Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Bradbury and Janet Anderson Family
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-3851797
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,981,462
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,331 2,331  
4 Dividends and interest from securities... 45,613 45,613  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,922
b Gross sales price for all assets on line 6a 988,110
7 Capital gain net income (from Part IV, line 2)... 66,922
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)....... 35,994 30,697  
12 Total. Add lines 1 through 11........ 150,860 145,563  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 17,648 17,648    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,833 1,981    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,692 19,637   19,576
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,173 39,266   19,576
25 Contributions, gifts, grants paid....... 659,000 659,000
26 Total expenses and disbursements. Add lines 24 and 25 726,173 39,266   678,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -575,313
b Net investment income (if negative, enter -0-) 106,297
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 168,525 136,274 136,274
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,673,097 Click to see attachment
List of Attached Documents:
// Content
1,168,998
1,233,322
c Investments—corporate bonds (attach schedule)....... 316,519 Click to see attachment
List of Attached Documents:
// Content
320,117
293,499
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,083,371 Click to see attachment
List of Attached Documents:
// Content
1,040,810
2,318,367
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,241,512 2,666,199 3,981,462
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 3,241,512 2,666,199
29 Total net assets or fund balances (see instructions)..... 3,241,512 2,666,199
30 Total liabilities and net assets/fund balances (see instructions). 3,241,512 2,666,199
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
3,241,512
2
Enter amount from Part I, line 27a .....................
2
-575,313
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,666,199
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,666,199
Form 990-PF (2022)
Form 990-PF (2022)
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      
b
c
d
e
(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 988,110   921,188 66,922
b
c
d
e
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       66,922
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 66,922
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 1,478
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 1,478
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 1,478
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 1,379
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,479
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow1 Refundedright arrow 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? ....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
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.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL, MN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
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? .............................
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
Bradbury H Anderson Chairman of the Board
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Erik E Anderson Pres
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Janet R Anderson Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeremy R Anderson Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kathleen P Day Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
1,924,760
b
Average of monthly cash balances.......................
1b
146,870
c
Fair market value of all other assets (see instructions)................
1c
2,318,367
d
Total (add lines 1a, b, and c).........................
1d
4,389,997
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
4,389,997
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
65,850
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,324,147
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
216,207
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
216,207
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,478
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
214,729
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
214,729
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
214,729
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
678,576
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
678,576
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 214,729
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,080,235
b From 2018...... 956,329
c From 2019...... 984,606
d From 2020...... 3,491,317
e From 2021...... 721,669
f Total of lines 3a through e ........ 7,234,156
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 678,576
a Applied to 2021, but not more than line 2a  
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 2022 distributable amount..... 214,729
e Remaining amount distributed out of corpus 463,847
5 Excess distributions carryover applied to 2022.    
(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 7,698,003
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
1,080,235
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
6,617,768
10 Analysis of line 9:
a Excess from 2018.... 956,329
b Excess from 2019.... 984,606
c Excess from 2020.... 3,491,317
d Excess from 2021.... 721,669
e Excess from 2022.... 463,847
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
Bradbury H Anderson
Janet R Anderson
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
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

BASCOMB MEMORIAL BROADCASTING FOUNDATION INC

2921 CORAL WAY
MIAMI,FL33145
N/A PC General & Unrestricted 5,000

BE THE MATCH FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN55401
N/A PC General & Unrestricted 50,000

BOYS & GIRLS CLUB OF COLLIER COUNTY INC

7500 DAVIS BLVD
NAPLES,FL34104
N/A PC General & Unrestricted 5,000

ECCLESIA MINISTRIES INC

PO BOX 51003
BOSTON,MA02205
N/A PC General & Unrestricted 3,000

EMMANUEL COMMUNITIES INC

777 MOORING LINE DR
NAPLES,FL34102
N/A PC General & Unrestricted 75,000

EMMANUEL EVANGELICAL LUTHERAN CHURCH

777 MOORING LINE DR
NAPLES,FL34102
N/A PC General & Unrestricted 65,000

EMMANUEL EVANGELICAL LUTHERAN CHURCH

777 MOORING LINE DR
NAPLES,FL34102
N/A PC General & Unrestricted 32,500

EMMANUEL EVANGELICAL LUTHERAN CHURCH

777 MOORING LINE DR
NAPLES,FL34102
N/A PC General & Unrestricted 32,500

FAMILY PROMISE NORTH SHORE BOSTON INC

330 RANTOUL ST
BEVERLY,MA01915
N/A PC For prevention/diversion programs 25,000

GARY SINISE FOUNDATION

PO BOX 368
WOODLAND HILLS,CA91365
N/A PC General & Unrestricted 8,000

HABITAT FOR HUMANITY OF COLLIER COUNTY INC

11145 TAMIAMI TRL E
NAPLES,FL34113
N/A PC General & Unrestricted 25,000

HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC

3760 FOWLER ST
FORT MYERS,FL33901
N/A PC General & Unrestricted 3,000

MAYO CLINIC

200 1ST ST SW
ROCHESTER,MN55905
N/A PC General & Unrestricted 200,000

PRISON FELLOWSHIP MINISTRIES

44180 RIVERSIDE PKWY
LANSDOWNE,VA20176
N/A PC General & Unrestricted 3,000

PRISON FELLOWSHIP MINISTRIES

44180 RIVERSIDE PKWY
LANSDOWNE,VA20176
N/A PC Angel Tree Christmas Program 2,000

SEARCHING FOR SOLUTIONS INSTITUTE INC

200 E 10TH ST STE 203
SIOUX FALLS,SD57104
N/A PC General & Unrestricted 25,000

ST MATTHEWS HOUSE INC

2601 AIRPORT RD S
NAPLES,FL34112
N/A PC Justin's Village 50,000

UNITED WAY OF COLLIER AND THE KEYS INC

9015 STRADA STELL COURT STE 204
NAPLES,FL34109
N/A PC General & Unrestricted 50,000
Total .................................right arrow 3a 659,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 2,331  
4 Dividends and interest from securities ....     14 45,613  
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 66,922  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss
525990 2,792 14 29,346  
bFederal Tax Refund     01 2,505  
cCLASS ACTION LAWSUIT PROCEEDS     01 1,351  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,792 148,068  
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,860
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2022 DepreciationSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
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

TY 2022 GeneralExplanationAttachment
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Identifier Return Reference Explanation
Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2022 InvestmentsCorpBondsSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Name of Bond End of Year Book Value End of Year Fair Market Value
3M CO SER F - 3.375% - 03/01/2 4,602 4,617
3M CO SER F MTN - 2.875% - 10/ 1,868 1,851
ADVANCE AUTO PATRS INC NOTE - 4,984 4,207
AIR LEASE CORP - 3.625% - 04/0 1,961 1,825
ALLY FINL INC NOTE - 5.800% - 2,044 1,991
AMERICAN TOWER CORP - 3.600% - 1,896 1,841
ANHEUSER-BUSCH - 3.650% - 02/0 6,287 5,779
ASTRAZENECA PLC NOTE CALL MAKE 9,960 8,801
AT&T INC - 4.350% - 03/01/2029 11,901 9,548
BANK NEW YORK MELLON - 3.442% 2,996 2,811
BANK NEW YORK MELLON CORP SER 1,993 1,956
BANK OF MONTREAL - 4.338% - 10 1,006 980
BANK OF NOVA SCOTIA - 3.400% - 9,991 9,834
BAT CAPITAL CORP MTN CALL MAKE 10,000 8,325
BB&T CORP - 3.700% - 06/05/202 9,980 9,732
BK OF AMERICA CORP SER N MTN - 10,000 9,204
BNY MELLONC ORP SER J - 4.410% 1,013 986
BOEING CO - 5.040% - 05/01/202 2,008 1,980
BOEING CO NT - 3.100% - 05/01/ 2,136 1,884
BUNGE LTD FIN CORP NOTE CALL M 5,000 4,560
CAPITAL ONE FINL CORP NOTE - 3 7,016 6,629
CITIGROUP INC NOTE - 4.600% - 10,959 9,842
CROWN CASTLE INTL CORP NOTE CA 4,984 4,320
DOW CHEMICAL CO SER B - 4.800% 5,019 4,942
DUKE ENERGY CORP - 3.400% - 06 5,663 4,496
GENERAL MOTORS FINL CO - 2.400 1,984 1,661
GENERAL MTRS CO - 4.200% - 10/ 4,472 3,767
INGERSOLL-RAND - 4.250% - 06/1 5,241 4,988
INVESCO FINANCE BD - 4.000% - 2,988 2,953
JP MORGAN CHASE - 3.540% - 05/ 3,221 2,775
JPMORGAN CHASE & CO - 0.563% - 5,000 4,717
KEYSIGHT - 4.600% - 04/06/2027 5,783 4,885
KIMCO REALTY CORP NOTE CALL MA 9,955 8,385
MAGELLAN MIDSTREAM PRTNRS LP - 3,262 2,983
MCKESSON CORP NOTE - 1.300% - 3,668 3,522
MITSUBISHI UFJ FINANCIAL GROUP 5,908 5,710
MORGAN STANLEY - 5.000% - 11/2 7,546 6,985
MPLX LP - 1.750% - 03/01/2026 4,989 4,468
NISOURCE FINANCE CORP NOTE - 3 5,473 4,716
NORTHROP GRUMMAN CORP - 2.930% 9,929 9,597
NOVARTIS CAPITAL CORP - 3.400% 10,052 9,800
ORACLE CORP NOTE - 2.950% - 11 9,984 9,636
REALTY INCOME CORP - 4.875% - 5,756 4,979
REGIONS FINANCIAL CORP NEW NOT 1,956 1,702
ROYAL BANK OF CANADA - 4.650% 2,049 1,975
SCHWAB CHARLES CORP NOTE CALL 9,988 8,878
SIMON PPTY GROUP LP NOTE CALL 1,738 1,748
SOUTHERN CO - 3.250% - 07/01/2 10,778 9,403
SRS CCD - 3.750% - 06/01/2026 3,185 2,812
SUMITOMO MITSUI FINANCIAL GROU 1,933 1,848
SUMITOMO MITSUI FINANCIAL GROU 4,031 3,844
SYNCHRONY FINANCIAL NOTE CALL 2,725 2,680
T-MOBILE USA, INC - 2.050% - 0 3,936 3,442
TOTAL CAPITAL CANADA LTD - 2.7 2,981 2,962
TOYOTA MTR CR CORP MTN - 0.500 9,992 9,730
TRANSCANADA PIPELINES - 3.750% 5,240 4,948
U S BANCORP - 3.000% - 07/30/2 1,860 1,756
VERIZON COMMS - 4.329% - 09/21 2,270 1,927
WELLS FARGO &COMPANYMTN CALL M 9,982 9,868
WELLTOWER - 2.700% - 02/15/202 4,995 4,508

TY 2022 InvestmentsCorpStockSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3,077 5,495
ADOBE SYSTEMS, INC 12,480 12,452
AIA GROUP LTD ADR 3,458 3,288
AIR PRODS & CHEM INC 3,367 6,165
ALLIANZ SE 3,788 4,590
ALLSTATE CORP 3,245 5,017
ALPHABET INC CL A 6,016 7,676
AMADEUS IT HLDS SA 3,658 3,327
AMAZON COM 12,539 9,324
AMERICAN EXPRESS CO 2,409 3,546
AMERICAN TOWER REIT INC 6,193 5,508
AMERISOURCEBERGEN CORP 4,067 6,628
APPLIED MATERIALS INC 2,017 1,850
APTIV PLC 2,003 1,956
ARKEMA S/ADR 3,676 2,424
ASHTEAD GROUP PLC 2,914 2,940
ASML HOLDING NV NY REG SHS 2,435 3,278
BANCO SANTANDER CEN 4,520 5,629
BANK OF AMERICA CORP 9,886 10,797
BAXTER INTERNATIONAL INC 6,241 3,925
BEIERSDORF AG ADR EACH REPR 0. 1,367 1,486
BERKSHIRE HATHAWAY INC. CLASS 3,542 5,251
BIOMARIN PHARMACEUTICAL INC 9,790 12,522
BLACKROCK INC 5,065 6,378
BLOOM ENERGY CORP 5,734 4,856
BOOKING HOLDINGS INC 11,968 14,107
BOSTON PPTYS INC 5,076 2,433
BOSTON SCIENTIFIC 6,477 7,635
BOUYGUES SA UNSP 3,240 3,053
BP PLC SPONSORED ADR 4,548 5,798
BRISTOL-MYERS SQUIBB CO 6,255 7,267
BROADCOM INC 6,615 11,742
CALRSBERG AS SP ADR REP B 2,706 2,600
CATERPILLAR INC 3,843 6,947
CGI INC 3,289 3,876
CHARLES SCHWAB CORP 4,749 7,826
CHEWY INC 12,630 5,784
CHINA MENGNIU DAIRY COMPANY AD 3,473 2,794
CHINA RESOURCES ENTERPRISE LTD 2,720 2,864
CHIPOTLE MEX GRILL 9,697 8,325
CISCO SYSTEMS INC 3,993 4,335
CK HUTCHISON HLDGS 5,788 5,218
COMCAST CORP 5,930 5,735
COMPAGNIE DE SAINT G 2,124 3,377
CONOCOPHILLIPS 2,259 8,496
CONTL AG SPONS ADR 3,752 2,621
COSTAR GROUP, INC 13,925 13,060
COSTCO WHOLESALE CORPORATION 8,713 10,956
CRH PLC - AMERICAN DEPOSITARY 3,387 2,944
CROWDSTRIKE HOLDINGS, INC 8,175 4,422
CSL LTD 2,891 2,926
CSX CORP 5,468 5,050
CVS CAREMARK CORP 7,264 8,108
DARDEN RESTAURANTS INC 3,378 5,257
DEUTSCHE BOERSE ADR 2,858 3,140
DUKE ENERGY CO 7,059 7,415
EDWARDS LIFESCIENCES 10,193 8,879
ELI LILLY & CO 9,313 18,659
EMERSON ELECTRIC CO 4,135 4,803
ENEL SOCIETA PER AZI 6,770 5,655
ENI S.P.A 4,229 3,124
EOG RESOURCES INC 2,598 6,994
EQUITY LIFESTYLE PRP 2,533 2,649
ESTEE LAUDER COMPANIES INC 13,524 12,654
EXACT SCIENCES CORPORATION 9,945 6,436
EXXON MOBIL CORP 13,889 15,552
FANUC LIMITED UNSPONSORED 3,755 3,494
FLUTTER ENTMT PLC ADR 2,404 2,047
FOX CORP CL A 4,173 3,887
FUJIFILM HOLDINGS ADR NPV 2,995 3,555
GENERAL MOTORS 4,487 3,633
GRUPO AEROPORTUARIO DEL ADR 722 1,438
GSK PLC 3,719 3,444
HALEON PLC 2,055 2,128
HARTFORD FINANCIALSERVICES GRO 4,814 6,673
HDFC BANK LTD ADR 4,430 4,652
HEINEKEN N V S ADR 3,647 3,291
HITACHI LTD 2,320 2,224
HONDA MOTOR CO LTD 5,639 4,503
HONEYWELL INTL 4,846 5,786
HORIZON THERAPEUTICS PUBLIC OR 3,662 3,983
HOYA CORP SPONS ADR 1,752 2,290
HUNTSMAN CORP 2,567 3,710
HUSQUARVA AB 2,124 1,207
ICON PLC - AMERICAN DEPOSITARY 5,113 4,662
ILLUMINA INC COM 9,893 6,066
IMPERIAL BRANDS PL 4,548 5,075
INSULET CORPORATION 10,218 12,070
INTERCONTINENTAL EXCHANGE, INC 4,316 5,540
INTUIT 12,468 13,623
INTUITIVE SURGICAL 11,318 14,860
JD.COM, INC 2,695 2,582
JOHNSON & JOHNSON 8,357 10,069
JP MORGAN CHASE 9,831 13,276
KAO CORP 1,485 1,552
KINGFISHER PLC 4,679 3,972
KOMATSU LTD 1,651 1,662
KONINKLIJKE PHILIPS ELECTRONIC 2,104 2,204
KUENE & NAGEL INTL AG ADR 1,398 1,120
KYOCERA CORP ADR 5,202 4,259
L'AIR LIQUIDE ADR OTC 2,816 2,489
LINDE PLC COM 2,247 2,609
LLOYDS BANKING GROUP PLC 4,757 5,394
LOGITECH INTERNATIONAL 2,348 1,743
LOWES COMPANIES INC 3,854 4,981
LULULEMON ATHLETICA INC 7,876 7,689
LVMH MOET HENN UNSP 4,104 4,926
MAGNA INTERNATIONAL INC 3,708 2,416
MARTIN MARIETTA MATLS INC 2,848 5,745
MATCH GROUP INC 21,053 7,344
MERCADOLIBRE, INC 1,405 1,692
MERCK & CO INC 3,906 6,213
META PLATFORMS INC 7,246 5,175
MICRON TECHNOLOGY 3,034 3,249
MICROSOFT CORP 3,660 5,036
MITSUBISHI ELEC UNSP/ADR 5,126 3,843
MONDELEZ INTERNATIONAL INC 3,994 4,799
MONDI PLC ADR 4,167 2,558
MOTOROLA SOLUTIONS INC 6,358 6,700
MSCI INC 6,827 13,025
NESTLE S.A 3,327 3,345
NEXTERA ENERGY, INC 7,918 8,611
NIKE INC-CL B 10,962 14,743
NIPPON TELEGRAPH & TELEPHONE C 3,733 4,096
NORTHROP GRUMMAN CORP 4,189 7,639
NOVARTIS AG ADR 5,431 5,625
NOVO NORDISK A S 2,155 3,925
NUVEEN SYMPHONY FLOATING RAE I 176,077 162,598
NVIDIA CORP 11,105 13,006
OLYMPUS CORP S/ADR 4,795 4,041
ON SEMICONDUCTOR 1,570 5,551
OWENS CORNING 2,405 3,668
PALO ALTO NETWORKS INC 7,864 6,000
PARKER HANNIFIN CP 3,553 6,984
PAYPAL HOLDINGS, INC 20,691 12,107
PEPSICO INC 4,650 6,684
PERNOD RICARD S A SPONSORED AD 1,911 2,163
PHILLIPS 66 3,408 3,851
PROCTER GAMBLE CO 2,805 3,789
PROLOGIS 3,339 6,087
PRUDENTIAL FINCL INC 4,604 5,271
QUANTA SVCS INC 10,265 17,244
RAYTHEON TECHNOLOGIES CORP 4,771 4,945
RECKITT BENCKISER GROUP 5,052 4,199
RITCHIE BROS AUCTIONEERS 2,908 2,718
ROCHE HOLDING LTD ADR 2,153 1,997
SANDVIK AB SPONS ADR 5,951 4,398
SANOFI-AVENTIS SPONSORED ADR 5,092 5,424
SAREPTA THERAPEUTICS INC 5,237 6,868
SCHLUMBERGER LTD 4,722 8,821
SCHNEIDER ELEC UNSP/ADR 3,485 4,194
SECOM CO LTD ADR OTC 2,595 2,151
SERVICE NOW 7,234 12,036
SHELL ADR EACH REPRESENTING 2 4,745 7,119
SINGAPORE TELE ADR 3,132 2,158
SMC CORPORATION 1,575 1,499
SNAM SPA ADR 5,379 4,448
SONY GROUP CORP 9,182 7,628
SOUTHWEST AIRLINES 5,119 3,300
SSE PLC SPON ADR 3,176 4,752
STATE STREET CORPORATION 4,586 6,128
SVENSKA HANDELSBK UNS ADR 2,324 2,440
TAIWAN SEMICONDUCTOR MFG CO LT 3,235 4,320
TAKEDA PHARMACEUTICAL COMPANY 6,346 5,522
TARGET CORPORATION 3,620 5,067
TECHTRONIC INDS SPD ADR 3,367 3,388
TELIASONERA ADR 5,102 2,773
TESCO PLC S ADR 5,519 3,851
TEXTRON INC 2,326 5,239
THERMO FISHER SCIENTIFIC INC 4,720 9,362
TOKIO MARINE HOLDINGS INC 3,566 4,565
TOKYO ELECTRON LTD 2,865 2,925
TOTALENERGIES SE 2,776 3,166
TOYOTA INDUSTRIES CORPORATION 2,927 2,833
TRANE TECHNOLOGIES PLC 14,397 16,473
TRAVELERS COMPANIES INC 2,886 4,125
TRUIST FINANCIAL CORPORATION 5,513 4,432
TYSON FOODS INC CL A 4,591 3,797
UNITED OVRSEAS BK LTD ADR 9,332 10,717
UNITEDHEALTH GROUP INC 6,007 7,953
VERIZON COMMUNICATIONS 7,522 5,280
VISA INC 14,716 15,166
WAL-MART DE MEX V SP/ADR 3,944 4,958
WALT DISNEY HOLDINGS CO 9,902 5,908
WELLS FARGO & CO 6,544 6,854
WH GROUP LIMITED SPON ADR EACH 5,831 3,873
WOLTERS KLUWER S/ADR 2,589 3,562
WPP PLC 4,744 4,080
XCEL ENERGY INC 4,304 5,889
YUM CHINA HOLDINGS INC 3,045 3,006

TY 2022 InvestmentsOtherSchedule2
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PETERSHILL PRIVATE EQUITY OFFS   98,737 85,862
PETERSHILL PRIVATE EQUITY SEED   137,303 211,952
PRIVATE EQUITY MANAGERS 2013 O   161,175 797,922
THE TALANTON IMPACT FUND, LLC   144,565 156,284
VINTAGE VII AIV OFFSHORE SCSP   32,998 29,847
VINTAGE VII OFFSHORE   113,931 370,974
VINTAGE VIII OFFSHORE SCSP LP   352,101 665,526

TY 2022 OtherExpensesSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 19,489     19,489
Bank Charges 836 836    
K-1 Exp PETERSHILL PRIVATE EQU 1,930 1,659    
K-1 Exp PETERSHILL PRIVATE EQU 11,365 6,157    
K-1 Exp THE TALANTON IMPACT FU 10,667 10,667    
K-1 Exp VINTAGE VII AIV OFFSHO 318 318    
State or Local Filing Fees 87     87


TY 2022 OtherIncomeSchedule2
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY OFFSHORE L 22,229 20,535  
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY SEEDING OF 2,178 1,080  
K-1 Inc/Loss THE TALANTON IMPACT FUND, LLC 6,659 6,659  
K-1 Inc/Loss VINTAGE VII AIV OFFSHORE SCSP 1,072 1,072  
Class Action Lawsuit Proceeds 1,351 1,351  
Federal Tax Refund 2,505    


TY 2022 OtherProfessionalFeesSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 17,648 17,648    


TY 2022 TaxesSchedule
Name:
Bradbury and Janet Anderson Family
 
Foundation
EIN:
20-3851797
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022 1,000      
990-PF Extension for 2021 1,400      
990-T Extension for 2021 300      
990-T Income Tax for 2021 8      
Foreign Tax Paid 1,981 1,981    
STATE INCOME TAX 2021 144