2025-11-11T16:06:15-06:00 2024-12-31 331197384 ANDERSEN TAX LLC 1177 AVENUE OF THE AMERICAS 18TH FLOOR NEW YORK NY 10036 990 2024-01-01 822795105 ANDERSEN FOUNDATION ANDE 6462135100 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 JOSEPH P TOCE JR TRUSTEE 6462135100 2025-11-11 1 0 CONNOR P RYAN P02115760 6462135100 2024 2025-03-06 01:10:19Z JOSEPH P TOCE JR 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 3958838 0 X N/A X 2017 NY ESTABLISHED TO ALLOW THE PEOPLE OF ANDERSEN TAX LLC TO ASSIST THE GEOGRAPHICAL COMMUNITIES SERVED. 3 3 0 0 0 0 1470418 1916942 0 0 196274 215827 0 0 1666692 2132769 1403158 1057999 0 0 0 0 0 0 0 23149 24064 1426307 1082063 240385 1050706 5342744 6394281 395032 188482 4947712 6205799 X 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. 0 0 83312 83312 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. 450500 450500 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. 524187 524188 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. 1057999 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY X THE ORGANIZATION 6462135100 1177 6TH AVENUE 18TH FLOOR NEW YORK NY 10036 JOSEPH P TOCE JR TRUSTEE 2.50 40.00 X 0 0 0 MICHAEL VAN DE LOO TRUSTEE 2.50 40.00 X 0 0 0 PEPPER AUSTIN TRUSTEE 2.50 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1200000 716942 1916942 260894 260894 1781002 1826069 -45067 -45067 -45067 2132769 0 0 215827 524188 524188 528811 528811 5000 5000 16000 16000 7120 7120 SUPPLIES 325 325 NEW YORK STATE FILING F 275 275 OTHER MISCELLANEOUS 269 269 BANK FEE 75 75 1082063 1057999 24064 0 620541 1148825 58625 219849 4663578 5025607 5342744 6394281 395032 188482 395032 188482 X 0 0 0 0 4947712 6205799 4947712 6205799 5342744 6394281 1050706 207381 0 X 1 X 1 X 1 0 X 1073380 2772378 2037526 1470418 1916942 9270644 1073380 2772378 2037526 1470418 1916942 9270644 149723 9120921 16612 137388 168806 185673 260895 769374 10040018 0.90850 0.92340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2340151 207381 207381 2132770 0 2132770 1082064 0 1082064 0 1082064 1 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501(C)(3) 200000 0 GENERAL SUPPORT FOR THE SCHOOL OF LAW. DOMINICAN SISTERS OF MISSION SAN JOSE 43326 MISSION BLVD FREMONT CA 94539 942324989 501(C)(3) 40000 0 SUPPORT THE NEEDS OF THE GREATER SAN FRANCISCO, OAKLAND AND SAN JOSE COMMUNITIES. COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY 11870 MONARCH STREET GARDEN GROVE CA 92841 952452787 501(C)(3) 20000 0 SUPPORT THE NEEDS OF THE GREATER ORANGE COUNTY COMMUNITY. GREENHOUSE SCHOLARS 1820 FOLSOM STREET BOULDER CO 80302 202863499 501(C)(3) 10000 0 SUPPORT THE EDUCATIONAL NEEDS OF UNDERPRIVILEGED CHILDREN. JESUIT REFUGEE SERVICES 1627 K STREET NW - SUITE 1100 WASHINGTON DC 20006 521355257 501(C)(3) 225695 0 SUPPORT THE NEEDS OF THE GREATER WASHINGTON DC COMMUNITY. LITTLE SPARKS PROJECT 594 CLAPBOARDTREE STREET WESTWOOD MA 02090 990921702 501(C)(3) 10000 0 SUPPORT THE NEEDS OF THE GREATER BOSTON COMMUNITY. BE AN ANGEL FUND 21755 I-45 N BLDG 7 SPRING TX 77388 760262730 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER HOUSTON COMMUNITY. BIRTH IN COLOR RVA FOUNDATION 115 E BROAD ST UNIT 1A RICHMOND VA 23219 833221701 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER RICHMOND COMMUNITY. CHILD DEVELOPMENT INSTITUTE 18050 VANOWEN STREET RESEDA CA 91335 954545540 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER LOS ANGELES COMMUNITY. FAMILY PROMISE OF SAN GABRIEL VALLEY 1005 E LAS TUNAS DR STE 525 SAN GABRIEL CA 91776 270315194 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER LOS ANGELES COMMUNITY. HOMELESS CHILDREN'S EDUCATION FUND ONE HOPE SQ 1902 CENTRAL AVE 301 PITTSBURGH PA 15219 251820564 501(C)(3) 20000 0 SUPPORT THE NEEDS OF THE GREATER PITTSBURGH COMMUNITY. PAWS ACROSS PITTSBURGH 413 E 6TH AVE TARENTUM PA 15084 811807568 501(C)(3) 15000 0 SUPPORT THE NEEDS OF THE GREATER PITTSBURGH COMMUNITY. PREVENTION POINT PHILADELPHIA 2913-15 KENSINGTON AVE PHILADELPHIA PA 19134 232663699 501(C)(3) 15000 0 SUPPORT THE NEEDS OF THE GREATER PHILADELPHIA COMMUNITY. SOJOURN LANDING 9894 BISSONNET ST 605 HOUSTON TX 77036 474507618 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER HOUSTON COMMUNITY. VETERAN'S LEGAL INSTITUTE 1231 WAREN AVE TUSTIN CA 92780 471608069 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER LOS ANGELES COMMUNITY. THE WOODEN FLOOR FOR YOUTH MOVEMENT 1810 NORTH MAIN STREET SANTA ANA CA 92706 330299356 501(C)(3) 25000 0 SUPPORT THE NEEDS OF THE GREATER LOS ANGELES COMMUNITY. 16 0 SCHOLARSHIPS FOR STUDENTS OF THE GREATER ANDERSEN COMMUNITY 48 450500 HARDSHIP ASSISTANCE FOR INDIVIDUALS IN THE ANDERSEN COMMUNITY IN FINANCIAL DISTRESS AS A RESULT OF AN ILLNESS IN THE IMMEDIATE FAMILY 10 78311 PART I, LINE 2: THE FOUNDATION MAINTAINS FORMAL PROCEDURES TO ENSURE THAT ALL GRANT FUNDS ARE USED EXCLUSIVELY FOR CHARITABLE PURPOSES AND IN ACCORDANCE WITH THE TERMS OF EACH GRANT AGREEMENT. TRUSTEES AND COMMITTEE MEMBERS MONITOR GRANTEE ACTIVITIES THROUGH REGULAR COMMUNICATION, PERIODIC PROGRESS UPDATES, AND REVIEW OF FINANCIAL AND NARRATIVE REPORTS TO CONFIRM THAT EXPENDITURES AND OUTCOMES ALIGN WITH APPROVED OBJECTIVES. SUPPORTING DOCUMENTATION IS REQUIRED TO SUBSTANTIATE USE OF FUNDS, AND RECORDS ARE RETAINED IN ACCORDANCE WITH THE FOUNDATION'S POLICIES. THE FOUNDATION'S ANNUAL AUDIT INCLUDES A REVIEW OF GRANT MONITORING PRACTICES TO VERIFY COMPLIANCE, AND ANY INSTANCES OF NONCOMPLIANCE ARE ADDRESSED THROUGH CORRECTIVE ACTION, POTENTIAL SUSPENSION OF FUNDING, OR RECOVERY OF MISUSED FUNDS AS APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN ARE ALL EMPLOYED BY ANDERSEN TAX LLC. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS CIRCULATED TO TRUSTEES JOSEPH P. TOCE, JR., MICHAEL VAN DE LOO AND PEPPER AUSTIN FOR REVIEW PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALS WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURED. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION DOCUMENTS CAN BE MADE AVAILABLE UPON REQUEST. ANDERSEN TAX LLC 100 FIRST STREET SUITE 1600 SAN FRANCISCO CA 94105 331197384 TAX AND CONSULTING SERVICES CA N/A N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDERSEN TAX LLC C 1200000 CASH CONTRIBUTION