Nonprofit · EIN 41-6020914
HUGH J ANDERSEN FOUNDATION
Tax-exempt · BAYPORT, MN 55003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $14,362,934 | $12,420,431 | $1,942,503 | $277,772,086 | $0 | $277,772,086 |
| February 28, 2025 | 990-PF | $8,505,943 | $11,394,511 | -$2,888,568 | $251,002,895 | $0 | $251,002,895 |
| February 29, 2024 | 990-PF | $6,493,377 | $9,579,948 | -$3,086,571 | $216,570,952 | $0 | $216,570,952 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $6,412,125
- Interest
- $47
- Net gain from sales of assets
- $7,950,762
Expenses
- Grants and similar amounts paid
- $11,273,500
- Disbursements for charitable purposes
- $12,201,788
- Excise tax on investment income
- $198,597
Balance sheet and other
- Total assets, start of year
- $251,002,895
- Total assets, end of year
- $277,772,086
- Total liabilities, end of year
- $0
- Net assets, end of year
- $277,772,086
- Fair market value of assets
- $277,772,086
- Qualifying distributions
- $12,201,788
- Net investment income
- $14,362,934
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH J ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | PRESIDENT | 1 | $0 |
| ELLEN B ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | VICE PRES | 1 | $0 |
| JORDAN C COPELAND 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | SECRETARY/TR | 1 | $0 |
| WILLIAM W RUBENSTEIN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
| HUNTER W WOLFSON 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
990-PF for the year ended February 28, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH J ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | PRESIDENT | 1 | $0 |
| WILLIAM H RUBENSTEIN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | SEC/ TREAS | 1 | $0 |
| ELLEN B ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | VICE PRES | 1 | $0 |
| WILLIAM W RUBENSTEIN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
| JORDAN C COPELAND 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
990-PF for the year ended February 29, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH J ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | PRESIDENT | 1 | $0 |
| WILLIAM H RUBENSTEIN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | SEC/ TREAS | 1 | $0 |
| ELLEN B ANDERSEN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | VICE PRES | 1 | $0 |
| WILLIAM W RUBENSTEIN 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
| JORDAN C COPELAND 342 FIFTH AVENUE NORTH SUITE 200, BAYPORT, MN 550034502 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 342 5TH AVE N STE 200, BAYPORT, MN 55003-4503
- Signed the 990-PF
- SARAH J ANDERSEN, PRESIDENT
- Phone
- (651) 439-1557
- Website
- WWW.SRINC.BIZ/HJA
- Return prepared by
- FOLEY KALSEIM & COMPANY LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6020914
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1964
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $277,772,086
- Income (IRS master file)
- $17,065,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $14,362,934 | $12,420,431 | $277,772,086 | XML |
| 990-PF | February 2025 | $8,505,943 | $11,394,511 | $251,002,895 | XML |
| 990-PF | February 2024 | $6,493,377 | $9,579,948 | $216,570,952 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6020914).
Questions about HUGH J ANDERSEN FOUNDATION
- What is the EIN of HUGH J ANDERSEN FOUNDATION?
- The employer identification number (EIN) of HUGH J ANDERSEN FOUNDATION is 41-6020914.
- Is HUGH J ANDERSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to HUGH J ANDERSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HUGH J ANDERSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HUGH J ANDERSEN FOUNDATION due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HUGH J ANDERSEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of HUGH J ANDERSEN FOUNDATION?
- The 990-PF for the year ended February 28, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does HUGH J ANDERSEN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $14,362,934, expenses of $12,420,431 and total assets of $277,772,086 at year end.
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