Public Charity

ANDERSEN FOUNDATION

ANDERSEN FOUNDATION, of NEW YORK, NY, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.1M in revenue, $1.1M in expenses, $6.4M in total assets. 13 publicly reported grants to this organization, totaling roughly $2.0M, appear in IRS filings.

EIN: 822795105 NEW YORK, NY Community Foundations NTEE: T31 Latest filing: 2024

Total Revenue$2.1M

Total Expenses$1.1M

Total Assets$6.4M

Grant Records13

Funding Total$2.0M

Filing Years2017–2024

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.

Where $100 goes at Andersen Foundation

How Andersen Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$99 Programs the work itself

$1 Management running the organization

$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $99 for programs

$49

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

49% of program spending

$42

The foundation recognizes the importance of higher education in the development and refinement of an individual's current and future career responsibilities and skills

43% of program spending

The foundation aims to provide direct and indirect emergency hardship relief to the andersen communities as a whole

8% of program spending

Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

THE BLACKBAUD GIVING FUND

2025

GENERAL SUPPORT

$680,386

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

2024

For grant recipient's exempt purposes

$37,000

DONOR ADVISED CHARITABLE GIVING INC

2024

PUBLIC, SOCIETAL BENEFIT

$25,250

DONOR ADVISED CHARITABLE GIVING INC

2023

PUBLIC, SOCIETAL BENEFIT

$201,325

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

2023

For grant recipient's exempt purposes

$31,500

Showing up to 5 of 13 total records — full history available with membership.

Officers & Directors

TRUSTEE Joseph P Toce Jr

TRUSTEE Michael Van De Loo

TRUSTEE Pepper Austin

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support

$1,962,594 12 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.1M	$1.1M	$6.4M
2023	$1.7M	$1.4M	$5.3M
2022	$2.0M	$1.7M	$5.0M
2020	$1.1M	$689K	$2.4M
2017	$83K	—	$83K

Between 2017 and 2024, reported annual revenue grew from $83K to $2.1M (+2473%), with total assets most recently reported at $6.4M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for ANDERSEN FOUNDATION

Complete financials, all 13 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports