Nonprofit · EIN 74-6078530
CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $12,297,603 | $12,355,071 | -$57,468 | $64,071,123 | $0 | $64,071,123 |
| December 31, 2023 | 990-PF | $3,206,443 | $6,243,532 | -$3,037,089 | $64,104,719 | $0 | $64,104,719 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,558,389
- Interest
- $14
- Net gain from sales of assets
- $10,083,258
- Other income
- $655,942
Expenses
- Grants and similar amounts paid
- $9,809,550
- Compensation of officers, directors and key employees
- $788,534
- Salaries, compensation and benefits (total)
- $324,780
- Disbursements for charitable purposes
- $11,697,420
- Excise tax on investment income
- $164,019
Balance sheet and other
- Total assets, start of year
- $64,104,719
- Total assets, end of year
- $64,071,123
- Total liabilities, end of year
- $0
- Net assets, end of year
- $64,071,123
- Fair market value of assets
- $83,944,596
- Qualifying distributions
- $11,697,420
- Net investment income
- $12,297,603
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bank of America PO Box 653067, Dallas, TX 752653067 | Trustee | 1 | $339,156 | – |
| Brad Robb PO Box 40536, Austin, TX 78704 | Exec Director | 40 | $319,378 | $47,236 |
| Catherine Sitton PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $104,622 | $24,228 |
| Justin Ito PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $85,500 | $10,959 |
| Karen Kahan PO Box 40536, Austin, TX 78704 | Prog Officer Highest-paid employee | 40 | $63,821 | $20,504 |
| Nolan Anderson PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $54,625 | $12,886 |
| Carl Anderson III PO Box 40536, Austin, TX 78704 | Chairman | 20 | $50,000 | – |
| Ian Anderson PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $43,824 | $6,960 |
| Stacey Anderson PO Box 40536, Austin, TX 78704 | Vice Chair | 5 | $20,000 | – |
| Elliott Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $20,000 | – |
| Seth Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $20,000 | – |
| Nolan Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $20,000 | – |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bank of America PO Box 653067, Dallas, TX 752653067 | Trustee | 1 | $330,300 | – |
| Brad Robb PO Box 40536, Austin, TX 78704 | Exec Director | 40 | $299,021 | $45,617 |
| Karen Kahan PO Box 40536, Austin, TX 78704 | Prog Officer Highest-paid employee | 40 | $140,570 | $40,098 |
| Catherine Sitton PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $84,925 | $34,358 |
| Justin Ito PO Box 40536, Austin, TX 78704 | Grants Mgr Highest-paid employee | 40 | $83,801 | $10,682 |
| Carl Anderson III PO Box 40536, Austin, TX 78704 | Chairman | 20 | $50,000 | – |
| Nolan Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $30,000 | – |
| Stacey Anderson PO Box 40536, Austin, TX 78704 | Vice Chair | 5 | $20,000 | – |
| Elliott Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $20,000 | – |
| Seth Anderson PO Box 40536, Austin, TX 78704 | Trustee | 5 | $20,000 | – |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- Signed the 990-PF
- Bank of America, Trustee
- Phone
- (888) 866-3275
- Return prepared by
- Dunagan Jack 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6078530
- 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
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $64,071,123
- Income (IRS master file)
- $50,746,721
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $12,297,603 | $12,355,071 | $64,071,123 | XML |
| 990-PF | December 2023 | $3,206,443 | $6,243,532 | $64,104,719 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 74-6078530).
Questions about CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION
- What is the EIN of CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION is 74-6078530.
- Is CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE 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 CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE 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 CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 12 received compensation from the organization, the highest $339,156 (Bank of America, Trustee).
- How much revenue does CARL C ANDERSON SR AND MARIE JO ANDERSON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $12,297,603, expenses of $12,355,071 and total assets of $64,071,123 at year end.
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