Josephine Anderson Charitable Trust

Amarillo, TX
Tax-exempt since June 1976
EIN: 75-1469596

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$168k (2025)

Expenses

$401k (2025)

Total Assets

$6.23M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Feb.
2025

Revenue

$168,486

Expenses

$400,697

Net Income

-$232,211

Net Assets

$6,227,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51,391	30.5%
Dividends	$142,550	84.6%
Sales of Assets	-$30,762
Other Income	$5,307	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,600	82.0%
Compensation of Officers*	$66,671	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,227,063
Total Liabilities	$0
Net Assets	$6,227,063

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank (Trustee)	$66,671	$0

990-PF

Filed on June 11, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2024

Revenue

$278,587

Expenses

$412,557

Net Income

-$133,970

Net Assets

$6,459,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,298	2.6%
Dividends	$180,133	64.7%
Sales of Assets	$74,796	26.8%
Other Income	$16,360	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,500	83.3%
Compensation of Officers*	$63,221	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	$6,459,274
Total Liabilities	$0
Net Assets	$6,459,274

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank Plaza One (Trustee)	$63,221	$0

990-PF

Filed on March 17, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2023

Revenue

$117,203

Expenses

$440,350

Net Income

-$323,147

Net Assets

$6,593,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,219	5.3%
Dividends	$143,430	> 100%
Sales of Assets	-$37,822
Other Income	$5,376	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,750	79.7%
Compensation of Officers*	$65,283	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,593,244
Total Liabilities	$0
Net Assets	$6,593,244

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank Plaza One (Trustee)	$65,283	$0

990-PF

Filed on June 5, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$751,602

Expenses

$394,147

Net Income

$357,455

Net Assets

$6,916,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$174,528	23.2%
Sales of Assets	$573,960	76.4%
Other Income	$3,114	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$371,128	94.2%
Compensation of Officers*	$75,329	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,916,391
Total Liabilities	$0
Net Assets	$6,916,391

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank (Trustee)	$75,329	$0

990-PF

Filed on July 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2021

Revenue

$314,222

Expenses

$447,441

Net Income

-$133,219

Net Assets

$6,558,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,596	54.9%
Sales of Assets	$136,443	43.4%
Other Income	$5,183	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,561	92.2%
Compensation of Officers*	$67,462	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	$6,558,936
Total Liabilities	$1
Net Assets	$6,558,935

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank (Trustee)	$67,462	$0

990-PF

Filed on July 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

$460,401

Expenses

$448,567

Net Income

$11,834

Net Assets

$6,692,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$188,716	41.0%
Sales of Assets	$257,878	56.0%
Other Income	$13,807	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,911	93.4%
Compensation of Officers*	$67,945	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	$6,692,155
Total Liabilities	$1
Net Assets	$6,692,154

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank (Trustee)	$67,945	$0

990-PF

Filed on June 30, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

Revenue

$406,166

Expenses

$535,595

Net Income

-$129,429

Net Assets

$6,680,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,491	45.2%
Sales of Assets	$206,243	50.8%
Other Income	$16,432	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$507,915	94.8%
Compensation of Officers*	$67,789	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,680,321
Total Liabilities	$0
Net Assets	$6,680,321

Compensation

Key Employees and Officers	Compensation	Other
Amarillo National Bank (Trustee)	$67,789	$0

990-PF

Filed on July 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2016

Revenue

$484,446

Expenses

$531,182

Net Income

-$46,736

Net Assets

$7,151,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,736	35.2%
Sales of Assets	$290,781	60.0%
Other Income	$22,929	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,032	89.8%
Compensation of Officers*	$70,548	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,151,534
Total Liabilities	$0
Net Assets	$7,151,534

990-PF

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

PDF

Fiscal Year Ending Feb.
2015

Revenue

$892,769

Expenses

$523,769

Net Income

$369,000

Net Assets

$7,198,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,607	19.7%
Sales of Assets	$663,457	74.3%
Other Income	$53,705	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,060	89.7%
Compensation of Officers*	$75,423	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,198,270
Total Liabilities	$0
Net Assets	$7,198,270

990-PF

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

PDF

Fiscal Year Ending Feb.
2014

Revenue

$561,432

Expenses

$504,367

Net Income

$57,065

Net Assets

$6,829,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$167,870	29.9%
Sales of Assets	$332,785	59.3%
Other Income	$60,777	10.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$451,877	89.6%
Compensation of Officers*	$74,368	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	$6,829,270
Total Liabilities	$0
Net Assets	$6,829,270

990-PF

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

PDF

Fiscal Year Ending Feb.
2013

Revenue

$517,378

Expenses

$482,382

Net Income

$34,996

Net Assets

$6,772,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,091	29.4%
Sales of Assets	$310,917	60.1%
Other Income	$54,370	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$434,416	90.1%
Compensation of Officers*	$72,636	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	$6,772,205
Total Liabilities	$0
Net Assets	$6,772,205

990-PF

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

PDF

Fiscal Year Ending Feb.
2012

Revenue

$486,854

Expenses

$431,438

Net Income

$55,416

Net Assets

$6,737,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,820	35.1%
Sales of Assets	$244,312	50.2%
Other Income	$71,722	14.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$384,296	89.1%
Compensation of Officers*	$71,595	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,737,209
Total Liabilities	$0
Net Assets	$6,737,209

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.

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Updated March 23, 2026

Josephine Anderson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $168k (2025)

Expenses $401k (2025)

Total Assets $6.23M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Revenue

$168k (2025)

Expenses

$401k (2025)

Total Assets

$6.23M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002