2023-08-17T11:22:10-05:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2022-01-01 752542403 ROSE-MARIE AND JACK R ANDERSON FOUNDATION ROSE 4126802628 900 CHAMPLAIN PL GIBSONIA PA 15044 GAIL ANDERSON CANIZARES PRESIDENT 4126802628 2023-08-16 1 GAIL ANDERSON CANIZARES 999009999 0 JENNIFER BECKER HARRIS P00183358 4254544919 2023-08-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 500255 X X 25866 25866 1251894 1251894 487 736 487 1518 1518 1279765 1279765 0 0 0 330020 0 330020 107406 13135 94271 136000 0 0 423 300 123 573849 13435 424414 106368080 4733741 106941929 13435 5158155 -105662164 1266330 8285239 500255 500255 31923435 0 0 260738 0 0 40469412 500255 500255 0 0 X 0 0 0 0 40469412 500255 40469412 500255 40469412 500255 40469412 -105662164 65693007 500255 0 500255 PUBLICLY TRADED SECURITIES P 736 249 487 487 487 17602 0 17602 0 17602 39941 0 0 0 39941 X 0 22339 4401 17938 0 0 0 0 0 0 0 0 0 1 1 1 TX 1 0 0 0 1 1 N/A GAIL CANIZARES 4126802628 900 CHAMPLAIN PL GIBSONIA PA 150448017 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 NONE 0 MENDRYGAL LAW PLLC 3963 COLE AVE DALLAS TX 75204 LEGAL SERVICES 330020 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 ACCOUNTING SERVICES 97710 0 0 94309869 7494711 0 101804580 0 0 101804580 1527069 100277511 5013876 5013876 17602 17602 4996274 0 4996274 0 4996274 5158155 0 5158155 4996274 47985 0 0 5158155 47985 0 0 4996274 113896 0 0 113896 0 0 0 0 0 0 0 113896 113896 X 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 4733741 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 33878113 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 33878113 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 33878113 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. -33878113 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. -33878113 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. -33878113 4733741 0 14 25866 14 1251894 18 487 SETTLEMENT INCOME 01 1518 0 1279765 0 1279765 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 107406 13135 94271 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 34002259 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 34002259 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 34002259 THE CANIZARES ANDERSON FOUNDATION INC 900 CHAMPLAIN PL GIBSONIA PA 15044 2022-12-30 34002259 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 34002259 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 34002259 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 FORM 990-PF, PART VI-B, LINE 1A(3) 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). 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. LEGAL FEES 330020 0 330020 INTEREST & DIVIDENDS RECEIVABLE 260738 0 0 OTHER EXPENSES 123 0 123 BANK FEES 300 300 0 SETTLEMENT INCOME 1518 1518 1518 ADJUSTMENT FOR GRANTS CONTRIBUTED AT FMV 65693007 EXCISE TAXES 136000 0 0