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
- 2023-01-01 to 2023-12-08
- Filed
- 2023-12-15
- IRS object ID
- 202343499349100119
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-15T17:05:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-08 | 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 | 2023-01-01 | 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 | 2023-12-08 | 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 | 2023-12-08 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $284,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,896 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,930 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $291,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,100 | 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 | $165,993 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $165,993 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,168 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $64,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $129 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $230,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,641 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $792,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$500,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $500,255 | SavAndTempCashInvstBOYAmt |
| Total Assets BOY | $500,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | 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 | $500,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $500,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $500,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $500,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$500,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,401 | 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 | $4,401 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $655 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $655 | 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 | 0 | 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 | $156,055 |
| CLARK NUBER PS | |||||
| 10900 NE 4TH ST UNIT 1400 | BELLEVUE | WA | 98004 | ACCOUNTING & TAX SERVICES | $80,168 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $670,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $670,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $670,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $660,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,746 | TotalTaxAmt |
| Distributable Before Adj | $27,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $113,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,628 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $317,524 | 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 | $317,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $113,896 | ExcessFromYear1Amt |
| Excess From Current Year | $203,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CANIZARES ANDERSON FOUNDATION INC | |||||||
| 900 CHAMPLAIN PL | GIBSONIA | PA | 15044 | NONE | PF | CAPITAL GRANT | $181,880 |
| CALVER FOUNDATION | |||||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | NONE | PF | CAPITAL GRANT | $181,880 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | NONE | PF | CAPITAL GRANT | $181,881 |
| 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. | -$181,880 |
| 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. | -$181,880 |
| 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. | -$181,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,896 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 01 | $204 |
| IRS TAX REFUND | 01 | $6,726 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,826 | 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 | $80,168 | Amt |
| Net Investment Income | $15,470 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,698 | 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 | TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE 181,880 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6 | $181,880 |
| CALVER FOUNDATION | |||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $181,880 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6 | $181,880 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | TRANSFER OF ASSETS TO AN UNRELATED FOUNDATION. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $181,881 PURSUANT TO THE DIVISION AGREEMENT OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION. THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS.SEE STATEMENT 6 | $181,881 |
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 | $34,184,139 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 08/14/23 |
| CALVER FOUNDATION | |||||||||
| 5809 SETTLEMENT WAY | MCKINNEY | TX | 75070 | 2022-12-30 | $34,184,139 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT" | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 08/13/23 |
| MCDONALD-ANDERSON FOUNDATION INC | |||||||||
| 600 OCEAN RD | VERO BEACH | FL | 32963 | 2022-12-30 | $34,184,140 | CHARITABLE USE ASSETS PURSUANT TO DIVISION AGREEMENT" | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 08/14/23 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| 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). | |
| FORM 990-PF, PART XII, LINE 3E | THE EXCESS DISTRIBUTION CARRYOVER REPORTED ON THIS LINE REPRESENTS THE EXCESS REPORTED ON FORM 990-PF FOR THE YEAR ENDING DECEMBER 31, 2022. | EXCESS DISTRIBUTION CARRYOVER |
| FORM 990-PF | THE 2023 IRS E-FILE PROGRAM IS CURRENTLY NOT AVAILABLE. THEREFORE, THE ORGANIZATION IS USING THE 2022 IRS E-FILE PROGRAM TO TIMELY SUBMIT ITS 2023 SHORT-YEAR FORM 990-PF. THE INFORMATION REPORTED ON THE RETURN HAS BEEN UPDATED TO INCLUDE THE ORGANIZATION ACTIVITIES THROUGH THE DATE OF DISSOLUTION. THROUGHOUT THE FORM, REFERENCES IN THE PRINTED FORM TO 2022 REFER TO 2023 AND REFERENCES TO 2021 REFER TO 2022. |
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 ATTACH A CERTIFIED COPY OF THE LIQUIDATION PLAN, RESOLUTION, ETC., SINCE THERE HAS BEEN A LIQUIDATION OF THE ASSETS OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION (THE "FOUNDATION"). DURING CALENDAR YEAR 2023, THE FOUNDATION MADE FINAL DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME RESULTING IN A LIQUIDATION OF THE FOUNDATION'S ASSETS. AS REPORTED IN THE 2022 FORM 990-PF OF THE FOUNDATION, THE FOUNDATION PREVIOUSLY DETERMINED THAT, IN ORDER TO EFFECTIVELY HONOR THE CHARITABLE LEGACY AND INTENT OF ITS FOUNDERS (THE "FOUNDERS"), IT SHOULD PURSUE A PLAN TO DIVIDE AND LIQUIDATE ITS ASSETS UNDER SECTION 507(B)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WITH EQUAL DISTRIBUTIONS TO THREE PRIVATE FOUNDATIONS ESTABLISHED AND ADMINISTERED BY EACH OF THE FOUNDERS' THREE CHILDREN (THE "TRANSFEREE FOUNDATIONS"). IN 2022, THE FOUNDATION COMPLETED A SUBSTANTIAL CONTRACTION OF ASSETS BY DIVIDING AND DISTRIBUTING MOST OF THE FOUNDATION'S ASSETS IN EQUAL SHARES TO EACH OF THE TRANSFEREE FOUNDATIONS PURSUANT TO THAT CERTAIN DIVISION AGREEMENT OF THE FOUNDATION, EFFECTIVE DECEMBER 8, 2022 (THE "DIVISION AGREEMENT"). AT A MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS ON JULY 19, 2023, AT WHICH ALL DIRECTORS WERE IN ATTENDANCE, THE BOARD OF DIRECTORS UNANIMOUSLY ADOPTED THE PLAN OF LIQUIDATION AND DISTRIBUTION OF THE FOUNDATION ATTACHED TO THIS 2023 FORM 990-PF (THE "LIQUIDATION PLAN"), AND AUTHORIZED THE FOUNDATION'S PRESIDENT TO TAKE ANY NECESSARY ACTION TO CARRY OUT THE FINAL DISTRIBUTIONS TO THE TRANSFEREE FOUNDATIONS UNDER THE DIVISION AGREEMENT (THE "FINAL DISTRIBUTION") AND TO WIND UP AND TERMINATE THE FOUNDATION IN FURTHERANCE OF THE LIQUIDATION PLAN, AS CERTIFIED IN THE SECRETARY'S CERTIFICATE ATTACHED TO THIS 2023 FORM 990-PF. THE FINAL DISTRIBUTION WAS COMPLETED ON DECEMBER 8, 2023 IN ACCORDANCE WITH THE DIVISION AGREEMENT AND THE LIQUIDATION PLAN, AND THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE FOUNDATION CEASED TO EXIST ON DECEMBER 8, 2023 UPON FILING A CERTIFICATE OF TERMINATION WITH THE STATE OF TEXAS, AND IT PROVIDED NOTICE OF VOLUNTARILY TERMINATION OF ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1) BY SENDING NOTICE TO THE MANAGER, EXEMPT ORGANIZATIONS DETERMINATIONS, DATED DECEMBER 13, 2023, AND IN THIS FORM 990-PF. THE FOUNDATION HAS NO ASSETS AND THEREFORE, PURSUANT TO REV. RUL. 2002-28, THE TERMINATION TAX OWED IS $0. RECIPIENTS' EIN AND ADDRESSES: THE CANIZARES ANDERSON FOUNDATION, INC. 87-2305623 900 CHAMPLAIN PL GIBSONIA, PA 15044 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 CALVER FOUNDATION 86-1917009 5809 SETTLEMENT WAY MCKINNEY, TX 75070 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 MCDONALD-ANDERSON FOUNDATION, INC. 84-2041031 600 OCEAN RD VERO BEACH, FL 32963 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,881 TRANSFEROR HAS PROVIDED THE TRANSFEREE FOUNDATIONS WITH THE NECESSARY INFORMATION TO IDENTIFY AND TRACK ALL APPLICABLE TAX ATTRIBUTES ASSOCIATED WITH THE TRANSFER, AS OUTLINED IN REG. 1.507-3. ANY ADDITIONAL RECEIVABLES RECEIVED AFTER THE FINAL DISTRIBUTION WILL BE DISTRIBUTED TO THE CHILDRENS SCHOLARSHIP FUND (NEW YORK). | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $165,993 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $165,993 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $129 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $204 | $204 | $204 |
| IRS TAX REFUND | $6,726 | $6,726 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |