Funder DirectoryTHE JOEL R ANDERSON FAMILY FOUNDATION
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Private foundation (trust)EIN 631133060Est. 1996-02

THE JOEL R ANDERSON FAMILY FOUNDATION

FLORENCE, AL 35630

Total Assets

$10.4M

FY 2023

Annual Giving

$450K

FY 2023

Grants Made

25

FY 2023

Avg Grant

$18K

FY 2023

Grant Range

$4K–$60K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$363K

Total Expenses

$457K

Qualifying Distributions

$450K

Distributable Amount

$659K

Min. Investment Return

$665K

Undistributed Income

$655K

Payout rate 68%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.68%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

25 grants

Grant sizes from minimum $4K through median $13K to maximum $60K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $616K in 2022. Hover bars for details.

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

Top Recipients

95 grants

UNA FOUNDATION
$379K
4 grants
BEAR CREEK COLLABORATIVE
$85K
2 grants
SHOALS COMMUNITY THEATRE
$85K
1 grant
WILLIAM PORTER FOUNDATION
$78K
4 grants
UNA ATHLETICS
$76K
3 grants
SHOALS AREA CHAMBER FOUNDATION
$70K
2 grants
CRAMER CHILDREN'S CENTER
$69K
4 grants
THE HEALING PLACE
$53K
4 grants

Grant Size Distribution

95 grants

<$10K
62
grants
$10–50K
28
grants
$50–250K
4
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

4 states

Alabama
$1.5M
96% of total
Tennessee
$40K
3% of total
Idaho
$10K
1% of total
Massachusetts
$10K
1% of total

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