ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-05
- IRS object ID
- 202632179349100523
- Schema version
- 2025v4.2
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-05T15:21:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID REAPE | PreparerPersonNm |
| PTIN | P00068117 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2026-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,053,171 | 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 | $268,618 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $540,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,844 | 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 | $3,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $490,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $350,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $500,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,012,991 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $350,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,053,171 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,500 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $800 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $350,160 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $536,929 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $536,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $490,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $840,634 | SubtotalAmt |
| Other Decreases | $303,705 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $536,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $3,568 | $3,568 | $3,568 | |
| PUBLICLY TRADED SECURITIES | P | $565,723 | $256,103 | $256,103 | $309,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $413 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,413 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,722 | OverpaymentAmt |
| Applied To ES Tax | $1,722 | 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 | $733,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $789,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $789,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $777,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,691 | TotalTaxAmt |
| Distributable Before Adj | $35,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,179 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,783 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,564 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,976 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,494 | 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 | $8,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,472 | ExcessFromYear4Amt |
| Excess From Year3 | $10,783 | ExcessFromYear3Amt |
| Excess From Year2 | $10,564 | ExcessFromYear2Amt |
| Excess From Year1 | $14,673 | ExcessFromYear1Amt |
| Excess From Current Year | $4,976 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $400 |
| CAPITAL REGION COMMUNITY FOUNDATION | |||||||
| 330 MARSHALL ST STE 300 | LANSING | MI | 48912 | N/A | PC | GENERAL SUPPORT | $500 |
| CHAUTAUQUA LAKE PROPERTY OWNERS ASSOCIATION INC | |||||||
| PO BOX 399 | BEMUS POINT | NY | 14712 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COCHISE COLLEGE FOUNDATION | |||||||
| 901 COLOMBO AVE | SIERRA VISTA | AZ | 85635 | N/A | PC | GENERAL SUPPORT | $3,000 |
| CONOR J CASEY FOUNDATION | |||||||
| 50 RIDGE ROAD | BUFFALO | NY | 14218 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 2846 SOM CENTER ROAD | WILLOUGHBY | OH | 44094 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CROSSROADS HEALTH | |||||||
| 8445 MUNSON RD | MENTOR | OH | 44060 | N/A | PC | GENERAL SUPPORT | $3,000 |
| DEEPWOOD FOUNDATION | |||||||
| 8121 DEEPWOOD BLVD | MENTOR | OH | 44060 | N/A | PC | GENERAL SUPPORT | $500 |
| ELLICOTTVILLE GREAT VALLEY AMBULANCE SERVICE | |||||||
| PO BOX 74 | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $500 |
| ELLICOTTVILLE ALLEY KATZ | |||||||
| 6745 HENCOOP HOLLOW RD | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $600 |
| ELLICOTTVILLE PLAYGROUND | |||||||
| 11 PARKSIDE DR | ELLICOTTVILLE | NY | 14731 | N/A | PC | GENERAL SUPPORT | $2,500 |
| FIELDSTONE FARM THERAPUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | N/A | PC | GENERAL SUPPORT | $3,000 |
| LAKE COUNTY COUNCIL ON AGING | |||||||
| 7900 EUCLID CHARDON RD | KIRTLAND | OH | 44094 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 462 CHARDON ST | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PROJECT HOPE FOR THE HOMELESS | |||||||
| 1101 CONNECTICUT AVE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $3,000 |
| REPLAY FOR KIDS | |||||||
| 6190 COCHRAN RD | SOLON | OH | 44139 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RIVERSIDE ALUMNI ASSOC | |||||||
| 585 RIVERSIDE DR | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $500 |
| SALVATION ARMY OF PAINESVILLE | |||||||
| 69 PEARL ST | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SAVE THE MICHAELS OF THE WORLD INC | |||||||
| 737 DELAWARE AVE SUITE 101 | BUFFALO | NY | 14209 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 7206 MYRON AVE | CLEVELAND | OH | 44103 | N/A | GOV | GENERAL SUPPORT | $3,000 |
| ST PAUL'S LUTHERAN CHURCH | |||||||
| 250 BOWHALL RD | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL SUPPORT | $500 |
| 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 | $65 |
| UNIVERSITY OF MOUNT UNION | |||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | N/A | PC | GENERAL SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,465 | 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 | $12,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $259,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,844 | 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 | $268,618 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $268,618 | FairMarketValueAmt |
| Received | 2025-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $3,990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $490 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $63,911 | $529,857 |
| EXCHANGE TRADED FUNDS | $267,840 | $314,657 |
| MUTUAL FUNDS | $168,498 | $168,477 |
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 | $303,705 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| BOY Book Value | $800 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $6,230 | Amt |
| Net Investment Income | $6,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $103 | Amt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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