Walter Elaine Anderson Charitable Trust

HELENA, MT EIN: 26-6240067

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BillingsGreat FallsHelenaMiles CityMissoula

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$27K$41K$55K20202021202220232024
Metric202420232022
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

$0$10K$20K$30K$39K9 grants20209 grants20219 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

MSU BILLINGS FOUNDATION$8KTHE MONTANA COMMUNITY FO…$8KDEWIT RITE CARE SPEECH A…$4KSCOTTISH RITE CLINIC$4KGREAT FALLS SCOTTISH RIT…$4KUNIVERSITY OF MONTANA FO…$4KFIRST PRESBYTERIAN CHURC…$4KLEWIS CLARK HUMANE SOCIETY$2KRANGE RIDERS$2K

Grant Size Distribution

45 grants across all recorded years

45<$50K$50–100K$100–250K$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

JERRY HOOVERTRUSTEE$3K

From 2024 filing

NameTitleHoursCompensation
JERRY HOOVERTRUSTEE1$3,000

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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