Form990-PF
Click to see list of attachments

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 12-01-2020 , and ending 11-30-2021
Name of foundation
ANDERSEN CORPORATE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)342 FIFTH AVENUE NORTH NO 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYPORT, MN55003
A Employer identification number

41-6020912
B Telephone number (see instructions)

(651) 439-1557
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$55,196,773J 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) 2,500,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,568 2,342  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,017,690
b Gross sales price for all assets on line 6a 10,528,263
7 Capital gain net income (from Part IV, line 2)... 3,017,690
8 Net short-term capital gain.........  
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)....... Click to see attachment 923,057 923,348  
12 Total. Add lines 1 through 11........ 6,443,315 3,943,380  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 110,235 55,118   55,117
c Other professional fees (attach schedule).... Click to see attachment 298,295 250,320   47,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 183,992 39,492   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,885 0   2,885
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 595,407 344,930   105,977
25 Contributions, gifts, grants paid....... 2,199,500 2,199,500
26 Total expenses and disbursements. Add lines 24 and 25 2,794,907 344,930   2,305,477
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,648,408
b Net investment income (if negative, enter -0-) 3,598,450
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 43,391 43,315 43,315
2 Savings and temporary cash investments......... 7,611,821 16,223 16,223
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   91,332    
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,775,165 Click to see attachment55,137,235 55,137,235
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) 49,521,709 55,196,773 55,196,773
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 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........... 49,521,709 55,196,773
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........    
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)..... 49,521,709 55,196,773
30 Total liabilities and net assets/fund balances (see instructions). 49,521,709 55,196,773
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
49,521,709
2
Enter amount from Part I, line 27a .....................
2
3,648,408
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,026,656
4
Add lines 1, 2, and 3 ..........................
4
55,196,773
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,196,773
Form 990-PF (2020)
Form 990-PF (2020)
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 RIIFL MULTI ASSET CORE PLUS      
b RIIFL UNCONTRAINED BOND FUND      
c RIIFL CORE BOND FUND      
d PERMAL      
e NORTEL NETWORKS CORP      
FLOW THROUGH RIIFL MULTI ASSET CORE PLUS (SIR6) P    
FLOW THROUGH RIIFL MULTI ASSET CORE PLUS (SIR7) P    
FLOW THROUGH RIIFL UNCONTRAINED BOND FUND P    
FLOW THROUGH RIIFL CORE BOND FUND P    
FLOW THROUGH RIIFL REAL ESTATE EQUITY FUND P    
SECURITY LITIGATION SETTLEMENT PROCEEDS 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 7,063,949   5,960,845 1,103,104
b 143,546   139,486 4,060
c 573,878   568,549 5,329
d 305,506   333,974 -28,468
e     4,713 -4,713
2,092,799     2,092,799
222,457     222,457
125,296     125,296
    503,005 -503,005
    1 -1
832     832
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       1,103,104
b       4,060
c       5,329
d       -28,468
e       -4,713
      2,092,799
      222,457
      125,296
      -503,005
      -1
      832
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 3,017,690
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 50,018
c All other domestic foundations enter 1.39% 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 50,018
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 50,018
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 65,905
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,905
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 15,887
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,887 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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletMN
    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 .
    8b
    Yes
     
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletHTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/
    14
    The books are in care ofbulletCHRIS GALVIN Telephone no.bullet (651) 264-5242

    Located atbullet100 FOURTH AVENUE NORTHBAYPORTMN ZIP+4bullet55003
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    KAREN RICHARD PRESIDENT
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    ELIZA CHLEBECK VP/SECRETARY
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    CHRIS GALVIN TREASURER
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    PHIL DONALDSON DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    JAY LUND DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    JEANNE JUNKER DIRECTOR
    1.00     		0 0 0
    100 FOURTH AVE N
    BAYPORT,MN55003
    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 (2020)
    Form 990-PF (2020)
    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
    RUSSELL INVESTMENTS INVESTMENT FEES 234,315
    1301 2ND AVENUE
    SEATTLE,WA98101
    SRI INC GRANT CONSULTING/ ACCOUNTING 110,975
    WHITE PINE BLDG 342 5TH AVE N STE
    200
    BAYPORT,MN55003
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    472,285
    c
    Fair market value of all other assets (see instructions)................
    1c
    54,878,540
    d
    Total (add lines 1a, b, and c).........................
    1d
    55,350,825
    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
    55,350,825
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    830,262
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    54,520,563
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,726,028
    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
    2,726,028
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    50,018
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    50,018
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,676,010
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,676,010
    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
    2,676,010
    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
    2,305,477
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,305,477
    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
    2,305,477
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,676,010
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,841,943
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,305,477
    a Applied to 2019, but not more than line 2a 1,841,943
    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 2020 distributable amount..... 463,534
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,212,476
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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:
    ANNA BOSAK
    342 FIFTH AVENUE NORTH SUITE 200
    BAYPORT,MN55003
    (651) 264-6037
    ACF@ANDERSENCORP.COM
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND FOCUS AREAS AT HTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/ APPLICATIONS ACCEPTED ON-LINE ONLY.
    cAny submission deadlines:
    MARCH 1-31 AND AUGUST 1-31, 2022
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GUIDELINES AND FOCUS AREAS CAN BE FOUND AT HTTPS://WWW.ANDERSENWINDOWS.COM/ABOUT/COMMUNITY/ APPLICATIONS ACCEPTED ON-LINE ONLY.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    AIN DAH YUNG (OUR HOME) CENTER
    1089 PORTLAND AVE
    ST PAUL,MN55104     		  PC AIN DAH YUNG CENTERS HOUSING ACCESS AND STABILITY FOR INDIGENOUS YOUTH 20,000
    BACK ON MY FEET
    100 S BROAD STREET SUITE 2136
    PHILADELPHIA,PA19110     		  PC DALLAS NEXT STEPS PROGRAM 10,000
    BOLTON REFUGE HOUSE INC
    PO BOX 482
    EAU CLAIRE,WI54701     		  PC GENERAL OPERATING SUPPORT 3,500
    CHILD CRISIS ARIZONA
    817 N COUNTRY CLUB DRIVE
    MESA,AZ85201     		  PC EMERGENCY PLACEMENT SERVICES FOR HOMELESS CHILDREN 7,500
    CLARE HOUSING
    929 CENTRAL AVE NE
    MINNEAPOLIS,MN55413     		  PC GENERAL OPERATING 15,000
    COUNCIL ON DOMESTIC VIOLENCE FOR PAGE COUNTY INC
    216 WEST MAIN STREET
    LURAY,VA22835     		  PC GENERAL OPERATING FUNDS TO SUPPORT DOMESTIC AND SEXUAL VIOLENCE VICTIMS AND VIOLENCE PREVENTION 8,000
    EMMA NORTON SERVICES
    670 ROBERT ST N
    ST PAUL,MN55101     		  PC EMMA NORTON SERVICES: HOUSING WITH MENTAL HEALTH SUPPORT IN THE TWIN CITIES EAST METRO 25,000
    FACE TO FACE HEALTH & COUNSELING SERVICE INC
    1165 ARCADE STREET
    ST PAUL,MN55106     		  PC FACE TO FACE GENERAL OPERATING SUPPORT 25,000
    FURNISHING DIGNITY
    PO BOX 51209
    PHOENIX,AZ850761209     		  PC ESSENTIAL HOME FURNISHINGS FOR HOMELESS CHILDREN, YOUTH AND ADULTS TRANSITIONING TO SELF-RELIANCE. 5,000
    HABITAT FOR HUMANITY GREATER GARLAND INC
    2909 BROADWAY BLVD
    GARLAND,TX75041     		  PC CLINTON ST. HOUSING PROJECT 5,000
    HABITAT FOR HUMANITY GREATER GARLAND INC
    2909 BROADWAY BLVD
    GARLAND,TX75041     		  PC CLINTON & NEWMAN HOUSING PROJECT 10,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    2200 E EUCLID AVE
    DES MOINES,IA50317     		  PC GDM HABITAT FOR HUMANITY AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES - 2021 20,000
    HAWTHORN HILL
    3001 GRAND AVE
    DES MOINES,IA50312     		  PC NEW DIRECTIONS SHELTER 5,000
    HOPE 4 YOUTH
    2191 NORTHDALE BLVD NW
    COON RAPIDS,MN55433     		  PC HOPE PLACE 15,000
    HOPE GOSPEL MISSION INC
    PO BOX 1127
    EAU CLAIRE,WI54702     		  PC PROGRAMS TO HELP THE HOMELESS 6,000
    MARIA HOUSE
    2100 ASBURY RD SUITE 8
    DUBUQUE,IA52001     		  PC FIRST STEPS TO SELF-SUFFICIENCY 10,000
    NORTHCOUNTRY COOPERATIVE FOUNDATION
    940 44TH AVENUE NE 21214
    MINNEAPOLIS,MN55421     		  PC AFFORDABLE HOUSING TWIN CITIES AND ST. CROIX VALLEY REGION 10,000
    OUR SAVIOUR'S COMMUNITY SERVICES
    2315 CHICAGO AVENUE
    MINNEAPOLIS,MN55408     		  PC DIGNIFIED SPACE FOR HEALING AND GROWTH: OSCS CAMPUS PROPERTY MAINTENANCE AND REPAIR COST RELIEF 20,000
    SOLID GROUND
    3521 CENTURY AVENUE NORTH
    WHITE BEAR LAKE,MN551105689     		  PC GENERAL OPERATING PROPOSAL 15,000
    ST CROIX VALLEY HABITAT FOR HUMANITY
    749 RYAN DRIVE
    HUDSON,WI54016     		  PC GENERAL OPERATING SUPPORT 30,000
    ST STEPHEN'S HUMAN SERVICES
    2309 NICOLLET AVE S
    MINNEAPOLIS,MN55404     		  PC FAMILY SUPPORTIVE HOUSING (FSH) 5,000
    STEPPING STONES OF DUNN COUNTY INC
    1602 STOUT ROAD
    MENOMONIE,WI54751     		  PC GENERAL OPERATING EXPENSES 6,000
    THE LINK
    1210 GLENWOOD AVE
    MINNEAPOLIS,MN55405     		  PC SUPPORTIVE HOUSING 20,000
    TUBMAN
    4432 CHICAGO AVE
    SOUTH MINNEAPOLIS,MN55407     		  PC RELATIONSHIP VIOLENCE SHELTER, HOUSING & SUPPORT SERVICES 20,000
    TWIN CITIES HABITAT FOR HUMANITY INC
    1954 UNIVERSITY AVENUE
    WEST ST PAUL,MN55104     		  PC MULTIPLYING THE IMPACT CAMPAIGN 200,000
    TWO RIVERS COMMUNITY LAND TRUST
    PO BOX 25451
    WOODBURY,MN55125     		  PC OWN SWEET HOME 2021 20,000
    US COMMITTEE FOR REFUGEES AND IMMIGRANTS
    1200 UNIVERSITY AVE STE 205
    DES MOINES,IA50314     		  PC AFGHAN HOUSING ASSISTANCE 5,000
    URBAN HOMEWORKS
    PO BOX 11276
    MINNEAPOLIS,MN55411     		  PC GENERAL OPERATING SUPPORT 10,000
    WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC
    525 SECOND STREET PO BOX 308
    GLENWOOD CITY,WI54013     		  PC HOMELESS INTERVENTION 6,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER TWIN CITIES
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC YMCA RAPID REHOUSING PROGRAM IN RAMSEY AND WASHINGTON COUNTIES 20,000
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF ST PAUL MINNESOTA
    375 SELBY AVE
    ST PAUL,MN55102     		  PC HOUSING AND SUPPORTIVE SERVICES 25,000
    ACHIEVEMINNEAPOLIS
    2829 UNIVERSITY AVE SE ST 850
    MINNEAPOLIS,MN55414     		  PC SAINT PAUL PUBLIC SCHOOLS (SPPS) CAREER PATHWAY CENTERS (CPCS) 25,000
    ANEW BAM
    2355 HIGHWAY 36 WEST 400
    ROSEVILLE,MN55113     		  PC CULTURALLY RESPONSIVE EDUCATIONAL SUPPORT FOR BLACK YOUTH 15,000
    BANYAN FOUNDATION
    2529 13TH AVE S
    MINNEAPOLIS,MN55404     		  PC ADOLESCENT EDUCATION SUPPORT (ACES) PROGRAM 20,000
    BOY SCOUTS OF AMERICA NATIONAL COUNCIL
    6202 BLOOMINGTON ROAD
    FORT SNELLING,MN55111     		  PC GENERAL OPERATION SUPPORT FOR SCOUTING PROGRAMMING 50,000
    BREAKTHROUGH TWIN CITIES
    2051 LARPENTEUR AVE E
    ST PAUL,MN55109     		  PC BTC COVID RE-EMERGENCE AND GROWTH 25,000
    CHILDREN AND FAMILIES OF IOWA
    1111 UNIVERSITY AVE
    DES MOINES,IA50314     		  PC TEENS IN TRANSITION TO BETTER LIVES 5,000
    COMMUNITIES IN SCHOOLS OF THE TWIN CITIES
    161 ST ANTHONY AVE STE 910
    ST PAUL,MN55103     		  PC COMMUNITIES IN SCHOOLS OF THE TWIN CITIES: ENRICHING THE LIVES OF YOUTH VIA WHOLE COMMUNITY SUPPORTS 15,000
    DUBUQUE COMMUNITY SCHOOL DISTRICT FOUNDATION
    700 LOCUST STREET SUITE 195
    DUBUQUE,IA52001     		  PC CAREER AND TECH EDU: INCREASING EQUITY AND EXPANDING OPP. IN THE CONSTRUCTION AND WORK-BASED LRN PROGRAMS. 15,000
    DUBUQUE COUNTY HISTORICAL SOCIETY
    350 WEST 3RD STREET
    DUBUQUE,IA52001     		  PC EVERYBODYS MUSEUM MEMBERSHIP EQUITABLE EDUCATIONAL EXPERIENCES 5,000
    DUNWOODY COLLEGE OF TECHNOLOGY
    818 DUNWOODY BOULEVARD
    MINNEAPOLIS,MN55403     		  PC PATHWAYS TO CAREERS 30,000
    EMERGE COMMUNITY DEVELOPMENT
    1834 EMERSON AVE N
    MINNEAPOLIS,MN55411     		  PC MANUFACTURING FOUNDATIONS CAREER PATHWAY 15,000
    FOUNDATION FOR BAYPORT PUBLIC LIBRARY
    582 NORTH FOURTH STREET
    BAYPORT,MN55003     		  PC FOUNDATION FOR BAYPORT PUBLIC LIBRARY RAISING FUNDS FOR THE BAYPORT PUBLIC LIBRARY 28,000
    FOUNDATION FOR BAYPORT PUBLIC LIBRARY
    583 NORTH FOURTH STREET
    BAYPORT,MN55003     		  PC BAYPORT PUBLIC LIBRARY: BUILDING THE NEXT CHAPTER 37,500
    GENESYS WORKS - TWIN CITIES
    445 MINNESOTA ST SUITE 720
    ST PAUL,MN55101     		  PC PROVIDING PATHWAYS TO CAREER SUCCESS FOR STUDENTS IN UNDERSERVED COMMUNITIES 20,000
    GIRL SCOUTS OF EASTERN IOWA AND WESTERN ILLINOIS INC
    21700 GIRL SCOUT ROAD
    EPWORTH,IA52045     		  PC GIRL SCOUT LEADERSHIP EXPERIENCE IN DUBUQUE 5,000
    GIRL SCOUTS OF MINNESOTA AND WISCONSIN RIVER VALLEYS INC
    400 SOUTH ROBERT STREET
    ST PAUL,MN55107     		  PC GIRL SCOUTS LEADERSHIP EXPERIENCE 50,000
    IOWA STATE UNIVERSITY FOUNDATION
    2505 UNIVERSITY BLVD PO BOX 2230
    AMES,IA500102230     		  PC IOWA STATE UNIVERSITY SCIENCE BOUND - DES MOINES PUBLIC SCHOOL DISTRICT 10,000
    JUNIOR ACHIEVEMENT OF THE HEARTLAND INC
    900 JACKSON STREET LL5-2F
    DUBUQUE,IA52001     		  PC JA INSPIRE VIRTUAL CAREER FAIR: CAREER AND WORKFORCE READINESS INITIATIVE 5,000
    JUNIOR ACHIEVEMENT OF WISCONSIN INC
    2004 HIGHLAND AVE SUITE 2C
    EAU CLAIRE,WI54701     		  PC CORE PROGRAM OUTREACH 2,250
    MINNESOTA CHILDREN'S MUSEUM
    10 WEST SEVENTH ST
    ST PAUL,MN55102     		  PC POWERING PLAY AT MINNESOTA CHILDRENS MUSEUM 20,000
    PARTNERSHIP PLAN FOR STILLWATER AREA PUBLIC SCHOOLS
    1875 GREELEY ST PO BOX 582
    STILLWATER,MN55082     		  PC STILLWATER SCHOOLS PATHWAYS PROGRAMMING 15,000
    PHIPPS CENTER FOR THE ARTS INC
    109 LOCUST STREET
    HUDSON,WI54016     		  PC GENERAL OPERATING SUPPORT FOR FISCAL YEAR 2021 12,000
    READING PARTNERS
    700 RAYMOND AVE SUITE 160
    ST PAUL,MN551141854     		  PC READING PARTNERS: FOUNDATIONAL LITERACY TUTORING FOR FUTURE SUCCESS 10,000
    SCIENCE FROM SCIENTISTS INC
    1 DEANGELO DRIVE SUITE C
    BEDFORD,MA01730     		  PC STEM EDUCATION PROGRAMMING IN MINNEAPOLIS/ ST.PAUL/ ST.CROIX VALLEY SCHOOLS 15,000
    SCIENCE MUSEUM OF MINNESOTA
    120 WEST KELLOGG BOULEVARD
    ST PAUL,MN55102     		  PC KITTY ANDERSEN YOUTH SCIENCE CENTER (KAYSC) 60,000
    SHEN-PACO INDUSTRIES INC
    34 STONEY BROOK LANE
    LURAY,VA22835     		  PC GENERAL OPERATING EXPENSES 7,000
    SOUTHWEST HUMAN DEVELOPMENT
    2850 N 24TH ST
    PHOENIX,AZ85008     		  PC EARLY LITERACY ADVANCING EQUITY & OPPORTUNITY IN THE GOODYEAR COMMUNITY 7,500
    SUMMIT ACADEMY OIC
    935 OLSON MEMORIAL HIGHWAY
    MINNEAPOLIS,MN55405     		  PC CREATING A BLACK MIDDLE CLASS THROUGH WORK AND SKILLS TRAINING 35,000
    THE ARC OF DUNN COUNTY INC
    1502 9TH ST E
    MENOMONIE,WI54751     		  PC GENERAL OPERATING SUPPORT 2,250
    THOMAS E & EDNA D CARPENTER FOUNDATION
    12805 ST CROIX TRAIL
    HASTINGS,MN55033     		  EOF CARPENTER NATURE CENTER GENERAL OPERATING 2020-2021 16,000
    URBAN BOATBUILDERS INC
    2288 UNIVERSITY AVENUE WEST
    ST PAUL,MN55114     		  PC APPRENTICESHIP PROGRAM FOR UNDERSERVED YOUTH 10,000
    WASHINGTON COUNTY HISTORICAL SOCIETY
    PO BOX 167
    STILLWATER,MN550820167     		  PC GENERAL OPERATIONAL FUNDING 6,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER TWIN CITIES
    651 NICOLLET MALL SUITE 500
    MINNEAPOLIS,MN55402     		  PC MAKING CAMPING, FITNESS, AND LEADERSHIP EXPERIENCES ACCESSIBLE TO YOUTH, FAMILIES, AND SENIORS 50,000
    AMERY REGIONAL
    265 GRIFFIN STREET
    AMERY,WI54001     		  PC AMERY HOSPITAL & CLINICS' REMODEL PROJECT OF THE CHEMO/INFUSION CENTER AND THE EMERGENCY DEPARTMENT 40,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NORTH
    ST PAUL,MN55104     		  PC GENERAL OPERATING SUPPORT FOR WILDER'S HEALTHY AGING & CAREGIVING SERVICES 20,000
    BLUE RIDGE HOSPICE INC
    333 W CORK STREET SUITE 405
    WINCHESTER,VA22601     		  PC ANNUAL SUPPORT 15,000
    CANVAS HEALTH INC
    7066 STILLWATER BOULEVARD N
    OAKDALE,MN55128     		  PC GENERAL OPERATIONS FOR COMMUNITY MENTAL HEALTH AGENCY 25,000
    CHILDRENS DENTAL SERVICES INC
    636 BROADWAY ST NE
    MINNEAPOLIS,MN55413     		  PC EXPANDING CRITICALLY NEEDED DENTAL CARE AND SUBSTANCE USE TREATMENT AND PREVENTION TO 600 ADDITIONAL CHILDREN AND FAMILIES ACROSS WASHINGTON COUNTY 15,000
    CHIPPEWA VALLEY HEALTH CLINIC INC
    1030 OAK RIDGE DR
    EAU CLAIRE,WI54701     		  PC KEEPING OUR COMMUNITIES HEALTHY WITH BASIC HEALTH CARE 4,000
    COMMUNITY THREAD
    2300 ORLEANS STREET WEST
    STILLWATER,MN55082     		  PC GENERAL OPERATIONS INCLUDING THE BAYPORT SENIOR CENTER 31,000
    COMUNIDADES LATINAS UNIDAS EN SERVICIO INC
    797 E 7TH STREET
    ST PAUL,MN55106     		  PC GENERAL OPERATING 10,000
    COURAGE KENNY FOUNDATION
    MAIL ROUTE 78414 3915 GOLDEN VALLEY
    ROAD
    MINNEAPOLIS,MN55422     		  PC SERVICES FOR PEOPLE WITH DISABILITIES AND CHRONIC HEALTH CONDITIONS IN THE ST. CROIX VALLEY 45,000
    CRESCENT COMMUNITY HEALTH CENTER
    1690 ELM ST
    DUBUQUE,IA52001     		  PC WALK-IN MOTIVATIONAL INTERVENTION PROGRAM FOR BETTER BRAIN HEALTH 10,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE SOUTH
    STILLWATER,MN55082     		  PC FAMILYMEANS MARKETING SUPPORT 10,000
    FAMILYMEANS
    1875 NORTHWESTERN AVENUE SOUTH
    STILLWATER,MN55082     		  PC FAMILYMEANS GENERAL OPERATING SUPPORT 45,000
    HAMM MEMORIAL PSYCHIATRIC CLINIC
    408 SAINT PETER STREET SUITE 429
    ST PAUL,MN55102     		  PC GENERAL OPERATING SUPPORT TO INCREASE MENTAL HEALTH CARE ACCESS AND EQUITY 20,000
    HCI FOUNDATION DBA EVERYSTEP
    3000 EASTON BLVD
    DES MOINES,IA503173124     		  PC COMMUNITY NURSING CLINICS 10,000
    HENNEPIN HEALTH FOUNDATION
    HENNEPIN HEALTHCARE MAIL CENTER
    ATTN HENNEPIN HEALTH FOUNDATION 701
    MINNEAPOLIS,MN554151623     		  PC EAST LAKE CLINIC REBUILD 8,500
    HUDSON HOSPITAL FOUNDATION
    405 STAGELINE DRIVE
    HUDSON,WI54016     		  PC BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER PROGRAM SUPPORT 20,000
    LAKEVIEW HEALTH FOUNDATION
    927 CHURCHILL STREET WEST
    STILLWATER,MN55082     		  PC ALICE ANDERSON NURSING SCHOLARSHIPS AND ST. CROIX VALLEY FAITH COMMUNITY NURSING PROGRAM 32,000
    NAMI NORTH TEXAS
    2812 SWISS AVENUE
    DALLAS,TX75204     		  PC ENDING THE SILENCE FOR STUDENTS, EDUCATORS, AND FAMILIES 5,000
    NEIGHBORHOOD HEALTHSOURCE
    3300 FREMONT AVE N
    MINNEAPOLIS,MN55412     		  PC IMPROVING HEALTH FOR LOW-INCOME HOUSEHOLDS 20,000
    NORTHEAST YOUTH AND FAMILY SERVICES
    3490 LEXINGTON AVE N
    ST PAUL,MN55126     		  PC GENERAL OPERATING 15,000
    PORTICO HEALTHNET
    1600 UNIVERSITY AVENUE W SUITE 211
    ST PAUL,MN55104     		  PC GENERAL OPERATING SUPPORT 10,000
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET MS 112020C
    ST PAUL,MN551012595     		  PC REGIONS RESPONDS FIRST CAMPAIGN 25,000
    RELATE INC
    5125 COUNTY ROAD 101 SUITE 300
    MINNETONKA,MN55345     		  PC FREE AND REDUCED-FEE MENTAL HEALTH SERVICES FOR UNDER AND UNINSURED CLIENTS 7,500
    UNITED HOSPITAL FOUNDATION
    333 SMITH AVENUE NORTH
    ST PAUL,MN55102     		  PC $6.6M MULTI-PHASE MENTAL HEALTH AND ADDICTION CAMPAIGN, SUPPORT CONSIDERATION OF PHASE II, REMODEL INPATIENT UNIT 25,000
    WAYSIDE HOUSE INC
    1600 UNIVERSITY AVENUE WEST SUITE
    500
    ST PAUL,MN55104     		  PC CULTURALLY SPECIFIC CHILDRENS MENTAL HEALTH PROGRAM EXPANSION 10,000
    WELLSHARE INTERNATIONAL
    122 WEST FRANKLIN AVE SUITE 510
    MINNEAPOLIS,MN55404     		  PC ELIMINATING HEALTH DISPARITIES AMONG IMMIGRANT AND REFUGEE COMMUNITIES IN MINNESOTA. 10,000
    WESTFIELDS HOSPITAL FOUNDATION
    535 HOSPITAL RD NEW
    RICHMOND,WI54017     		  PC BEHAVIORAL HEALTH PROGRAM EXPANSION AND RENOVATION 25,000
    YOUTH SERVICE BUREAU INC
    6120 OREN AVE N
    STILLWATER,MN55082     		  PC YOUTH SERVICE BUREAU SCHOOL-BASED BEHAVIORAL HEALTH SERVICES 5,000
    ZAMAN INTERNATIONAL
    26091 TROWBRIDGE ST
    INKSTER,MI48141     		  PC ZAMAN'S WELLNESS CENTER 10,000
    360 COMMUNITIES
    501 E HWY 13 STE 112
    BURNSVILLE,MN55337     		  PC 360 COMMUNITIES FOOD SHELVES 5,000
    AMHERST H WILDER FOUNDATION
    451 LEXINGTON PARKWAY NORTH
    ST PAUL,MN55104     		  PC CAMPAIGN FOR FAMILIES 50,000
    APPETITE FOR CHANGE INC
    1200 WEST BROADWAY AVE 250
    MINNEAPOLIS,MN55411     		  PC COMMUNITY COOKS MEAL BOX PROGRAM 25,000
    BASIC NEEDS INC OF SOUTH WASHINGTON COUNTY
    445 BROADWAY AVE
    ST PAUL,MN55071     		  PC BASIC NEEDS GENERAL OPERATIONS 8,000
    BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INC
    615 24TH AVE W
    MENOMONIE,WI54751     		  PC INCREASING FOOD ACCESS THROUGH HEALTHY LIFESTYLES 4,000
    BRIDGE TO HOPE INC
    PO BOX 700
    MENOMONIE,WI54751     		  PC FEEDING FAMILIES NUTRITIOUS MEALS 3,500
    COMMUNITY EMERGENCY ASSISTANCE PROGRAM (CEAP)
    7051 BROOKLYN BOULEVARD
    BROOKLYN CENTER,MN55429     		  PC CEAP FOOD SUPPORT SERVICES 5,000
    DES MOINES AREA RELIGIOUS COUNCIL
    1435 MULBERRY STREET
    DES MOINES,IA50309     		  PC DMARC FOOD PANTRY NETWORK 5,000
    ETHNE
    2509 DURANGO DR
    CARROLLTON,TX75010     		  PC GROCERY KITS 5,000
    EVERY MEAL
    2723 PATTON RD
    ROSEVILLE,MN551131139     		  PC WEEKEND MEAL BAG PROGRAM 8,000
    FAMILY PATHWAYS
    6413 OAK STREET NORTH
    BRANCH,MN55056     		  PC ENSURING ACCESS TO HEALTHY FOOD IN THE SAINT CROIX VALLEY 10,000
    FEED MY PEOPLE INC
    2610 ALPINE RD
    EAU CLAIRE,WI54703     		  PC FUEL THE PARTNER FOOD DELIVERY PROGRAM 7,500
    FRIENDS IN NEED FOOD SHELF
    PO BOX 6
    COTTAGE GROVE,MN55016     		  PC GENERAL OPERATING SUPPORT 5,000
    GOOD IN THE HOOD
    2101 CHICAGO AVENUE SOUTH
    MINNEAPOLIS,MN55404     		  PC FOOD SHELF IN-A-BOX AND FOOD FOR THOUGHT PROGRAMS 5,000
    GREENLIGHT FUND INC
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		  PC GREENLIGHT TWIN CITIES 50,000
    HMONG AMERICAN FARMERS ASSOCIATION
    149 THOMPSON AVENUE EAST SUITE 210
    WEST
    ST PAUL,MN55118     		  PC INCREASING FOOD ACCESS TO LOW INCOME FOOD INSECURE FAMILIES 8,000
    ISLAMIC CENTER OF DETROIT INC
    14350 TIREMAN AVENUE
    DETROIT,MI48228     		  PC ISLAMIC CENTER OF DETROIT EMERGENCY FOOD SECURITY PROGRAM 15,000
    ISUROON
    1600 E LAKE ST FL 1
    MINNEAPOLIS,MN55407     		  PC CULTURALLY APPROPRIATE FOOD SHELF 5,000
    KITCHEN ON THE STREET
    2650 E MOHAWK LANE SUITE 168
    PHOENIX,AZ85050     		  PC BAGS OF HOPE 5,000
    LOAVES AND FISHES TOO
    721 KASOTA AVE SE
    MINNEAPOLIS,MN55414     		  PC FREE, HEALTHY MEALS IN MINNESOTA 15,000
    MERRICK COMMUNITY SERVICES
    1669 N ARCADE STREET SUITE 4
    ST PAUL,MN55106     		  PC GENERAL OP. SPT REQUEST FOR FOOD AND HOUSING INSECURE INDIV. AND FAM AT MERRICK CMTY SERVICES 5,000
    NORTH COUNTRY FOOD ALLIANCE
    PO BOX 6124
    MINNEAPOLIS,MN55406     		  PC PROVIDING CULTURALLY APPROPRIATE PRODUCE FOR THE DEPARTMENT OF INDIAN WORK EMERGENCY FOOD SHELF (ST. PAUL) 5,000
    OPEN ARMS OF MINNESOTA
    2500 BLOOMINGTON AVENUE
    MPLS,MN55404     		  PC OPENING OUR ARMS WIDER TO NOURISH OUR NEIGHBORS: A CAPACITY CAPITAL CAMPAIGN 50,000
    SECOND HARVEST HEARTLAND
    7101 WINNETKA AVE N
    BROOKLYN PARK,MN55428     		  PC HUNGER RELIEF TO ADDRESS INCREASED RATES OF FOOD INSECURITY 12,000
    SHENANDOAH AREA AGENCY ON AGING INC
    207 MOSBY LANE
    FRONT ROYAL,VA22630     		  PC GENERAL OPERATIONS - NUTRITION SUPPORT 15,000
    SOUTHERN ANOKA COMMUNITY ASSISTANCE
    627 38TH AVE NE
    COLUMBIA HEIGHTS,MN55421     		  PC GENERAL OPERATIONS SUPPORT TO FIGHT FOOD INSECURITY 20,000
    ST CROIX VALLEY FOODBANK INC
    1231 INDUSTRIAL STREET 400
    HUDSON,WI54016     		  PC GROWING NEED, GROWING RESPONSE 15,000
    SUSTAINABILITY MATTERS INC
    822 SWOVER CREEK RD
    EDINBURG,VA22824     		  PC BACKYARD FOOD BANK 5,000
    SUSTAINABILITY MATTERS INC
    822 SWOVER CREEK RD
    EDINBURG,VA22824     		  PC BACKYARD FOOD BANK (2022 VIRTUAL EDITION) 5,000
    THE FOOD GROUP MINNESOTA INC
    8501 54TH AVE N
    NEW HOPE,MN55428     		  PC GENERAL OPERATIONS FOR OUR HUNGER RELIEF PROGRAMS 15,000
    VALLEY OUTREACH
    1911 CURVE CREST BLVD W
    STILLWATER,MN550826063     		  PC GENERAL OPERATING SUPPORT FOR VALLEY OUTREACH. 10,000
    WASTE NOT
    1700 N GRANITE REEF ROAD
    SCOTTSDALE,AZ852572857     		  PC FEEDING CHILDREN, YOUTH AND FAMILIES IN MARICOPA COUNTY 10,000
    WESLEY COMMUNITY SERVICES INC
    5508 NW 88TH STREET
    JOHNSTON,IA50131     		  SO III WESLEYLIFE MEALS ON WHEELS 5,000
    WHITE BEAR AREA FOOD SHELF
    1884 WHITAKER STREET
    WHITE BEAR LAKE,MN55110     		  PC CURBSIDE PICKUP PROGRAM 5,000
    YOUTHPRISE
    3001 BROADWAY STREET NE SUITE 330
    MINNEAPOLIS,MN55413     		  PC YOUTHPRISE NUTRITION PROGRAM 5,000
    Total .................................bullet 3a 2,199,500
    bApproved for future payment
    REGIONS HOSPITAL FOUNDATION
    640 JACKSON STREET MS 112020C
    ST PAUL,MN551012595     		  PC REGIONS RESPONDS FIRST CAMPAIGN 50,000
    FOUNDATION FOR BAYPORT PUBLIC LIBRARY
    582 NORTH FOURTH STREET
    BAYPORT,MN55003     		  PC BAYPORT PUBLIC LIBRARY: BUILDING THE NEXT CHAPTER 37,500
    UNITED HOSPITAL FOUNDATION
    333 SMITH AVENUE NORTH
    ST PAUL,MN55102     		  PC $6.6 MULTI-PHASE MENTAL HEALTH AND ADDICTION CAMPAIGN SUPPORT CONSIDERATION OF PHASE II, REMODEL 25,000
    OPEN ARMS OF MINNESOTA
    2500 BLOOMINGTON AVENUE
    MPLS,MN55404     		  PC OPENING OUR ARMS WIDER TO NOURISH OUR NEIGHORS: A CAPACITY CAPITAL CAMPAIGN 50,000
    Total .................................bullet 3b 162,500
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 2,342 226
    4 Dividends and interest from securities....          
    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 3,017,690  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCORE BOND FUND K1     		    14 231,369  
    bMULTI ASSET CORE PLUS FD SIR6 K1 900003 -244 14 603,349  
    cMULTI ASSET CORE PLUS FD SIR7 K1 900003 -43 14 57,210  
    dREAL ESTATE EQUITY FUND K1     14 637  
    eUNCONSTRAINED BOND FUND K1     14 30,779  
    12 Subtotal. Add columns (b), (d), and (e).. -287 3,943,376 226
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,943,315
    (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.)
    N/A N/A
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ANDERSEN CORPORATE FOUNDATION
     
    Employer identification number

    41-6020912
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ANDERSEN CORPORATE FOUNDATION
          		Employer identification number
    41-6020912
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ANDERSEN CORPORATION
     
    100 FOURTH AVENUE NORTH
     
    BAYPORT, MN55003

    		$ 2,500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ANDERSEN CORPORATE FOUNDATION
          		Employer identification number

    41-6020912
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ANDERSEN CORPORATE FOUNDATION
          		Employer identification number

    41-6020912
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX SERVICES - ERNST & YOUNG LLP 47,235 23,618   23,617
    ACCOUNTING SERVICES - SRI 63,000 31,500   31,500

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PERMAL FIXED INCOME HOLDINGS (ERISA) LTD FMV 63,361 63,361
    RIIFL UNCONSTRAINED BOND FUND FMV 5,493,143 5,493,143
    RIIFL MULTI ASSET CORE PLUS FUND FMV 29,302,564 29,302,564
    RIIFL CORE BD FD FMV 14,010,785 14,010,785
    PRIVATE MARKETS FUND 2019 LP FMV 897,645 897,645
    RIIFL REAL ESTATE EQUITY FUND FMV 2,640,300 2,640,300
    RI CAPITAL TTL RETURN FD CLB SER1 FMV 2,655,939 2,655,939
    PRIVATE MARKETS FUND 2021 LLC FMV 73,498 73,498

    TY 2020 OtherExpensesSchedule
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DIRECTOR LIABILITY INSURANCE 2,713 0   2,713
    POSTAGE 147 0   147
    FILING FEE 25 0   25


    TY 2020 OtherIncomeSchedule2
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CORE BOND FUND K1 231,369 231,369 231,369
    MULTI ASSET CORE PLUS FD SIR6 K1 603,105 603,352 603,105
    MULTI ASSET CORE PLUS FD SIR7 K1 57,167 57,211 57,167
    REAL ESTATE EQUITY FUND K1 637 637 637
    UNCONSTRAINED BOND FUND K1 30,779 30,779 30,779


    TY 2020 OtherIncreasesSchedule
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Description Amount
    UNREALIZED GAINS 2,026,656


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 250,320 250,320   0
    GRANT COUNSELING - SRI 47,975 0   47,975


    TY 2020 TaxesSchedule
    Name:
    ANDERSEN CORPORATE FOUNDATION
    EIN:
    41-6020912
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 144,500 0   0
    FOREIGN TAXES 39,492 39,492   0