Wilna Jean Anderson Trust
Wilna Jean Anderson Trust is a private foundation, based in Minneapolis, MN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $573K in total assets. In 2025, it awarded 4 grants totaling $29K. Net investment income was $26K.
Wilna Jean Anderson Trust at a glance
In short: Wilna Jean Anderson Trust gave $29K across 4 grants in 2025 (avg $7K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,580
- Grants made (2025)
- 4
- Average grant
- $7,145
- Median grant
- $7,145
- Total assets
- $572,824
- Primary geography
- Oregon (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Wilna Jean Anderson Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Portland State University ($7K). Together the top 4 received $29K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Wilna Jean Anderson Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $27K (2022) to $35K (2021). In 2025 it made 4 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Portland State University Portland, OR | General | $7,145 |
| Billy Graham Evangelistic Association Planned Giving Administration Charlotte, NC | General | $7,145 |
| Multnomah County Library Portland, OR | General | $7,145 |
| Oregon Humane Society Portland, OR | General | $7,145 |
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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 | $572,824 | $37,846 | $42,256 | $28,580 | 4 | $29,156 | $25,774 | $29,519 |
| 2022 | $595,974 | $39,995 | $73,472 | $27,172 | 4 | $32,946 | $8,616 | $27,551 |
| 2021 | $639,595 | $118,166 | $44,664 | $34,816 | 4 | $44,482 | $107,798 | $31,573 |
Under IRS private-foundation payout rules, Wilna Jean Anderson Trust reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wilna Jean Anderson Trust's only listed officer is Ameriprise Bank FSB, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Ameriprise Bank FSB
Trustee
On filings since 2022
$5K (2022) → $5K (2025)
Former officers (1)
- Former: Ameriprise Trust Company (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $5K, to Ameriprise Bank FSB (Trustee).
Frequently asked questions about Wilna Jean Anderson Trust
How much does Wilna Jean Anderson Trust give each year?
Wilna Jean Anderson Trust gave $29K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Wilna Jean Anderson Trust's typical grant size?
Wilna Jean Anderson Trust's median grant in 2025 was $7,145, and its average grant was $7,145, across 4 grants on its 2025 IRS Form 990-PF.
Where does Wilna Jean Anderson Trust give grants?
Wilna Jean Anderson Trust gives mostly in Oregon: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (25%). The most frequent recipient cities were Portland, OR (3 grants).
Does Wilna Jean Anderson Trust give general operating support?
Yes: 100% of Wilna Jean Anderson Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Wilna Jean Anderson Trust?
Wilna Jean Anderson Trust reported $573K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Wilna Jean Anderson Trust's EIN?
Wilna Jean Anderson Trust's EIN (Employer Identification Number) is 46-6998547. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2022
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