Civic Intelligence

Andersen Tax Foundation

990 • Fiscal year 2021 • EIN 82-2795105

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

91st percentile

0.06x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.10x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

91st percentile

90%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

108%

Faster asset growth than 94% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

167%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$4,955,107

Up $2,570,730 (+108%) from 2020

Net Assets

Up

$4,667,975

Up $2,662,402 (+133%) from 2020

Liabilities

Down

$287,132

Down $91,672 (-24%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin91st percentile

Revenue

Up

$2,908,442

Up $1,818,450 (+167%) from 2020

Expenses

Down

$292,648

Down $396,388 (-58%) from 2020

Net Income

Up

$2,615,794

Up $2,214,838 (+552%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2021

Assets$4,955,107
Liabilities$287,132
Net Assets$4,667,975
Open 2021 Filing

Operations Trend

Revenue Growth75th 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

2021

Revenue$2,908,442
Expenses$292,648
Net Income$2,615,794
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$3,165,291
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$2,005,573$4,667,975▲ $2,662,402
Investments in Publicly Traded Securities$1,152,376$4,273,726▲ $3,121,350
Cash and Non-Interest-Bearing Accounts$1,219,076$670,191▼ $548,885
Pledges and Grants Receivable$12,925$11,190▼ $1,735
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,384,377$4,955,107▲ $2,570,730
Liabilities
Grants Payable$378,804$287,132▼ $91,672
Total Liabilities$378,804$287,132▼ $91,672
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,005,573$4,667,975▲ $2,662,402
Total Liabilities and Net Assets / Fund Balance$2,384,377$4,955,107▲ $2,570,730
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,772,378
Program Service Revenue
$0
Investment Income
$136,064
Other Revenue
$0
All Other Contributions
$2,772,378
Change in Net Assets
$2,615,794

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,908,442
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$46,608
Total Revenue per Audited Statements
$2,955,050
Total Revenue per Form 990
$2,908,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$282,373
Other Expenses$10,275
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$202,000--$202,000
Grants to Domestic Orgs$55,373--$55,373
Foreign Grants$25,000--$25,000
Fees for Services Accounting-$10,000-$10,000
Office Expenses-$275-$275
Total Functional Expenses$282,373$10,275$0$292,648

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$292,648
Total Expenses per Audited Statements$292,648
Total Expenses per Form 990$292,648
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Food for the PoorCoconut Creek, FL501(c)(3)St. Vincent Volcano Relief$25,000
University of San FranciscoSan Francisco, CA501(c)(3)General Support for the School of Law$10,828

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
2022-11-14
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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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 2021 THE FOUNDATION WAS ABLE TO PROVIDE A GRANT TO AN INDIVIDUAL AND THEIR FAMILY SEVERLY IMPACTED BY 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. FINALLY, RELIEF WAS PROVIDED TO A FAMILY IMPACTED BY THE DEEP FREEZE IMPACTING THE TEXAS REGION IN FEBRUARY OF 2021.
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IRS990/ProgSrvcAccomActy3Grp/Desc0TO THE EXTENT THE FOUNDATION CANNOT DIRECTLY ASSIST IN HARDSHIP RELIEF, IT MAKES GRANTS TO OTHER QUALIFIED SECTION 501(C)(3) PUBLIC CHARITIES THAT ARE ALREADY DIRECTLY ASSISTING IN THE AFFECTED COMMUNITIES. THIS YEAR THE FOUNDATION MADE GRANTS TO ORGANIZATIONS SUPPORTING THE NATURAL DISASTERS WHICH OCCURRED IN HAITI AND ST. VINCENT. ADDITIONALLY, THE FOUNDATION MADE GRANTS IN SUPPORT OF EFFORTS TO COMBAT HUNGER AND SUPPORT GREATER EDUCATION INITIATIVES IN LINE WITH THE FOUNDATION'S MISSION.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01073380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01070971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05499632
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0137388
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07755
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0161755
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt05312862
IRS990ScheduleA/SubstantialContributorsTotAmt0186770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02772378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01073380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01070971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082903
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05499632
IRS990ScheduleA/TotalSupportAmt05661387
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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/ExpensesSubtotalAmt0292648
IRS990ScheduleD/NetUnrealizedGainsInvstAmt046608
IRS990ScheduleD/RevenueNotReportedAmt046608
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02908442
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0292648
IRS990ScheduleD/TotalRevenuePerForm990Amt02908442
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02955050
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0292648
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt025000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0RELIEF ASSISTANCE AS A RESULT OF EARTHQUAKE IMPACTING THE REGION.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ACTIVELY COMMUNICATED THE INTENT OF THE FUNDS PRIOR TO DISTRIBUTION. SPECIFICALLY, THE FOUNDATION ENSURED THE FUNDS WOULD BE USED TOWARD BASIC LIFE NECESSITIES INCLUDING FOOD, WATER, SHELTER, CLOTHING, MEDICAL SUPPLIES AND OTHER ESSENTIAL PROVISIONS. UNDER NO CICUMSTANCES WAS THE GIFT TO BE UTILIZED FOR PROFITMAKING VENTURES, PERSONAL USE OR ANY ACTIVITIES OUTSIDE OF THE SCOPE PREVIOUSLY DESCRIBED.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0152500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt149500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS OF THE GREATER ANDERSEN COMMUNITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HARDSHIP ASSISTANCE FOR 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/CashGrantAmt010828
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT FOR THE SCHOOL OF LAW
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ST. VINCENT VOLCANO RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF SAN FRANCISCO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FOOD FOR THE POOR
IRS990ScheduleI/RecipientTable/RecipientEIN0941156628
IRS990ScheduleI/RecipientTable/RecipientEIN1592174510
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02130 FULTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16401 LYONS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1COCONUT CREEK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094117
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133073
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 TAX 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/TotalAssetsBOYAmt02384377
IRS990/TotalAssetsEOYAmt04955107
IRS990/TotalAssetsGrp/BOYAmt02384377
IRS990/TotalAssetsGrp/EOYAmt04955107
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02772378
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010275
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0282373
IRS990/TotalFunctionalExpensesGrp/TotalAmt0292648
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0378804
IRS990/TotalLiabilitiesEOYAmt0287132
IRS990/TotalLiabilitiesGrp/BOYAmt0378804
IRS990/TotalLiabilitiesGrp/EOYAmt0287132
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02005573
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04667975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0282373
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0136064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02908442
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02384377
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04955107
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/SignatureDt02022-11-14
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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,955,107
Liabilities
$287,132
Net assets
$4,667,975
Revenue
$2,908,442
Expenses
$292,648
Net income
$2,615,794
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