Skip to content
ProPublica Donate
ProPublica Donate

Walter N And Phyllis A Anderson Charitable Tr

  • Glencoe, MN
  • Tax-exempt since Feb. 2015
  • EIN: 47-6511350

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$206k (2024)

Expenses
$157k (2024)

Total Assets
$1.78M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,182
Expenses
$156,566
Net Income
$49,616
Net Assets
$1,778,196
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,908
4.8%
Dividends $50,131
24.3%
Sales of Assets $146,143
70.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,795
84.2%
Compensation of Officers* $23,821
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,778,196
Total Liabilities $0
Net Assets $1,778,196
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $23,821 $0

Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$131,487
Expenses
$143,465
Net Income
-$11,978
Net Assets
$1,728,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10,052
7.6%
Dividends $44,889
34.1%
Sales of Assets $76,546
58.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,481
84.7%
Compensation of Officers* $21,918
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,728,580
Total Liabilities $0
Net Assets $1,728,580
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $21,918 $0

Document Links

990-PF
Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,056
Expenses
$176,055
Net Income
-$133,999
Net Assets
$1,740,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,636
15.8%
Dividends $41,036
97.6%
Sales of Assets -$5,616
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,894
85.1%
Compensation of Officers* $22,495
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,740,558
Total Liabilities $0
Net Assets $1,740,558
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $22,495 $0

Document Links

990-PF
Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$222,725
Expenses
$146,497
Net Income
$76,228
Net Assets
$1,874,557
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,655
3.4%
Dividends $34,981
15.7%
Sales of Assets $180,089
80.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,440
82.9%
Compensation of Officers* $23,980
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,874,557
Total Liabilities $0
Net Assets $1,874,557
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $23,980 $0

Document Links

990-PF
Filed on May 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,232
Expenses
$128,629
Net Income
$29,603
Net Assets
$1,798,044
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,310
9.0%
Dividends $31,562
19.9%
Sales of Assets $112,360
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,440
78.9%
Compensation of Officers* $21,832
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,798,045
Total Liabilities $1
Net Assets $1,798,044
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $21,832 $0

Document Links

990-PF
Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$293,499
Expenses
$142,576
Net Income
$150,923
Net Assets
$1,768,389
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,524
6.7%
Dividends $30,522
10.4%
Sales of Assets $243,453
82.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,375
85.1%
Compensation of Officers* $21,201
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,768,390
Total Liabilities $1
Net Assets $1,768,389
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $21,201 $0

Document Links

990-PF
Filed on April 27, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,112
Expenses
$163,289
Net Income
-$143,177
Net Assets
$1,617,467
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,470
71.9%
Dividends $28,026
> 100%
Sales of Assets -$22,384
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,425
86.6%
Compensation of Officers* $21,368
13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,617,467
Total Liabilities $0
Net Assets $1,617,467
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $21,368 $0

Document Links

990-PF
Filed on May 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$353,385
Expenses
$120,885
Net Income
$232,500
Net Assets
$1,760,644
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $298,808
84.6%
Interest Revenue $8,795
2.5%
Dividends $25,690
7.3%
Sales of Assets $20,092
5.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,325
83.8%
Compensation of Officers* $19,182
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,760,644
Total Liabilities $0
Net Assets $1,760,644
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $19,182 $0

Document Links

990-PF
Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,826
Expenses
$120,631
Net Income
-$63,805
Net Assets
$1,528,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,961
10.5%
Dividends $37,317
65.7%
Sales of Assets $13,375
23.5%
Other Income $173
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,295
84.0%
Compensation of Officers* $18,173
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,528,144
Total Liabilities $0
Net Assets $1,528,144
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $18,173 $0

Document Links

990-PF
Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,330
Expenses
$126,509
Net Income
-$56,179
Net Assets
$1,591,949
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,568
6.5%
Dividends $29,604
42.1%
Sales of Assets $36,122
51.4%
Other Income $36
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,584
85.0%
Compensation of Officers* $18,618
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,591,949
Total Liabilities $0
Net Assets $1,591,949
Compensation
Key Employees and Officers Compensation Other
Security Bank And Trust Co (Trustee) $18,618 $0

Document Links

990-PF
Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,697,734
Expenses
$49,606
Net Income
$1,648,128
Net Assets
$1,648,128
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,687,773
99.4%
Interest Revenue $1,126
0.1%
Dividends $11,513
0.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,660
90.0%
Compensation of Officers* $4,946
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,648,128
Total Liabilities $0
Net Assets $1,648,128

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated