Walter Elaine Anderson Charitable Trust
Walter Elaine Anderson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $525K in total assets. In 2024, it awarded 9 grants totaling $38K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$525K
-1.9% YoY
Annual Giving
$38K
+4.7% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$4K
+4.7% YoY
Under IRS private-foundation payout rules, Walter Elaine Anderson Charitable Trust reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.
About Walter Elaine Anderson Charitable Trust
Based on IRS filings
Walter Elaine Anderson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $525K in total assets. In 2024, it awarded 9 grants totaling $38K. Net investment income was $28K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $524,664 | $534,793 | $565,459 |
| Revenue | $37,303 | $15,159 | $31,203 |
| Expenses | $49,101 | $46,780 | $49,975 |
| Qualifying Distributions | $39,182 | $37,433 | $40,845 |
| Net Investment Income | $27,555 | $12,312 | $22,364 |
| Distributable Amount | $37,893 | $34,743 | $35,722 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Msu Billings Foundation ($7,549), The Montana Community Foundation ($7,549), Dewit Rite Care Speech and Language ($3,774).
| Recipient | Purpose | Amount |
|---|---|---|
| LEWIS CLARK HUMANE SOCIETY Helena, MT | GENERAL OPERATIONS | $1,887 |
| RANGE RIDERS Miles City, MT | GENERAL OPERATIONS | $1,887 |
| DEWIT RITE CARE SPEECH AND LANGUAGE Missoula, MT | GENERAL OPERATIONS | $3,774 |
| SCOTTISH RITE CLINIC Billings, MT | GENERAL OPERATIONS | $3,774 |
| GREAT FALLS SCOTTISH RITE CLINIC Great Falls, MT | GENERAL OPERATIONS | $3,774 |
| UNIVERSITY OF MONTANA FOUNDATION Missoula, MT | EDUCATION SCHOLARSHIPS | $3,774 |
| MSU BILLINGS FOUNDATION Billings, MT | EDUCATION SCHOLARSHIPS | $7,549 |
| THE MONTANA COMMUNITY FOUNDATION Helena, MT | COMMUNITY SUPPORT | $7,549 |
| FIRST PRESBYTERIAN CHURCH OF HELENA Helena, MT | GENERAL OPERATIONS | $3,774 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY HOOVER | TRUSTEE | 1 | $3,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Walter Elaine Anderson Charitable Trust?
Walter Elaine Anderson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. It holds $525K in total assets as of 2024.
How large is Walter Elaine Anderson Charitable Trust?
As of 2024, Walter Elaine Anderson Charitable Trust holds $525K in total assets with $37K in annual revenue. It awarded 9 grants totaling $38K in 2024.
Where does Walter Elaine Anderson Charitable Trust operate?
Walter Elaine Anderson Charitable Trust has awarded grants in Montana.
What size grants does Walter Elaine Anderson Charitable Trust award?
In 2024, Walter Elaine Anderson Charitable Trust awarded 9 grants totaling $38K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Walter Elaine Anderson Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter Elaine Anderson Charitable Trust reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walter Elaine Anderson Charitable Trust's EIN?
Walter Elaine Anderson Charitable Trust's EIN (Employer Identification Number) is 26-6240067. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Walter Elaine Anderson Charitable Trust'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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