Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE ANONYMOUS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 20124
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, NC27420
A Employer identification number

56-2152734
B Telephone number (see instructions)

(336) 272-0873
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,296,024J 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 right arrow.............
3 Interest on savings and temporary cash investments 2,549 2,548  
4 Dividends and interest from securities... 100,807 100,807  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 402,894
b Gross sales price for all assets on line 6a 2,690,658
7 Capital gain net income (from Part IV, line 2)... 402,848
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)....... Click to see attachment
List of Attached Documents:
// Content
2,417 2,411  
12 Total. Add lines 1 through 11........ 508,667 508,614  
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
List of Attached Documents:
// Content
18,988 0   18,988
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,320 0   15,320
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,871 60,871   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,028 2,608   0
19 Depreciation (attach schedule) and depletion... 25,238 0  
20 Occupancy.............. 49,512 0   49,512
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
83,266 7,908   75,091
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 270,223 71,387   158,911
25 Contributions, gifts, grants paid....... 813,500 813,500
26 Total expenses and disbursements. Add lines 24 and 25 1,083,723 71,387   972,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -575,056
b Net investment income (if negative, enter -0-) 437,227
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 114,644 41,700 41,700
2 Savings and temporary cash investments......... 59 451,648 451,648
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,412,913 Click to see attachment
List of Attached Documents:
// Content
5,581,836 		5,581,836
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow451,767
Less: accumulated depreciation (attach schedule) right arrow398,631 78,374 Click to see attachment
List of Attached Documents:
// Content
53,136 		53,136
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,339,774 Click to see attachment
List of Attached Documents:
// Content
2,163,687 		2,163,687
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,017 		Click to see attachment
List of Attached Documents:
// Content
4,017 		Click to see attachment
List of Attached Documents:
// Content
4,017
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,949,781 8,296,024 8,296,024
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 10,949,781 8,296,024
29 Total net assets or fund balances (see instructions)..... 10,949,781 8,296,024
30 Total liabilities and net assets/fund balances (see instructions). 10,949,781 8,296,024
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
10,949,781
2
Enter amount from Part I, line 27a .....................
2
-575,056
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,374,725
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,078,701
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,296,024
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b RAYMOND JAMES-RETURN OF CAPITAL      
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 2,687,963   2,285,115 402,848
b 2,695   2,695 0
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       402,848
b       0
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 2 402,848
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 (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,077
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 6,077
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 6,077
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 7,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,400
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,323
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow4,323 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOSEPH M BRYAN JR Telephone no.right arrow (336) 272-0873

Located atright arrowPO BOX 20124GREENSBORONC ZIP+4right arrow27420
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH M BRYAN JR PRESIDENT
1.00 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
RONALD P JOHNSON SECRETARY
1.00 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
WILLIAM P MASSEY VICE PRESIDENT
0.10 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,611,677
b
Average of monthly cash balances.......................
1b
243,055
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,854,732
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
8,854,732
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,721,911
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
436,096
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
436,096
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,077
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,077
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
430,019
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
430,019
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
430,019
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
972,411
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
972,411
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 430,019
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 178,163
b From 2018...... 379,399
c From 2019...... 686,788
d From 2020...... 660,663
e From 2021...... 858,936
f Total of lines 3a through e ........ 2,763,949
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 972,411
a Applied to 2021, 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 2022 distributable amount..... 430,019
e Remaining amount distributed out of corpus 542,392
5 Excess distributions carryover applied to 2022. 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 3,306,341
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		178,163
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,128,178
10 Analysis of line 9:
a Excess from 2018.... 379,399
b Excess from 2019.... 686,788
c Excess from 2020.... 660,663
d Excess from 2021.... 858,936
e Excess from 2022.... 542,392
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CANTERBURY SCHOOL

5400 OLD LAKE JEANETTE RD
GREENSBORO,NC27455 		  PC 3RD INSTALLMENT OF $1M PLEDGE FOR LIBRARY & ADMIN BLDG 250,000

COMMUNITY FOUNDATION OF GREATER GREENSBORO - CFGG

301 N ELM STREET SUITE 100
GREENSBORO,NC27401 		  PC 4TH INSTALLMENT OF 1.2M PLEDGE FOR TANGER CENTER 300,000

DIOCESE OF CHARLOTTE

1123 SOUTH CHURCH STREET
CHARLOTTE,NC28203 		  PC DIOCESAN SUPPORT 5,000

DIOCESE OF CHARLOTTE

1123 SOUTH CHURCH STREET
CHARLOTTE,NC28203 		  PC SEMINARIAN EDUATION 10,000

DIOCESE OF MIAMI

9401 BISCAYNE BLVD
MIAMI SHORES,FL33138 		  PC ST. MARY STAR OF THE SEA 5,000

EASTERN MUSIC FESTIVAL

PO BOX 22026
GREENSBORO,NC27420 		  PC ANNUAL SUPPORT 25,000

FRIENDS FOR AN EARLIER BREAST CANCER TEST

PO BOX 10363
GREENSBORO,NC27404 		  PC GATHERING OF FRIENDS 2022 10,000

GREENSBORO DOWNTOWN PARKS

200 N DAVIE STREET BOX 22
GREENSBORO,NC27401 		  PC ANNUAL SUPPORT 1,000

GREENSBORO SYMPHONY ORCHESTRA

200 N DAVIE STREET BOX 10
GREENSBORO,NC27401 		  PC ANNUAL SUPPORT 5,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVE STE 1100
WASHINGTON,DC20037 		  PC ANNUAL SUPPORT 10,000

NDI - NEW MEXICO

1140 ALTO STREET
SANTA FE,NM87501 		  PC GALA 2022 5,000

NORTH CAROLINA LITERARY AND HISTORICAL ASSOCIATION

109 E JONES STREET
RALEIGH,NC27699 		  PC 2022 AWARDS 5,000

PRESERVATION NORTH CAROLINA

PO BOX 27644
RALEIGH,NC27611 		  PC ANNUAL SUPPORT 2,500

SANTA FE COMMUNITY FOUNDATION

501 HALONA ST
SANTA FE,NM87505 		  PC NM WILDFIRES 5,000

SANTA FE CHAMBER MUSIC FESTIVAL

PO BOX 2227
SANTA FE,NM87504 		  PC ANNUAL SUPPORT 5,000

THE LENSIC

211 WEST SAN FRANCISCO STREET
SANTA FE,NM87501 		  PC ANNUAL SUPPORT 5,000

THE SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504 		  PC GALA 2022 5,000

THE SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504 		  PC CARMEN SPONSORSHIP 50,000

UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

PO BOX 26170
GREENSBORO,NC27402 		  GOV UNCG CONCERT AND LECTURE SERIES 100,000

UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS

1533 S MAIN STREET
WINSTONSALEM,NC27127 		  GOV ANNUAL SUPPORT 10,000
Total .................................right arrow 3a 813,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		523000 1 14 2,548  
4 Dividends and interest from securities ....     14 100,807  
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 ............ 		    18 402,894  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 2,334  
bFROM K-1     14 77  
cUBI 523000 6   0  
dUBI CAPITAL GAINS 523000 46   -46  
e
12 Subtotal. Add columns (b), (d), and (e) .. 53 508,614 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
508,667
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,320 0   15,320

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Name of Stock End of Year Book Value End of Year Fair Market Value
ACUSHNET HOLDINGS CORPORATION 42,502 42,502
APTARGROUP INCORPORATED 16,497 16,497
ARTISAN PARTNERS ASSET MANAGEMENT IN CLASS A 24,710 24,710
ATRION CORPORATION 11,748 11,748
AUTOHOME INCORPORATED SP ADS RP CLASS A 17,809 17,809
BANCFIRST CORPORATION 23,456 23,456
CLEARWATER ANALYTICS HOLDINGS INCORPORATED CLASS A 11,156 11,156
CORVEL CORPORATION 18,457 18,457
DONALDSON INCORPORATED 15,130 15,130
DIRL-QUIP INCORPORATED 11,248 11,248
EMCOR GROUP INCORPORATED 65,613 65,613
ASPEN TECHNOLOGY INCORPORATED 25,675 25,675
FTI CONSULTING INCORPORATED 64,473 64,473
FACTSET RESH SYSTEMS INCORPORATED 33,702 33,702
FIRST HAWAIIAN INCORPORATED 42,367 42,367
GRACO INCORPORATED 45,064 45,064
HENRY JACK & ASSOCIATES INCORPORATED 19,316 19,314
LCI INDUSTRIES 22,928 22,928
LANDSTAR SYSTEMS INCORPORATED 43,006 43,006
MANHATTAN ASSOCIATES INCORPORATED 39,941 39,941
MOELIS & COMPANY CLASS A 32,423 32,424
PRICESMART INCOPORATED 16,046 16,046
PRIMERICA INCORPORATED 48,361 48,361
RLI CORPORATED 27,698 27,698
RBC BEARINGS INCORPORATED 33,705 33,705
RIGHTMOVE PLC UNSPONSORED ADR 34,079 34,079
SIMPSON MFG INCORPORATED 47,876 47,876
TELEDYNE TECHNOLOGIES INCORPORATED 28,794 28,794
TORO COMPANY 43,922 43,922
WATTS WATER TECHNOLOGIES INCORPORATED 38,020 38,020
AIA GROUP LIMITED SPONSORED ADR 18,639 18,639
AYDEN N V UNSPONSORED ADS 14,974 14,974
ASTRAZENECA PLC SPONSORED ADR 18,306 18,306
ATLAS COPCO AB SP ADR A NEW 9,959 9,959
ATLASSIAN CORPORATION CLASS A 15,056 15,056
CSL LIMITED SPONSORED ADR 17,173 17,173
CANADIAN PAC RY LIMITED 27,524 27,524
DSV AS UNSPONSORED ADR 10,307 10,307
EPAM SYSTEMS INCORPORATED 15,076 15,076
EVOLUTION AB ADR 15,397 15,397
EXPERIAN PLC SPONSORED ADR 21,284 21,284
ICIC BANK LIMITED ADR 10,442 10,442
LVMH MOET HENNESSY LOU VUITTON ADR 15,383 15,383
LASERTEC CORPORATION ADS 10,580 10,580
LINING COMPANY LIMITED UNSPONSORED ADR 9,982 9,982
LONZA GROUP AG UNSPONSORED ADR 7,983 7,983
LULULEMON ATHLETICA INCORPORATED 11,213 11,213
METTLER TOLEDO INTERNATIONAL 13,009 13,009
NESTLES S A SPONSORED ADR 17,255 17,255
NOVO-NORDISK A S ADR 24,767 24,767
PERNOD RICARD SA SPONSORED ADR 12,708 12,708
RESMED INCORPORATED 16,442 16,442
SCHNEIDER ELECTRIC SE UNSPONSORED ADR 17,606 17,606
SIKA AG UNSPOSNORED ADR 13,850 13,850
THOMSON REUTERS CORPORATION.COM NEW 11,293 11,293
WASTE CONNECTIONS INCORPORATED 10,472 10,472
AON PLC SJS CL A 21,010 21,010
ACCENTURE PLC IRELAND SHS CLASS A 18,145 18,145
FERGUSON PLC NEW SHS 11,300 11,300
ICON PLC SHS 16,317 16,317
STERIS PLC SHS USD 14,960 14,960
ALCON AG ORD SHS 17,617 17,617
ASM INTERNATIONAL N V NY REGISTER SH 9,922 9,922
ASML HOLDING N V N Y REGISTRY SHS 19,124 19,124
FERRARI N V 19,280 19,280
AIA GROUP LIMITED SPONSORED ADR 12,856 12,856
ADIDIAS AG ADR 5,781 5,781
AIR LIQUIDE ADR 9,128 9,128
ASTRAZENECA PLC SPONSORED ADR 12,611 12,611
AUTOLIV INCORPORATED 4,365 4,365
BAE SYSTEMS PLC SPOSNORED ADR 7,455 7,455
BANK IRELAND GROUP PLC UNSPOSNORED ADR 7,466 7,466
BEIERSDORF AG ADR 6,293 6,293
BRENNTAG SE UNSPONSORED ADR 10,669 10,669
BUNZL PLC SPON ADR NEW 10,753 10,753
CRH PLC ADR 7,878 7,878
CENOVUS ENERGY INCORPORATED 9,006 9,006
COMPASS GROUP PLC SPONSORED ADR 9,157 9,157
DBS GROUP HOLDINGS LIMITED SPONSORED ADR 10,217 10,217
DEUTSCHE BOERSE AG UNSPONSORED ADR 10,059 10,059
DIAGEO PLC SPON ADR NEW 7,306 7,306
DISCO CORPORATION UNSPONSORED ADR 9,155 9,155
EXPERIAN PLC SPONSORED ADR 9,542 9,542
FUJITSU LIMITED UNSPONSORED ADR 10,253 10,253
HEINEKEN NV SPONSORED ADR L1 13,365 13,365
HELLOFRESH HE UNSPONSORED ADS 2,547 2,547
HITACHI LIMITED ADR 2 COM 6,288 6,288
INFOSYS LIMITED SPONSORED ADR 5,997 5,997
JULIUS BAER GROUP LIMITED UNSPONSORED ADR 7,009 7,009
KBC GROUP NV UNSPONSORED ADR 7,919 7,919
KERING S A UNSPONSORED ADR 6,141 6,141
KERRY GROUP PLC SPONOSRED ADR 9,080 9,080
KOITO MANUFACTURING COMPANY LIMITED ADR 2,891 2,891
LLOYDS BANKING GROUPING PLC SPONSORED ADR 10,047 10,047
LONDON STOCK EXCHANGE GROUP UNSPONSORED ADR 11,932 11,932
LONZA GROUP AG UNSPONSORED ADR 4,016 4,016
NESTLES S A SPONSORED ADR 12,159 12,159
NORDEA BK ABP MED TERM NTS SPONOSRED ADS 7,504 7,504
NOVARTIS AG SPONSORED ADR 20,412 20,412
OLYMPUS CORPORATION SPONSORED ADR 7,433 7,433
PERNOD RICARD SA SPONSORED ADR 10,080 10,080
PRUDENTIAL PLC ADR 9,508 9,508
RELX PLC SPONSORED ADR 14,193 14,193
ROCHE HOLDINGS LIMITED SPONSORED ADR 21,194 21,194
SHELL PLC SPONSORED ADS 10,650 10,650
SMC CORPORATION JAPAN SPONSORED ADR 8,088 8,088
SAP SE SPONSORED ADR 9,184 9,184
SCHLUMBERGER LIMITED COM STOCK 13,418 13,418
SCHNEIDER ELECTRIC SE UNSPONSORED ADR 10,240 10,240
SGS SA UNSPONSORED ADR 9,109 9,109
SHENZHOU INTERNATIONAL GROUP HOLDINGS LIMITED UNSPONSORED ADR 6,524 6,524
SMITH & NEPHEW PLC SPDN ADR NEW 9,358 9,358
SMURFIT KAPPA PLC DUBLIN UNSPONSORED ADR 10,254 10,254
SONY GROUP CORPORATION SPO0NSORED ADR 12,586 12,586
TECHTRONIC INDUSTRIES LIMITED SPONSORED 8,872 8,872
TECHNOPRO HOLDINGS INCORPORATED SPONSORED ADS 13,176 13,176
TELEPERFORMANCE UNSPONSORED ADR 6,536 6,536
TERUMO CORPORATION ADR 7,836 7,836
TOKYO ELECTRON LIMITED ADR 8,693 8,693
TORONTO DOMINION BK ONT COM NEW 8,678 8,678
TOTALENERGIES SE SPONSORED ADS 10,554 10,554
TRAVIS PERKINS PLC SPONSORED ADR NE 3,991 3,991
UNILVER SPL SPONSORED ADR NEW 12,739 12,739
UNIVERSAL MUSIC GROUP NC UNSPONSORED ADS 9,201 9,201
AON PLC SHS CL A 12,606 12,606
ICON PLC SHS 7,576 7,576
UBS GROUP AG SHS 7,823 7,823
ASML HOLDING N V N Y REGISTRY SHS 5,464 5,464
QIAGEN NC SHS NEW 10,772 10,772
ADOBE SYSTEMS INCORPORATED 63,604 63,604
ALIGN TECHNOLOGY INCORPORATED 32,690 32,690
AMAZON COM INCORPORATED 30,072 30,072
BLACKSTONE INCORPORATED 39,247 39,247
CME GROUP INCORPORATED 30,941 30,941
CHIPOTLE MEXICAN GRILL 56,887 56,887
DANAHER CORPORATION 70,602 70,602
ILLUMNIA INCORPORATED 61,671 61,671
INTUIT 67,335 67,335
INTUITIVE SURGICAL INCORPORATED COM NEW 83,851 83,851
LAUDER ESTEE COMPANIES INCORPORATED CLASS A 72,448 72,448
LULULEMON ATHLETICA INCORPORATED 37,805 37,805
MATCH GROUP INCORPORATED NEW 30,786 30,786
MICROSOFT CORPORATION 51,321 51,321
NETFLIX INCORPORATED 69,297 69,297
NIKE INCORPORATED CLASS B 67,749 67,749
NVIDIA CORPORATION 75,408 75,408
S&P GLOBAL INCORPORATED 58,615 58,615
SERVICENOW INCORPORATED 60,958 60,958
VISA INCORPORATED COM CLASS A 92,245 92,245
ASML HOLDING N V N Y REGISTRY SHS 60,104 60,104
AMERICAN TOWER CORPORATION NEW REIT 50,211 50,211
AT&T INCORPORATED 36,681 36,681
ALPHABET INCORPORATED CAP STK CLASS A 21,944 21,944
AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW 29,580 29,580
BANK OF AMERICAN CORPORATION 37,818 37,818
BECTON DICKINSON & COMPANY 35,483 35,483
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 29,509 29,509
BLACKSTONE INCORPORATED 17,772 17,772
CVS HEALTH CORPORATION 27,440 27,440
CACI INTERNATIONAL 29,758 29,758
CHEVRON CORPORATIONS NEW 36,077 36,077
CHURCH & DWIGHT COMPANY INCORPORATED 28,536 28,536
CONOCOPHILLIPS 45,194 45,194
DTE ENERGY COMPANY 28,442 28,443
DANAHER CORPORATION 38,486 38,486
DOLLAR GENERAL CORPORATION NEW 28,073 28,073
EOG RES INCORPORATED 31,862 31,862
FORTIVE CORPORATION 27,563 27,563
GALLAGHER ARTHUR J & COMPANY 28,092 28,092
GILEAD SCIENCES INCORPORATED 35,628 35,628
GOLDMAN SACHS GROUP INCORPORATED 28,844 28,844
HOME DEPOT INCORPORATED 24,637 24,637
HONEYWELL INTERNATIONAL INCORPORATED 29,788 29,788
JPMORGAN CHASE & COMPANY 49,885 49,885
JOHNSON & JOHNSON 47,696 47,696
L3HARRIS TECHNOLOGIES INCORPORATED 24,152 24,152
MCCORMICK & COMPANY INCORPORATED COM NON VTG 23,872 23,872
MCKESSON CORPORATION 16,505 16,505
MICROSOFT CORPORATION 39,570 39,570
MICROCHIP TECHNOLOGY INCORPORATED 36,249 36,249
NEXTERA ENERGY INCORPORATED 25,665 25,665
OREILLY AUTOMOTIVE INCORPORATED 38,825 38,825
PEPSICO INCORPORATED 28,725 28,725
SCHLUMBERGER LIMITED COM STOCK 14,113 14,113
UNION PAC CORPORATION 31,061 31,061
UNITEDHEALTH GROUP INCORPORATED 34,992 34,992
VALERO ENERGY CORPORATION 41,356 41,356
VISA INCORPORATED COM CLASS A 25,139 25,139
WEC ENERGY GROUP INCORPORATED 35,816 35,816
WALMART INCORPORATED 26,515 26,515
WESTERN ALLIANCE BANCORP 14,890 14,890
EATON CORPORATION PLC SHS 35,000 35,000
ASML HOLDING N V N Y REGISTRY SHS 26,227 26,227
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT 19,811 19,811
PROLOGIS INCORPORATED REIT 20,968 20,968
VICI PPTYS INCORPORATED REIT 27,475 27,475
AEROJET ROCKETDYNE HOLDINGS INCORPORATED 7,383 7,383
ALBANY INTERNATIONAL CORPORATION CLASS A 9,366 9,366
ALLEGRO MICROSYSTEMS INCORPORATED 18,462 18,462
AMERICAN EQUITY INVT LIFE HOLDING COMPANY 15,921 15,921
BJS WHOLESALE CLUB HOLDINGS INCORPORATED 41,284 41,284
BALCHEM CORPORATION 11,234 11,234
BLOOM ENERGY CORPORATION COM CLASS A 14,340 14,340
AZENTA INCORPORATED 9,723 9,723
CACTUS INCORPORATED CLASS A 17,189 17,189
CALAVO GROWERS INCORPORATED 3,499 3,499
CASEYS GENERAL STORES INCORPORATED 22,659 22,659
CERTARA INCORPORATED 8,485 8,485
CHAMPIONX CORPORATION 11,770 11,770
CHEGG INCORPORATED 8,946 8,946
CRYOPORT INCORPORATED COM PAR $0.001 3,071 3,071
ASPEN TECHNOLOGY INCORPORATED 12,324 12,324
ENVESTNET INCORPORATED 12,463 12,463
FORWARD AIR CORPORATION 19,405 19,405
FOX FACTORY HOLDING CORPORATION 23,446 23,446
GXO LOGISTICS INCORPORATED COMMON STOCK 6,830 6,830
GROCERY OUTLET HOLDING CORPORATION 11,063 11,063
H & E EQUIPMENT SERVICES INCORPORATED 17,252 17,252
HAIN CELESTIAL GROUP INCORPORATED 5,291 5,291
HAMILTON LANE INCORPORATED CLASS A 12,137 12,137
HAYWARD HOLDINGS INCORPORATED 4,221 4,221
HEALTHEQUITY INCORPORATED 4,500 4,500
HUBSHOT INCORPORATED 7,228 7,228
INSULENT CORPORATION 14,425 14,425
INTEGRA LIFESCIENCES HOLDINGS CP COM NEW 19,176 19,176
INTRA-CELLULAR THERAPIES INCORPORATED 5,715 5,715
IRIDIUM COMMUNICATIONS INCORPORATED 17,116 17,116
JAMF HOLDING CORPORATION 8,009 8,009
LATTICE SEMICONDUCTOR CORPORATION 19,594 19,594
MASONITE INTERNATIONAL CORPORATION 12,656 12,656
MATADOR RES COMPANY 4,636 4,636
MODEL N INCORPORATED 15,859 15,859
MONOLITHIC POWER SYSTEMS INCORPORATED 21,570 21,570
NATIONAL VISION HOLDINGS INCORPORATED 22,868 22,868
NEW RELIC INCORPORATED 9,201 9,201
NLIGHT INCORPORATED 2,038 2,038
OSI SYSTEMS INCORPORATED 5,646 5,646
OLINK HOLDING AB SPONSORED 3,655 3,655
OMNICELL COM 6,504 6,504
PJT PARTNERS INCORPORATED COM CLASS A 12,601 12,601
PACIRA BIOSCIENCES INCORPORATED 7,181 7,181
PAGERDUTY INCORPORATED 17,211 17,211
PAYCOR HCM INCORPORATED 14,144 14,144
PENUMBRA INCORPORATED 25,583 25,583
PROGYNY INCORPORATED 14,267 14,267
QUALYS INCORPORATED 7,183 7,183
RXO INCORPORATED COMMON STOCK 2,786 2,786
RBC BEARINGS INCORPORATED 25,750 25,750
SEMRUSH HOLDINGS INCORPORATED CLASS A COM 1,644 1,644
SHIFT4 PMTS INCORPORATED CLASS A 15,213 15,213
SHOALS TECHNOLGIES GROUP INCORPORATED CLASS A 12,064 12,064
SILK RD MED INCORPORATED 15,802 15,802
SMARTSHEET INCORPORATED COM CLASS A 7,085 7,085
SPROUT SOCIAL INCORPORATED COM CLASS A 10,784 10,784
STAAR SURGICAL COMPANY COM PAR $0.01 4,563 4,563
SURGERY PARTNERS INCORPORATED 17,245 17,245
SYNEOS HEALTH INCORPORATED CLASS A 11,187 11,187
TENNANT COMPANY 9,851 9,851
TREX COMPANY INCORPORATED 19,006 19,006
TRUPANION INCORPORATED 9,839 9,839
ULTRAGENYX PHARMACEUTICAL INCORPORATED 5,328 5,328
VARONIS SYSTEMS INCORPORATED 12,545 12,545
VIAVI SOLUTIONS INCORPORATED 6,401 6,401
WESTERN ALLIANCE BANCORP 15,903 15,903
WINGSTOP INCORPORATED 11,698 11,698
XPO INCORPORATED 5,393 5,393
XOMETRY INCORPORATED CLASS A COM 5,737 5,737
BIOHAVEN LIMITED 597 597
ICON PLC SHS 24,476 24,476
WIX COM LIMITED SHS 5,378 5,378

TY 2022 InvestmentsLandSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 27,661 25,262 2,399 2,399
FURNITURE & FIXTURES 57,527 56,142 1,385 1,385
LEASEHOLD IMPROVEMENTS 347,783 304,111 43,672 43,672
OFFICE EQUIPMENT 18,796 13,116 5,680 5,680

TY 2022 InvestmentsOtherSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PALOMA INTERNATIONAL LIMITED FMV 1,068,714 1,068,714
TITAN MASTERS INTERNATIONAL FUND FMV 1,039,332 1,039,332
SECONDARY OPPORTUNITIES FUND II FMV 55,641 55,641

TY 2022 LegalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 18,988 0   18,988


TY 2022 OtherAssetsSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RENTAL DEPOSIT 2,217 2,217 2,217
UTILITY DEPOSITS 115 115 115
OTHER ASSET 1,685 1,685 1,685


TY 2022 OtherDecreasesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Amount
UNREALIZED GAIN (LOSS) ON INVESTMENTS 2,078,701


TY 2022 OtherExpensesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SUPPORT / ACCESS 25,141 0   25,141
INSURANCE 6,831 0   6,831
OFFICE EXPENSE 6,287 0   6,287
CLEANING & MAINTENANCE 23,470 0   23,470
POSTAGE / SHIPPING 8,763 0   8,763
MISCELLANEOUS 3,896 0   3,896
DUES / SUBSCRIPTIONS 703 0   703
BANK FEES 222 222   0
OTHER PORTFOLIO DEDUCTIONS 7,952 7,686   0
NONDEDUCTIBLE EXPENSE 1 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 2,334 2,334 2,334
FROM K-1 77 77 77
UBI 6   6


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 60,871 60,871   0


TY 2022 TaxesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - FEDERAL 14,420 0   0
FOREIGN TAX 2,608 2,608   0