The William B Anderson & Juliet J

JAMESTOWN, NY EIN: 81-6117173

The William B Anderson & Juliet J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 8 grants totaling $300K. Net investment income was $313K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.9M

+0.2% YoY

Annual Giving

$300K

-21.1% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$38K

-21.1% YoY

About The William B Anderson & Juliet J

Based on IRS filings

The William B Anderson & Juliet J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 8 grants totaling $300K. Net investment income was $313K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BuffaloCockeysvilleJamestownRochester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$244K$489K$733K$978K20202021202220232024
Metric202420232022
Total Assets$6,883,438$6,872,423$7,156,553
Revenue$390,408$182,433$132,212
Expenses$380,330$463,008$564,679
Qualifying Distributions$303,315$382,887$483,011
Net Investment Income$313,393$136,073$81,263
Distributable Amount$353,134$341,602$365,003

Giving Over Time

Total grant dollars and number of grants per year

$0$120K$240K$360K$480K8 grants20208 grants20218 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

LUTHERN SOCIAL SERVICES$210KUCAN$21KCHAUTAUQUA COUNTY BLIND …$16KAMERICAN RED CROSS$14KCHAUTAUQUA REGCOMMFOUND-…$11KFIRST COVENANT CHURCH$11KAMERICAN CANCER SOCIETY$9KSALVATION ARMY$7K

Grant Size Distribution

40 grants across all recorded years

35<$50K$50–100K2$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

EDITH T BENSINKTRUSTEE/MBR ADV$14KPATRICIA BERGMBR ADV GRANT C$2K

From 2024 filing

NameTitleHoursCompensation
EDITH T BENSINKTRUSTEE/MBR ADV5$14,428
PATRICIA BERGMBR ADV GRANT C5$1,500

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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