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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 11-01-2018 , and ending 10-31-2019
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$7,506,969J 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... 135,774 135,774  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 268,580
b Gross sales price for all assets on line 6a 2,124,156
7 Capital gain net income (from Part IV, line 2)... 268,580
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........ 404,354 404,354  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 12,600 0 0 12,600
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 714 0 0 714
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 42,628 6,197   3,574
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,106 1,583   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,122 0 0 3,122
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,267 970   297
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,437 8,750 0 20,307
25 Contributions, gifts, grants paid....... 348,750 348,750
26 Total expenses and disbursements. Add lines 24 and 25 431,187 8,750 0 369,057
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,833
b Net investment income (if negative, enter -0-) 395,604
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 100,197 1,054,344 1,054,344
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) 402,352    
b Investments—corporate stock (attach schedule)....... 2,058,057 Click to see attachment1,574,978 4,355,765
c Investments—corporate bonds (attach schedule)....... 1,385,824 Click to see attachment1,554,770 1,575,644
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 583,692 Click to see attachment316,210 521,216
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) 4,530,122 4,500,302 7,506,969
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,530,122 4,500,708
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds   -406
30 Total net assets or fund balances (see instructions)..... 4,530,122 4,500,302
31 Total liabilities and net assets/fund balances (see instructions). 4,530,122 4,500,302
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,530,122
2
Enter amount from Part I, line 27a .....................
2
-26,833
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,114
4
Add lines 1, 2, and 3 ..........................
4
4,507,403
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,101
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,500,302
Form 990-PF (2018)
Form 990-PF (2018)
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 55. SCHLUMBERGER LTD COM   2011-10-13 2018-11-01
b 265. SNAP-ON INC COM   2017-02-13 2018-11-01
c 940. VANGUARD FTSE EMERGING MARKETS ETF   2018-01-31 2018-11-01
d 500. WISDOMTREE INTL S/C DVD FUND ETF   2009-07-06 2018-11-01
e 500. WISDOMTREE INTL S/C DVD FUND ETF     2018-11-02
955. APTIV PLC-WHEN ISSUED SEDOL B783TY6     2018-11-07
825. ISHARES TR S&P SMLCAP 600   2018-08-24 2018-11-19
12. ANALOG DEVICES INC   2018-02-28 2018-12-26
1118. ANALOG DEVICES INC   2017-06-01 2018-12-26
675. EXXON MOBIL CORP   2011-08-12 2018-12-26
425. ISHARES TR RUSSELL 2000   2018-08-24 2018-12-28
1025. VANGUARD FTSE EMERGING MARKETS ETF   2018-01-12 2018-12-28
250. ALBEMARLE CORP   2018-02-06 2018-12-31
360. ALBEMARLE CORP   2017-05-11 2018-12-31
145. SALESFORCE.COM   2013-07-26 2019-01-23
24. SNAP-ON INC COM   2018-02-23 2019-01-24
200. STARBUCKS CORP COM   2013-04-29 2019-01-24
1185. CISCO SYS INC COM     2019-02-07
335. MICROSOFT CORP   2016-08-04 2019-02-07
330. MASTERCARD INC CL A   2013-07-26 2019-02-08
115. PALO ALTO NETWORKS INC     2019-02-08
535. SALESFORCE.COM   2013-07-26 2019-02-08
40000. UNITEDHEALTH GROUP INC UNSC   2016-10-25 2019-02-15
45000. FORD MOTOR CREDIT CO LLC SER NOTZ CALL 08/20/2017   2017-03-03 2019-02-20
40000. CHEVRON CORP SR NTS   2016-10-25 2019-03-03
110000. FREDDIE MAC STRUCT NTS CALL 09/14/18 @ 100   2018-06-05 2019-03-14
1. PFIZER INC XXX-XX-XXXX   2001-01-01 2019-03-20
75. AMERICAN TOWER CORP   2006-02-08 2019-03-27
53. APPLE INC   2007-08-23 2019-03-27
145. COOPER COS INC NEW   2013-09-05 2019-03-27
55. DANAHER CORP   2018-02-15 2019-03-27
75. SCHLUMBERGER LTD COM   1996-02-08 2019-03-27
60. UNITEDHEALTH GROUP INC COM   2013-05-24 2019-03-27
175. PEPSICO INC COM   2013-01-11 2019-04-24
85000. GOLDMAN SACHS GROUP INC CALL 03/25/2019 @ 100.000 UNSC   2017-09-27 2019-04-25
115000. BARCLAYS BANK PLC SER GMTN CALL 04/26/2019   2018-10-23 2019-04-26
185. APPLE INC   2007-08-23 2019-05-16
.143 KONTOOR BRANDS INC - W/I   2006-10-17 2019-05-30
80000. TIME WARNER INC COGT   2017-09-27 2019-06-01
25. HOME DEPOT INC COM   2015-09-04 2019-06-17
160000. GENERAL MOTORS FINL CO COGT   2017-11-10 2019-07-10
1. PFIZER INC XXX-XX-XXXX   2001-01-01 2019-07-11
100000. FEDERAL NATL MTG ASSN STRUCT NTS CALL 04/18/17 @ 100.0     2019-07-18
260. ILLINOIS TOOL WORKS INC COM     2019-07-26
20000. GOLDMAN SACHS GROUP INC CALL 07/31/2018 UNSC   2018-05-04 2019-07-31
80000. FREDDIE MAC STRUCT NTS CALL 02/28/18 @ 000.0   2017-12-22 2019-08-28
240. REGENERON PHARMACEUTICALS INC   2014-03-21 2019-09-04
1025. ANALOG DEVICES INC   2019-06-28 2019-10-24
CAPITAL GAIN DIVIDENDS P    
(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 2,881   3,655 -774
b 41,204   45,549 -4,345
c 36,848   46,690 -9,842
d 32,891   17,889 15,002
e 32,505   19,191 13,314
74,660   66,824 7,836
64,201   73,936 -9,735
991   1,101 -110
92,351   92,174 177
45,482   48,919 -3,437
56,918   72,798 -15,880
39,247   49,631 -10,384
19,202   26,950 -7,748
27,651   39,890 -12,239
21,700   6,275 15,425
3,922   3,832 90
13,008   6,066 6,942
55,481   25,693 29,788
35,266   19,226 16,040
71,173   19,761 51,412
25,796   12,063 13,733
83,551   23,153 60,398
40,000   40,000  
45,000   45,000  
40,000   40,000  
110,000   110,000  
165   25 140
14,560   2,364 12,196
10,018   994 9,024
42,454   19,246 23,208
7,148   5,365 1,783
3,211   1,190 2,021
14,436   3,741 10,695
22,225   12,386 9,839
85,000   85,000  
115,000   114,828 172
35,519   3,469 32,050
5   1 4
80,000   80,000  
5,213   2,845 2,368
160,000   160,000  
150     150
100,000   99,388 612
40,418   16,865 23,553
20,000   19,830 170
80,000   79,760 240
68,295   76,120 -7,825
108,166   115,893 -7,727
      244
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       -774
b       -4,345
c       -9,842
d       15,002
e       13,314
      7,836
      -9,735
      -110
      177
      -3,437
      -15,880
      -10,384
      -7,748
      -12,239
      15,425
      90
      6,942
      29,788
      16,040
      51,412
      13,733
      60,398
       
       
       
       
      140
      12,196
      9,024
      23,208
      1,783
      2,021
      10,695
      9,839
       
      172
      32,050
      4
       
      2,368
       
      150
      612
      23,553
      170
      240
      -7,825
      -7,727
       
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 2 268,580
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))
2017 357,268 7,034,643 0.050787
2016 346,581 6,546,109 0.052945
2015 351,208 6,312,480 0.055637
2014 387,678 6,670,469 0.058119
2013 319,237 6,429,722 0.04965
2
Total of line 1, column (d) .....................
2
0.267138
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
0.053428
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,081,447
5
Multiply line 4 by line 3......................
5
378,348
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,956
7
Add lines 5 and 6........................
7
382,304
8
Enter qualifying distributions from Part XII, line 4,.............
8
369,057
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 (2018)
Form 990-PF (2018)
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 7,912
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 7,912
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 7,912
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,696
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,696
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 4,784
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,956 RefundedBullet 11 828
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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    7,189,286
    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
    7,189,286
    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
    7,189,286
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    107,839
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,081,447
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    354,072
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    354,072
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,912
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,912
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    346,160
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    346,160
    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
    346,160
    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
    369,057
    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
    369,057
    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
    369,057
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 346,160
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 24,143
    d From 2016...... 24,142
    e From 2017...... 18,231
    fTotal of lines 3a through e........ 66,516
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 369,057
    a Applied to 2017, 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 2018 distributable amount..... 346,160
    e Remaining amount distributed out of corpus 22,897
    5 Excess distributions carryover applied to 2018. 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 89,413
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		89,413
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 24,143
    c Excess from 2016.... 24,142
    d Excess from 2017.... 18,231
    e Excess from 2018.... 22,897
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 (2018)
    Form 990-PF (2018)
    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 2,500
    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
    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
    FERNSIDE
    4360 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC EVENING AND SCHOOL GROUPS 5,000
    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
    DEPAUL CRISTO REY HIGH SCHOOL
    1133 CLIFTON HILLS AVENUE
    CINCINNATI,OH45220     		NONE PC COLLEGE COUNSELING & GRAD 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 6,000
    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: 10,000
    MEAC
    4600 ERIE AVE
    CINCINNATI,OH45227     		NONE PC GENERAL SUPPORT 7,000
    NEW LIFE FURNITURE
    11431 WILLIAMSON ROAD UNIT D
    CINCINNATI,OH45241     		NONE PC GENERAL SUPPORT 5,000
    OHIO VALLEY VOICES
    6642 BRANCH HILL-GUINEA PIKE
    LOVELAND,OH45140     		NONE PC FAMILY CENTER TUITION 4,000
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PC KIDS CLUB PROGRAM 6,500
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC CASA UNIVERSITY 10,000
    SAMARITANS INC
    41 WEST STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PC YOUTH SUICIDE PREVENTION 4,000
    STEPPING STONES CENTER
    5650 GIVEN ROAD
    CINCINNATI,OH45243     		NONE PC SAT CLUBS FOR CHILD/YOUNG 5,000
    VISIONARIES & VOICES
    3841 SPRING GROVE AVENUE
    CINCINNATI,OH45223     		NONE PC STUDIO ART SUPPLIES & 2,000
    TRI-STATE BLEEDING DISORDER FOUNDATION
    635 WEST 7TH STREET SUITE 407
    CINCINNATI,OH45203     		NONE PC CAMP NJOYITALL 5,000
    CITY GOSPEL MISSION
    1947 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC JOBPLUS: EMPLOYMENT 5,000
    ECONOMICS CENTER
    225 CALHOUN STREET SUITE 370
    CINCINNATI,OH45219     		NONE PC STUDENT ENTERTAINMENT 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 12,000
    CINCINNATI UNION BETHEL
    2401 READING ROAD
    CINCINNATI,OH45202     		NONE PC MOVE THAT BUS 6,000
    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 7,000
    STRATEGIES TO END HOMELESSNESS
    2368 VICTORY PARKWAY SUITE 600
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 5,000
    UPSPRING
    PO BOX 23300
    CINCINNATI,OH45223     		NONE PC UPSPRING RESOURCE 5,000
    MENTORING PLUS
    801 YORK STREET
    NEWPORT,KY41072     		NONE PC GENERAL SUPPORT 5,000
    NATIONAL UNDERGROUND RAILROAD
    FREEDOM CENTER
    50 EAST FREEDOM WAY
    CINCINNATI,OH15202     		NONE PC SCHOOLED ON FREEDOM 2,000
    LIGHTHOUSE YOUTH SERVICES
    401 E MCMILLAN ST
    CINCINNATI,OH45203     		NONE PC SHEAKLEY CENTER FOR YOUTH 10,000
    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
    READ TO A CHILD
    20 WILLIAMS ST G25
    WELLESLEY,MA02481     		NONE PC LUNCHTIME READING PROGRAM 5,000
    ART ACADEMY OF CINCINNATI
    1212 JACKSON ST
    CINCINNATI,OH45202     		NONE PC COMMUNITY EDUCATION 5,000
    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 10,000
    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
    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 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 3,000
    COVINGTON LADIES HOME
    702 GARRARD ST
    COVINGTON,KY41011     		NONE PC BRIDGE THE GAP IN CARE 5,000
    ELLIE FUND
    200 RESERVOIR ST STE 300
    NEEDHAM,MA02494     		NONE PC HEALING TOGETHER PATIENT & 5,000
    GIRLS ON THE RUN
    3330 ERIE AVE STE 8
    CINCINNATI,OH45208     		NONE PC PROGRAMMING SCHOLARSHIPS 4,000
    IMAGO
    700 ENRIGHT AVE
    CINCINNATI,OH45205     		NONE PC BRANCHING OUT PROGRAM 6,000
    OUTDOOR ADVENTURE CLUBS
    8401 SKIFF LN
    CINCINNATI,OH45039     		NONE PC SPRING 2018 ADVENTURE STAFF 3,500
    ARTWORKS
    20 E CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC HERO DESIGN COMPANY 4,000
    CINCINNATI PLAYHOUSE IN THE PARK
    962 MT ADAMS CIRCLE
    CINCINNATI,OH45202     		NONE PC PLAYHOUSE SCHOOL OUTREACH 2,500
    MILL CREEK ALLIANCE
    1662 BLUE ROCK STREET
    CINCINNATI,OH45215     		NONE PC GENERAL SUPPORT 7,500
    EPISCOPAL RETIREMENT SERVICES INC
    3870 VIRGINIA AVENUE
    CINCINNATI,OH45227     		NONE PC DEUPREE MEALS ON WHEELS 5,000
    INNER CITY YOUTH OPPORTUNITIES
    1821 SUMMIT ROAD SUITE 210
    CINCINNATI,OH45237     		NONE PC GENERAL SUPPORT 2,500
    YWCA
    898 WALNUT STREET
    CINCINNATI,OH45202     		NONE PC DOMESTIC VIOLENCE SHELTER 5,750
    CANCER SUPPORT COMMUNITY
    4918 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC LIVING WITH CANCER, 5,000
    Total .................................bullet 3a 348,750
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 135,774  
    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 ............     		    18 268,580  
    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)..   404,354  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    404,354
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 2018 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 1,554,770 1,575,644

    TY 2018 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
    COMMON STOCK 1,574,978 4,355,765

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2018 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
    MUTUAL FUNDS - EQUITY AT COST 316,207 519,281

    TY 2018 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 714     714


    TY 2018 OtherDecreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Amount
    SECURITIES DELIVERED 7,101


    TY 2018 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
    OFFICE EXPENSES 297 0   297
    TRANSACTION CHARGES 945 945   0
    ADR SERVICE FEES 25 25   0


    TY 2018 OtherIncreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Amount
    SECURITIES RECEIVED 1,684
    COST ADJUSTMENTS 1,860
    ACRUED INTEREST PAID C/O 570


    TY 2018 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 6,886 6,197    
    NON-PNC CONSULTING FEES 35,742     3,574


    TY 2018 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 1,583 1,583   0
    FEDERAL TAX PAYMENT - PRIOR YE 7,827 0   0
    FEDERAL ESTIMATES - PRINCIPAL 12,696 0   0