Civic Intelligence

Rose-Marie and Jack R Anderson

EIN 75-2542403 • Gibsonia, PA

900 Champlain PlGibsonia, PA 15044
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2023

Net Margin

9th percentile

-171%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-77%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $500,255 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $500,255 (-100%) from 2022

Revenue

Down

$291,826

Down $987,939 (-77%) from 2022

Expenses

Down

$792,081

Down $106,149,848 (-99%) from 2022

Net Income

Up

-$500,255

Up $105,161,909 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $41,649,968Liabilities 2011: $02011Assets 2012: $41,141,094Liabilities 2012: $02012Assets 2013: $39,892,174Liabilities 2013: $02013Assets 2014: $38,437,023Liabilities 2014: $02014Assets 2015: $38,242,314Liabilities 2015: $02015Assets 2019: $31,643,522Liabilities 2019: $02019Assets 2020: $31,990,394Liabilities 2020: $1Net Assets 2020: $31,990,3942020Assets 2021: $40,469,412Liabilities 2021: $1Net Assets 2021: $40,469,4122021Assets 2022: $500,255Liabilities 2022: $0Net Assets 2022: $500,2552022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$100M$0-$100M-$200MRevenue 2011: $1,044,824Expenses 2011: $2,016,897Net Income 2011: -$972,0732011Revenue 2012: $1,636,517Expenses 2012: $2,145,391Net Income 2012: -$508,8742012Revenue 2013: $1,072,623Expenses 2013: $2,321,543Net Income 2013: -$1,248,9202013Revenue 2014: $1,207,750Expenses 2014: $2,662,901Net Income 2014: -$1,455,1512014Revenue 2015: $2,956,448Expenses 2015: $3,151,157Net Income 2015: -$194,7092015Revenue 2019: $2,179,030Expenses 2019: $4,226,660Net Income 2019: -$2,047,6302019Revenue 2020: $10,094,334Expenses 2020: $9,747,462Net Income 2020: $346,8722020Revenue 2021: $12,936,935Expenses 2021: $4,457,917Net Income 2021: $8,479,0182021Revenue 2022: $1,279,765Expenses 2022: $106,941,929Net Income 2022: -$105,662,1642022Revenue 2023: $291,826Expenses 2023: $792,081Net Income 2023: -$500,2552023

Highlighted filing

2023

Revenue$291,826
Expenses$792,081
Net Income-$500,255

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 8, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL R ANDERSONDirector-$0--
BARBARA ANDERSON MCDONALDDirector And Assist. Treasurer-$0--
GAIL ANDERSON CANIZARESDirector, President, And TreasurerPT$0--
GEORGE BELLODirector-$0--
TRACY MCDONALDDirector And Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMCDONALD-ANDERSON FOUNDATION INCCAPITAL GRANTPFVERO BEACH, FL, US$181,881
Paid GrantTHE CANIZARES ANDERSON FOUNDATION INCCAPITAL GRANTPFGIBSONIA, PA, US$181,880
Paid GrantCALVER FOUNDATIONCAPITAL GRANTPFMCKINNEY, TX, US$181,880
Paid GrantTHE CANIZARES ANDERSON FOUNDATION INCPORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.PFGIBSONIA, PA, US$-181,880
Paid GrantCALVER FOUNDATIONPORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.PFMCKINNEY, TX, US$-181,880
Paid GrantMCDONALD-ANDERSON FOUNDATION INCPORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.PFVERO BEACH, FL, US$-181,881
Filing and Contact Details

Filer

Filer Name
Rose-marie and Jack R Anderson
EIN
75-2542403
Phone
4126802628
Address
900 CHAMPLAIN PL, GIBSONIA, PA 15044

Signing Officer

Name
Gail Anderson Canizares
Title
President
Phone
4126802628
Signed
2023-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML AppendixShowing 400 of 437 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt064698
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt015470
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE CANIZARES ANDERSON FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1CALVER FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2MCDONALD-ANDERSON FOUNDATION INC
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0181880
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt1181880
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt2181881
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE 181,880 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $181,880 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $181,881 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0900 CHAMPLAIN PL
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0THE CANIZARES ANDERSON FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1CALVER FOUNDATION
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT"
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT"
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0900 CHAMPLAIN PL
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINE 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XII, LINE 3E
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXCESS DISTRIBUTION CARRYOVER
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE BOARD MEMBERS PROVIDE IN-KIND SERVICES TO THE FOUNDATION IN THEIR CAPACITY AS BOARD MEMBERS TO ENSURE THE FOUNDATION OPERATES IN A CHARITABLE MANNER. THIS ACTIVITY IS NOT AN ACT OF SELF-DEALING AS CODIFIED IN IRC SECTION 4941(D)(2)(C).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE EXCESS DISTRIBUTION CARRYOVER REPORTED ON THIS LINE REPRESENTS THE EXCESS REPORTED ON FORM 990-PF FOR THE YEAR ENDING DECEMBER 31, 2022.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE 2023 IRS E-FILE PROGRAM IS CURRENTLY NOT AVAILABLE. THEREFORE, THE ORGANIZATION IS USING THE 2022 IRS E-FILE PROGRAM TO TIMELY SUBMIT ITS 2023 SHORT-YEAR FORM 990-PF. THE INFORMATION REPORTED ON THE RETURN HAS BEEN UPDATED TO INCLUDE THE ORGANIZATION ACTIVITIES THROUGH THE DATE OF DISSOLUTION. THROUGHOUT THE FORM, REFERENCES IN THE PRINTED FORM TO 2022 REFER TO 2023 AND REFERENCES TO 2021 REFER TO 2022.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NEIL R ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA ANDERSON MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GAIL ANDERSON CANIZARES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GEORGE BELLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TRACY MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR AND ASSIST. TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, PRESIDENT, AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR AND SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0900 CHAMPLAIN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1900 CHAMPLAIN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2900 CHAMPLAIN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3900 CHAMPLAIN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4900 CHAMPLAIN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GIBSONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GIBSONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GIBSONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GIBSONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4GIBSONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd115044
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd315044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd415044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0230820
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0230820
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0900 CHAMPLAIN PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GIBSONIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0150448017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GAIL CANIZARES
IRS990PF/StatementsRegardingActyGrp/PhoneNum04126802628
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0181880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1181880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2181881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3-181880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4-181880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5-181881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAPITAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAPITAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAPITAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CANIZARES ANDERSON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CALVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MCDONALD-ANDERSON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE CANIZARES ANDERSON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CALVER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MCDONALD-ANDERSON FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0900 CHAMPLAIN PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15809 SETTLEMENT WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2600 OCEAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3900 CHAMPLAIN PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45809 SETTLEMENT WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5600 OCEAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GIBSONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MCKINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GIBSONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MCKINNEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027192
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0113896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0317524
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0203628
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0113896
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0203628
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0317524
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0113896
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0165993
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0165993
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF "GENERAL INSTRUCTION T" TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS AND TO ATTACH A CERTIFIED COPY OF THE LIQUIDATION PLAN, RESOLUTION, ETC., SINCE THERE HAS BEEN A LIQUIDATION OF THE ASSETS OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION (THE "FOUNDATION"). DURING CALENDAR YEAR 2023, THE FOUNDATION MADE FINAL DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME RESULTING IN A LIQUIDATION OF THE FOUNDATION'S ASSETS. AS REPORTED IN THE 2022 FORM 990-PF OF THE FOUNDATION, THE FOUNDATION PREVIOUSLY DETERMINED THAT, IN ORDER TO EFFECTIVELY HONOR THE CHARITABLE LEGACY AND INTENT OF ITS FOUNDERS (THE "FOUNDERS"), IT SHOULD PURSUE A PLAN TO DIVIDE AND LIQUIDATE ITS ASSETS UNDER SECTION 507(B)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WITH EQUAL DISTRIBUTIONS TO THREE PRIVATE FOUNDATIONS ESTABLISHED AND ADMINISTERED BY EACH OF THE FOUNDERS' THREE CHILDREN (THE "TRANSFEREE FOUNDATIONS"). IN 2022, THE FOUNDATION COMPLETED A SUBSTANTIAL CONTRACTION OF ASSETS BY DIVIDING AND DISTRIBUTING MOST OF THE FOUNDATION'S ASSETS IN EQUAL SHARES TO EACH OF THE TRANSFEREE FOUNDATIONS PURSUANT TO THAT CERTAIN DIVISION AGREEMENT OF THE FOUNDATION, EFFECTIVE DECEMBER 8, 2022 (THE "DIVISION AGREEMENT"). AT A MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS ON JULY 19, 2023, AT WHICH ALL DIRECTORS WERE IN ATTENDANCE, THE BOARD OF DIRECTORS UNANIMOUSLY ADOPTED THE PLAN OF LIQUIDATION AND DISTRIBUTION OF THE FOUNDATION ATTACHED TO THIS 2023 FORM 990-PF (THE "LIQUIDATION PLAN"), AND AUTHORIZED THE FOUNDATION'S PRESIDENT TO TAKE ANY NECESSARY ACTION TO CARRY OUT THE FINAL DISTRIBUTIONS TO THE TRANSFEREE FOUNDATIONS UNDER THE DIVISION AGREEMENT (THE "FINAL DISTRIBUTION") AND TO WIND UP AND TERMINATE THE FOUNDATION IN FURTHERANCE OF THE LIQUIDATION PLAN, AS CERTIFIED IN THE SECRETARY'S CERTIFICATE ATTACHED TO THIS 2023 FORM 990-PF. THE FINAL DISTRIBUTION WAS COMPLETED ON DECEMBER 8, 2023 IN ACCORDANCE WITH THE DIVISION AGREEMENT AND THE LIQUIDATION PLAN, AND THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE FOUNDATION CEASED TO EXIST ON DECEMBER 8, 2023 UPON FILING A CERTIFICATE OF TERMINATION WITH THE STATE OF TEXAS, AND IT PROVIDED NOTICE OF VOLUNTARILY TERMINATION OF ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1) BY SENDING NOTICE TO THE MANAGER, EXEMPT ORGANIZATIONS DETERMINATIONS, DATED DECEMBER 13, 2023, AND IN THIS FORM 990-PF. THE FOUNDATION HAS NO ASSETS AND THEREFORE, PURSUANT TO REV. RUL. 2002-28, THE TERMINATION TAX OWED IS $0. RECIPIENTS' EIN AND ADDRESSES: THE CANIZARES ANDERSON FOUNDATION, INC. 87-2305623 900 CHAMPLAIN PL GIBSONIA, PA 15044 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 CALVER FOUNDATION 86-1917009 5809 SETTLEMENT WAY MCKINNEY, TX 75070 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 MCDONALD-ANDERSON FOUNDATION, INC. 84-2041031 600 OCEAN RD VERO BEACH, FL 32963 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,881 TRANSFEROR HAS PROVIDED THE TRANSFEREE FOUNDATIONS WITH THE NECESSARY INFORMATION TO IDENTIFY AND TRACK ALL APPLICABLE TAX ATTRIBUTES ASSOCIATED WITH THE TRANSFER, AS OUTLINED IN REG. 1.507-3. ANY ADDITIONAL RECEIVABLES RECEIVED AFTER THE FINAL DISTRIBUTION WILL BE DISTRIBUTED TO THE CHILDRENS SCHOLARSHIP FUND (NEW YORK).
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0129
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0129
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0204
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt16726
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1IRS TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0204
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0204
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt16726
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES

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