ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349101770
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:21:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD SUITE 210 | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 4403576983 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10365 PINECREST DR | AddressLine1Txt |
| City | PAINESVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4403576983 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID REAPE | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $782,935 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $475,886 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,510 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $506,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,319 | 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 |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,739 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $303,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $350,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $782,758 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $317,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $782,935 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $800 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $800 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $308,168 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $350,160 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $308,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $317,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $308,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $779,630 | SubtotalAmt |
| Other Decreases | $429,470 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $350,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $31,013 | $20,731 | $10,282 | $10,282 | |
| CAPITAL GAIN DISTRIBUTIONS | $11,228 | $11,228 | $11,228 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,510 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $809 | 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 | $809 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $413 | OverpaymentAmt |
| Applied To ES Tax | $413 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 |
| Individual With Books | ROBERT ANDERSON | IndividualWithBooksNm |
| Phone | 4403576983 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10365 PINECREST DR | AddressLine1Txt |
| City | PAINESVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 10365 PINECREST DR | PAINESVILLE | OH | 44077 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOANNE L ANDERSON | ||||||||
| 10365 PINECREST DR | PAINESVILLE | OH | 44077 | TREASURER | 1.00 | $0 | $0 | $0 |
| CYNTHIA L ANDERSON | ||||||||
| 10365 PINECREST DR | PAINESVILLE | OH | 44077 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOUGLAS L ANDERSON | ||||||||
| 10365 PINECREST DR | PAINESVILLE | OH | 44077 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $360,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $377,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $377,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $372,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $396 | TotalTaxAmt |
| Distributable Before Adj | $18,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,472 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,673 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $87,367 | 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 | $36,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,026 | ExcessFromYear4Amt |
| Excess From Year3 | $6,472 | ExcessFromYear3Amt |
| Excess From Year2 | $10,783 | ExcessFromYear2Amt |
| Excess From Year1 | $10,564 | ExcessFromYear1Amt |
| Excess From Current Year | $14,673 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT L ANDERSON | ContributingManagerNm |
| Contributing Manager | JOANNE L ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | GENERAL SUPPORT | $800 |
| ALS ASSOC NORTHERN OHIO CHAPTER | |||||||
| 7268 COUNTY RD 15 | CENTERBURG | OH | 43011 | N/A | PC | GENERAL SUPPORT | $500 |
| BEMUS POINT VOLUNTEER FIRE DEPT | |||||||
| 13 ALBURTUS AVE | BEMUS POINT | NY | 14712 | N/A | GOV | GENERAL SUPPORT | $200 |
| BOB MCCARTHY FOUNDATION | |||||||
| PO BOX 301 | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $250 |
| COCHISE COLLEGE FOUNDATION | |||||||
| 901 COLOMBO AVE | SIERRA VISTA | AZ | 85635 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CONOR J CASEY FOUNDATION | |||||||
| 50 RIDGE ROAD | BUFFALO | NY | 14218 | N/A | PC | GENERAL SUPPORT | $1,500 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 2846 SOM CENTER ROAD | WILLOUGHBY | OH | 44094 | N/A | PC | GENERAL SUPPORT | $2,000 |
| CROSSROADS HEALTH | |||||||
| 8445 MUNSON RD | MENTOR | OH | 44060 | N/A | PC | GENERAL SUPPORT | $2,000 |
| ELLICOTTVILLE ALLEY KATZ | |||||||
| 6745 HENCOOP HOLLOW RD | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $500 |
| ELLICOTTVILLE PLAYGROUND | |||||||
| 11 PARKSIDE DR | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ELLICOTTVILLE ROTARY CLUB | |||||||
| PO BOX 456 | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $250 |
| FIELDSTONE FARM THERAPUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | GENERAL SUPPORT | $500 |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | N/A | PC | GENERAL SUPPORT | $2,000 |
| LAKE COUNTY COUNCIL ON AGING | |||||||
| 7900 EUCLID CHARDON RD | KIRTLAND | OH | 44094 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LAKE COUNTY YMCA | |||||||
| 933 MENTOR AVE | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $200 |
| LIFE ACT | |||||||
| 29425 CHAGRIN BLVD STE 203 | CLEVELAND | OH | 44122 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MENTOR FIRE DEPT | |||||||
| 6929 HEISLEY RD | MENTOR | OH | 44060 | N/A | GOV | GENERAL SUPPORT | $100 |
| REPLAY FOR KIDS | |||||||
| 6190 COCHRAN RD | SOLON | OH | 44139 | N/A | PC | GENERAL SUPPORT | $500 |
| RIVERSIDE ALUMNI ASSOC | |||||||
| 585 RIVERSIDE DR | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $500 |
| THE SALVATION ARMY | |||||||
| PO BOX 8209 | NAPLES | FL | 34101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 7206 MYRON AVE | CLEVELAND | OH | 44103 | N/A | GOV | GENERAL SUPPORT | $5,000 |
| PROJECT HOPE | |||||||
| 1101 CONNECTICUT AVE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UNITED WAY OF LAKE COUNTY | |||||||
| 9285 PROGRESS PKWY | MENTOR | OH | 44060 | N/A | PC | GENERAL SUPPORT | $3,000 |
| WESTERN RESERVE JUNIOR SERVICE LEAGUE | |||||||
| PO BOX 456 | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,485 | 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 | $8,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,319 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND JOANNE ANDERSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10365 PINECREST DR | AddressLine1Txt |
| City | PAINESVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $475,886 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,800 SHARES OF APPLE INCORPORATED STOCK | NoncashPropertyDesc |
| Fair Market Value | $466,236 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $95,730 | $479,152 |
| MUTUTAL FUNDS | $225,214 | $260,277 |
| EXCHANGE TRADED FUNDS | $29,839 | $43,329 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE IN BASIS OF CONTRIBUTED PUBLICLY TRADED SECURITIES | Desc |
| Amt | $429,470 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE TO ROBERT ANDERSON | $9,650 | $0 |
| CHECKS IN TRANSIT | $0 | $800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $1,739 | Amt |
| Net Investment Income | $1,739 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $100 | $0 | $100 |
| FOREIGN TAXES | $119 | $119 | $0 |
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