Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 11-01-2017 , and ending 10-31-2018
Name of foundation
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)175 FEDERAL STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021102289
A Employer identification number

31-6034059
B Telephone number (see instructions)

(216) 257-6118
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,027,624J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 124,689 124,689  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 559,074
b Gross sales price for all assets on line 6a 1,870,700
7 Capital gain net income (from Part IV, line 2)... 559,074
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 683,763 683,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 12,640 0 0 12,640
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 1,903 0 0 1,903
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 51,381 46,243   5,138
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,631 1,765   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,113 0 0 3,113
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,259 985   274
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,927 48,993 0 23,068
25 Contributions, gifts, grants paid....... 334,200 334,200
26 Total expenses and disbursements. Add lines 24 and 25 415,127 48,993 0 357,268
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 268,636
b Net investment income (if negative, enter -0-) 634,770
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 218,020 100,197 100,197
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 259,308 Click to see attachment402,352 398,071
b Investments—corporate stock (attach schedule)....... 2,160,535 Click to see attachment2,058,057 4,415,804
c Investments—corporate bonds (attach schedule)....... 1,172,473 Click to see attachment1,385,824 1,373,938
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 452,398 Click to see attachment583,692 739,614
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,262,734 4,530,122 7,027,624
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,262,734 4,530,122
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,262,734 4,530,122
30 Total liabilities and net assets/fund balances (see instructions). 4,262,734 4,530,122
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,262,734
2
Enter amount from Part I, line 27a .....................
2
268,636
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,531,370
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,248
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,530,122
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 65000. PHILIP MORRIS INTL INC UNSC   2016-10-21 2017-11-09
b 15000. PHILIP MORRIS INTL INC UNSC   2016-11-30 2017-11-09
c 315. ORACLE CORP   2010-11-23 2017-11-20
d 140. MCDONALDS CORP COM   2013-05-03 2017-11-21
e 1125. EXPRESS SCRIPTS HLDG CO MERGED 12/21/18 @ $48.75 P/S   2007-07-17 2017-11-22
440. J P MORGAN CHASE & CO COM     2017-11-22
100. MASTERCARD INC CL A   2013-07-26 2017-11-22
100. V-F CORP   2006-10-17 2017-11-22
80000. GENERAL ELECTRIC CO SR UNSECURED   2017-07-06 2017-12-06
.332 DELPHI TECHNOLOGIES PLC-W/I SEDOL BD85SC5   2017-02-14 2017-12-08
15. BLACKROCK INC   2013-07-26 2018-01-04
90. HOME DEPOT INC COM   2015-09-04 2018-01-04
60. REGENERON PHARMACEUTICALS INC   2014-03-21 2018-01-04
293. APPLE INC   2007-08-23 2018-01-05
800. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2003-08-12 2018-01-10
160000. GOLDMAN SACHS GROUP INC NOTES   2017-08-09 2018-01-18
329. APPLE INC   2007-08-23 2018-01-23
425. SALESFORCE.COM     2018-01-23
160. UNITEDHEALTH GROUP INC COM     2018-01-23
225. J P MORGAN CHASE & CO COM   2011-07-06 2018-02-15
360. VANGUARD SMALL CAP GROWTH ETF   2013-05-22 2018-02-15
445. VANGUARD SMALL CAP VALUE ETF   2013-05-31 2018-02-15
775. PROCTER & GAMBLE CO   1995-12-29 2018-02-23
45000. ANHEUSER-BUSCH INBEV WOR CO GUARNT SERIES WI   2017-10-30 2018-03-19
75000. ABBVIE INC UNSC   2016-02-23 2018-05-14
60. UNITEDHEALTH GROUP INC COM   2013-05-24 2018-05-22
110000. PEPSICO INC SR NOTES   2008-11-05 2018-06-01
25. VANGUARD SMALL CAP VALUE ETF   2013-05-31 2018-06-04
345. AMERICAN TOWER CORP     2018-06-05
15. DANAHER CORP   2018-02-15 2018-06-05
130. MCDONALDS CORP COM     2018-06-05
40. VANGUARD SMALL CAP GROWTH ETF     2018-06-05
30. ALPHABET INC/CA-CL A   2009-05-08 2018-07-19
160000. METLIFE INC SR UNSEC SERIES A     2018-08-15
20. APPLE INC   2007-08-23 2018-09-13
20. SALESFORCE.COM   2013-07-26 2018-09-13
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-09-26
150. APPLE INC   2007-08-23 2018-09-26
318. DELPHI TECHNOLOGIES PLC-W/I SEDOL BD85SC5     2018-10-10
160000. AMERICAN EXPRESS CREDIT SER MTN CALL 10/15/18 @100 UNSC   2016-10-26 2018-10-15
175. EXXON MOBIL CORP   2013-03-05 2018-10-19
295. FACEBOOK INC   2018-01-08 2018-10-24
500. WISDOMTREE INTL S/C DVD FUND ETF     2018-10-24
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 65,000   65,000  
b 15,000   15,000  
c 15,433   8,776 6,657
d 23,566   14,397 9,169
e 70,075   30,561 39,514
43,410   20,766 22,644
15,141   5,988 9,153
7,333   1,894 5,439
80,000   80,000  
17   12 5
7,801   4,277 3,524
17,109   10,240 6,869
23,138   19,030 4,108
51,256   5,493 45,763
102,190   35,323 66,867
160,000   160,000  
58,263   6,168 52,095
48,147   19,363 28,784
39,281   11,452 27,829
25,928   9,114 16,814
58,412   37,962 20,450
57,920   38,048 19,872
62,671   16,014 46,657
46,771   46,771  
75,000   74,881 119
14,644   3,741 10,903
110,000   102,696 7,304
3,434   2,138 1,296
47,772   12,906 34,866
1,527   1,463 64
20,715   11,507 9,208
7,076   3,810 3,266
36,195   6,142 30,053
160,000   160,000  
4,513   375 4,138
3,157   866 2,291
135     135
33,450   2,812 30,638
7,514   13,142 -5,628
160,000   160,000  
14,373   15,683 -1,310
45,108   55,424 -10,316
32,225   22,391 9,834
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c       6,657
d       9,169
e       39,514
      22,644
      9,153
      5,439
       
      5
      3,524
      6,869
      4,108
      45,763
      66,867
       
      52,095
      28,784
      27,829
      16,814
      20,450
      19,872
      46,657
       
      119
      10,903
      7,304
      1,296
      34,866
      64
      9,208
      3,266
      30,053
       
      4,138
      2,291
      135
      30,638
      -5,628
       
      -1,310
      -10,316
      9,834
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 559,074
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 346,581 6,546,109 0.052945
2017 351,208 6,312,480 0.055637
2016 387,678 6,670,469 0.058119
2015 319,237 6,429,722 0.04965
2014 308,492 6,037,870 0.051093
2
Total of line 1, column (d) .....................
2
0.267444
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.053489
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
7,034,643
5
Multiply line 4 by line 3......................
5
376,276
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,348
7
Add lines 5 and 6........................
7
382,624
8
Enter qualifying distributions from Part XII, line 4,.............
8
357,268
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,695
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,695
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,695
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 4,868
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,827
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,695
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 257-6118

    Located atbulletPO BOX 609PITTSBURGHPA ZIP+4bullet152309738
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN L CAMPBELL TRUSTEE
    1     		0    
    201 EAST 5TH STREET SUITE 800
    CINCINNATI,OH45202
    GRENVILLE ANDERSON TREASURER
    1     		0    
    113 BORDER ST
    COHASSET,MA02025
    MICHAEL A COOMBE VICE PRESIDENT
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    JAMES A MYERS EXECUTIVE COMMITTEE
    1     		0    
    5324 ADVANCE MILLS ROAD
    EARLYSVILLE,VA22936
    WILLIAM P ANDERSON PRESIDENT
    1     		0    
    6 BARAKET LANE
    SHERBORN,MA01770
    POLLY W WHITTAKER TRUSTEE
    1     		0    
    2497 GRANDIN ROAD
    CINCINNATI,OH45208
    TUCKER J COOMBE SECRETARY
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    WILLIAM CLAFIN VICE PRESIDENT
    1     		0    
    11 KINGSBORO PARK
    JAMAICA PLAIN,MA02130
    DAVID WHITTAKER TRUSTEE
    1     		0    
    2222 BEACON LANE
    NAPLES,FL34103
    PHYLLIS C WAHL ADMINISTRATOR
    1     		0    
    11520 SYMMES GATE LANE
    CINCINNATI,OH45249
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,141,770
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,141,770
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,141,770
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    107,127
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,034,643
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    351,732
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    351,732
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    12,695
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,695
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    339,037
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    339,037
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    339,037
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    357,268
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    357,268
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    357,268
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 339,037
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 24,143
    e From 2018...... 24,142
    fTotal of lines 3a through e........ 48,285
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 357,268
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 339,037
    e Remaining amount distributed out of corpus 18,231
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 66,516
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		66,516
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 24,143
    d Excess from 2018.... 24,142
    e Excess from 2019.... 18,231
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PHYLLIS WAHL
    PO BOX 1198
    CINCINNATI,OH452739631
    (513) 324-5737
    WAHL.ANDERSONFDN@FUSE.NET
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT MUST SUBMIT COMPLETED WILLIAM P ANDERSON FOUNDATION GRANT APPLICATION AND A COPY OF APPLICANT'S IRS 501(C)(3) TAX EXEMPTION LETTER. SEE APPLICATION GUIDELINES.
    cAny submission deadlines:
    OCTOBER 1 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE APPLICATION GUIDELINES.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH45202     		NONE PC CSC EDUCATION PROGRAM 3,500
    CINCINNATI WORKS
    708 WALNUT STREET FLOOR 2
    CINCINNATI,OH45202     		NONE PC JOB READINESS 5,000
    LITERACY NETWORK OF GREATER CINCINNATI
    635 WEST 7TH STREET
    CINCINNATI,OH45203     		NONE PC CHILDREN'S LITERACY 4,000
    DRESS FOR SUCCESS
    205 WEST FOURTH STREET SUITE 900
    CINCINNATI,OH45202     		NONE PC MOBILE CAREER 5,000
    EAST END ADULT EDUCATION CENTER
    4015 EASTERN AVE - PO BOX 26095
    CINCINNATI,OH45226     		NONE PC GENERAL SUPPORT 5,000
    ENSEMBLE THEATRE OF CINCINNATI
    1127 VINE ST
    CINCINNATI,OH45202     		NONE PC EDUCATIONAL OUTREACH 5,000
    THE HILLSIDE TRUST
    710 TUSCULUM AVENUE
    CINCINNATI,OH45226     		NONE PC IN MEMORY OF HARRY W 10,000
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC POWER PACK PROGRAM 10,000
    ELEMENTZ
    1100 RACE STREET
    CINCINNATI,OH45202     		NONE PC CREATIVE FUTURES 5,000
    HEARING SPEECH AND DEAF CENTER
    OF GREATER CINCINNATI
    2825 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 5,000
    INTER PARISH MINISTRY
    3509 DEBOLT ROAD
    CINCINNATI,OH45244     		NONE PC HELPING FAMILIES WITH BASIC 5,000
    INTERFAITH HOSPITALITY NETWORK
    OF GREATER CINCINNATI
    990 NASSAU STREET
    CINCINNATI,OH45206     		NONE PC EMERGENCY SHELTER PROGRAM 5,000
    LEGAL AID SOCIETY OF GREATER CINCINNATI
    215 E NINTH STREET SUITE 200
    CINCINNATI,OH45202     		NONE PC CHILD HELP: 7,500
    MAINE AUDUBON SOCIETY
    20 GILSLAND FARM ROAD
    FALMOUTH,ME04105     		NONE PC GENERAL SUPPORT 1,000
    MEAC
    4600 ERIE AVE
    CINCINNATI,OH45227     		NONE PC GENERAL SUPPORT 7,000
    ONE WAY FARM
    PO BOX 18637
    FAIRFIELD,OH45018     		NONE PC GENERAL SUPPORT 5,000
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PC KIDS CLUB PROGRAM 6,000
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC CASA UNIVERSITY 8,000
    SAMARITANS INC
    41 WEST STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PC YOUTH SUICIDE PREVENTION 2,000
    SUMMER STARS CAMP FOR THE PERFORMING
    ARTS
    132 HIGH STREET
    NORWELL,MA02061     		NONE PC GENERAL SUPPORT 8,000
    VISIONARIES & VOICES
    3841 SPRING GROVE AVENUE
    CINCINNATI,OH45223     		NONE PC STUDIO ART SUPPLIES & 2,000
    CITY GOSPEL MISSION
    1947 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC JOBPLUS: EMPLOYMENT 5,000
    MILFORD MIAMI MINISTRY
    844 STATE ROUTE 131
    MILFORD,OH45150     		NONE PC GENERAL SUPPORT 3,000
    PLANNED PARENTHOOD
    2314 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 10,000
    CINCINNATI UNION BETHEL
    2401 READING ROAD
    CINCINNATI,OH45202     		NONE PC MOVE THAT BUS 5,500
    COMMUNITY MATTERS
    2104 SAINT MICHAEL STREET
    CINCINNATI,OH45204     		NONE PC COMMUNITY MARKET 5,000
    SHELTERHOUSE
    217 WEST 12TH STREET
    CINCINNATI,OH45202     		NONE PC EMERGENCY SHELTER PROGRAM 5,000
    FAMILIES FORWARD
    2400 READING ROAD STE 126
    CINCINNATI,OH45202     		NONE PC WITHROW AFTER-SCHOOL 5,000
    ROTHENBERG ROOFTOP GARDEN
    PO BOX 9191
    CINCINNATI,OH45209     		NONE PC GENERAL SUPPORT 3,000
    SQUARE 1
    794 LAUREN DR
    VILLA HILLS,KY41017     		NONE PC HIGH SCHOOL ENTREPRENEUR 4,000
    THIRD PRESBYTERIAN CHURCH
    537 E PETE ROSE WAY STE 400
    CINCINNATI,OH45202     		NONE PC BASKETBALL IN EAST WESTWOOD 5,000
    UTEC INC
    15 WARREN ST 3
    LOWELL,MA01852     		NONE PC EARLY CHILDHOOD EDU 2/GEN 5,000
    CINCINNATI YOUTH COLLABORATIVE
    301 OAK ST
    CINCINNATI,OH45219     		NONE PC CYC MENTORING PROGRAM 5,000
    READ TO A CHILD
    20 WILLIAMS ST G25
    WELLESLEY,MA02481     		NONE PC LUNCHTIME READING PROGRAM 5,000
    ALS ONE
    8 INDUSTRIAL WAY
    WHITMAN,MA02382     		NONE PC ELECTRICAL IMPEDANCE 5,000
    ART ACADEMY OF CINCINNATI
    1212 JACKSON ST
    CINCINNATI,OH45202     		NONE PC COMMUNITY EDUCATION 5,000
    BEACON ACADEMY
    477 LONGWOOD AVENUE
    BOSTON,MA02215     		NONE PC ENGLISH BOOKS 3,200
    BEECH ACRES PARENTING CENTER
    6881 BEECHMONT AVE
    CINCINNAT,OH45230     		NONE PC FAMILY PEER SUPPORT 2,500
    BIG BROTHERS BIG SISTERS
    OF GREATER CINCINNATI
    2400 READING RD STE 148
    CINCINNATI,OH45202     		NONE PC SITE-BASED MENTORING 5,000
    BUILDING VALUE LLC
    4040 SPRING GROVE AVE
    CINCINNATI,OH45223     		NONE PC GENERAL SUPPORT 7,500
    CAMP JOY
    10117 OLD 3-C HIGHWAY
    CLARKSVILLE,OH45113     		NONE PC FOSTERING SUCCESS PROGRAM 10,000
    CANCER FAMILY CARE
    4790 RED BANK EXPRESSWAY STE 128
    CINCINNATI,OH45227     		NONE PC COUNSELING PROGRAMS 5,000
    THE CARNEGIE
    1028 SCOTT ST
    COVINGTON,KY41011     		NONE PC ARTS INTEGRATION PROGRAMS 4,000
    CHATFIELD COLLEGE
    1544 CENTRAL PKY
    CINCINNATI,OH45202     		NONE PC MENTORING PROGRAM 10,000
    CHILDREN'S HOME
    5050 MADISON RD
    CINCINNATI,OH45227     		NONE PC CAMP-I-CAN 10,000
    CHRIST CHURCH CATHEDRAL
    318 EAST FOURTH ST
    CINCINNATI,OH45202     		NONE PC ENSIGN HARRY J COOMBE FUND 1,000
    CINCINNATI NATURE CENTER
    4949 TEALTOWN RD
    MILFORD,OH45150     		NONE PC SCHOOL PROGRAM 3,500
    CINCINNATI OBSERVATORY
    3489 OBSERVATORY PL
    CINCINNATI,OH45208     		NONE PC YOUTH OUTREACH PROGRAM 2,500
    CINCINNATI SQUASH ACADEMY
    1308 RACE ST
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 5,000
    CINCINNATI THERAPEUTIC RIDING
    1342 US HIGHWAY 50
    MILFORD,OH45150     		NONE NONE GENERAL SUPPORT 5,000
    CONTEMPORARY ARTS CENTER
    44 EAST 6TH ST
    CINCINNATI,OH45202     		NONE PC SCRIPPS SCHOOL PROGRAM 5,000
    COVINGTON LADIES HOME
    702 GARRARD ST
    COVINGTON,KY41011     		NONE PC BRIDGE THE GAP IN CARE 5,000
    ECONOMICS CENTER
    225 CALHOUN ST STE 370
    CINCINNATI,OH45219     		NONE PC STUDENT ENTERPRISE PROGRAM 5,000
    ELLIE FUND
    200 RESERVOIR ST STE 300
    NEEDHAM,MA02494     		NONE PC HEALING TOGETHER PATIENT & 5,000
    FIRST STEP HOME
    2211 FULTON AVE
    CINCINNATI,OH45206     		NONE PC EMERGENCY SHELTER PROGRAM 5,000
    GIRLS ON THE RUN
    3330 ERIE AVE STE 8
    CINCINNATI,OH45208     		NONE PC PROGRAMMING SCHOLARSHIPS 3,500
    IMAGO
    700 ENRIGHT AVE
    CINCINNATI,OH45205     		NONE PC BRANCHING OUT PROGRAM 5,000
    MUSIC RESOURCE CENTER
    3032 WOODBURN AVE
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 4,000
    NEW LIFE FURNITURE
    11431 WILLIAMSON RD UNIT D
    CINCINNATI,OH45241     		NONE PC GENERAL SUPPORT 4,000
    OUTDOOR ADVENTURE CLUBS
    8401 SKIFF LN
    CINCINNATI,OH45039     		NONE PC SPRING 2018 ADVENTURE STAFF 3,000
    OVER-THE-RHINE COMMUNITY HOUSING
    114 W 14TH ST
    CINCINNATI,OH45202     		NONE PC CHILDREN'S CREATIVE CORNER 5,000
    OVER-THE-RHINE KITCHEN
    WALNUT HILLS KITCHEN & PANTRY
    PO BOX 6045
    CINCINNATI,OH45206     		NONE PC AGENCY IMPR, MAINT. & 5,000
    PILGRIM CHURCH
    25 SOUTH MAIN ST
    SHERBORN,MA01770     		NONE PC GENERAL SUPPORT 6,000
    TURNER FARM
    7400 GIVEN RD
    CINCINNATI,OH45243     		NONE PC BUILD-IT BITES PROGRAM 5,000
    WELCOME HOME
    205 WEST PIKE ST
    COVINGTON,KY41011     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 334,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 124,689  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 559,074  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   683,763  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    683,763
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 ExplnOfNonFilingWithAGStmt
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Statement:
    THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ON-LINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT WWW .OHIOATTORNEYGENERAL.GOV.

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,385,824 1,373,938

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 2,058,057 4,415,804

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    US Government Securities - End of Year Book Value:

    402,352
    US Government Securities - End of Year Fair Market Value:

    398,071
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2017 InvestmentsOtherSchedule2
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASSIGNMENTS AT COST 3 1,935
    ETF - EQUITY AT COST 583,689 737,679

    TY 2017 LegalFeesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 1,903     1,903


    TY 2017 OtherDecreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Amount
    POSTED SUBSEQ YR TAXED CURR YR 1,248


    TY 2017 OtherExpensesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 200 0   200
    OFFICE EXPENSES 74 0   74
    TRANSACTION CHARGES 960 960   0
    ADR SERVICE FEES 25 25   0


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 6,877 6,189   688
    NON PNC INVESTMENT MGT FEES 44,504 40,054   4,450


    TY 2017 TaxesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,578 1,578   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,368 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,498 0   0
    FOREIGN TAXES ON QUALIFIED FOR 92 92   0
    FOREIGN TAXES ON NONQUALIFIED 95 95   0