ROSE-MARIE AND JACK R ANDERSON

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THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF "GENERAL INSTRUCTION T" TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS AND TO ATTACH A CERTIFIED COPY OF THE LIQUIDATION PLAN, RESOLUTION, ETC., SINCE THERE HAS BEEN A LIQUIDATION OF THE ASSETS OF THE ROSE-MARIE AND JACK R. ANDERSON FOUNDATION (THE "FOUNDATION"). DURING CALENDAR YEAR 2023, THE FOUNDATION MADE FINAL DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME RESULTING IN A LIQUIDATION OF THE FOUNDATION'S ASSETS. AS REPORTED IN THE 2022 FORM 990-PF OF THE FOUNDATION, THE FOUNDATION PREVIOUSLY DETERMINED THAT, IN ORDER TO EFFECTIVELY HONOR THE CHARITABLE LEGACY AND INTENT OF ITS FOUNDERS (THE "FOUNDERS"), IT SHOULD PURSUE A PLAN TO DIVIDE AND LIQUIDATE ITS ASSETS UNDER SECTION 507(B)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WITH EQUAL DISTRIBUTIONS TO THREE PRIVATE FOUNDATIONS ESTABLISHED AND ADMINISTERED BY EACH OF THE FOUNDERS' THREE CHILDREN (THE "TRANSFEREE FOUNDATIONS"). IN 2022, THE FOUNDATION COMPLETED A SUBSTANTIAL CONTRACTION OF ASSETS BY DIVIDING AND DISTRIBUTING MOST OF THE FOUNDATION'S ASSETS IN EQUAL SHARES TO EACH OF THE TRANSFEREE FOUNDATIONS PURSUANT TO THAT CERTAIN DIVISION AGREEMENT OF THE FOUNDATION, EFFECTIVE DECEMBER 8, 2022 (THE "DIVISION AGREEMENT"). AT A MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS ON JULY 19, 2023, AT WHICH ALL DIRECTORS WERE IN ATTENDANCE, THE BOARD OF DIRECTORS UNANIMOUSLY ADOPTED THE PLAN OF LIQUIDATION AND DISTRIBUTION OF THE FOUNDATION ATTACHED TO THIS 2023 FORM 990-PF (THE "LIQUIDATION PLAN"), AND AUTHORIZED THE FOUNDATION'S PRESIDENT TO TAKE ANY NECESSARY ACTION TO CARRY OUT THE FINAL DISTRIBUTIONS TO THE TRANSFEREE FOUNDATIONS UNDER THE DIVISION AGREEMENT (THE "FINAL DISTRIBUTION") AND TO WIND UP AND TERMINATE THE FOUNDATION IN FURTHERANCE OF THE LIQUIDATION PLAN, AS CERTIFIED IN THE SECRETARY'S CERTIFICATE ATTACHED TO THIS 2023 FORM 990-PF. THE FINAL DISTRIBUTION WAS COMPLETED ON DECEMBER 8, 2023 IN ACCORDANCE WITH THE DIVISION AGREEMENT AND THE LIQUIDATION PLAN, AND THESE DISTRIBUTIONS CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. THE FOUNDATION CEASED TO EXIST ON DECEMBER 8, 2023 UPON FILING A CERTIFICATE OF TERMINATION WITH THE STATE OF TEXAS, AND IT PROVIDED NOTICE OF VOLUNTARILY TERMINATION OF ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1) BY SENDING NOTICE TO THE MANAGER, EXEMPT ORGANIZATIONS DETERMINATIONS, DATED DECEMBER 13, 2023, AND IN THIS FORM 990-PF. THE FOUNDATION HAS NO ASSETS AND THEREFORE, PURSUANT TO REV. RUL. 2002-28, THE TERMINATION TAX OWED IS $0. RECIPIENTS' EIN AND ADDRESSES: THE CANIZARES ANDERSON FOUNDATION, INC. 87-2305623 900 CHAMPLAIN PL GIBSONIA, PA 15044 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 CALVER FOUNDATION 86-1917009 5809 SETTLEMENT WAY MCKINNEY, TX 75070 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,880 MCDONALD-ANDERSON FOUNDATION, INC. 84-2041031 600 OCEAN RD VERO BEACH, FL 32963 ASSETS DISTRIBUTED CASH, PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION 12/08/2023 FMV CASH - $181,881 TRANSFEROR HAS PROVIDED THE TRANSFEREE FOUNDATIONS WITH THE NECESSARY INFORMATION TO IDENTIFY AND TRACK ALL APPLICABLE TAX ATTRIBUTES ASSOCIATED WITH THE TRANSFER, AS OUTLINED IN REG. 1.507-3. ANY ADDITIONAL RECEIVABLES RECEIVED AFTER THE FINAL DISTRIBUTION WILL BE DISTRIBUTED TO THE CHILDRENS SCHOLARSHIP FUND (NEW YORK).

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Based on 5 grants on record

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Grants Awarded (5 total)