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Nonprofit · EIN 65-6254123

LEE AND PENNY ANDERSON FOUNDATION

Also known as ANDERSON LEE R SR ET AL TTEES

Tax-exempt · ORLANDO, FL 32822

Financials

$0$2K2023$7$2K2024$0$3K2025
Revenue Expenses · by fiscal year end
Financials of LEE AND PENNY ANDERSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$0$2,541-$2,541$60,040$0$60,040
June 30, 2025990-PF$7$2,310-$2,303$62,581$0$62,581
June 30, 2024990-PF$0$2,022-$2,022$64,884$0$64,884
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,541

Balance sheet and other

Total assets, start of year
$62,581
Total assets, end of year
$60,040
Total liabilities, end of year
$0
Net assets, end of year
$60,040
Fair market value of assets
$60,040
Qualifying distributions
$2,541

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
LEE R ANDERSON SR
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, PRESIDENT1$0
KATHARINE M ANDERSON
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, SECRETARY/TREASURER1$0
THOMAS B DYER
9114 SLOANE STREET, ORLANDO, FL 32827
TRUSTEE1$0
990-PF for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
LEE R ANDERSON SR
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, PRESIDENT1$0
KATHARINE M ANDERSON
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, SECRETARY/TREASURER1$0
THOMAS B DYER
9114 SLOANE STREET, ORLANDO, FL 32827
TRUSTEE1$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
LEE R ANDERSON SR
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, PRESIDENT1$0
KATHARINE M ANDERSON
3054 GORDON DRIVE, NAPLES, FL 34102
TRUSTEE, SECRETARY/TREASURER1$0
THOMAS B DYER
9114 SLOANE STREET, ORLANDO, FL 32827
TRUSTEE1$0

Address and contacts

Address (IRS master file)
5850 T G BOULEVARD, ORLANDO, FL 32822-0000
In care of
% CHARLES R GEHRKE
Signed the 990-PF
THOMAS B DYER, TRUSTEE
Phone
(651) 260-1171
Return prepared by
RSM US 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
65-6254123
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
1998
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$60,040
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$0$2,541$60,040XML
990-PFJune 2025$7$2,310$62,581XML
990-PFJune 2024$0$2,022$64,884XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 65-6254123).

Questions about LEE AND PENNY ANDERSON FOUNDATION

What is the EIN of LEE AND PENNY ANDERSON FOUNDATION?
The employer identification number (EIN) of LEE AND PENNY ANDERSON FOUNDATION is 65-6254123.
Is LEE AND PENNY ANDERSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to LEE AND PENNY ANDERSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE AND PENNY ANDERSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE AND PENNY ANDERSON FOUNDATION due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEE AND PENNY ANDERSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of LEE AND PENNY ANDERSON FOUNDATION?
The 990-PF for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does LEE AND PENNY ANDERSON FOUNDATION have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $0, expenses of $2,541 and total assets of $60,040 at year end.

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