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Lloyd & Roxie Anderson Charitable Trust is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2000. The principal officer is M&I Trust Co Na. It holds total assets of $3.4M. Annual income is reported at $2.5M. Total assets have grown from $1.8M in 2011 to $3.7M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of religion. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Oklahoma. According to available records, Lloyd & Roxie Anderson Charitable Trust has made 6 grants totaling $3.1M, with a median grant of $415K. Annual giving has grown from $236K in 2022 to $2.9M in 2023. Individual grants have ranged from $59K to $1.4M, with an average award of $514K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Oklahoma. Contributions to this foundation are tax-deductible.
Smallest Grant
$66K
Median Grant
$66K
Average Grant
$88K
Largest Grant
$132K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lloyd & Roxie Anderson Charitable Trust primarily funds organizations in the area of religion. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in OK.
Lloyd & Roxie Anderson Charitable Trust has distributed a total of $3.1M across 6 grants. The median grant size is $415K, with an average of $514K. Individual grants have ranged from $59K to $1.4M.
Lloyd & Roxie Anderson Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lloyd & Roxie Anderson Charitable Trust is headquartered in CHICAGO, IL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bmo Bank N A | TRUSTEE | $37K | $0 | $37K |
Total Giving
$3.1M
Total Assets
$3.7M
Fair Market Value
$6.8M
Net Worth
$3.7M
Grants Paid
$2.9M
Contributions
N/A
Net Investment Income
$945K
Distribution Amount
$358K
Total Grants
6
Total Giving
$3.1M
Average Grant
$514K
Median Grant
$415K
Unique Recipients
3
Most Common Grant
$59K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Baptist Church Of El RenoCHURCH EXPENSES | El Reno, OK | $1.4M | 2023 |
| Union City United Methodist ChurchCHURCH EXPENSES | Union City, OK | $713K | 2023 |
| First Baptist Church Of Union CityCHURCH EXPENSES | Union City, OK | $713K | 2023 |