66,000 |
| Bear Creek Collaborative Florence, AL | Benevolent Donation | $44,000 |
| United Way of Northwest Alabama Florence, AL | Benevolent Donation | $33,000 |
| Shoals Court Appointed Special Advocates (CASA) Sheffield, AL | Benevolent Donation | $30,000 |
| Shoals Symphony Orchestra Florence, AL | Benevolent Donation | $30,000 |
| Shoals Dream Center Florence, AL | Benevolent Donation | $27,000 |
| Caring Place Florence, AL | Benevolent Donation | $25,000 |
| William Porter Foundation Florence, AL | Benevolent Donation | $25,000 |
| Shoals Community Clinic Florence, AL | Benevolent Donation | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Grant count |
|---|---|---|
| 2025 | $537,700 | 26 |
| 2024 | $659,318 | 30 |
| 2023 | $449,600 | 25 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,855,323 | $3,377,845 | $2,406,088 |
| Revenue | $2,058,602 | $1,647,731 | $363,113 |
| Expenses | $581,124 | $675,974 | $456,956 |
| Qualifying Distributions | $537,700 | $659,318 | $449,600 |
| Net Investment Income | $2,299,566 | $1,847,407 | $413,924 |
| Distributable Amount | $555,481 | $517,698 | $659,077 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Joel R Anderson II, Kristen L Anderson, and Ashley Anderson as directors.
The Joel R Anderson Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ashley Anderson
Director
On filings since 2019
No compensation reported
Joel R. Anderson II
Director
On filings since 2019
No compensation reported
Kristen L. Anderson
Director
On filings since 2021
No compensation reported
Former officers (1)
- Former: Carmen Anderson (2019–2020) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 202 North Court Street, Florence, AL 35630
Phone: (256) 767-0740
Frequently asked questions about The Joel R Anderson Family Foundation
How much does The Joel R Anderson Family Foundation give each year?
The Joel R Anderson Family Foundation gave $538K across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $659K across 30 grants.
What is The Joel R Anderson Family Foundation's typical grant size?
The Joel R Anderson Family Foundation's median grant in 2025 was $10,000, and its average grant was $20,681, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Joel R Anderson Family Foundation that year got $20K on average.
Where does The Joel R Anderson Family Foundation give grants?
The Joel R Anderson Family Foundation gives mostly in Alabama: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (28%). The most frequent recipient cities were Florence, AL (18 grants).
Does The Joel R Anderson Family Foundation give general operating support?
Not in 2025: none of the 26 grants with a stated purpose on The Joel R Anderson Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Benevolent Donation" (26 grants).
Who are The Joel R Anderson Family Foundation's largest grantees?
The Joel R Anderson Family Foundation's largest 2025 grantees include University of South Florida Foundation ($150,000), Una Foundation ($66,000) and Bear Creek Collaborative ($44,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.
How large is The Joel R Anderson Family Foundation?
The Joel R Anderson Family Foundation reported $4.9M in total assets on its 2025 IRS Form 990-PF. It paid out $538K in qualifying distributions that year, against a required minimum of $555K (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.
What does The Joel R Anderson Family Foundation fund?
The foundation’s own mission is not stated in the available information. See mission & focus areas ↑
How do I apply for a grant from The Joel R Anderson Family Foundation?
The foundation 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 ↑
What is The Joel R Anderson Family Foundation's EIN?
The Joel R Anderson Family Foundation's EIN (Employer Identification Number) is 63-1133060. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Joel R Anderson Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Joel R Anderson Family Foundation by hand.
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