The William B Anderson & Juliet J
The William B Anderson & Juliet J is a private foundation, based in Jamestown, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 8 grants totaling $290K. Net investment income was $253K.
The William B Anderson & Juliet J at a glance
In short: The William B Anderson & Juliet J gave $290K across 8 grants in 2025 (avg $36K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $290,000
- -3.3% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $36,250
- -3.3% vs 2024
- Median grant
- $14,373
- Total assets
- $6,841,954
- -0.6% vs 2024
- Primary geography
- New York (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The William B Anderson & Juliet J funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Luthern Social Services ($200K). Together the top 8 received $290K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 35 grants of 40 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How The William B Anderson & Juliet J gives
- Giving fell 40% from 2022 to 2025. Method
- In 2025 it paid out 80% 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 2019 to 2025, annual grant giving ranged from $290K (2025) to $480K (2022). In 2025 it made 8 grants totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Luthern Social Services Jamestown, NY | To Support Work of Organization | $199,500 |
| Ucan Cockeysville, MD | To Support Work of Organization | $21,776 |
| American Red Cross Buffalo, NY | To Support Work of Organization | $17,421 |
| Chautauqua County Blind Association Jamestown, NY | To Support Work of Organization | $17,421 |
| American Cancer Society Rochester, NY | To Support Work of Organization | $11,324 |
| First Covenant Church Jamestown, NY | To Support Work of Organization | $8,914 |
| Salvation Army Jamestown, NY | To Support Work of Organization | $8,711 |
| Chautauqua Regcommfound- Falcnr Libr Jamestown, NY | To Support Work of Organization | $4,933 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,841,954 | $334,817 | $375,401 | $290,000 | 8 | $293,274 | $252,690 | $368,189 |
| 2024 | $6,883,438 | $390,408 | $380,330 | $300,000 | 8 | $303,315 | $313,393 | $353,134 |
| 2023 | $6,872,423 | $182,433 | $463,008 | $380,000 | 8 | $382,887 | $136,073 | $341,602 |
| 2022 | $7,156,553 | $132,212 | $564,679 | $480,000 | 8 | $483,011 | $81,263 | $365,003 |
| 2021 | $7,582,660 | $689,755 | $502,633 | $400,000 | 8 | $402,710 | $589,832 | $428,294 |
| 2020 | $7,391,610 | $888,928 | $448,268 | $350,000 | 8 | — | $792,968 | $378,520 |
| 2019 | $7,032,029 | $386,723 | $434,064 | $340,000 | 8 | — | $295,769 | $371,774 |
Under IRS private-foundation payout rules, The William B Anderson & Juliet J reported a distributable amount of $368K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The William B Anderson & Juliet J's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Edith T. Bensink
Trustee & Member Advisor
On filings since 2019
5 hrs/week
$12K (2019) → $14K (2025)
Patricia Berg
Member Adv Grant C
On filings since 2019
5 hrs/week
$1K (2019) → $2K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to Edith T Bensink (Trustee/MBR ADV). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The William B Anderson & Juliet J
How much does The William B Anderson & Juliet J give each year?
The William B Anderson & Juliet J gave $290K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $300K across 8 grants.
What is The William B Anderson & Juliet J's typical grant size?
The William B Anderson & Juliet J's median grant in 2025 was $14,373, and its average grant was $36,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does The William B Anderson & Juliet J give grants?
The William B Anderson & Juliet J gives mostly in New York: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (8%). The most frequent recipient cities were Jamestown, NY (5 grants).
Does The William B Anderson & Juliet J give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on The William B Anderson & Juliet J's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Work of Organization" (8 grants).
Who are The William B Anderson & Juliet J's largest grantees?
The William B Anderson & Juliet J's largest 2025 grantees include Luthern Social Services ($199,500), Ucan ($21,776) and American Red Cross ($17,421), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.
How large is The William B Anderson & Juliet J?
The William B Anderson & Juliet J reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $293K in qualifying distributions that year, against a required minimum of $368K (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 is The William B Anderson & Juliet J's EIN?
The William B Anderson & Juliet J's EIN (Employer Identification Number) is 81-6117173. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
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