ROSE-MARIE AND JACK R ANDERSON: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROSE-MARIE AND JACK R ANDERSON (EIN 75-2542403)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-17
- IRS object ID
- 202342299349100214
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-17T11:22:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752542403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE-MARIE AND JACK R ANDERSON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 4126802628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 CHAMPLAIN PL | AddressLine1Txt |
| City | GIBSONIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL ANDERSON CANIZARES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4126802628 | PhoneNum |
| Signature | 2023-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | ANDERSON CANIZARES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-08-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $500,255 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,251,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,251,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,518 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,279,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,279,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $330,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $330,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $107,406 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $94,271 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $136,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $573,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $424,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,368,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,733,741 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,941,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,158,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,662,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,266,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,285,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $500,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $500,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,923,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $260,738 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,469,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $500,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $500,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,469,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $500,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,469,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $500,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,469,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $500,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,469,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,662,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,693,007 | OtherIncreasesAmt |
| Subtotal | $500,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $500,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $736 | GrossSalesPriceAmt |
| Cost Or Other Basis | $249 | CostOrOtherBasisAmt |
| Gain Or Loss | $487 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $487 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,941 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,941 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,339 | OverpaymentAmt |
| Applied To ES Tax | $4,401 | AppliedToESTaxAmt |
| Refund | $17,938 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAIL CANIZARES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126802628 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 CHAMPLAIN PL | AddressLine1Txt |
| City | GIBSONIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 150448017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEIL R ANDERSON | ||||||||
| 900 CHAMPLAIN PLACE | GIBSONIA | PA | 15044 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| BARBARA ANDERSON MCDONALD | ||||||||
| 900 CHAMPLAIN PLACE | GIBSONIA | PA | 15044 | DIRECTOR AND ASSIST. TREASURER | 4.00 | $0 | $0 | $0 |
| GAIL ANDERSON CANIZARES | ||||||||
| 900 CHAMPLAIN PLACE | GIBSONIA | PA | 15044 | DIRECTOR, PRESIDENT, AND TREASURER | 12.00 | $0 | $0 | $0 |
| GEORGE BELLO | ||||||||
| 900 CHAMPLAIN PLACE | GIBSONIA | PA | 15044 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| TRACY MCDONALD | ||||||||
| 900 CHAMPLAIN PLACE | GIBSONIA | PA | 15044 | DIRECTOR AND SECRETARY | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MENDRYGAL LAW PLLC | |||||
| 3963 COLE AVE | DALLAS | TX | 75204 | LEGAL SERVICES | $330,020 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | ACCOUNTING SERVICES | $97,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,309,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,494,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,804,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,804,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,527,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,277,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,013,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,013,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,602 | TotalTaxAmt |
| Distributable Before Adj | $4,996,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,996,274 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,996,274 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,158,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,158,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,996,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,985 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,158,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,985 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,996,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,896 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,896 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,896 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $113,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 9509 | WARWICK | RI | 028899509 | NONE | PC | PROMOTE PHILANTHROPY. INVESTMENTS - $4,734,086, ADJUSTMENT BASED ON HIGH & LOW AVERAGE CALCULATIONS - (345)BOOK VALUE OF CONTRIBUTED PROPERTY: $4,733,741VALUATION METHOD: FAIR MARKET VALUEDATE OF GIFT: VARIOUS | $4,733,741 |
| THE CANIZARES ANDERSON FOUNDATION INC | |||||||
| 900 CHAMPLAIN PL | GIBSONIA | PA | 15044 | NONE | PF | CAPITAL GRANT OF ASSETS. CASH - $1,369,454, INVESTMENTS - $32,632,805, ADJUSTMENT BASED ON HIGH & LOW AVERAGE CALCULATIONS - (124,146)BOOK VALUE OF CONTRIBUTED PROPERTY: $33,878,113VALUATION METHOD: FAIR MARKET VALUEDATE OF GIFT: VARIOUS | $33,878,113 |
| CALVER FOUNDATION | |||||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | NONE | PF | CAPITAL GRANT OF ASSETS. CASH - $1,369,454, INVESTMENTS - $32,632,805, ADJUSTMENT BASED ON HIGH & LOW AVERAGE CALCULATIONS - (124,146)BOOK VALUE OF CONTRIBUTED PROPERTY: $33,878,113VALUATION METHOD: FAIR MARKET VALUEDATE OF GIFT: VARIOUS | $33,878,113 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | NONE | PF | CAPITAL GRANT OF ASSETS. CASH - $1,369,454, INVESTMENTS - $32,632,805, ADJUSTMENT BASED ON HIGH & LOW AVERAGE CALCULATIONS - (124,146)BOOK VALUE OF CONTRIBUTED PROPERTY: $33,878,113VALUATION METHOD: FAIR MARKET VALUEDATE OF GIFT: VARIOUS | $33,878,113 |
| THE CANIZARES ANDERSON FOUNDATION INC | |||||||
| 900 CHAMPLAIN PL | GIBSONIA | PA | 15044 | NONE | PF | PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3. | -$33,878,113 |
| CALVER FOUNDATION | |||||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | NONE | PF | PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3. | -$33,878,113 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | NONE | PF | PORTION OF GRANTS PAID TREATED AS A DISTRIBUTION OUT OF CORPUS UNDER TREAS. REG.53.4942(A)-3. | -$33,878,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,733,741 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,866 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,251,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,279,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,279,765 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $107,406 | Amt |
| Net Investment Income | $13,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $94,271 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| THE CANIZARES ANDERSON FOUNDATION INC | |||||
| 900 CHAMPLAIN PL | GIBSONIA | PA | 15044 | SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $34,002,259 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'SASSETS.SEE STATEMENT 7 | $34,002,259 |
| CALVER FOUNDATION | |||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $34,002,259 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 7 | $34,002,259 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | SIGNIFICANT TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $34,002,259 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 7 | $34,002,259 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE CANIZARES ANDERSON FOUNDATION INC | |||||||||
| 900 CHAMPLAIN PL | GIBSONIA | PA | 15044 | 2022-12-30 | $34,002,259 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENTAS INDICATED IN STATEMENT 7 OF THIS 2022 FORM 990-PF, PURSUANT TO THE DIVISION AGREEMENT, DISTRIBUTIONS OF ASSETS TO THE TRANSFEREE FOUNDATIONS WERE INTENDED TO BE EFFECTIVE ON DECEMBER 31, 2022, BUT FOR LOGISTICAL REASONS, WERE COMPLETED ON DECEMBER 29, 2022 AND DECEMBER 30, 2022, RESPECTIVELY. | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | AUGUST 14, 2023 |
| CALVER FOUNDATION | |||||||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | 2022-12-30 | $34,002,259 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENTAS INDICATED IN STATEMENT 7 OF THIS 2022 FORM 990-PF, PURSUANT TO THE DIVISION AGREEMENT, DISTRIBUTIONS OF ASSETS TO THE TRANSFEREE FOUNDATIONS WERE INTENDED TO BE EFFECTIVE ON DECEMBER 31, 2022, BUT FOR LOGISTICAL REASONS, WERE COMPLETED ON DECEMBER 29, 2022 AND DECEMBER 30, 2022, RESPECTIVELY. | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | AUGUST 14, 2023 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | 2022-12-30 | $34,002,259 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENTAS INDICATED IN STATEMENT 7 OF THIS 2022 FORM 990-PF, PURSUANT TO THE DIVISION AGREEMENT, DISTRIBUTIONS OF ASSETS TO THE TRANSFEREE FOUNDATIONS WERE INTENDED TO BE EFFECTIVE ON DECEMBER 31, 2022, BUT FOR LOGISTICAL REASONS, WERE COMPLETED ON DECEMBER 29, 2022 AND DECEMBER 30, 2022, RESPECTIVELY. | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | AUGUST 14, 2023 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINE 1A(3) | FormAndLineReferenceDesc |
| Medium Explanation | THE 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). | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS 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 ALSO ATTACH A CERTIFIED COPY OF THE LIQUIDATION PLAN, RESOLUTION, ETC. (IF ANY) WHEN THERE HAS BEEN A SUBSTANTIAL CONTRACTION OF THE FOUNDATION'S ASSETS. DURING CALENDAR YEAR 2022, THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION MADE MULTIPLE DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME RESULTING IN A SUBSTANTIAL CONTRACTION. THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION (THE "FOUNDATION") DETERMINED THAT, IN ORDER TO EFFECTIVELY HONOR THE CHARITABLE LEGACY AND INTENT OF ITS FOUNDERS (THE "FOUNDERS"), IT SHOULD PURSUE A PLAN TO DIVIDE ITS ASSETS UNDER SECTION 507(B)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AT A MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS ON NOVEMBER 14, 2022, AT WHICH ALL DIRECTORS WERE IN ATTENDANCE, THE BOARD OF DIRECTORS UNANIMOUSLY APPROVED A FORM OF DIVISION AGREEMENT OF THE FOUNDATION, AS CERTIFIED IN THE SECRETARY'S CERTIFICATE ATTACHED TO THIS 2022 FORM 990-PF, AND SUCH AGREEMENT WAS SUBSEQUENTLY SIGNED, EFFECTIVE DECEMBER 8, 2022 (THE "DIVISION AGREEMENT"). THE DIVISION AGREEMENT PROVIDED THAT ALL ASSETS OF THE FOUNDATION BE DIVIDED INTO THREE EQUAL SHARES TO BE DISTRIBUTED TO EACH OF THREE PRIVATE FOUNDATIONS ESTABLISHED AND ADMINISTERED BY EACH OF THE FOUNDERS' THREE CHILDREN (THE "TRANSFEREE FOUNDATIONS"). THE DIVISION AGREEMENT ESTABLISHES THE PROCESS FOR THE VALUATION, DIVISION, AND DISTRIBUTION OF ASSETS TO THE TRANSFEREE FOUNDATIONS AND SETS FORTH THE OBLIGATIONS OF THE PARTIES, INCLUDING WITH RESPECT TO RETENTION OF FOUNDATION RECORDS AND SATISFACTION OF ANY OUTSTANDING OBLIGATIONS OF THE FOUNDATION FOLLOWING THE DISTRIBUTION OF ASSETS. PURSUANT TO THE DIVISION AGREEMENT, DISTRIBUTIONS OF ASSETS TO THE TRANSFEREE FOUNDATIONS WERE INTENDED TO BE EFFECTIVE ON DECEMBER 31, 2022, BUT FOR LOGISTICAL REASONS, WERE COMPLETED ON DECEMBER 29, 2022 AND DECEMBER 30, 2022, RESPECTIVELY. THESE DISTRIBUTIONS RESULTED IN A SIGNIFICANT DISPOSITION OF ASSETS BY THE FOUNDATION UNDER TREAS. REG. 1.507-3(C)(2), AND THEREFORE MUST BE REPORTED AS A SUBSTANTIAL CONTRACTION OF ASSETS IN ACCORDANCE WITH TREAS. REG. 1.6043-3(A)(1) AND FORM 990-PF "GENERAL INSTRUCTION T." THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. ACCORDINGLY, THERE IS NO LIQUIDATION PLAN IN PLACE AT THIS TIME. RECIPIENTS' EIN AND ADDRESSES: THE CANIZARES ANDERSON FOUNDATION, INC. 87-2305623 900 CHAMPLAIN PL GIBSONIA, PA 15044 ASSETS DISTRIBUTED CASH AND MARKETABLE SECURITIES, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/30/2022 FMV MARKETABLE SECURITIES - $32,632,805 12/29/2022 FMV CASH & EQUIVALENTS - $1,369,454 CALVER FOUNDATION 86-1917009 5809 SETTLEMENT WAY MCKINNEY, TX 75070 ASSETS DISTRIBUTED CASH AND MARKETABLE SECURITIES, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/30/2022 FMV MARKETABLE SECURITIES - $32,632,805 12/29/2022 FMV CASH & EQUIVALENTS - $1,369,454 MCDONALD-ANDERSON FOUNDATION, INC. 84-2041031 600 OCEAN RD VERO BEACH, FL 32963 ASSETS DISTRIBUTED CASH AND MARKETABLE SECURITIES, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/30/2022 FMV MARKETABLE SECURITIES - $32,632,805 12/29/2022 FMV CASH & EQUIVALENTS - $1,369,454 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. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $330,020 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $330,020 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST & DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $260,738 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $123 | $0 | $123 |
| BANK FEES | $300 | $300 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,518 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,518 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GRANTS CONTRIBUTED AT FMV | Desc |
| Amt | $65,693,007 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $136,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |