2024-08-13T09:12:26-05:00 2023-12-31 411656121 SCHLENNER WENNER & CO CPA'S PA 630 ROOSEVELT RD STE 201 ST CLOUD MN 56301 990 2023-01-01 832087907 ANDERSON ASSISTANCE FOUNDATION ANDE 3202557400 725 OPPORTUNITY DRIVE ST CLOUD MN 56301 PAUL A PFEIFFER SECRETARY 3202557435 2024-08-07 1 0 SHELLEY M GAETZ P00066049 3202510286 2024-08-06 2023 2024-08-08 14:25:15Z PAUL A PFEIFFER 725 OPPORTUNITY DRIVE ST CLOUD MN 56301 163052 0 X WWW.ANDERSONASSISTANCE.ORG X 2018 MN HELPING PEOPLE IN NEED OVERCOME ADVERSITY THROUGH THE GENEROUS PEOPLE OF THE ANDERSON COMPANIES. 3 0 0 20 0 0 320475 155433 0 0 3770 7619 0 0 324245 163052 235743 288598 0 0 0 0 0 0 0 272 6107 236015 294705 88230 -131653 1082871 938999 0 5912 1082871 933087 HELPING PEOPLE IN NEED OVERCOME ADVERSITY THROUGH THE GENEROUS PEOPLE OF THE ANDERSON COMPANIES. 0 0 288598 288598 THE FOUNDATION PROVIDED OVER $288,000 IN ASSISTANCE TO 136 APPLICANTS IN 2023. 288598 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MN X PAUL A PFEIFFER 3202557400 725 OPPORTUNITY DRIVE ST CLOUD MN 56301 JIM ANDERSON CHAIR 0.50 X X 0 42001 0 PAUL PFEIFFER SECRETARY 0.50 40.00 X X 0 762926 0 JEFF POTTHOFF DIRECTOR 0.50 40.00 X 0 527448 0 0 1332375 0 0 0 1 0 0 18131 137302 18131 155433 7619 7619 163052 0 0 7619 288598 288598 6017 6017 BANK CHARGES 90 90 294705 288598 6107 0 543 12408 1082328 926591 1082871 938999 0 5912 0 5912 X 1082871 933087 1082871 933087 1082871 938999 -131653 -18131 0 X 0 1 X 1 0 X 991527 302994 179562 307493 137302 1918878 991527 302994 179562 307493 137302 1918878 1105826 813052 2185 4380 3777 3770 7619 21731 1940609 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 163052 0 163052 0 163052 312836 18131 18131 294705 0 294705 PART X, LINE 2: THE FOUNDATION FOLLOWS FASB ASC TOPIC 740, UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION UNDER IRS CODE SECTION 501(C)(3). DUE TO THE NOT-FOR-PROFIT NATURE AND PROVISION OF THE FOUNDATION, ALL INCOME AND EXPENSES ATTRIBUTABLE TO THE MISSION OF THE FOUNDATION ARE TAX EXEMPT AND ACCORDINGLY NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN MADE IN THE FINANCIAL STATEMENTS. IF THE FOUNDATION WERE TO ENGAGE IN ANY ACTIVITIES THAT RESULTED IN UNRELATED BUSINESS INCOME, A TAX WOULD BE ASSESSED ON THAT ACTIVITY. MANAGEMENT HAS MADE THE DETERMINATION THAT NO UNRELATED BUSINESS INCOME HAS BEEN RECEIVED DURING THE YEAR ENDED DECEMBER 31, 2023. THE FOUNDATION IS OPEN AND SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THE FILING DATE. 1 FINANCIAL ASSISTANCE TO INDIVIDUALS EXPERIENCING MEDICAL EMERGENCIES, NATURAL DISASTERS, AND OTHER HARDSHIPS 136 288598 PART I, LINE 2: THE FOUNDATION HAS A HEART COMMITTEE WHICH CONSISTS OF 18 MEMBERS WHO DETERMINE EACH APPLICANTS ELIGIBILITY FOR RECEIVING ASSISTANCE. EACH APPLICATION IS REVIEWED BY THE COMMITTEE AND EITHER APPROVED OR DENIED FUNDS BASED ON THE CRITERIA. IF APPROVED, THE FOUNDATION PAYS THE APPROVED BILLS FOR THE RECIPIENT. 0 0 0 0 0 0 0 0 0 PAUL PFEIFFER SECRETARY 0 371000 0 391926 0 0 0 0 0 0 0 762926 0 0 JEFF POTTHOFF DIRECTOR 0 275000 0 252448 0 0 0 0 0 0 0 527448 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE INITIAL MEMBERS OF THE BOARD, JIM ANDERSON, PAUL PFEIFFER, AND JEFF POTTHOFF, ARE RELATED TO EACH OTHER THROUGH BUSINESS RELATIONSHIPS, AS ALL FOUR ARE EMPLOYED BY ANDERSON TRUCKING SERVICE, INC. (ATS) OR FAMILY OF THE OWNERS OF ATS. THE OFFICERS AND DIRECTORS DO NOT HAVE ANY OTHER BUSINESS OR FAMILY RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 3 TO ENSURE THAT ATS DOES NOT EXERCISE EXCESSIVE CONTROL OVER THE FOUNDATION, AND THAT ANY BENEFIT TO ATS AS A RESULT OF THE FOUNDATION'S CHARITABLE ACTIVITIES IS INCIDENTAL AND TENUOUS, THE FOUNDATION HAS AN INDEPENDENT SELECTION COMMITTEE RESPONSIBLE FOR SELECTING RECIPIENTS OF THE FOUNDATION'S GRANT PROGRAM. THE 18 MEMBERS OF THE SELECTION COMMITTEE (NAMED THE HEART COMMITTEE) CONSIST OF PERSONS WHO ARE NOT IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF ATS OR THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 ATS IS THE SOLE MEMBER OF THE FOUNDATION FORM 990, PART VI, SECTION A, LINE 7A ATS SELECTS THE BOARD MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF THE FOUNDATION WILL REVIEW A COPY OF THE 990. THEY WILL PROVIDE ANY CHANGES TO BE MADE TO THE 990. THE 990 WILL BE FILED TO THE IRS ONCE IT RECEIVES BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS ARE REQUIRED TO REVIEW AND SIGN AN ANNUAL CERTIFICATION STATEMENT IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ANDERSON TRUCKING SERVICE INC 725 OPPORTUNITY DRIVE ST CLOUD MN 56301 410750435 WORLDWIDE TRANSPORTATION SOLUTIONS MN C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ANDERSON TRUCKING SERVICE INC S 18131 FAIR VALUE