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 11-01-2021 , and ending 10-31-2022
Name of foundation
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)3 GARDINER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCITUATE, MA02066
A Employer identification number

31-6034059
B Telephone number (see instructions)

(617) 733-9862
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,451,659J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 159,310 159,310  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 276,513
b Gross sales price for all assets on line 6a 1,071,211
7 Capital gain net income (from Part IV, line 2)... 276,513
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 435,823 435,823  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 48,325 47,563   762
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,995 2,222   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 10,994 1,261   9,733
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,314 51,046 0 10,495
25 Contributions, gifts, grants paid....... 388,000 388,000
26 Total expenses and disbursements. Add lines 24 and 25 458,314 51,046 0 398,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,491
b Net investment income (if negative, enter -0-) 384,777
c Adjusted net income (if negative, enter -0-)... 0
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......... 124,444 178,888 178,888
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,306,134 Click to see attachment2,121,109 5,345,119
c Investments—corporate bonds (attach schedule)....... 1,594,273 Click to see attachment1,800,083 1,584,843
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 497,384 Click to see attachment377,163 340,874
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3 Click to see attachment3 Click to see attachment1,935
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,522,238 4,477,246 7,451,659
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,522,238 4,477,246
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,522,238 4,477,246
30 Total liabilities and net assets/fund balances (see instructions). 4,522,238 4,477,246
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,522,238
2
Enter amount from Part I, line 27a .....................
2
-22,491
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,194
4
Add lines 1, 2, and 3 ..........................
4
4,501,941
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,695
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,477,246
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 2260. SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF     2021-11-04
b 70. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2013-05-17 2021-11-12
c 20. ALPHABET INC/CA-CL C     2021-11-23
d 100. ORACLE CORP   2007-10-09 2021-11-23
e 3. AMAZON.COM INC   2019-11-14 2021-12-16
39. BLACKROCK INC CLASS A     2021-12-16
7. HOME DEPOT INC COM   2015-09-04 2021-12-16
50. PEPSICO INC COM   2013-01-11 2021-12-20
515. FISERV INC   2021-04-29 2021-12-21
27000. JPMORGAN CHASE & CO SER MTN CALL 12/23/2021   2021-09-16 2021-12-23
450. FISERV INC   2019-12-31 2021-12-28
1. ALPHABET INC/CA-CL C   2017-07-25 2022-01-11
15. DANAHER CORP   2013-05-17 2022-01-11
190. ZOETIS INC   2017-07-25 2022-01-11
20. COOPER COS INC NEW   2013-09-05 2022-01-12
40. ILLINOIS TOOL WORKS INC COM   2010-10-01 2022-01-12
50. PALO ALTO NETWORKS INC   2012-09-11 2022-01-12
80. UNITEDHEALTH GROUP INC COM   2013-05-24 2022-01-12
29000. BROADCOM CRP / CAYMN FI CALL 12/15/2021 COGT   2019-03-05 2022-01-15
50. META PLATFORMS INC   2020-10-07 2022-02-01
40. MCDONALDS CORP COM   2010-01-27 2022-02-01
160. STARBUCKS CORP COM   2013-04-29 2022-02-01
1. STATE STREET CORP XXX-XX-XXXX CLASS ACTION   2001-01-01 2022-04-13
25000. EXELON CORP CALL 05/01/2022 SUB   2021-10-04 2022-05-01
45000. EXELON CORP CALL 05/01/2022 SUB   2019-11-19 2022-05-01
60. AMERICAN TOWER CORP-CL A - REIT     2022-05-02
45. MICROSOFT CORP   2016-08-04 2022-05-02
95. NESTLE S A SPONSORED ADR REPSTG REG SH     2022-05-02
125. ACCENTURE PLC CLASS A SEDOL B4BNMY3     2022-05-02
45. NESTLE S A SPONSORED ADR REPSTG REG SH     2022-05-03
35. ANALOG DEVICES INC   2021-04-13 2022-05-16
130. STARBUCKS CORP COM   2013-04-29 2022-05-17
90. J P MORGAN CHASE & CO COM   2011-07-06 2022-05-25
20. COOPER COS INC NEW   2013-09-05 2022-06-07
20000. CONSTELLATION BRANDS SR GLBL NT CALL 01/15/23   2021-03-17 2022-06-08
75. VANGUARD SMALL CAP VALUE ETF   2021-08-31 2022-06-21
588. VANGUARD SMALL CAP VALUE ETF   2021-03-23 2022-06-21
80000. CITIGROUP INC NTS   2020-07-31 2022-07-30
155. META PLATFORMS INC     2022-08-12
20. PEPSICO INC COM   2013-01-11 2022-08-22
85. APPLE INC   2007-08-23 2022-08-26
20. COOPER COS INC NEW   2013-09-05 2022-09-12
60000. GOLDMAN SACHS GROUP INC SER MTN CALL 09/30/2022   2021-09-23 2022-09-26
30000. NETAPP INC CALL 05/22/2025 UNSC   2022-01-20 2022-09-26
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 70,376   70,793 -417
b 25,989   5,719 20,270
c 58,440   21,333 37,107
d 9,255   2,261 6,994
e 10,104   5,267 4,837
35,981   16,055 19,926
2,806   796 2,010
8,424   3,539 4,885
54,085   62,422 -8,337
27,000   27,000  
47,373   52,020 -4,647
2,799   951 1,848
4,574   716 3,858
40,469   11,665 28,804
8,324   2,655 5,669
9,840   1,896 7,944
26,207   3,330 22,877
37,911   4,989 32,922
29,000   28,484 516
15,849   12,924 2,925
10,306   2,555 7,751
15,646   4,853 10,793
82   25 57
25,000   25,000  
45,000   45,000  
14,253   6,034 8,219
12,564   2,583 9,981
12,207   8,756 3,451
38,187   6,208 31,979
5,782   3,072 2,710
5,514   5,569 -55
9,531   3,943 5,588
11,405   3,646 7,759
6,890   2,655 4,235
20,184   20,000 184
11,248   13,069 -1,821
88,182   97,049 -8,867
80,000   80,000  
27,966   35,587 -7,621
3,563   1,416 2,147
13,983   398 13,585
6,362   2,655 3,707
55,056   59,940 -4,884
27,331   29,870 -2,539
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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       -417
b       20,270
c       37,107
d       6,994
e       4,837
      19,926
      2,010
      4,885
      -8,337
       
      -4,647
      1,848
      3,858
      28,804
      5,669
      7,944
      22,877
      32,922
      516
      2,925
      7,751
      10,793
      57
       
       
      8,219
      9,981
      3,451
      31,979
      2,710
      -55
      5,588
      7,759
      4,235
      184
      -1,821
      -8,867
       
      -7,621
      2,147
      13,585
      3,707
      -4,884
      -2,539
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 276,513
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 0
3 Add lines 1 and 2........................... 3 5,348
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,348
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,311
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,311
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,963
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,963 RefundedBullet 11 0
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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (216) 222-8220

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
     
    No
    (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)
     
    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
    .........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
     
     
    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
    JOHN L CAMPBELL TRUSTEE
    1     		0    
    201 EAST 5TH STREET SUITE 800
    CINCINNATI,OH45202
    GRENVILLE ANDERSON TREASURER
    1     		0    
    113 BORDER STREET
    COHASSET,MA02025
    MICHAEL A COOMBE VICE PRESIDENT
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    WILLIAM P ANDERSON PRESIDENT
    1     		0    
    256 BEAVER CREEK ROAD
    SWANSEA,SC29160
    POLLY W WHITTAKER TRUSTEE
    1     		0    
    2497 GRANDIN ROAD
    CINCINNATI,OH45208
    TUCKER J COOMBE SECRETARY
    1     		0    
    8905 OLD INDIAN HILL ROAD
    CINCINNATI,OH45243
    WILLIAM CLAFIN VICE PRESIDENT
    1     		0    
    11 KINGSBORO PARK
    JAMAICA PLAIN,MA02130
    DAVID WHITTAKER TRUSTEE
    1     		0    
    600 MOORING LINE DRIVE
    NAPLES,FL34102
    SARAH S GRIMMER ADMINISTRATOR
    1     		0    
    8280 MONTGOMERY ROAD
    CINCINNATI,OH45236
    REBECCA ANDERSON TRUSTEE
    1     		0    
    10342 NE FRENCH LANE
    BAINBRIDGE ISLAND,WA98110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................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
    8,253,307
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,253,307
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,253,307
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    123,800
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,129,507
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    406,475
    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
    406,475
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,348
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,348
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    401,127
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    401,127
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    401,127
    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 7 401,127
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 24,142
    b From 2017...... 18,231
    c From 2018...... 22,897
    d From 2019...... 17,536
    e From 2020...... 0
    f Total of lines 3a through e ........ 82,806
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 398,495
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 398,495
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 2,632 2,632
    (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 80,174
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		21,510
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		58,664
    10 Analysis of line 9:
    a Excess from 2017.... 18,231
    b Excess from 2018.... 22,897
    c Excess from 2019.... 17,536
    d Excess from 2020.... 0
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PHYLLIS WAHL
    PO BOX 1198
    CINCINNATI,OH452739631
    (513) 324-5737
    WAHL.ANDERSONFDN@FUSE.NET
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT MUST SUBMIT COMPLETED WILLIAM P ANDERSON FOUNDATION GRANT APPLICATION AND A COPY OF APPLICANT'S IRS 501(C)(3) TAX EXEMPTION LETTER. SEE APPLICATION GUIDELINES.
    cAny submission deadlines:
    OCTOBER 1 OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE APPLICATION GUIDELINES.
    Form 990-PF (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
    COVINGTON LADIES HOME
    702 GARRARD STREET
    COVINGTON,KY41011     		NONE PC BRIDGE THE GAP IN CARE 5,000
    CINCINNATI NATURE CENTER
    4949 TEALTOWN ROAD
    MILFORD,OH45150     		NONE PC YOUTH EDUCATION PROGRAMS 3,500
    BIG BROTHERS BIG SISTERS OF GREATER
    CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC SITE BASED MENTORING 6,500
    CAMP JOY
    10117 OLD 3-C HIGHWAY
    CLARKSVILLE,OH45113     		NONE PC FOSTERING SUCCESS PROGRAM 10,000
    CHRIST CHURCH CATHEDRAL
    318 EAST FOURTH STREET
    CINCINNATI,OH45202     		NONE PC ENSIGN HARRY JAMES COOMBE 1,000
    CINCINNATI OBSERVATORY
    3489 OBSERVATORY PLACE
    CINCINNATI,OH45208     		NONE PC YOUTH OUTREACH PROGRAM 2,500
    CINCINNATI SHAKESPEARE COMPANY
    719 RACE STREET
    CINCINNATI,OH45202     		NONE PC CSC EDUCATION PROGRAM 1,500
    CINCINNATI THERAPEUTIC RIDING &
    HORSEMANSHIP
    1342 STATE ROUTE 50
    MILFORD,OH45051     		NONE PC RIDERSHIPS FOR CHILDREN W/ 7,000
    CINCINNATI WORKS
    708 WALNUT STREET FLOOR 2
    CINCINNATI,OH45202     		NONE PC JOB READINESS 5,000
    LITERACY NETWORK OF GREATER CINCINNATI
    635 WEST 7TH STREET
    CINCINNATI,OH45203     		NONE PC LITTLE FREE LIBRARY PROGRAM 4,000
    DRESS FOR SUCCESS
    205 WEST FOURTH STREET SUITE 900
    CINCINNATI,OH45202     		NONE PC MOBILE CAREER 3,000
    EAST END ADULT EDUCATION CENTER
    4015 EASTERN AVE - PO BOX 26095
    CINCINNATI,OH45226     		NONE PC GENERAL SUPPORT 5,000
    ENSEMBLE THEATRE OF CINCINNATI
    1127 VINE STREET
    CINCINNATI,OH45202     		NONE PC EDUCATION, ENGAGEMENT AND 2,000
    THE HILLSIDE TRUST
    710 TUSCULUM AVENUE
    CINCINNATI,OH45226     		NONE PC EDUCATIONAL LANDSLIDE VIDEO 5,000
    FERNSIDE
    4360 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC GRIEF SUPPORT GROUPS 5,000
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC POWER PACK PROGRAM 10,000
    CINCINNATI SQUASH COMPANY
    1308 RACE STREET
    CINCINNATI,OH45202     		NONE PC SQUASH & EDUCATION 5,000
    DEPAUL CRISTO REY HIGH SCHOOL
    1133 CLIFTON HILLS AVENUE
    CINCINNATI,OH45220     		NONE PC US SAT TEST PREPARATION 4,000
    INTER PARISH MINISTRY
    3509 DEBOLT ROAD
    CINCINNATI,OH45244     		NONE PC EXPANDING FOOD ACCESS 7,000
    INTERFAITH HOSPITALITY NETWORK
    OF GREATER CINCINNATI
    990 NASSAU STREET
    CINCINNATI,OH45206     		NONE PC EMERGENCY SHELTER & 5,000
    LEGAL AID SOCIETY OF GREATER CINCINNATI
    215 E NINTH STREET SUITE 200
    CINCINNATI,OH45202     		NONE PC EDUCATION ADVOCACY 7,000
    MAINE AUDUBON SOCIETY
    20 GILSLAND FARM ROAD
    FALMOUTH,ME04105     		NONE PC GENERAL SUPPORT 1,000
    MEAC
    4600 ERIE AVE
    CINCINNATI,OH45227     		NONE PC STABILIZING FAMILIES IN 6,500
    MERCY NEIGHBORHOOD MINISTRIES INC
    1602 MADISON ROAD
    CINCINNATI,OH45206     		NONE PC MY PATHWAY TO A HEALTHCARE 6,000
    OUR DAILY BREAD
    1730 RACE STREET
    CINCINNATI,OH45202     		NONE PC SOUP KITCHEN 7,000
    PROKIDS
    2605 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC BUILDING BLOCKS PROGRAM 10,000
    PURCELL MARIAN HIGH SCHOOL
    2935 HACKBERRY ST
    CINCINNATI,OH45206     		NONE PC COLLEGE VISITS 5,000
    SAMARITANS INC
    41 WEST STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PC YOUTH SUICIDE PREVENTION 5,000
    STEPPING STONES CENTER
    5650 GIVEN ROAD
    CINCINNATI,OH45243     		NONE PC SATURDAY CLUBS 5,000
    SUMMER STARS CAMP FOR THE PERFORMING
    ARTS
    132 HIGH STREET
    NORWELL,MA02061     		NONE PC GENERAL SUPPORT 7,500
    VISIONARIES & VOICES
    3841 SPRING GROVE AVENUE
    CINCINNATI,OH45223     		NONE PC TEACHING ARTIST PROGRAM 2,500
    TRI-STATE BLEEDING DISORDER FOUNDATION
    635 WEST 7TH STREET SUITE 407
    CINCINNATI,OH45203     		NONE PC CAMP NJOYITALL 2,500
    CITY GOSPEL MISSION
    1947 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC JOBPLUS: EMPLOYMENT 7,500
    MUSIC RESOURCE CENTER
    3032 WOODBURN AVENUE
    CINCINNATI,OH45206     		NONE PC ARTIST TRACK PROGRAM 3,500
    PLANNED PARENTHOOD
    2314 AUBURN AVENUE
    CINCINNATI,OH45219     		NONE PC GENERAL SUPPORT 16,000
    CINCINNATI UNION BETHEL
    2401 READING ROAD
    CINCINNATI,OH45202     		NONE PC CINCINNATI SCHOLAR HOUSE 5,000
    COMMUNITY MATTERS
    2104 SAINT MICHAEL STREET
    CINCINNATI,OH45204     		NONE PC OPPORTUNITY HUB 5,000
    SHELTERHOUSE
    217 WEST 12TH STREET
    CINCINNATI,OH45202     		NONE PC EMERGENCY SHELTER TO 10,000
    ELLIE FUND
    475 HILLSIDE AVENUE
    NEEDHAM,MA02494     		NONE PC GENERAL SUPPORT 10,000
    SCHOOL FOR CREATIVE AND
    PERFORMING ARTS
    108 W CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC SUPPLEMENTAL STAFF & 3,500
    UPSPRING
    PO BOX 23300
    CINCINNATI,OH45223     		NONE PC UPSPRING RESOURCE 4,500
    CHATFIELD COLLEGE
    1544 CENTRAL PARKWAY
    CINCINNATI,OH45202     		NONE PC TUTORING & MENTORING 7,000
    LIGHTHOUSE YOUTH SERVICES
    401 E MCMILLAN ST
    CINCINNATI,OH45203     		NONE PC SHEAKLEY CENTER FOR YOUTH 10,000
    OHIO VALLEY VOICES
    6642 BRANCH HILL-GUINEA PIKE
    LOVELAND,OH45140     		NONE PC CRITICAL EARLY INTERVENTION 5,000
    SQUARE 1
    794 LAUREN DR
    VILLA HILLS,KY41017     		NONE PC NEXT PROGRAM 2,500
    UTEC INC
    15 WARREN ST 3
    LOWELL,MA01852     		NONE PC EARLY CHILDHOOD EDU 2/GEN 6,000
    READ TO A CHILD
    20 WILLIAMS ST G25
    WELLESLEY,MA02481     		NONE PC READ ALOUD MENTORING 5,000
    CHILDREN'S HOME
    5050 MADISON ROAD
    CINCINNATI,OH45227     		NONE PC BEHAVIORAL HEALTHCARE 5,000
    CANCER FAMILY CARE
    4790 RED BANK EXPRESSWAY STE 128
    CINCINNATI,OH45227     		NONE PC COUNSELING PROGRAMS 5,000
    ECONOMICS CENTER
    225 CALHOUN ST STE 370
    CINCINNATI,OH45219     		NONE PC STUDENT ENTERPRISE PROGRAM 3,000
    FIRST STEP HOME
    2211 FULTON AVENUE
    CINCINNATI,OH45206     		NONE PC TERRY SCHOENLING HOME FOR 5,000
    GIRLS ON THE RUN
    3330 ERIE AVE STE 8
    CINCINNATI,OH45208     		NONE PC PROGRAMMING SCHOLARSHIPS 4,000
    IMAGO
    700 ENRIGHT AVE
    CINCINNATI,OH45205     		NONE PC PRICE HILL OUTDOORS 5,000
    CINCINNATI PLAYHOUSE IN THE PARK
    962 MT ADAMS CIRCLE
    CINCINNATI,OH45202     		NONE PC PLAYHOUSE EDUCATION 2,000
    MEALS ON WHEELS
    2091 RADCLIFF DRIVE
    CINCINNATI,OH45204     		NONE PC BUILDING PROJECT 6,500
    FRIENDS OF BOSTON HOMELESS INC
    12 WISE STREET
    BOSTON,MA02130     		NONE PC BUY A BED PROGRAM 2,500
    ISAIAH 55 INC
    2232 BURNET AVENUE
    CINCINNATI,OH45219     		NONE PC BREAKING GENERATIONAL 5,000
    GREEN UMBRELLA
    5030 OAKLAWN DRIVE
    CINCINNATI,OH45227     		NONE PC COMMON ORCHARD PROJECT 3,500
    EPISCOPAL RETIREMENT SERVICES INC
    3870 VIRGINIA AVENUE
    CINCINNATI,OH45227     		NONE PC WRAP-AROUND MINISTRY 5,000
    CROWN CINCINNATI
    4050 EXECUTIVE PARK DRIVE 110
    CINCINNATI,OH45241     		NONE PC CROWN CAPITAL CAMPAIGN 5,000
    CASA DE PAZ
    PO BOX 14584
    CINCINNATI,OH45250     		NONE PC EMPOWERING LATINA WOMEN & 10,000
    LYDIA'S HOUSE
    2024 MILLS AVENUE
    CINCINNATI,OH45212     		NONE PC AFTERCARE SUPPORT SERVICES 5,000
    ADVENTURE CREW
    1662 BLUE ROCK STREET
    CINCINNATI,OH45223     		NONE PC GENERAL SUPPORT 5,000
    CLOVERNOOK CENTER FOR THE
    BLIND & VISUALLY IMPAIRED
    7000 HAMILTON AVENUE
    CINCINNATI,OH45231     		NONE PC PEDIATRIC LOW VISION CLINIC 6,000
    BOYS HOPE GIRLS HOPE CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 8,500
    ENVISION CHILDREN
    8 ENFIELD STREET
    CINCINNATI,OH45218     		NONE PC CATCH EVERY CHILD 5,000
    GREATER CINCINNATI BEHAVIORAL
    HEALTH SERVICES
    3730 GLENWAY AVENUE
    CINCINNATI,OH45205     		NONE PC GENERAL SUPPORT 5,000
    CARNEGIE VISUAL & PERFORMING
    ARTS CENTER INC
    1028 SCOTT BLVD
    COVINGTON,KY41011     		NONE PC ARTS INTEGRATION WORKSHOPS 2,000
    1N5
    3975 ERIE AVENUE
    CINCINNATI,OH45208     		NONE PC BUILDING RESILIENCY IN 5,000
    CANCER SUPPORT COMMUNITY
    4918 COOPER ROAD
    CINCINNATI,OH45242     		NONE PC SUPPORTING CRITICAL & CORE 5,000
    PEASLEE NEIGHBORHOOD CENTER
    215 EAST 14TH STREET
    CINCINNATI,OH45202     		NONE PC CREATIVE EXPRESSION & 5,000
    CINCINNATI EYE INSTITUTE FOUNDATION
    1945 CEI DRIVE
    CINCINNATI,OH45242     		NONE PC FREE VISION CLINICS 2,500
    NEWPATH CHILD & FAMILY SOLUTIONS
    5400 EDALBERT DRIVE
    CINCINNATI,OH45239     		NONE PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 388,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    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 ............     		    18 276,513  
    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) ..   435,823  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    435,823
    (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

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Name of Bond End of Year Book Value End of Year Fair Market Value
    95000N3D9 WELLS FARGO & COMPAN 15,000 12,401
    95000N2R9 WELLS FARGO & COMPAN 20,296 16,336
    21036PAX6 CONSTELLATION BRANDS    
    17290JDE8 CITIGROUP GLOBAL MAR 24,999 18,963
    48126DBX6 JPMORGAN CHASE & CO 55,000 50,296
    48128GE48 JPMORGAN CHASE & CO 25,000 21,052
    48128GP20 JPMORGAN CHASE & CO    
    11134LAD1 BROADCOM CRP / CAYMN    
    680223AK0 OLD REPUBLIC INTL CO 31,255 28,143
    931427AQ1 WALGREENS BOOTS ALLI 45,237 42,129
    00287YAL3 ABBVIE INC UNSC 45,024 44,984
    172967HV6 CITIGROUP INC NTS 47,350 43,913
    48128GQ45 JPMORGAN CHASE & CO 49,999 42,518
    89236TEQ4 TOYOTA MOTOR CREDIT 75,276 71,514
    384802AE4 WW GRAINGER INC CALL 51,021 46,565
    00287YBZ1 ABBVIE INC CALL 10/2 51,623 47,511
    097023CS2 BOEING CO CALL 04/01 50,885 49,794
    38150AHP3 GOLDMAN SACHS GROUP    
    30161NAW1 EXELON CORP CALL 05/    
    237194AL9 DARDEN RESTAURANTS I 72,780 69,876
    06747PV48 BARCLAYS BANK PLC SE 75,000 62,691
    47233JCW6 JEFFERIES GRP LLC / 79,200 54,130
    14040HBJ3 CAPITAL ONE FINANCIA 78,487 71,168
    172967GK1 CITIGROUP INC NTS    
    34959JAG3 FORTIVE CORPORATION 85,337 78,084
    38150ADF9 GOLDMAN SACHS GROUP 84,998 66,959
    47233JAF5 JEFFERIES GRP LLC / 85,238 76,436
    17298CH27 CITIGROUP INC SER MT 94,997 75,136
    92346MAC5 VERIZON COMMUNICATIO 99,996 83,110
    06048WW71 BANK OF AMERICA CORP 49,688 46,196
    1730T32D4 CITIGROUP INC SER MT 20,000 15,199
    17324C2B1 CITIGROUP GLOBAL MAR 29,999 24,744
    17330R4P7 CITIGROUP GLOBAL MAR 49,925 48,862
    17330RAA3 CITIGROUP GLOBAL MAR 29,910 29,184
    38150ANC5 GOLDMAN SACHS GROUP 34,965 34,567
    38150APN9 GOLDMAN SACHS GROUP 45,135 45,088
    47233JBQ0 JEFFERIES GRP LLC / 33,076 27,736
    47233JCU0 JEFFERIES GRP LLC / 10,134 7,344
    47233JDL9 JEFFERIES GRP LLC / 9,912 6,747
    48126DNC9 JPMORGAN CHASE & CO 15,085 12,677
    48128GG38 JPMORGAN CHASE & CO 25,000 20,527
    95001D2J8 WELLS FARGO & COMPAN 30,418 24,021
    95001D4J6 WELLS FARGO & COMPAN 13,000 10,571
    95001DBQ2 WELLS FARGO & COMPAN 19,998 19,271
    95001DC99 WELLS FARGO & COMPAN 39,840 38,400

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Name of Stock End of Year Book Value End of Year Fair Market Value
    594918104 MICROSOFT CORP 54,828 226,327
    037833100 APPLE INC 8,267 273,712
    437076102 HOME DEPOT INC 68,042 177,086
    46625H100 JPMORGAN CHASE & CO 36,826 125,251
    G1151C101 ACCENTURE PLC CLASS 22,136 181,696
    30303M102 META PLATFORMS INC 51,077 34,003
    701094104 PARKER HANNIFIN CORP 105,727 148,216
    08579W103 BERRY GLOBAL GROUP I 56,525 39,039
    09247X101 BLACKROCK INC 63,398 161,478
    718172109 PHILIP MORRIS INTERN 3,016 36,740
    91324P102 UNITEDHEALTH GROUP I 34,011 316,436
    023135106 AMAZON COM INC 63,855 143,416
    574599106 MASCO CORP 126,556 103,182
    697435105 PALO ALTO NETWORKS I 31,969 247,090
    918204108 V-F CORP 54,973 46,613
    150870103 CELANESE CORP 55,107 34,603
    278865100 ECOLAB INC 18,125 39,268
    26875P101 EOG RES INC 40,564 75,086
    61174X109 MONSTER BEVERAGE COR 88,726 128,865
    91912E105 VALE S.A. COMMON NEW 46,400 42,702
    337738108 FISERV INC    
    452308109 ILLINOIS TOOL WORKS 26,436 122,780
    032654105 ANALOG DEVICES INC 147,282 137,628
    98978V103 ZOETIS INC 71,138 191,491
    235851102 DANAHER CORP 34,859 200,078
    03027X100 AMERICAN TOWER CORP 21,277 139,853
    68389X105 ORACLE CORP 31,600 129,987
    502431109 L3 HARRIS TECHNOLOGI 90,076 108,447
    855244109 STARBUCKS CORP 42,058 137,245
    902973304 US BANCORP DEL COM N 76,366 104,300
    79466L302 SALESFORCE INC 54,530 166,655
    57636Q104 MASTERCARD INC CL A 38,072 237,931
    438516106 HONEYWELL INTL INC 111,474 133,633
    580135101 MCDONALD'S CORP 34,081 151,326
    17275R102 CISCO SYSTEMS INC 51,050 111,985
    713448108 PEPSICO INC 48,906 154,343
    641069406 NESTLE S.A. SPONSORE 37,220 108,166
    166764100 CHEVRON CORPORATION 50,265 99,495
    02079K107 ALPHABET INC/CA-CL C 78,192 206,359
    02209S103 ALTRIA GROUP INC 2,298 32,389
    216648402 COOPER COS INC NEW 43,801 90,219

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287234 ISHARES MSCI EMERGIN AT COST 58,449 75,218
    464288448 ISHARES INTERNATIONA AT COST 34,770 24,700
    922042858 VANGUARD FTSE EMERGI AT COST 57,999 45,199
    78464A474 SPDR PORTFOLIO SHORT      
    922908611 VANGUARD SMALL CAP V AT COST 23,327 27,625
    922908595 VANGUARD SMALL CAP G AT COST 202,618 168,132

    TY 2021 OtherAssetsSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX ASSIGNMENT OF W. P. 1 1 700
    XXX-XX-XXXX ASSIGNMENT OF M.A.CO 1 1 1,234
    XXX-XX-XXXX ASSIGNMENT OF W.P. A 1 1 1


    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Amount
    BOND PREMIUM AMORTIZATION 24,142
    2021 TRANSACTIONS POSTED IN 2022 553


    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 6,295 0   6,295
    STATE FILING FEES 200 0   200
    OFFICE EXPENSES 3,238 0   3,238
    TRANSACTION CHARGES 1,155 1,155   0
    ACCOUNT MAINTENANCE FEES 83 83   0
    ADR SERVICE FEES 23 23   0


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Description Amount
    ACCRUED INTEREST ADJUSTMENT 180
    2020 TRANSACTIONS POSTED IN 2021 1,089
    CASH AMOUNT IN NQSI OID 920
    ROUNDING 5


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PNC AGENT FOR TRUSTEE FEES 7,619 6,857   762
    NON-PNC CONSULTING FEES 40,706 40,706    


    TY 2021 TaxesSchedule
    Name:
    WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
    EIN:
    31-6034059
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,983 1,983   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,462 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,311 0   0
    FOREIGN TAXES ON QUALIFIED FOR 176 176   0
    FOREIGN TAXES ON NONQUALIFIED 63 63   0