Private foundation (trust)EIN 416015218Est. 1939-08

THE ANDERSON TR UA

MILWAUKEE, WI 532010634

Total Assets

$3.5M

FY 2023

Annual Giving

$176K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$176K

FY 2023

Grant Range

$176K–$176K

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$387K

Total Expenses

$231K

Qualifying Distributions

$184K

Distributable Amount

$163K

Min. Investment Return

$168K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $180K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

LUTHERAN SOCIAL SERVICE OF MN
$727K
5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Minnesota
$727K
100% of total

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THE ANDERSON TR UA — Grants, Financials & Contact | Grantivo