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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
THE ANSCHUTZ FOUNDATION
 
% THE ANSCHUTZ FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)555 17TH STREET SUITE 2400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80202
A Employer identification number

74-2316617
B Telephone number (see instructions)

(303) 308-8220
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$1,477,444,170
J 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) 285,526
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,512,044 1,512,044  
4 Dividends and interest from securities... 40,995,302 46,355,562  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,853,095
b Gross sales price for all assets on line 6a 773,536,063
7 Capital gain net income (from Part IV, line 2)... 39,814,059
8 Net short-term capital gain.........  
9 Income modifications........... 53,450
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)....... 697 -850,664  
12 Total. Add lines 1 through 11........ 54,646,664 86,831,001 53,450
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 885,250     885,250
14 Other employee salaries and wages...... 771,038     771,038
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 26,014     26,014
b Accounting fees (attach schedule)....... 11,100 0 0 11,100
c Other professional fees (attach schedule).... 327,334     327,334
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 198,935 8,320   190,613
19 Depreciation (attach schedule) and depletion... 8,285    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,994     3,994
22 Printing and publications.......... 765     765
23 Other expenses (attach schedule)....... 8,688,709 9,601,706   127,820
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,921,424 9,610,026 0 2,343,928
25 Contributions, gifts, grants paid....... 79,137,013 79,708,129
26 Total expenses and disbursements. Add lines 24 and 25 90,058,437 9,610,026 0 82,052,057
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,411,773
b Net investment income (if negative, enter -0-) 77,220,975
c Adjusted net income (if negative, enter -0-)... 53,450
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 390,150,385 110,472,717 110,472,717
3 Accounts receivable bullet17,804,419
Less: allowance for doubtful accounts bullet   7,577,803 17,804,419 17,804,419
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) bullet165,160,572
Less: allowance for doubtful accounts bullet   215,082,385 Click to see attachment165,160,572 165,160,572
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 137,398 132,215 132,215
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 45,184,585 Click to see attachment38,168,218 38,168,218
c Investments—corporate bonds (attach schedule)....... 84,584,829 Click to see attachment319,811,284 319,811,284
11 Investments—land, buildings, and equipment: basis bullet31,059,377
Less: accumulated depreciation (attach schedule) bullet   31,021,444 Click to see attachment31,059,377 31,059,377
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 926,801,621 Click to see attachment792,696,347 792,696,347
14 Land, buildings, and equipment: basis bullet88,199
Less: accumulated depreciation (attach schedule) bullet58,365 38,118 Click to see attachment29,834 29,834
15 Other assets (describe bullet) Click to see attachment2,056,792 Click to see attachment2,109,187 Click to see attachment2,109,187
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,702,635,360 1,477,444,170 1,477,444,170
Liabilities 17 Accounts payable and accrued expenses.......... 32,697,050 10,690,670
18 Grants payable................. 11,683,332 11,165,666
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) Click to see attachment32,773,179 Click to see attachment119,000
23 Total liabilities (add lines 17 through 22)......... 77,153,561 21,975,336
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 863,290,809 863,290,809
28 Retained earnings, accumulated income, endowment, or other funds 762,190,990 592,178,025
29 Total net assets or fund balances (see instructions)..... 1,625,481,799 1,455,468,834
30 Total liabilities and net assets/fund balances (see instructions). 1,702,635,360 1,477,444,170
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
1,625,481,799
2
Enter amount from Part I, line 27a .....................
2
-35,411,773
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,590,070,026
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
134,601,192
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,455,468,834
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES- ST P    
b PUBLICLY TRADED SECURITIES- LT P    
c CAPITAL GAIN FROM LT LOAN- DETAIL AVAIL UPON REQUEST P    
d PUBLICLY TRADED PARTNERSHIP PASS-TRHOUGHS- LT P    
e OTHER PASS-THROUGH ACTIVITIES- ST- DETAIL UPON REQUEST P    
OTHER PASS-THROUGH ACTIVITIES- LT - DETAIL UPON REQUEST      
(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       18,760,517
b       -1,663,138
c       -5,754,083
d       -2,026
e       191,907
      28,280,882
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
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 39,814,059
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 1,073,372
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,073,372
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 888,215
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 870,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,758,215
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 684,843
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet684,843 RefundedBullet 11  
Part VI-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? Click to see list of attachments....................
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$   (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 changesClick to see list of attachments....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see list of attachments
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletTHEANSCHUTZFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ANSCHUTZ FOUNDATION Telephone no.bullet (303) 308-8220

    Located atbullet555 17TH STREET SUITE 2400DENVERCO ZIP+4bullet80202
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CHRISTIAN P ANSCHUTZ PRESIDENT / DIRECTOR
    20.0
    100,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    ELIZABETH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
    8.0
    20,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    DONALD J HOPKINS DIRECTOR - NOMINAL
    0
    0 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    PHILIP F ANSCHUTZ NONEXECUTIVE CHAIRMAN/DIRECTOR
    8.0
    0 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    NANCY P ANSCHUTZ VICE PRESIDENT / DIRECTOR
    8.0
    20,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    CANNON Y HARVEY DIRECTOR - NOMINAL
    0
    0 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    CRAIG D SLATER SECRETARY/DIRECTOR - NOMINAL
    0
    0 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    SARAH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
    8.0
    80,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    TED E HARMS EXECUTIVE DIRECTOR AND VP
    40.0
    437,000 27,052 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    JEFFREY T ALLEN DIRECTOR
    8.0
    20,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    JILL H ANSCHUTZ DIRECTOR
    8.0
    20,000 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    DAVID RYAN VICE PRESIDENT
    40.0
    188,250 9,450 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    AFSOON KELLY TREASURER
    8.0
    0 0 0
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    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
    GARY DIXON 0
    40.0
    249,628 14,972  
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    BROOKE JONES 0
    40.0
    112,870 5,710  
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    Total number of other employees paid over $50,000...................bullet 4
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    SILCHESTER INTERNATIONAL INVESTORS INC INVESTMENT ADVISOR 410,478
    780 THIRD AVE 42ND FLOOR
    NEW YORK,NY10017
    JP MORGAN CHASE INVESTMENT ADVISOR 389,424
    1111 POLARIS PKWY
    COLUMBUS,OH43240
    MARATHON-LONDON INTERNATIONAL INVESTMENT INVESTMENT ADVISOR 211,012
    801 S CANAL STREET
    CHICAGO,IL60607
    THE ANSCHUTZ CORPORATION INVESTMENT ADVISOR 8,102,343
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    WELLS FARGO INVESTMENT ADVISOR 351,064
    420 MONTGOMERY STREET
    SAN FRANCISCO,CA94104
    Total number of others receiving over $50,000 for professional services.............bullet2
    Part VIII-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 VIII-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 N/A  
    2 N/A  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,229,963,069
    b
    Average of monthly cash balances.......................
    1b
    267,754,678
    c
    Fair market value of all other assets (see instructions)................
    1c
    31,276,262
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,528,994,009
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,528,994,009
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    22,934,910
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,506,059,099
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    75,302,955
    Part X
    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 IX, line 6..................
    1
    75,302,955
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,073,372
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,073,372
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,229,583
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    53,450
    5
    Add lines 3 and 4............................
    5
    74,283,033
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    74,283,033
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 74,283,033
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 79,987,283
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 82,052,057
    a Applied to 2020, but not more than line 2a 79,987,283
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 2,064,774
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    72,218,259
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    NONE
    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.
    NONE
    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:
    THE ANSCHUTZ FOUNDATION
    555 17TH STREET SUITE 2400
    DENVER,CO80202
    TAC-INFO@TAC-DENVER.COM
    bThe form in which applications should be submitted and information and materials they should include:
    Realizing that the cost of preparing a grant proposal can be a major expense, the Foundation recommends that new applicants send a one to two page letter of inquiry. The Foundation will use this letter as part of its screening process. Upon review of your letter, a member of the Foundation staff may contact you for further information and provide access to our on-line application which will ask you to provide additional information. Your request will remain under consideration until you receive notification that it has been either denied or awarded.
    cAny submission deadlines:
    Proposal deadlines are January 15, March 30, July 15, and September 30. Dates may change annually, p
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Anschutz Foundation operates as a general purpose foundation and provides grants to causes and organizations primarily in Colorado that support youth development and education, health and wellness, human services and improving quality of life-with special focus on promoting personal values and responsibilities. The Foundation does not make donations directly to individuals or to any organization that does not qualify as a 501(c)(3) organization under the Internal Revenue Service.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    SEE ATTACHMENT
    SEE ATTACHEMENT
    ATTACHED,CO80202
        GENERAL SUPPORT 79,708,129
    Total .................................bullet 3a 79,708,129
    bApproved for future payment
    SEE ATTACHMENT
    SEE ATTACHMENT
    ATTACHED,CO80202
        GENERAL SUPPORT -571,116
    Total .................................bullet 3b 4,875,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 1,512,044  
    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 11,853,095  
    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) ..   54,361,138  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    54,361,138
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    THE ANSCHUTZ FOUNDATION
     
    Employer identification number

    74-2316617
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE ANSCHUTZ FOUNDATION
     
    Employer identification number
    74-2316617
    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
    THE ANSCHUTZ CORPORATION
    555 17TH STREET SUITE 2400
     
    DENVER, CO80202

    $ 247,593


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    THE ANSCHUTZ CORPORATION
    555 17TH STREET SUITE 2400
     
    DENVER, CO80222

    $ 37,933


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE ANSCHUTZ FOUNDATION
     
    Employer identification number

    74-2316617
    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
    2
    SI South LLC $ 37,933 2021-12-31
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE ANSCHUTZ FOUNDATION
     
    Employer identification number

    74-2316617
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT/ACCOUNTING SERVICES 11,100     11,100

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    RESERVE LAND INVES 2019-12-19 31,021,444   L          
    FIXED ASSETS 2018-11-30 88,199 50,080 M7 7 8,285      
    SI SOUTH LAND 2021-12-30 37,933   L          

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    AMERICAN MUSEUM OF WESTERN ART
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      1,829,394 GENERAL OPERATING SUPPORT 1,829,394 NO MONTHLY 2022-11-30 VERIFIED
    FOUNDATION FOR A BETTER LIFE
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      2,463,000 GENERAL OPERATING SUPPORT 2,463,000 NO MONTHLY 2022-11-30 VERIFIED
    LIBBY ANSCHUTZ FOUNDATION
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      195,000 GENERAL SUPPORT 195,000 NO MONTHLY 2022-11-30 VERIFIED
    RANDOM ACTS OF KINDNESS FOUNDATION
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      254,000 GENERAL OPERATING SUPPORT 254,000 NO MONTHLY 2022-11-30 VERIFIED
    CHRISTIAN P ANSCHUTZ FOUNDATION
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      141,898 GENERAL SUPPORT 141,898 NO MONTHLY 2022-11-30 VERIFIED
    THE SARAH SHAW ANSCHUTZ FOUNDATION
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      165,000 GENERAL SUPPORT 165,000 NO MONTHLY 2022-11-30 VERIFIED
    HUNT FAMILY FOUNDATION
     
    555 17TH STREET SUITE 2400
    DENVER,CO80202
      9,508 GENERAL SUPPORT 9,508 NO MONTHLY 2022-11-30 VERIFIED

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AETNA INC 3,482,354 3,482,354
    ADVGRO 75,772 75,772
    AHEAD DB HOLDINGS 1,684,695 1,684,695
    APOLLO COMMERCIAL REAL ESTATE 4,469,693 4,469,693
    AUTONATION INC 4,637,716 4,637,716
    BAXTER INTERNATIONAL INC 2,959,508 2,959,508
    BAYER US FINANCE II LLC 3,636,469 3,636,469
    BELLRING BRANDS INC 3,622,838 3,622,838
    BLACKSTONE HOLDINGS FINA 11,436,446 11,436,446
    BLACKSTONE PRIVATE CREDIT 2,504,983 2,504,983
    BURFORD CAPITAL GLBL FIN 3,397,133 3,397,133
    CDW LLC/CDW FINANCE 3,597,000 3,597,000
    CELANESE US HOLDINGS LLC 3,727,073 3,727,073
    CITADEL FINANCE LLC 3,364,766 3,364,766
    COEUR MINING INC 1,196,908 1,196,908
    COINBASE GLOBAL INC 2,565,000 2,565,000
    CONAGRA BRANDS INC 5,186,228 5,186,228
    CONTINENTAL RESOURCES 3,868,295 3,868,295
    DCP 702,140 702,140
    DAVITA INC 2,023,700 2,023,700
    DELL INC 1,637,120 1,637,120
    DISCOVERY COMMUNICATIONS 3,665,798 3,665,798
    DOLLAR GENERAL CORP 2,586,006 2,586,006
    EQT CORP 561,457 561,457
    EPR PROPERTIES 1,084,465 1,084,465
    EBAY INC 767,659 767,659
    ELDORADO GOLD CORP 2,939,324 2,939,324
    ENERFLEX LTD 185,738 185,738
    ENERGY TRANSFER LP 752,870 752,870
    ENLINK MIDSTREAM PARTNER 1,431,225 1,431,225
    ENOVA INTERNATIONAL INC 920,000 920,000
    ENTEGRIS ESCROW CORP 3,502,684 3,502,684
    EXELON CORP 4,946,541 4,946,541
    FOX CORP 1,727,246 1,727,246
    GARDEN SPINCO CORP 198,527 198,527
    GARTNER INC 3,530,325 3,530,325
    GENERAL MOTORS FINL CO 3,737,865 3,737,865
    GOLDMAN SACH GROUP 6,064,881 6,064,881
    HCA INC 3,743,861 3,743,861
    HYUNDAI CAPITAL AMERICA 2,091,973 2,091,973
    IIP OPERATING PARTNER 1,988,231 1,988,231
    IPALCO ENTERPRISES INC 798,970 798,970
    JP MORGAN CHASE 2,950,453 2,950,453
    LABORATORY CORP OF AMER 3,850,666 3,850,666
    LOWE'S COS INC 744,673 744,673
    MARRIOTT INTERNATIONAL 5,349,344 5,349,344
    CONDOR MERGER SUB INC 2,949,520 2,949,520
    MICROCHIP TECHNOLOGY INC 2,912,499 2,912,499
    MICRON TECHONOLOGY INC 780,998 780,998
    MOWAWK INDUSTRIES INC 1,511,879 1,511,879
    NMG HLDCO/NEIMAN MARCUS 3,542,730 3,542,730
    NXP BV/NXP FUNDING LLC 857,511 857,511
    ORACLE CORP 768,224 768,224
    OSCAR ACQUISITIONCO LLC 165,938 165,938
    OWENS CORNING 1,814,052 1,814,052
    OWL ROCK CORE INCOME COR 6,144,744 6,144,744
    PHILIP MORRIS INTL INC 999,713 999,713
    PHILLIPS 66 CP 1,169,567 1,169,567
    PREMIER ENTERTAINMENT SUB 4,571,280 4,571,280
    WAYFAIR INC 1,482,188 1,482,188
    QUANTA SERVICES INC 2,442,356 2,442,356
    RAILWORKS HOLDINGS LP/R 1,448,755 1,448,755
    REDWOOD STAR MERGER SUB 3,013,668 3,013,668
    REINSURANCE GRP OF AMER 3,736,159 3,736,159
    RENT-A-CENTER INC 153,808 153,808
    REYNOLDS AMERICAN INC 3,682,508 3,682,508
    ROPER TECHNOLOGIES INC 3,373,181 3,373,181
    ROYALTY PHARMA PLC 3,361,275 3,361,275
    SANDS CHINA INC 1,334,348 1,334,348
    SIGNAL PARENT INC 3,245,970 3,245,970
    SOUTHWEST AIRLINES CO 5,279,400 5,279,400
    T-MOBILE USA INC 5,083,082 5,083,082
    TELEDYNE TECHNOLIGIES INC 3,540,694 3,540,694
    WARNER MEDIA LLC 2,266,725 2,266,725
    TULLOW OIL PLC 182,611 182,611
    UBER TECHNOLOGIES INC 3,792,690 3,792,690
    VECTOR GROUP LTD 3,508,750 3,508,750
    VENTAS REALTY LP 3,398,264 3,398,264
    WR GRACE HOLDINGS LLC 154,170 154,170
    WELLS FARGO COMPANY 7,307,830 7,307,830
    WILLIS NORTH AMERICA INC 3,621,334 3,621,334
    XPO ESCROW SUB LLC 3,121,125 3,121,125
    TREASURY BILL 93,195,119 93,195,119

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BROADMARK REALTY CAPITAL INC 1,015,872 1,015,872
    ENTERPRISE PRODUCTS PARTNERS 8,058,288 8,058,288
    ENERGY TRANSFER LP 7,749,720 7,749,720
    KINDER MORGAN INC. 3,537,200 3,537,200
    MAGELLAN MIDSTREAM PARTNERS 3,952,500 3,952,500
    MPLX LP 4,928,550 4,928,550
    PLAINS ALL AMERICAN PIPELINE 4,868,640 4,868,640
    BALLY'S CORP 2,807,500 2,807,500
    WHOLE EARTH BRANDS INC 24,148 24,148
    STANLEY BLACK & DECKER INC 1,225,800 1,225,800

    TY 2021 InvestmentsLandSchedule2
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    RESERVE LAND INVES 31,021,444   31,021,444 31,021,444
    SI SOUTH LAND 37,933   37,933 37,933

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASSET BACKED SECURITIES FMV 15,289,764 15,289,764
    CUMMULATIVE PREFERRED FMV 16,633,500 16,633,500
    DEPOSITORY RECEIPT FMV 0 0
    EXCHANGE TRADED FUNDS FMV 409,212,427 409,212,427
    MUTUAL FUNDS FMV 313,078,070 313,078,070
    PRIVATE EQUITY FMV 38,482,586 38,482,586

    TY 2021 LandEtcSchedule2
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FIXED ASSETS 88,199 58,365 29,834 29,834


    TY 2021 OtherAssetsSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ASSETS FOR EXEMPT PURPOSES 2,056,792 2,109,187 2,109,187


    TY 2021 OtherDecreasesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description Amount
    UNREALIZED GAINS/LOSSES 134,601,192


    TY 2021 OtherExpensesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BUSINESS FEES/PERMITS 316     316
    BUSINESS MEALS 976     976
    INVESTMENT MANAGEMENT FEES 9,601,706 9,601,706    
    MAINTENANCE SERVICE CONTRACTS 2,159     2,159
    PROFESSIONAL MEMBERSHIPS 8,299     8,299
    PUBLICATIONS & SUBSCRIPTIONS        
    REPAIRS AND MAINTENANCE 44,356     44,356
    SOFTWARE AND HARDWARE 10,914     10,914
    SUPPLIES 4,517     4,517
    TELEPHONE 2,840     2,840
    TRAINING AND EDUCATION 2,600     2,600
    OTHER MISCELLANEOUS EXPENSES 5,267     5,267
    EMPLOYER 401K MATCH 49,428     49,428
    OFFICE RENT -3,852     -3,852
    FEDERAL EXCISE BOOK ACCRUAL -1,040,817      


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 369 369  
    FOREIGN CURRENCY EXCHANGE GAIN/LOSS 328 328  
    OTHER INCOME FROM PASS-THROUGHS   -851,361  


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Description Beginning of Year - Book Value End of Year - Book Value
    SHORT SALE LIABILITY 32,773,179 119,000


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 OtherNotesLoansRcvblLongSch
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    BOB'S DISCOUNT FURNITURE     3,193,006       0 %        
    247 INTOUCH     5,587,828       0 %        
    KYMERA     589,283       0 %        
    COOK AND BOARDMAN     1,336,571       0 %        
    ELO TOUCH SOLUTIONS     350,461       0 %        
    TOPGOLF INTERNATIONAL     482,954       0 %        
    AVISON YOUNG S     3,514,325       0 %        
    MYOB     2,039,003       0 %        
    DIRECT CHASSISLINK     499,063       0 %        
    TRADE ME GROUP     1,789,452       0 %        
    KESTRA     940,900       0 %        
    PROCESS SOLUTIONS     3,265,472       0 %        
    AI PLEX     2,366,350       0 %        
    CROSBY     1,831,478       0 %        
    COREL CORPORATION     871,199       0 %        
    WATERBRIDGE MIDSTREAM     1,868,288       0 %        
    TENEO     3,597,179       0 %        
    STV     1,674,528       0 %        
    THE CONTAINER STORE     1,723,275       0 %        
    WELLPET 2ND LIEN     682,500       0 %        
    WOMEN'S CARE 2ND LIEN     1,762,500       0 %        
    INFINITE ELECTRONICS 2ND LIEN     1,734,375       0 %        
    INTERNET BRANDS 2L     6,759,375       0 %        
    S&S HOLDINGS 1ST LIEN     3,429,460       0 %        
    S&S HOLDINGS 2ND LIEN     3,412,500       0 %        
    EMPIRE TODAY     2,792,581       0 %        
    PRECISELY 2ND LIEN     2,377,500       0 %        
    FIRST BRANDS 1ST LIEN     3,589,607       0 %        
    FIRST BRANDS 2ND LIEN     2,715,000       0 %        
    SAVERS TL     4,296,055       0 %        
    MCAFEE ENTERPRISE     4,026,206       0 %        
    ORBCOMM INC     1,608,455       0 %        
    ARYZTA NORTH AMERICA     1,414,330       0 %        
    ASPECT SOFTWARE     2,251,557       0 %        
    TORRID     3,188,438       0 %        
    ORAVEL STAYS     1,299,797       0 %        
    ARCHKEY SOLUTIONS     2,821,500       0 %        
    GIBSON BRANDS INC     4,064,288       0 %        
    VISUAL COMFORT     1,912,500       0 %        
    RESOURCE LABEL GROUP     3,537,488       0 %        
    DIRECTV FINANCING     2,830,834       0 %        
    YAHOO     3,667,826       0 %        
    AZURITY PHARMACEUTICALS     2,024,859       0 %        
    GABE'S     3,071,250       0 %        
    RUGUSA     3,185,325       0 %        
    EYECARE PARTNERS L     2,191,875       0 %        
    HEUBACH     1,517,369       0 %        
    ASTRA ACQUISITION     4,044,467       0 %        
    SYSTEM 1     3,345,469       0 %        
    DIGITAL ROOM     5,513,625       0 %        
    AHF PRODUCTS     3,483,742       0 %        
    AUTHENTIC BRANDS 2ND LIEN     1,395,000       0 %        
    AUTHENTIC BRANDS 1ST LIEN     1,450,121       0 %        
    TROPICANA 2ND LIEN     666,000       0 %        
    DODGE DATA & ANALYTICS 1ST LIEN     3,815,438       0 %        
    DODGE DATA & ANALYTICS 2ND LIEN     3,352,500       0 %        
    CTC HOLDINGS     1,436,531       0 %        
    ASSOCIATED MATERIALS     3,038,989       0 %        
    HOUGHTON MILFFLIN HARCOURT     3,553,125       0 %        
    VIALTO PARTNERS     1,717,969       0 %        
    CHEF'S WAREHOUSE     744,375       0 %        
    PATAGONIA     1,511,719       0 %        
    EYE CARE PARTNERS T     169,200       0 %        
    AVISON YOUNG TL     1,068,750       0 %        
    FLUTTER     3,728,906       0 %        
    COVERTUS     3,575,400       0 %        
    WARNER MUSIC GROUP     1,863,281       0 %        

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL CONSULTANTS 327,334     327,334


    TY 2021 TaxesSchedule
    Name:
    THE ANSCHUTZ FOUNDATION
    EIN:
    74-2316617
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAX 68,120     68,120
    PAYROLL TAXES 104,967     104,967
    SALARY BURDEN 17,526     17,526
    TAX PENALTIES 2      
    FOREIGN TAX WITHHOLDING 8,320 8,320