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 10-01-2021 , and ending 09-30-2022
Name of foundation
ANDERSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 788
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANACORTES, WA98221
A Employer identification number

51-0147901
B Telephone number (see instructions)

(425) 640-3842
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$6,093,272J 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 17,409 17,409  
4 Dividends and interest from securities... 91,202 91,202  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 238,848
b Gross sales price for all assets on line 6a 2,461,575
7 Capital gain net income (from Part IV, line 2)... 238,848
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).......      
12 Total. Add lines 1 through 11........ 347,459 347,459  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 310 0   310
b Accounting fees (attach schedule)....... Click to see attachment 10,750 5,375   5,375
c Other professional fees (attach schedule).... Click to see attachment 69,687 69,687   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 87,218 345   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,146 789   355
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 169,111 76,196   6,040
25 Contributions, gifts, grants paid....... 3,287,750 3,287,750
26 Total expenses and disbursements. Add lines 24 and 25 3,456,861 76,196   3,293,790
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,109,402
b Net investment income (if negative, enter -0-) 271,263
c Adjusted net income (if negative, enter -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......... 1,447,244 829,300 829,300
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,058,834 Click to see attachment3,067,368 4,586,545
c Investments—corporate bonds (attach schedule)....... 635,162 Click to see attachment620,214 564,302
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 113,125 Click to see attachment113,125 113,125
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,254,365 4,630,007 6,093,272
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,254,365 4,630,007
29 Total net assets or fund balances (see instructions)..... 7,254,365 4,630,007
30 Total liabilities and net assets/fund balances (see instructions). 7,254,365 4,630,007
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
7,254,365
2
Enter amount from Part I, line 27a .....................
2
-3,109,402
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
485,044
4
Add lines 1, 2, and 3 ..........................
4
4,630,007
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,630,007
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
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 2,461,575   2,222,727 238,848
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       238,848
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 2 238,848
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 3,771
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 3,771
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 47,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 43,229
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet43,229 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletREBECCA BARTON Telephone no.bullet (425) 640-3842

    Located atbulletPO BOX 788ANACORTESWA ZIP+4bullet98221
    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)
     
    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
    ........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
    PAUL J ANDERSON PRESIDENT/DIRECTOR
    3.00     		0 0 0
    PO BOX 788
    ANACORTES,WA98221
    REBECCA L BARTON TREASURER/DIRECTOR
    3.00     		0 0 0
    PO BOX 788
    ANACORTES,WA98221
    MARIE H ANDERSON SECRETARY/DIRECTOR
    1.00     		0 0 0
    PO BOX 788
    ANACORTES,WA98221
    JOEL F BARTON DIRECTOR
    1.00     		0 0 0
    PO BOX 788
    ANACORTES,WA98221
    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.........................bullet0
    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
    8,366,856
    b
    Average of monthly cash balances.......................
    1b
    1,473,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    113,125
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,953,718
    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
    9,953,718
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    149,306
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,804,412
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    490,221
    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
    490,221
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,771
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,771
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    486,450
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    486,450
    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
    486,450
    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 7 486,450
    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...... 242,693
    b From 2017...... 246,318
    c From 2018...... 256,327
    d From 2019...... 524,560
    e From 2020...... 2,161,825
    f Total of lines 3a through e ........ 3,431,723
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,293,790
    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..... 486,450
    e Remaining amount distributed out of corpus 2,807,340
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,239,063
    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) ...     		242,693
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,996,370
    10 Analysis of line 9:
    a Excess from 2017.... 246,318
    b Excess from 2018.... 256,327
    c Excess from 2019.... 524,560
    d Excess from 2020.... 2,161,825
    e Excess from 2021.... 2,807,340
    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 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 (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
    AGROS INTERNATIONAL
    4528 8TH AVE NE STE 1A
    SEATTLE,WA98105     		N/A PC TO OFFER THE WORLD'S RURAL POOR A "HAND UP NOT A "HAND OUT". 175,000
    ALLIANCE DEFENSE FUND FOUNDATION
    15100 NORTH 90TH STREET
    SCOTTSDALE,AZ85260     		N/A PC TO FUND AND DEFEND RELIGIOUS FREEDOM & HUMAN LIFE. 200,000
    BIBLE STUDY FELLOWSHIP
    19001 HUEBNER ROAD
    SAN ANTONIO,TX78258     		N/A PC TO PROVIDE BIBLE STUDY CLASSES ACROSS THE US & WORLD. 140,000
    CHRISTIAN LEGAL SOCIETY
    8001 BRADDOCK ROAD STE 300
    SPRINGFIELD,VA22151     		N/A PC TO PROCLAIM, LOVE & SERVE JESUS CHRIST THROUGH THE PROVISION OF LEGAL ASSISTANCE TO THE POOR. 200,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920     		N/A PC TO HELP PRESERVE THE TRADITIONAL VALUES AND THE INSTITUTION OF THE FAMILY. 175,000
    INTERNATIONAL JUSTICE MISSION
    PO BOX 58147
    WASHINGTON,DC20037     		N/A PC TO PROTECT PEOPLE FROM VIOLENT FORCES OF INJUSTICE. 182,683
    LIFEWATER INC (AKA LIFEWATER INTERNATIONAL)
    PO BOX 3131
    SAN LUIS OBISPO,CA93403     		N/A PC TO EMPOWER COMMUNITIES IN DEVELOPING COUNTRIES TO GAIN SAFE WATER AND SANITATION. 150,000
    LUIS PALAU EVANGELISTIC ASSOCIATION
    1500 NW 167TH PLACE
    BEAVERTON,OR97006     		N/A PC TO PROMOTE CHRISTIAN EVANGELISM. 125,000
    MEDICAL TEAMS INTERNATIONAL
    14150 SW MILTON COURT
    TIGARD,OR97224     		N/A PC TO PROVIDE MEDICAL CARE, SUPPLIES, AND HEALTH EDUCATION TO PEOPLE IN NEED WORLDWIDE. 132,860
    MISSION EURASIA
    PO BOX 496
    WEATON,IL60187     		N/A PC TO TRAIN, EQUIP AND MOBILIZE CHRISTIAN LEADERSHIP THROUGHOUT EURASIA. 200,000
    NEW HORIZONS MINISTRY
    2709 3RD AVENUE
    SEATTLE,WA98121     		N/A PC TO ADDRESS THE NEEDS OF YOUTHS LIVING ON THE STREETS. 225,000
    OPPORTUNITY INTERNATIONAL INC
    PO BOX 2826
    CAROL STREAM,IL60132     		N/A PC TO FIGHT CHRONIC HUNGER AND POVERTY AT ITS ROOT CAUSE. 182,229
    PREGNANCY CHOICES DBA CARE MEDICAL
    110 N 15TH STREET
    MOUNT VERNON,WA98273     		N/A PC PROVIDING OPTIONS AND RESOURCES FOR THOSE TOUCHED BY UNPLANNED PREGNANCY THAT PROMOTE LIFE. 175,000
    PRISON FELLOWSHIP MINISTRIES
    44180 RIVERSIDE PARKWAY
    LEESBURG,VA20176     		N/A PC TO ENABLE PRISONERS TO TRANSFORM THEIR COMMUNITIES THROUGH THE GRACE AND TRUTH OF JESUS CHRIST. 181,194
    RAFIKI FOUNDATION INC
    PO BOX 1988
    EUSTIS,FL32727     		N/A PC TO ENCOURAGE CHILDREN IN AFRICA TO KNOW & SERVE JESUS CHRIST AND THEIR NATIONS. 125,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC TO PROVIDE SPIRITUAL AND PHYSICAL AID TO HURTING PEOPLE AROUND THE WORLD TO SHARE GOD'S LOVE. 125,000
    SEATTLE PACIFIC UNIVERSITY
    3307 3RD AVENUE WEST STE 112
    SEATTLE,WA98119     		N/A PC BE A PREMIER CHRISTIAN UNIVERSITY FULLY COMMITTED TO ENGAGING CULTURE AND CHANGING THE WORLD. 100,000
    SEATTLE'S UNION GOSPEL MISSION
    PO BOX 202
    SEATTLE,WA981110202     		N/A PC TO PROVIDE FOOD, CLOTHING, SHELTER & SPIRITUAL GUIDANCE. 254,133
    TIERRA NUEVA
    PO BOX 410
    BURLINGTON,WA98233     		N/A PC TO SUPPORT THE ECUMENICAL BRIDGE BETWEEN HISPANIC COMMUNITIES. 35,000
    WARM BEACH CHRISTIAN CAMPS
    20800 MARINE DRIVE
    STANWOOD,WA98292     		N/A PC TO EXALT JESUS CHRIST THROUGH BIBLE-CENTERED CONFERENCES. 204,651
    Total .................................bullet 3a 3,287,750
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 17,409  
    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 ............     		    18 238,848  
    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) .. 0 347,459 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    347,459
    (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 AccountingFeesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,750 5,375   5,375

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M CO 20,851 18,916
    ADOBE INC 15,444 12,499
    ALPHABET INC 20,989 18,303
    APPLE INC 35,124 29,796
    AUTOMATIC DATA 44,716 34,973
    BERKSHIRE HATHAWAY 29,632 24,775
    CISCO SYS 20,205 19,770
    COCA COLA 39,355 32,992
    COSTCO WHSL 10,129 9,736
    ELI LILLY 44,252 42,351
    HERSHEY CO 44,619 43,772
    HOME DEPOT INC 44,694 38,926
    INTELCORP 20,318 19,401
    INTUIT INC 20,050 19,492
    MERCK & COMPANY INC 15,662 14,386
    MIDAMERICAN ENERGY HLDGS 20,146 19,817
    NIKE INC 20,010 19,743
    P&G CO 20,029 18,998
    PEPSICO 23,670 23,063
    PFIZER 10,032 9,815
    PRECISION CASTPARTS CORP 20,214 19,304
    SNAP ON NOTE 20,314 18,798
    STARBUCKS CORP 9,569 9,177
    UNITEDHEALTH GRP INC 15,188 12,060
    WALMART 35,002 33,439

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A O SMITH 39,803 38,864
    ABBVIE INC 123,492 310,696
    ABIOMED INC 15,887 22,846
    AIRBNB INC 146,841 89,284
    AKAMAI TECHNOLOGIES INC 9,786 15,903
    ALPHABET INC CLASS C 25,416 44,229
    AMAZON.COM INC 49,958 200,575
    AMGEN INC 39,240 42,826
    APPLE INC 6,536 38,420
    AUTOMATIC DATA PROCESSING INC 32,974 65,595
    AXON ENTERPRISE, INC. 63,741 57,875
    BAIRD CHAUTAUQUA INTL GROWTH 37,547 43,388
    BAXTER INTL INC 42,488 26,068
    BERKSHIRE HATHAWAY INC 26,217 39,786
    BILL.COM HOLDINGS, INC. 121,557 84,055
    BLOCK, INC. 72,702 60,489
    BOSWELL J G COMPANY 33,096 45,500
    BROADRIDGE FINANCIAL SOLUTIONS INC 32,138 46,182
    CARRIER GLOBAL CORP 20,596 41,783
    CELANESE CORP 10,232 5,962
    CELSIUS HOLDINGS, INC. 8,084 6,801
    CLOUDFLARE, INC. 17,574 15,210
    CROWDSTRIKE HOLDINGS, INC. 67,780 53,563
    DOUBLEVERIFY HOLDINGS, INC. 60,868 53,333
    ECOLAB INC 32,806 29,173
    ENPHASE ENERGY, INC. 80,006 127,634
    EXACT SCIENCES CORPORATION 30,119 64,980
    FIRST SOLAR, INC. 15,650 16,534
    LOREAL COMPANY ADR 27,085 43,591
    MEDTRONIC PLC 38,763 32,058
    MERCADOLIBRE INC 24,184 206,945
    MERCK & COMPANY INC 35,171 53,136
    MICROSOFT CORP 9,582 45,416
    MONGODB, INC. 47,294 34,748
    NESTLE 31,986 45,089
    NORTHERN TRUST CORP 40,613 41,839
    NVIDIA 53,120 160,842
    ON HOLDING AG 30,449 26,242
    PACCAR 30,126 44,439
    PALO ALTO NETWORKS, INC. 62,260 61,421
    PAYCHEX 20,326 44,211
    PAYLOCITY HOLDING CORPORATION 56,614 80,929
    PENTAIR PLC 21,087 22,550
    PEPSICO 44,775 53,386
    RAYTHEON TECHNOLOGIES CORP 14,248 20,301
    SEAGEN INC. 76,529 68,415
    SERVICENOW INC 56,665 169,925
    SHOPIFY INC 24,598 96,984
    SILVERGATE CAPITAL CORPORATION 133,793 91,927
    SNOWFLAKE INC. 105,926 67,984
    SPROUT SOCIAL, INC. 102,851 113,775
    STARBUCKS CORP 27,423 42,046
    TELEDYNE TECHNOLOGIES INC 138,450 121,152
    TESLA MOTORS INC COM 23,808 445,620
    THE TRADE DESK INC 49,104 253,938
    UBER TECHNOLOGIES INC 91,848 79,500
    UNION PACIFIC CORP 13,754 33,509
    VEEVA SYSTEMS INC. 115,594 90,684
    VERIZON COMMUNICATIONS 52,834 43,741
    VISA INC 24,000 25,226
    WALT DISNEY CO 21,981 19,621
    WEYERHAEUSER COMPANY 32,565 29,417
    WHIRLPOOL CORP 11,176 7,010
    WINGSTOP INC. 17,086 15,678
    XOMETRY, INC. 15,988 14,198
    ZILLOW INC 80,578 51,498

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FLUX DRIVE FMV 66,875 66,875
    RAT'S NEST FMV 46,250 46,250

    TY 2021 LegalFeesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 310 0   310


    TY 2021 OtherExpensesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOND AMORTIZATION 789 789   0
    ADMINISTRATIVE EXPENSES 357 0   355


    TY 2021 OtherIncreasesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Description Amount
    STOCK CONTRIBUTION ADJUSTMENT TO FMV 485,044


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 69,687 69,687   0


    TY 2021 TaxesSchedule
    Name:
    ANDERSON FAMILY FOUNDATION
    EIN:
    51-0147901
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 345 345   0
    EXCISE TAXES 86,873 0   0