VALPARAISO, IN
John W Anderson Foundation
Quick Facts
- EIN
- 356070695
- Location
- VALPARAISO, IN
- Category
- General
- Total Assets
- $325.3M
- Annual Income
- $107.5M
- IRS Ruling Year
- 1969
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
John W Anderson Foundation is a private trust based in VALPARAISO, IN. The foundation received its IRS ruling in 1969. It holds total assets of $325.3M. Annual income is reported at $107.5M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$16.1M
2023-7%
Total Assets
$302M
2023+12%
Fair Market Value
$302M
2023
Net Worth
$300.8M
2023
Grants Paid
$13.8M
2023
Contributions
$0
2023
Net Investment Income
$12.8M
2023
Distribution Amount
$13.8M
2023
Total Giving by Year
$9.6M
11$11.7M
12$10M
13$11.9M
14$10.8M
15$13.7M
19$15.4M
20$14M
21$17.3M
22$16.1M
23Asset Growth
$205.5M
11$223.1M
12$258.5M
13$270.2M
14$259.2M
15$276.6M
19$313.4M
20$342.4M
21$270M
22$302M
23Investment Portfolio (2023)
Total: $254.6M
Corporate Stock: $190.3M
Corporate Bonds: $64.3M
Other Investments: $41M
Corporate Stock (64%)
Corporate Bonds (22%)
Other Investments (14%)
Expense Breakdown (2023)
Grants Paid$13.8M
Officer Compensation$574K
Occupancy$75K
Accounting Fees$55K
Pension & Benefits$49K
Legal Fees$38K
Depreciation$37K
Revenue Sources (2023)
- Capital Gains (Net)
- $8M
- Dividends
- $3.5M
- Interest
- $2.6M
Financial Details (2023)
- Total Revenue
- $14.2M
- Total Expenses
- $16.1M
- Exempt Purpose Expenses
- $14.2M
- Required Distribution
- $13.8M
- Undistributed Income
- $13.6M
- Grants Approved (Future)
- $400K
- Total Liabilities
- $1.2M
- Excise Tax
- $178K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$9.1M
Average Grant
$181K
Median Grant
$100K
Grant Range
Min$35K
Max$3.8M
Median: $100K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
MN: $100K (1)
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IL: $150K (2)
IN
IN: $8.8M (47)
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
IN$8.8M (47)
IL$150K (2)
MN$100K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys & Girls Clubs Of Greater Northwest Indiana IncOPERATING | Portage, IN | $3.8M | 2021 |
| United Way Of Northwest IndianaOPERATING | Valparaiso, IN | $750K | 2021 |
| Food Bank Of Northwest IndianaCAPITAL | Merrillville, IN | $300K | 2021 |
| Opportunity Enterprises IncOPERATING/CAPITAL | Valparaiso, IN | $250K | 2021 |
| Tradewinds Rehabilitation Center IncOPERATING/CAPITAL | Merrillville, IN | $150K | 2021 |
| Indiana University NorthwestOPERATING | Gary, IN | $150K | 2021 |
| Purdue UniversityOPERATING | West Lafayette, IN | $150K | 2021 |
| Indiana University FoundationOPERATING | Bloomington, IN | $150K | 2021 |
| Cerebral Palsy Of Northwest Indiana IncOPERATING | Hobart, IN | $150K | 2021 |
| Purdue University Northwest Calumet CampusOPERATING | Hammond, IN | $150K | 2021 |
| Independent Colleges Of Indiana IncSCHOLARSHIP | Indianapolis, IN | $125K | 2021 |
| Lakeshore Public MediaOPERATING/CAPITAL | Merrillville, IN | $125K | 2021 |
| Ywca Of Northwest IndianaOPERATING | Gary, IN | $120K | 2021 |
| Campagna AcademyCAPITAL | Schererville, IN | $113K | 2021 |
| Boys & Girls Club Of Michigan City IncOPERATING | Michigan City, IN | $110K | 2021 |
| Legacy Foundation IncOPERATING | Merrillville, IN | $104K | 2021 |
| Mayo FoundationOPERATING | Rochester, MN | $100K | 2021 |
| Valparaiso UniversitySCHOLARSHIPS | Valparaiso, IN | $100K | 2021 |
| Crisis Center IncOPERATING | Gary, IN | $100K | 2021 |
| Crossroads YmcaOPERATING | Crown Point, IN | $100K | 2021 |
| Meals On Wheels Of Northwest IndianaOPERATING | Merrillville, IN | $100K | 2021 |
| St Joseph'S Carmelite HomeOPERATING | East Chicago, IL | $100K | 2021 |
| Boy Scouts Of America Pathways To Adventure CouncilOPERATING | Munster, IN | $100K | 2021 |
| Salvation Army Of Lake CountyOPERATING | Munster, IN | $100K | 2021 |
| Ivy Tech FoundationSCHOLARSHIP | Valparaiso, IN | $100K | 2021 |
| Brothers' Keeper IncOPERATING/CAPITAL | Gary, IN | $100K | 2021 |
| Ball State UniversityCAPITAL | Muncie, IN | $100K | 2021 |
| Indiana State University FoundationOPERATING | Terre Haute, IN | $100K | 2021 |
| Catholic Charities Diocese Of GaryOPERATING | Crown Point, IN | $100K | 2021 |
| Girl Scouts Of Greater Chicago And Northwest IndianaOPERATING | Merrillville, IN | $85K | 2021 |
| Calumet College Of St Joseph'SOPERATING | Whiting, IN | $75K | 2021 |
| Caring Place IncOPERATING | Valparaiso, IN | $70K | 2021 |
| American Red Cross Of Northwest IndianaOPERATING | Merrillville, IN | $65K | 2021 |
| Valparaiso Family YmcaOPERATING | Valparaiso, IN | $60K | 2021 |
| St Jude House IncOPERATING | Crown Point, IN | $60K | 2021 |
| Methodist HospitalsEQUIPMENT | Gary, IN | $60K | 2021 |
| Portage Township YmcaEQUIPMENT | Portage, IN | $50K | 2021 |
| Salvation Army Of Porter CountyOPERATING | Valparaiso, IN | $50K | 2021 |
| Duneland Family YmcaOPERATING | Chesterton, IN | $50K | 2021 |
| Northwest Indiana Symphony Society IncOPERATING | Munster, IN | $50K | 2021 |
| Family & Youth Services Bureau Of Porter County IncOPERATING | Valparaiso, IN | $50K | 2021 |
| Children'S Hospital Of Chicago FoundationOPERATING | Chicago, IL | $50K | 2021 |
| American Cancer Society North Central RegionOPERATING | Mishawaka, IN | $50K | 2021 |
| Hobart Family Ymca IncOPERATING | Hobart, IN | $50K | 2021 |
| Visiting Nurse Association Of Northwest IndianaOPERATING | Valparaiso, IN | $50K | 2021 |
| Horace Mann-Ambridge Neighborhood Improvement Organization IncOPERATING | Gary, IN | $40K | 2021 |
| Hilltop Neighborhood House IncSCHOLARSHIP | Valparaiso, IN | $40K | 2021 |
| Indiana Legal Services IncOPERATING | Indianapolis, IN | $40K | 2021 |
| Northwest Indiana Catholic Youth Organization IncOPERATING/CAPITAL | Merrillville, IN | $40K | 2021 |
| Food Bank Of Northwest IndianaOPERATING | Merrillville, IN | $35K | 2021 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica