Walter Elaine Anderson Charitable Trust
Walter Elaine Anderson Charitable Trust is a private foundation, based in Helena, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $511K in total assets. In 2025, it awarded 9 grants totaling $38K. Net investment income was $25K.
Walter Elaine Anderson Charitable Trust at a glance
In short: Walter Elaine Anderson Charitable Trust gave $38K across 9 grants in 2025 (avg $4K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $37,893
- +0.4% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $4,210
- +0.4% vs 2024
- Median grant
- $3,789
- Total assets
- $511,201
- -2.6% vs 2024
- Primary geography
- Montana (100% 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 Walter Elaine Anderson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was MSU Billings Foundation ($8K). Together the top 9 received $38K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Walter Elaine Anderson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). 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 $36K (2021) to $39K (2022). In 2025 it made 9 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MSU Billings Foundation Billings, MT | Education Scholarships | $7,579 |
| The Montana Community Foundation Helena, MT | Community Support | $7,579 |
| Dewit Rite Care Speech and Language Missoula, MT | General Operations | $3,789 |
| Scottish Rite Clinic Billings, MT | General Operations | $3,789 |
| Great Falls Scottish Rite Clinic Great Falls, MT | General Operations | $3,789 |
| University of Montana Foundation Missoula, MT | Education Scholarships | $3,789 |
| First Presbyterian Church of Helena Helena, MT | General Operations | $3,789 |
| Lewis and Clark Humane Society Helena, MT | General Operations | $1,895 |
| Range Riders Museum Miles City, MT | General Operations | $1,895 |
Ready to take the next step with Walter Elaine Anderson Charitable Trust?
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 | $511,201 | $34,608 | $49,499 | $37,893 | 9 | $39,343 | $24,835 | $39,321 |
| 2024 | $524,664 | $37,303 | $49,101 | $37,742 | 9 | $39,182 | $27,555 | $37,893 |
| 2023 | $534,793 | $15,159 | $46,780 | $36,033 | 9 | $37,433 | $12,312 | $34,743 |
| 2022 | $565,459 | $31,203 | $49,975 | $39,480 | 9 | $40,845 | $22,364 | $35,722 |
| 2021 | $596,991 | $30,763 | $49,546 | $35,631 | 9 | $37,101 | $20,933 | $39,478 |
| 2020 | $615,774 | $42,872 | $47,666 | $36,411 | 9 | — | $34,009 | $34,624 |
| 2019 | $635,386 | $32,999 | $45,851 | $35,771 | 9 | — | $25,847 | $35,894 |
Under IRS private-foundation payout rules, Walter Elaine Anderson Charitable Trust reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walter Elaine Anderson Charitable Trust is led by Jerry Hoover, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Jerry Hoover
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $3K (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 $3K, to Jerry Hoover (Trustee).
Frequently asked questions about Walter Elaine Anderson Charitable Trust
How much does Walter Elaine Anderson Charitable Trust give each year?
Walter Elaine Anderson Charitable Trust gave $38K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 9 grants.
What is Walter Elaine Anderson Charitable Trust's typical grant size?
Walter Elaine Anderson Charitable Trust's median grant in 2025 was $3,789, and its average grant was $4,210, across 9 grants on its 2025 IRS Form 990-PF.
Where does Walter Elaine Anderson Charitable Trust give grants?
Walter Elaine Anderson Charitable Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Helena, MT (3 grants), Billings, MT (2 grants) and Missoula, MT (2 grants).
Does Walter Elaine Anderson Charitable Trust give general operating support?
Yes: 67% of Walter Elaine Anderson Charitable Trust's 2025 grants with a stated purpose (6 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Walter Elaine Anderson Charitable Trust's largest grantees?
Walter Elaine Anderson Charitable Trust's largest 2025 grantees include MSU Billings Foundation ($7,579), The Montana Community Foundation ($7,579) and Dewit Rite Care Speech and Language ($3,789), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Walter Elaine Anderson Charitable Trust?
Walter Elaine Anderson Charitable Trust reported $511K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 27, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Walter Elaine Anderson Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Montana Shares Inc
Helena, MT
A partnership of nonprofit groups devoted to improving the quality of life throughout Montana.
Assets
—
Grants
0
Total Given
$57K
Humanities Montana
Missoula, MT
Humanities Montana serves communities through stories and conversation. We offer experiences that nurture imagination and ideas by speaking to Montanans diverse history, literature, and philosophy.
Assets
$425K
Grants
12
Total Given
$150K
Sands Memorial Foundation Inc
Havre, MT
The foundation funds animal welfare organizations, with support including shelters, rescue, humane care, and spay/neuter work; its 2025 grants went to Montana organizations. Grants ranged from $1,000 to $16,000, with a median of $6,000. It accepts applications by letter and does not limit giving to preselected organizations; applicants must provide proof of tax-exempt status.
Assets
$3.6M
Grants
17
Total Given
$116K
Nibs and Edna Allen Foundation
Miles City, MT
The foundation supports charitable, literary, scientific, and educational organizations, with preference for work in Miles City, Custer County, and Southeastern Montana. Its 2025 grants ranged from $500 to $26,000, with a median of $5,000. It accepts requests from eligible 501(c)(3) nonprofits by online or mail application.
Assets
$2.2M
Grants
23
Total Given
$144K
First Interstate BancSystem Foundation
Billings, MT
The First Interstate BancSystem Foundation funds poverty reduction, youth development, financial education, and community development, as well as civic, arts, education, health, human services, and sustainability efforts in communities served by First Interstate Bank across 10 states. Its 2025 grants had a median award of $2,500, though amounts varied widely; the stated minimum grant is $2,500. Organizations can submit grant requests online, which are traditionally reviewed monthly, but grants must be recommended by a local First Interstate branch.
Assets
$19.2M
Grants
767
Total Given
$5.0M
Humane World for Animals Inc
Washington, DC
Humane World for Animals funds animal welfare work, including crisis care, shelter and rescue support, veterinary and spay/neuter services, and efforts to prevent cruelty; its work spans the United States and more than 50 countries. In 2025, grants ranged from $5,000 to $17.5 million, with a median of about $77,000. The profile does not state whether it accepts unsolicited requests.
Assets
$543.2M
Grants
209
Total Given
$51.2M
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Walter Elaine Anderson Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Walter Elaine Anderson Charitable Trust down — hundreds of funders to go?