Lee And Penny Anderson Foundation

Anderson Lee R Sr Et Al Ttees

Orlando, FL
Tax-exempt since Feb. 1998
EIN: 65-6254123

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$7 (2025)

Expenses

$2.31k (2025)

Total Assets

$62.6k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

Expenses

$2,310

Net Income

-$2,303

Net Assets

$62,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$7	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,310	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$62,581
Total Liabilities	$0
Net Assets	$62,581

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0
Thomas B Dyer (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

Expenses

$2,022

Net Income

-$2,022

Net Assets

$64,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,022	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,884
Total Liabilities	$0
Net Assets	$64,884

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0
Thomas B Dyer (Trustee)	$0	$0

990-PF

Filed on Oct. 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$57

Expenses

$1,838

Net Income

-$1,781

Net Assets

$66,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$57	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,838	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$66,906
Total Liabilities	$0
Net Assets	$66,906

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0
Thomas B Dyer (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

Expenses

$1,575

Net Income

-$1,575

Net Assets

$68,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,575	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,687
Total Liabilities	$0
Net Assets	$68,687

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 30, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$50,461

Expenses

$1,000

Net Income

$49,461

Net Assets

$70,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	99.1%
Interest Revenue	$3	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$458	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500	50.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$70,262
Total Liabilities	$0
Net Assets	$70,262

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0

990-PF

Filed on March 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$1,004

Expenses

$709

Net Income

$295

Net Assets

$20,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$709	70.6%
Interest Revenue	$295	29.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354	49.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,801
Total Liabilities	$1
Net Assets	$20,800

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Jan. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$524

Expenses

$10,788

Net Income

-$10,264

Net Assets

$20,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$474	90.5%
Dividends	$0
Sales of Assets	$0
Other Income	$50	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,394	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,506
Total Liabilities	$0
Net Assets	$20,506

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$25,836

Expenses

$704

Net Income

$25,132

Net Assets

$30,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,704	99.5%
Interest Revenue	$132	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$554	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,770
Total Liabilities	$0
Net Assets	$30,770

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$920

Expenses

$670

Net Income

$250

Net Assets

$5,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$670	72.8%
Interest Revenue	$20	2.2%
Dividends	$0
Sales of Assets	$0
Other Income	$230	25.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$420	62.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,638
Total Liabilities	$0
Net Assets	$5,638

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Sept. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$174

Expenses

$1,506

Net Income

-$1,332

Net Assets

$5,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	2.3%
Dividends	$0
Sales of Assets	$0
Other Income	$170	97.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,306	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,388
Total Liabilities	$0
Net Assets	$5,388

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Nov. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$11,829

Expenses

$11,658

Net Income

$171

Net Assets

$6,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	84.5%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$1,829	15.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,326	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,720
Total Liabilities	$0
Net Assets	$6,720

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Sept. 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$38,000

Expenses

$31,606

Net Income

$6,394

Net Assets

$6,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,285	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,549
Total Liabilities	$0
Net Assets	$6,549

Compensation

Key Employees and Officers	Compensation	Other
Lee R Anderson Sr (Trustee, President)	$0	$0
Katharine M Anderson (Trustee, Secretary/Treasur)	$0	$0

990-PF

Filed on Oct. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$38,004

Expenses

$41,350

Net Income

-$3,346

Net Assets

$154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,000	100.0%
Interest Revenue	$4	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,550	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$155
Total Liabilities	$1
Net Assets	$154

990-PF

Filed on Jan. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$60,102

Expenses

$57,150

Net Income

$2,952

Net Assets

$3,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	99.8%
Interest Revenue	$0
Dividends	$102	0.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,903	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,501
Total Liabilities	$1
Net Assets	$3,500

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$278

Expenses

$135,980

Net Income

-$135,702

Net Assets

$549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$278	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,702	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$549
Total Liabilities	$0
Net Assets	$549

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated September 25, 2025

Lee And Penny Anderson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7 (2025)

Expenses $2.31k (2025)

Total Assets $62.6k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$7 (2025)

Expenses

$2.31k (2025)

Total Assets

$62.6k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002