2024-11-14T16:14:46-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990 2023-01-01 822795105 ANDERSEN FOUNDATION ANDE 6462135100 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 JOSEPH P TOCE JR TRUSTEE 6462135100 2024-11-14 1 0 CONNOR P RYAN P02115760 6462135100 2023 2024-10-15 13:58:12Z JOSEPH P TOCE JR 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 3326791 0 X N/A X 2017 NY ESTABLISHED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED. 3 3 0 0 0 0 2037526 1470418 0 0 -50733 196274 0 0 1986793 1666692 1703041 1403158 0 0 0 0 0 0 0 19994 23149 1723035 1426307 263758 240385 4975620 5342744 554795 395032 4420825 4947712 X THE ANDERSEN TAX FOUNDATION (HEREAFTER "THE FOUNDATION") IS ORGANIZED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC (HEREAFTER ANDERSEN") TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED BY ANDERSEN. THE COMMUNITY BENEFICIARIES OF THE ASSISTANCE ARE NOT JUST LIMITED TO THE CURRENT AND FORMER PEOPLE OF ANDERSEN, BUT WILL BE BROAD ENOUGH TO INCLUDE ANDERSEN CLIENTS AND COMMUNITIES AS A WHOLE THAT HAVE IMMEDIATE NEEDS AND SUFFER PERMANENT LOSSES IN TIMES OF HARDSHIP, WILL PROVIDE SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN AND THEIR FAMILIES AND TO SUPPORT OTHER QUALIFIED CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION WILL PROVIDE THE NECESSARY SUPPORT AND ASSISTANCE THROUGH THE CONTRIBUTION OF ANDERSEN AND THE VOLUNTARY CONTRIBUTIONS OF THE PEOPLE OF ANDERSEN, INCLUDING APPROXIMATELY 2,000 OVERALL PARTNERS, EMPLOYEES, ALUMNI AND RETIREES, AS WELL AS ACCEPT GRANTS AND FUNDS FROM THE OUTSIDE GENERAL PUBLIC, INCLUDING CLIENTS, OR GOVERNMENTAL ENTITIES. 0 0 144653 144653 THE FOUNDATION AIMS TO PROVIDE DIRECT AND INDIRECT EMERGENCY HARDSHIP RELIEF TO THE ANDERSEN COMMUNITIES AS A WHOLE. TYPES OF DISASTERS OR EMPLOYEE HARDSHIP SITUATIONS INCLUDE, BUT ARE NOT LIMITED TO, NATURAL DISASTERS, TERRORISM, FIRES, FLOODS, VIOLENT CRIMES, PHYSICAL ABUSE, DEATH AND ILLNESS IN THE FAMILY, AND OTHER PERSONAL HARDSHIPS. FOR INDIVIDUAL ASSISTANCE, GRANTS ARE AVAILABLE TO THOSE INDIVIDUALS (NOT LIMITED TO JUST THE PEOPLE OF ANDERSEN) THAT CAN PROPERLY DEMONSTRATE NEED, HARDSHIP, OR DISTRESS. ALL INDIVIDUAL RECIPIENTS ARE SELECTED BASED ON OBJECTIVE CRITERIA MADE BY AN INDEPENDENT SELECTION COMMITTEE CONSISTING OF GEOGRAPHICALLY DIVERSE GROUP OF NINE INDIVIDUALS. THE COMMITTEE UNDERTAKES A DUE DILIGENCE REVIEW OF EACH REQUEST FOR ASSISTANCE TO ENSURE INDIVIDUALS MEET THE NEEDS-BASED TEST. GRANTS ARE ISSUED TO ELIGIBLE INDIVIDUALS, INCLUDING ANDERSEN PARTNERS AND EMPLOYEES, TO PROVIDE NEEDS-BASED FINANCIAL SUPPORT. INDIVIDUALS SEEKING HARDSHIP RELIEF WILL NEED TO APPLY TO THE FOUNDATION FOR FUNDS AND OTHER ASSISTANCE USING A PREESTABLISHED APPLICATION. IN 2023 THE FOUNDATION WAS ABLE TO PROVIDE GRANTS TO INDIVIDUALS IMPACTED BY THE HUMANITARIAN CRISIS RESULTING FROM THE RUSSIAN INVASION OF UKRAINE. ADDITIONALLY THE FOUNDATION GRANTED ASSISTANCE TO OVER TEN FAMILIES WHO EXPERIENCED HARDSHIP STEMMING FROM A MEDICAL EMERGENCY. THIS GRANT PROVIDED IMMEDIATE RELIEF TO THE FINANCIAL STRESS OF THE FAMILY DRIVEN BY THIS EVENT. 332500 332500 THE FOUNDATION RECOGNIZES THE IMPORTANCE OF HIGHER EDUCATION IN THE DEVELOPMENT AND REFINEMENT OF AN INDIVIDUAL'S CURRENT AND FUTURE CAREER RESPONSIBILITIES AND SKILLS. TO THIS END, THE FOUNDATION PROVIDES SCHOLARSHIP AID TO THE PEOPLE OF ANDERSEN AND THEIR FAMILY MEMBERS. THE PURPOSE OF THE SCHOLARSHIP AID IS TO PROVIDE FINANCIAL ASSISTANCE, INCLUDING USE OF EDUCATIONAL GRANTS, TO ELIGIBLE INDIVIDUALS SEEKING POST-SECONDARY EDUCATION AT ACCREDITED INSTITUTIONS. INDIVIDUALS SEEKING SCHOLARSHIP AID APPLIED FOR THE PROGRAM THROUGH A PREESTABLISH APPLICATION WHICH IS DISSEMINATED THROUGH ELECTRONIC, LOCAL OFFICE COMMUNICATION. ONCE COMPLETED, RECIPIENTS ARE SELECTED BY THE FOUNDATION'S SELECTION COMMITTEE BASED ON OBJECTIVE STANDARDS. THE COMMITTEE IS A GEOGRAPHICALLY DIVERSE GROUP CONSISTING OF TWELVE PEOPLE. THE COMMITTEE REVIEWS EACH SCHOLARSHIP APPLICATION AND ADMINISTERS SCHOLARSHIP AID TO GRANTEES BASED ON FINANCIAL NEED, ACADEMIC MERIT, AND SCHOLASTIC ACHIEVEMENT. THE AMOUNT OF SCHOLARSHIP AID AWARDED TO EACH RECIPIENT VARIES BASED ON THE SELECTION CRITERIA, THE NUMBER OF ELIGIBLE APPLICANTS AND THE AMOUNT OF FUNDS AVAILABLE. INDIVIDUALS WHO ARE AWARDED SCHOLARSHIP AID EITHER RECEIVE THE FUNDS DIRECTLY OR SUCH FUNDS ARE PAID DIRECTLY TO THE ACCREDITED INSTITUTION FOR APPLICATION TOWARDS THE INDIVIDUAL RECIPIENT'S DEGREE PROGRAM. THE FOUNDATION AWARDED THIRTY-SEVEN SCHOLARSHIPS IN 2023 RANGING FROM $5,000 TO $15,000. 926005 926005 TO THE EXTENT THE FOUNDATION CANNOT DIRECTLY ASSIST IN HARDSHIP RELIEF, IT MAKES GRANTS TO OTHER CHARITIES THAT ARE ALREADY DIRECTLY ASSISTING IN THE AFFECTED COMMUNITIES. THIS YEAR THE FOUNDATION MADE GRANTS TO ORGANIZATIONS SUPPORTING THE COMMUNITY OF UKRAINE, ISREAL, PALESTINE AND SURROUNDING AREAS AS A RESULT OF THE HUMANITARIAN CRISISES IN EACH RESPECTIVE REGION. FURTHER, GRANTS WERE MADE TO ORGANIZATIONS ASSISTING WITH THE AID RESPONSE TO NATURAL DISASTERS IN TURKEY AND MAUI. ADDITIONALLY, THE FOUNDATION MADE GRANTS IN SUPPORT OF EFFORTS TO COMBAT HUNGER AND SUPPORT GREATER EDUCATION INITIATIVES IN LINE WITH THE FOUNDATION'S MISSION. 1403158 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 1 0 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 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY X THE ORGANIZATION 6462135100 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 JOSEPH P TOCE JR TRUSTEE 2.50 40.00 X 0 0 0 MICHAEL VAN DE LOO TRUSTEE 2.50 40.00 X 0 0 0 PEPPER AUSTIN TRUSTEE 2.50 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1200000 270418 1470418 185673 185673 1670700 1660099 10601 10601 10601 1666692 0 0 196274 626005 626005 430378 430378 346775 346775 15000 15000 7727 7727 NEW YORK STATE FILING F 275 275 SUPPLIES 122 122 BANK FEE 25 25 1426307 1403158 23149 0 1203782 620541 3506 58625 3768332 4663578 4975620 5342744 9168 0 545627 395032 554795 395032 X 0 0 0 0 4420825 4947712 4420825 4947712 4975620 5342744 240385 286502 0 X 1 1 1 0 X 1070971 1073380 2772378 2037526 1470418 8424673 1070971 1073380 2772378 2037526 1470418 8424673 168422 8256251 7755 16612 137388 168806 185673 516234 8940907 0.92340 0.93630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1953194 286502 286502 1666692 0 1666692 1426307 0 1426307 0 1426307 1 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICE GRANTMAKING TO SUPPORT THE REFUGEE CRISIS STEMMING FROM THE RUSSIAN INVASION OF UKRAINE. 329000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE GRANTMAKING TO SUPPORT THE REFUGEE CRISIS STEMMING FROM THE RUSSIAN INVASION OF UKRAINE. 17775 0 0 0 0 0 0 346775 0 346775 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUPPORT THE HUMANITARIAN NEEDS OF UKRANIAN ANDERSEN EMPLOYEES ON SECONDMENT IN LUXEMBOURG AS A RESULT OF THE RUSSIAN INVASION OF UKRAINE. 17775 WIRE TRANSFER 0 CASH RUSSIA AND NEIGHBORING STATES SUPPORT THE HUMANITARIAN NEEDS OF THE PEOPLE OF UKRAINE STEMMING FROM THE RUSSIAN INVASION. 300000 WIRE TRANSFER 0 CASH 2 SUPPORT THE HUMANITARIAN NEEDS OF THE PEOPLE OF UKRAINE STEMMING FROM THE RUSSIAN INVASION. SUPPORT THE HUMANITARIAN NEEDS OF THE PEOPLE OF UKRAINE STEMMING FROM THE 3 29000 WIRE TRANSFER CASH 0 0 0 0 0 0 PART I, LINE 2: THE FOUNDATION ACTIVELY COMMUNICATED THE INTENT OF THE FUNDS PRIOR TO DISTRIBUTION. SPECIFICALLY, THE FOUNDATION ENSURED THE FUNDS WOULD BE USED TOWARD BASIC LIFE NECESSITIES INCLUDING FOOD, WATER, SHELTER, CLOTHING, MEDICAL SUPPLIES, AND OTHER ESSENTIAL PROVISIONS. UNDER NO CICUMSTANCES WAS THE GIFT TO BE UTILIZED FOR PROFITMAKING VENTURES, PERSONAL USE, WAR MAKING OR ANY ACTIVITIES OUTSIDE OF THE SCOPE PREVIOUSLY DESCRIBED. PART III, COL (C): GRANTS WERE MADE DIRECTLY TO INDIVIDUALS IMPACTED BY THE RUSSIAN INVASION OF UKRAINE AS WELL AS INDIVIDUALS OF THE UNITED STATES SUPPORTING FAMILY AND FRIENDS EFFECTED BY THE CRISIS. THE NUMBER OF INDIVIDUALS LISTED REPRESENTS THE PERSONS RECEIVING THE GRANTS DIRECTLY, THOUGH FUNDS MAY HAVE BEEN FURTHER DISTRIBUTED AMONGST INDIVIDUALS IN NEED. 1 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501(C)(3) 150595 0 GENERAL SUPPORT FOR THE SCHOOL OF LAW. AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 131790719 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER ISRAELI REGION. CENTER FOR CHILDREN & YOUTH JUSTICE 300 ELLIOTT AVE W SUITE 360 SEATTLE WA 98119 204457248 501(C)(3) 15000 0 SUPPORT THE NEEDS OF THE GREATER SEATTLE COMMUNITY. DOMINICAN SISTERS OF MISSION SAN JOSE 43326 MISSION BLVD FREMONT CA 94539 942324989 501(C)(3) 36668 0 SUPPORT THE NEEDS OF THE GREATER SAN FRANCISCO, OAKLAND AND SAN JOSE COMMUNITIES. MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C)(3) 25000 0 IN MEMORIAM OF DECEASED FORMER EMPLOYEE OF ARTHUR ANDERSEN LLP. ITALIAN HOME FOR CHILDREN 1125 CENTRE STREET JAMAICA PLAIN MA 02130 042103799 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER BOSTON COMMUNITY. LAMBERT HOUSE PO BOX 23111 SEATTLE WA 98102 943036815 501(C)(3) 20000 0 SUPPORT THE NEEDS OF THE GREATER SEATTLE COMMUNITY. LOW INCOME HOUSING INSTITUTE 1253 S JACKSON ST STE A SEATTLE WA 98144 943155150 501(C)(3) 15000 0 SUPPORT THE NEEDS OF THE GREATER SEATTLE COMMUNITY. PARK LAWN ASSOCIATION 10833 LAPORTE AVE OAK LAWN IL 60453 362406623 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER CHICAGO COMMUNITY. NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER BOSTON COMMUNITY. WINGS PROGRAM INC PO BOX 95615 PALATINE IL 60095 363456061 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER CHICAGO COMMUNITY. PEACEWORKS NETWORK FOUNDATION 244 MADISON AVENUE 1135 NEW YORK NY 10016 300102398 501(C)(3) 10000 0 SUPPORT THE NEEDS OF THE GREATER ISRAELI AND GAZA REGION. 12 SCHOLARSHIPS FOR STUDENTS OF THE GREATER ANDERSEN COMMUNITY 37 332500 HARDSHIP ASSISTANCE FOR INDIVIDUALS IN THE ANDERSEN COMMUNITY IN FINANCIAL DISTRESS AS A RESULT OF AN ILLNESS IN THE IMMEDIATE FAMILY 11 97878 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN ARE ALL EMPLOYED BY ANDERSEN TAX LLC. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS CIRCULATED TO TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN FOR REVIEW PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFILICTS OF INTEREST AND DEALS WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURED. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION DOCUMENTS CAN BE MADE AVAILABLE UPON REQUEST. ANDERSEN TAX LLC 100 FIRST STREET SUITE 1600 SAN FRANCISCO CA 94105 331197384 TAX AND CONSULTING SERVICES CA N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDERSEN TAX LLC C 1200000 CASH CONTRIBUTION