Civic Intelligence

Andersen Tax Foundation

990 • Fiscal year 2020 • EIN 82-2795105

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
1177 6th Avenue 18th FloorNew York, NY 10036

(646) 213-5100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.16x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

97th percentile

206%

Faster asset growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2020

Revenue Growth

95th percentile

136%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$2,384,377

Up $806,674 (+51%) from 2019

Net Assets

Up

$2,005,573

Up $427,870 (+27%) from 2019

Liabilities

Up

$378,804

Up $378,804 from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin85th percentile

Revenue

Up

$1,089,992

Up $11,266 (+1.0%) from 2019

Expenses

Up

$689,036

Up $605,110 (+721%) from 2019

Net Income

Down

$400,956

Down $593,844 (-60%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $82,903Liabilities 2017: $0Net Assets 2017: $82,9032017Assets 2018: $582,903Liabilities 2018: $0Net Assets 2018: $582,9032018Assets 2019: $1,577,703Liabilities 2019: $0Net Assets 2019: $1,577,7032019Assets 2020: $2,384,377Liabilities 2020: $378,804Net Assets 2020: $2,005,5732020Assets 2021: $4,955,107Liabilities 2021: $287,132Net Assets 2021: $4,667,9752021Assets 2022: $4,975,620Liabilities 2022: $554,795Net Assets 2022: $4,420,8252022Assets 2023: $5,342,744Liabilities 2023: $395,032Net Assets 2023: $4,947,7122023Assets 2024: $6,394,281Liabilities 2024: $188,482Net Assets 2024: $6,205,7992024

Highlighted filing

2020

Assets$2,384,377
Liabilities$378,804
Net Assets$2,005,573
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2017: $82,903Expenses 2017: $0Net Income 2017: $82,9032017Revenue 2018: $500,000Expenses 2018: $0Net Income 2018: $500,0002018Revenue 2019: $1,078,726Expenses 2019: $83,926Net Income 2019: $994,8002019Revenue 2020: $1,089,992Expenses 2020: $689,036Net Income 2020: $400,9562020Revenue 2021: $2,908,442Expenses 2021: $292,648Net Income 2021: $2,615,7942021Revenue 2022: $1,986,793Expenses 2022: $1,723,035Net Income 2022: $263,7582022Revenue 2023: $1,666,692Expenses 2023: $1,426,307Net Income 2023: $240,3852023Revenue 2024: $2,132,769Expenses 2024: $1,082,063Net Income 2024: $1,050,7062024

Highlighted filing

2020

Revenue$1,089,992
Expenses$689,036
Net Income$400,956
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$1,089,992
Mission and Program Overview

Mission

The andersen tax foundation (hereafter "the foundation") is organized to allow the people of andersen tax llc (hereafter andersen") to assist the geographical communities served by andersen. The community beneficiaries of the assistance are not just limited to the current and former people of andersen, but will be broad enough to include andersen clients and communities as a whole that have immediate needs and suffer permanent losses in times of hardship, will provide scholarship aid to the people of andersen and their families and to support other qualified charitable and educational purposes. The foundation will provide the necessary support and assistance through the contribution of andersen and the voluntary contributions of the people of andersen, including approximately 2,000 overall partners, employees, alumni and retirees, as well as accept grants and funds from the outside general public, including clients, or governmental entities.

Established to allow the people of andersen tax llc to assist the geographical communities served.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,577,703$2,005,573▲ $427,870
Cash and Non-Interest-Bearing Accounts$1,563,778$1,219,076▼ $344,702
Investments in Publicly Traded Securities-$1,152,376-
Pledges and Grants Receivable$13,925$12,925▼ $1,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,577,703$2,384,377▲ $806,674
Liabilities
Grants Payable-$378,804-
Total Liabilities$0$378,804▲ $378,804
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,577,703$2,005,573▲ $427,870
Total Liabilities and Net Assets / Fund Balance$1,577,703$2,384,377▲ $806,674
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Joseph P Toce JrTrustee
Michael Van De LooTrustee
Pepper AustinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,073,380
Program Service Revenue
$0
Investment Income
$16,612
Other Revenue
$0
All Other Contributions
$1,073,380
Change in Net Assets
$400,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,089,992
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$26,914
Total Revenue per Audited Statements
$1,116,906
Total Revenue per Form 990
$1,089,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$680,209
Other Expenses$8,827
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$509,709--$509,709
Grants to Domestic Individuals$170,500--$170,500
Fees for Services Accounting-$7,775-$7,775
Office Expenses-$1,052-$1,052
Total Functional Expenses$680,209$8,827$0$689,036

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of San FranciscoSan Francisco, CA501(c)(3)General Support for the School of Law$476,304
Direct ReliefSanta Barbara, CA501(c)(3)Covid-19 Personal Protection Equipment & Austrilian Wildfire Relief$12,155
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Trustees joseph p. Toce, jr., michael van de loo and pepper austin are all employed by andersen tax llc.”

Form 990, Part VI, Section B, Line 11B

“The return is circulated to trustees joseph p. Toce, jr., michael van de loo and pepper austin for review prior to signature and filing.”

Form 990, Part VI, Section B, Line 12C

“The foundation monitors proposed or ongoing transactions for confilicts of interest and deals with potential or actual conflicts, whether discovered before or after the transaction has occured.”

Form 990, Part VI, Section C, Line 19

“All organization documents can be made available upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Joseph p. Toce, jr., michael van de loo and pepper austin all serve as trustees of the andersen foundation in a volunteer capacity. Under the volunteer exception rule, columns (e) and (f) of part vii, section a, line 1a are not required to be completed.”

Filing and Contact Details

Filer

Filer Name
Andersen Foundation
EIN
82-2795105
Phone
6462135100
Address
1177 6TH AVENUE 18TH FLOOR, NEW YORK, NY 10036

Signing Officer

Name
Joseph P Toce Jr
Title
Trustee
Phone
6462135100
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph P Toce Jr
Formed
2017
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
1177 AVENUE OF THE AMERICAS 18TH, FLOOR, NEW YORK, NY 10036
Preparer
Connor P Ryan
Phone
6462135100
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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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IRS990/MissionDesc0THE ANDERSEN TAX FOUNDATION (HEREAFTER "THE FOUNDATION") IS ORGANIZED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC (HEREAFTER ANDERSEN") TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED BY ANDERSEN. THE COMMUNITY BENEFICIARIES OF THE ASSISTANCE ARE NOT JUST LIMITED TO THE CURRENT AND FORMER PEOPLE OF ANDERSEN, BUT WILL BE BROAD ENOUGH TO INCLUDE ANDERSEN CLIENTS AND COMMUNITIES AS A WHOLE THAT HAVE IMMEDIATE NEEDS AND SUFFER PERMANENT LOSSES IN TIMES OF HARDSHIP, WILL PROVIDE SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN AND THEIR FAMILIES AND TO SUPPORT OTHER QUALIFIED CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION WILL PROVIDE THE NECESSARY SUPPORT AND ASSISTANCE THROUGH THE CONTRIBUTION OF ANDERSEN AND THE VOLUNTARY CONTRIBUTIONS OF THE PEOPLE OF ANDERSEN, INCLUDING APPROXIMATELY 2,000 OVERALL PARTNERS, EMPLOYEES, ALUMNI AND RETIREES, AS WELL AS ACCEPT GRANTS AND FUNDS FROM THE OUTSIDE GENERAL PUBLIC, INCLUDING CLIENTS, OR GOVERNMENTAL ENTITIES.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION AIMS TO PROVIDE DIRECT AND INDIRECT EMERGENCY HARDSHIP RELIEF TO THE ANDERSEN COMMUNITIES AS A WHOLE. TYPES OF DISASTERS OR EMPLOYEE HARDSHIP SITUATIONS INCLUDE, BUT ARE NOT LIMITED TO, NATURAL DISASTERS, TERRORISM, FIRES, FLOODS, VIOLENT CRIMES, PHYSICAL ABUSE, DEATH AND ILLNESS IN THE FAMILY, AND OTHER PERSONAL HARDSHIPS. FOR INDIVIDUAL ASSISTANCE, GRANTS ARE AVAILABLE TO THOSE INDIVIDUALS (NOT LIMITED TO JUST THE PEOPLE OF ANDERSEN) THAT CAN PROPERLY DEMONSTRATE NEED, HARDSHIP, OR DISTRESS. ALL INDIVIDUAL RECIPIENTS ARE SELECTED BASED ON OBJECTIVE CRITERIA MADE BY AN INDEPENDENT SELECTION COMMITTEE CONSISTING OF GEOGRAPHICALLY DIVERSE GROUP OF NINE INDIVIDUALS. THE COMMITTEE UNDERTAKES A DUE DILIGENCE REVIEW OF EACH REQUEST FOR ASSISTANCE TO ENSURE INDIVIDUALS MEET THE NEEDS-BASED TEST. GRANTS ARE ISSUED TO ELIGIBLE INDIVIDUALS, INCLUDING ANDERSEN PARTNERS AND EMPLOYEES, TO PROVIDE NEEDS-BASED FINANCIAL SUPPORT. INDIVIDUALS SEEKING HARDSHIP RELIEF WILL NEED TO APPLY TO THE FOUNDATION FOR FUNDS AND OTHER ASSISTANCE USING A PREESTABLISHED APPLICATION. IN 2020 THE FOUNDATION WAS ABLE TO PROVIDE A GRANTS TO TWO INDIVIDUALS AND THEIR FAMILIES SEVERLY IMPACTED FROM THE EFFECTS OF THE COVID-19 PANDEMIC. ADDITIONALLY THE FOUNDATION GRANTED ASSISTANCE TO TWO FAMILIES WHO EXPERIENCED HARDSHIP FROM THE ILLNESS OF AN IMMEDIATE FAMILY MEMBER. THIS GRANT PROVIDED IMMEDIATE RELIEF TO THE FINANCIAL STRESS OF THE FAMILY DRIVEN BY THIS SUDDEN ILLNESS.
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt026914
IRS990ScheduleD/RevenueNotReportedAmt026914
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01089992
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01089992
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01116906
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0135500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt135000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS OF THE GREATER ANDERSEN COMMUNITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HARDSHIP ASSISTANCE FO AN INDIVIDUAL IN THE ANDERSEN COMMUNITY IN FINANCIAL DISTRESS AS A RESULT OF AN ILLNESS IN THE IMMEDIATE FAMILY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt016
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/RecipientTable/CashGrantAmt0476304
IRS990ScheduleI/RecipientTable/CashGrantAmt112155
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT FOR THE SCHOOL OF LAW
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COVID-19 PERSONAL PROTECTION EQUIPMENT & AUSTRILIAN WILDFIRE RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF SAN FRANCISCO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DIRECT RELIEF
IRS990ScheduleI/RecipientTable/RecipientEIN0941156628
IRS990ScheduleI/RecipientTable/RecipientEIN1951831116
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02130 FULTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16100 WALLACE BECKNELL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094117
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193117
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE COMMITTEE MONITORS ALL GRANTS ISSUED FROM THE FOUNDATION TO ENSURE THAT THE FUNDS ARE USED FOR THE INTENDED PURPOSE DESIGNATED WITHIN THE RECIPIENT'S APPLICATION FOR ASSISTANCE. THIS INCLUDES REQUESTING INVOICES AND DOCUMENTATION OF A GRANTEE'S EXPENDITURES OFFSET WITH THE RECEIPEINTS GRANTS. RECORDS ARE STORED ACCORDINGLY FOR FUTURE REFERENCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN ARE ALL EMPLOYED BY ANDERSEN TAX LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS CIRCULATED TO TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN FOR REVIEW PRIOR TO SIGNATURE AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFILICTS OF INTEREST AND DEALS WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATION DOCUMENTS CAN BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN ALL SERVE AS TRUSTEES OF THE ANDERSEN FOUNDATION IN A VOLUNTEER CAPACITY. UNDER THE VOLUNTEER EXCEPTION RULE, COLUMNS (E) AND (F) OF PART VII, SECTION A, LINE 1A ARE NOT REQUIRED TO BE COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0331197384
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0TAX AND CONSULTING SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANDERSEN LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0100 FIRST STREET SUITE 1600
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd094105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01577703
IRS990/TotalAssetsEOYAmt02384377
IRS990/TotalAssetsGrp/BOYAmt01577703
IRS990/TotalAssetsGrp/EOYAmt02384377
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01073380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08827
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0680209
IRS990/TotalFunctionalExpensesGrp/TotalAmt0689036
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0378804
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0378804
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01577703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02005573
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0680209
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016612
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01089992
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH P TOCE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06462135100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDERSEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDE
ReturnHeader/Filer/EIN0822795105
ReturnHeader/Filer/PhoneNum06462135100
ReturnHeader/Filer/USAddress/AddressLine1Txt01177 6TH AVENUE 18TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01177 AVENUE OF THE AMERICAS 18TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010036
ReturnHeader/PreparerPersonGrp/PhoneNum06462135100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNOR P RYAN
ReturnHeader/ReturnTs02021-11-12T11:49:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOCE JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,384,377
Liabilities
$378,804
Net assets
$2,005,573
Revenue
$1,089,992
Expenses
$689,036
Net income
$400,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.19$6.21$2.13$1.08$1.05
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.40$4.95$1.67$1.43$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.55$4.42$1.99$1.72$0.26
2021Detailed filing. Detailed filing data is available for this year.$4.96$0.29$4.67$2.91$0.29$2.62
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.38$2.01$1.09$0.69$0.40
2019Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$1.08$0.08$0.99
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.50$0.00$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.08$0.00$0.08