Nonprofit · EIN 82-2795105
ANDERSEN TAX FOUNDATION
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,132,769 | $1,082,063 | $1,050,706 | $6,394,281 | $188,482 | $6,205,799 |
| December 31, 2023 | 990 | $1,666,692 | $1,426,307 | $240,385 | $5,342,744 | $395,032 | $4,947,712 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,916,942
- Program service revenue
- $0
- Investment income
- $215,827
- Net gain from sales of assets
- -$45,067
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,057,999
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,000
- Travel
- $7,120
- Program services (functional)
- $1,057,999
- Management and general (functional)
- $24,064
Balance sheet and other
- Total assets, start of year
- $5,342,744
- Total assets, end of year
- $6,394,281
- Total liabilities, end of year
- $188,482
- Net assets, end of year
- $6,205,799
- Publicly traded securities
- $5,025,607
- Gross receipts
- $3,958,838
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- NY
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P TOCE JR | TRUSTEE Trustee or director | 2.5 | $0 |
| MICHAEL VAN DE LOO | TRUSTEE Trustee or director | 2.5 | $0 |
| PEPPER AUSTIN | TRUSTEE Trustee or director | 2.5 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P TOCE JR | TRUSTEE Trustee or director | 2.5 | $0 |
| MICHAEL VAN DE LOO | TRUSTEE Trustee or director | 2.5 | $0 |
| PEPPER AUSTIN | TRUSTEE Trustee or director | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1177 6TH AVENUE 18TH FLOOR, NEW YORK, NY 10036-2714
- In care of
- % ANDERSEN TAX LLC
- Principal officer (990 for 2024)
- JOSEPH P TOCE JR, 1177 6TH AVENUE 18TH FLOOR, NEW YORK, NY 10036
- Signed the 990
- JOSEPH P TOCE JR, TRUSTEE
- Phone
- (646) 213-5100
- Return prepared by
- ANDERSEN TAX LLC
Mission
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.
Program accomplishments
- 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 2024 THE FOUNDATION WAS ABLE TO PROVIDE 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. ADDITIONALLY THE FOUNDATION GRANTED ASSISTANCE TO AN INDIVIDUAL IMPACTED BY THE HUMANITARIAN CRISIS RESULTING FROM THE RUSSIAN INVASION OF UKRAINE.Expenses $83,312 · grants $83,312
- 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 FORTY-EIGHT SCHOLARSHIPS IN 2024 RANGING FROM $2,500 TO $15,000.Expenses $450,500 · grants $450,500
- TO THE EXTENT THE FOUNDATION CANNOT DIRECTLY ASSIST IN LOCAL COMMUNITY EFFORTS, IT MAKES GRANTS TO OTHER CHARITIES THAT ARE ALREADY DIRECTLY ASSISTING IN THESE COMMUNITIES. THIS YEAR THE FOUNDATION MADE GRANTS TO ORGANIZATIONS SUPPORTING COMMUNITIES IN WASHINGTON DC, VIRGINIA, TEXAS, CALIFORNIA, PENNSYLVANIA AND NEW YORK REGIONS. ADDITIONALLY, THE FOUNDATION MADE GRANTS IN SUPPORT OF EFFORTS TO SUPPORT GREATER EDUCATION INITIATIVES IN LINE WITH THE FOUNDATION'S MISSION.Expenses $524,187 · grants $524,188
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-2795105
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $6,394,281
- Income (IRS master file)
- $3,958,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,666,692 | $1,426,307 | $5,342,744 | IRS |
| 990 | December 2022 | $1,986,793 | $1,723,035 | $4,975,620 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ANDERSEN TAX FOUNDATION
- What is the EIN of ANDERSEN TAX FOUNDATION?
- The employer identification number (EIN) of ANDERSEN TAX FOUNDATION is 82-2795105.
- Is ANDERSEN TAX FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ANDERSEN TAX FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANDERSEN TAX FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANDERSEN TAX 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 ANDERSEN TAX FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANDERSEN TAX FOUNDATION?
- The 990 for the year ended December 31, 2024 names JOSEPH P TOCE JR.
- Who are the officers and directors of ANDERSEN TAX FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ANDERSEN TAX FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,132,769, expenses of $1,082,063 and total assets of $6,394,281 at year end.
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