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Nonprofit · EIN 20-0514422

WILLIAM BERT ANDERSON FOUNDATION INC

Tax-exempt · FREDERICK, MD 21701

Financials

$22K$37K2023$59K$37K2024$47K$27K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM BERT ANDERSON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$46,588$26,600$19,988$449,555$0$449,555
March 31, 2025990-PF$59,129$36,764$22,365$429,567$0$429,567
March 31, 2024990-PF$22,480$37,476-$14,996$407,202$0$407,202
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$25,000
Dividends
$15,461
Interest
$6,104
Net gain from sales of assets
$23

Expenses

Grants and similar amounts paid
$25,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$25,000
Excise tax on investment income
$152

Balance sheet and other

Total assets, start of year
$429,567
Total assets, end of year
$449,555
Total liabilities, end of year
$0
Net assets, end of year
$449,555
Fair market value of assets
$747,206
Qualifying distributions
$25,000
Net investment income
$10,966

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM ANDERSON
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
PRESIDENT0.1$0
JOE WELTY
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0
MARY BETH VISCO
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
WILLIAM ANDERSON
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
PRESIDENT0.1$0
JOE WELTY
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0
MARY BETH VISCO
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM ANDERSON
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
PRESIDENT0.1$0
JOE WELTY
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0
MARY BETH VISCO
6 N EAST STREET SUITE 102, FREDERICK, MD 21701
DIRECTOR0.1$0

Address and contacts

Address (IRS master file)
6 N EAST STREET 102, FREDERICK, MD 21701-5679
In care of
% WILLIAM B ANDERSON
Signed the 990-PF
WILLIAM BERT ANDERSON, PRESIDENT
Phone
(301) 662-6200
Return prepared by
LSWG PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
20-0514422
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$449,555
Income (IRS master file)
$46,588

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$46,588$26,600$449,555XML
990-PFMarch 2025$59,129$36,764$429,567XML
990-PFMarch 2024$22,480$37,476$407,202XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0514422).

Questions about WILLIAM BERT ANDERSON FOUNDATION INC

What is the EIN of WILLIAM BERT ANDERSON FOUNDATION INC?
The employer identification number (EIN) of WILLIAM BERT ANDERSON FOUNDATION INC is 20-0514422.
Is WILLIAM BERT ANDERSON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to WILLIAM BERT ANDERSON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM BERT ANDERSON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM BERT ANDERSON FOUNDATION INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM BERT ANDERSON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of WILLIAM BERT ANDERSON FOUNDATION INC?
The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does WILLIAM BERT ANDERSON FOUNDATION INC have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $46,588, expenses of $26,600 and total assets of $449,555 at year end.

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