The William B Anderson & Juliet J
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
Under IRS private-foundation payout rules, The William B Anderson & Juliet J reported a distributable amount of $353K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Luthern Social Services ($210,000), Ucan ($21,375), Chautauqua County Blind Association ($16,387).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY ROCHESTER, NY | TO SUPPORT WORK OF ORGANIZATION | $9,262 |
| AMERICAN RED CROSS BUFFALO, NY | TO SUPPORT WORK OF ORGANIZATION | $14,250 |
| CHAUTAUQUA COUNTY BLIND ASSOCIATION JAMESTOWN, NY | TO SUPPORT WORK OF ORGANIZATION | $16,387 |
| CHAUTAUQUA REGCOMMFOUND- FALCNR LIBR JAMESTOWN, NY | TO SUPPORT WORK OF ORGANIZATION | $10,913 |
| FIRST COVENANT CHURCH JAMESTOWN, NY | TO SUPPORT WORK OF ORGANIZATION | $10,688 |
| LUTHERN SOCIAL SERVICES JAMESTOWN, NY | TO SUPPORT WORK OF ORGANIZATION | $210,000 |
| SALVATION ARMY JAMESTOWN, NY | TO SUPPORT WORK OF ORGANIZATION | $7,125 |
| UCAN COCKEYSVILLE, MD | TO SUPPORT WORK OF ORGANIZATION | $21,375 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EDITH T BENSINK | TRUSTEE/MBR ADV | 5 | $14,428 |
| PATRICIA BERG | MBR ADV GRANT C | 5 | $1,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William B Anderson & Juliet J?
The William B Anderson & Juliet J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JAMESTOWN, NY. It holds $6.9M in total assets as of 2024.
How large is The William B Anderson & Juliet J?
As of 2024, The William B Anderson & Juliet J holds $6.9M in total assets with $390K in annual revenue. It awarded 8 grants totaling $300K in 2024.
Where does The William B Anderson & Juliet J operate?
The William B Anderson & Juliet J has awarded grants in Maryland, New York.
What size grants does The William B Anderson & Juliet J award?
In 2024, The William B Anderson & Juliet J awarded 8 grants totaling $300K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is The William B Anderson & Juliet J required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William B Anderson & Juliet J reported a distributable amount of $353K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The William B Anderson & Juliet J's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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