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Nonprofit · EIN 47-1623854

JOE H ANDERSON JR FOUNDATION

Tax-exempt · LAKE CITY, FL 32056

Financials

$105K$174K2022$52K$270K2023$112K$104K2024
Revenue Expenses · by fiscal year end
Financials of JOE H ANDERSON JR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$112,410$103,854$8,556$685,797$0$685,797
December 31, 2023990-PF$51,836$270,357-$218,521$677,241$0$677,241
December 31, 2022990-PF$104,987$173,658-$68,671$859,568$0$859,568
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$30,238
Dividends
$7,246
Interest
$112
Net gain from sales of assets
$22,792
Other income
$52,022

Expenses

Grants and similar amounts paid
$89,000
Disbursements for charitable purposes
$89,000
Excise tax on investment income
$994

Balance sheet and other

Total assets, start of year
$677,241
Total assets, end of year
$685,797
Total liabilities, end of year
$0
Net assets, end of year
$685,797
Fair market value of assets
$856,774
Qualifying distributions
$89,000
Net investment income
$86,330

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOE H ANDERSON III
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
MARION DOUGLAS ANDERSON
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
CYNTHIA ANDERSON SIMPSON
PO BOX 1829, LAKE CITY, FL 32056
SECRETARY / TREASURER1$0
SKIPPER JONES
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOE H ANDERSON III
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
MARION DOUGLAS ANDERSON
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
CYNTHIA ANDERSON SIMPSON
PO BOX 1829, LAKE CITY, FL 32056
SECRETARY / TREASURER1$0
SKIPPER JONES
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
JOE H ANDERSON III
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
MARION DOUGLAS ANDERSON
PO BOX 1829, LAKE CITY, FL 32056
DIRECTOR1$0
CYNTHIA ANDERSON SIMPSON
PO BOX 1829, LAKE CITY, FL 32056
SECRETARY/TREASURER1$0
SKIPPER JONES
PO BOX 1829, LAKE CITY, FL 32056
PRESIDENT1$0

Address and contacts

Address (IRS master file)
PO BOX 1829, LAKE CITY, FL 32056-1829
Signed the 990-PF
BRIAN SCHREIBER, DIRECTOR
Phone
(352) 542-7942
Return prepared by
Forvis Mazars LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-1623854
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
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$685,797
Income (IRS master file)
$992,823

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$112,410$103,854$685,797XML
990-PFDecember 2023$51,836$270,357$677,241XML
990-PFDecember 2022$104,987$173,658$859,568XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 47-1623854).

Questions about JOE H ANDERSON JR FOUNDATION

What is the EIN of JOE H ANDERSON JR FOUNDATION?
The employer identification number (EIN) of JOE H ANDERSON JR FOUNDATION is 47-1623854.
Is JOE H ANDERSON JR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JOE H ANDERSON JR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOE H ANDERSON JR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOE H ANDERSON JR FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOE H ANDERSON JR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOE H ANDERSON JR FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does JOE H ANDERSON JR FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $112,410, expenses of $103,854 and total assets of $685,797 at year end.

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