TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
Bradbury and Janet Anderson Family Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

20-3851797

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,280,839J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	8,877		8,877
4	Dividends and interest from securities...	40,016		40,016
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		39,596
b	Gross sales price for all assets on line 6a 516,284
7	Capital gain net income (from Part IV, line 2)...			39,553
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).......	List of Attached Documents: // Content	33,188	28,168
12	Total. Add lines 1 through 11........	121,677		116,614
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	12,700	12,700
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,932	1,432
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	44,167	21,484	18,917
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	60,799		35,616	18,917
25	Contributions, gifts, grants paid.......	130,000			130,000
26	Total expenses and disbursements. Add lines 24 and 25	190,799		35,616	148,917
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-69,122
b	Net investment income (if negative, enter -0-)			80,998
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	136,274	270,149	270,149
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,168,998	List of Attached Documents: // Content 1,123,763	1,400,441
	c	Investments—corporate bonds (attach schedule).......	320,117	List of Attached Documents: // Content 318,277	302,821
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,040,810	List of Attached Documents: // Content 884,888	2,307,428
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,666,199	2,597,077	4,280,839
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	2,666,199	2,597,077
	29	Total net assets or fund balances (see instructions).....	2,666,199	2,597,077
	30	Total liabilities and net assets/fund balances (see instructions).	2,666,199	2,597,077

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,666,199

Enter amount from Part I, line 27a .....................

-69,122

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

2,597,077

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,597,077

Form 990-PF (2023)

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	Passthrough K1 Capital Gain/(Loss)
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	516,284	477,133	39,151
b			402
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			39,151
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	39,553
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,126
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	1,126
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,126
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,501
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	500
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,001
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	875
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax875	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

FL, MN

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

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

16 At any time during calendar year 2023, 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

Form 990-PF (2023)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Bradbury H Anderson	Chairman of the Board 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Chairman of the Board 1.0	0	0	0
Erik E Anderson	Pres 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Pres 1.0	0	0	0
Janet R Anderson	Sec 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Sec 1.0	0	0	0
Jeremy R Anderson	Treas 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Treas 1.0	0	0	0
Kathleen P Day	Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,595,823

Average of monthly cash balances.......................

179,909

Fair market value of all other assets (see instructions)................

2,307,429

Total (add lines 1a, b, and c).........................

4,083,161

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,083,161

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

61,247

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,021,914

Minimum investment return. Enter 5% (0.05) of line 5................

201,096

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.)

Minimum investment return from Part IX, line 6..................

201,096

Tax on investment income for 2022 from Part V, line 5.......

1,126

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,126

Distributable amount before adjustments. Subtract line 2c from line 1............

199,970

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

199,970

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

199,970

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

148,917

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

148,917

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			199,970
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......	956,329
b From 2019......	984,606
c From 2020......	3,491,317
d From 2021......	721,669
e From 2022......	463,847
f Total of lines 3a through e ........		6,617,768
4Qualifying distributions for 2023 from Part
XI, line 4: $ 148,917
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....			148,917
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2023.		51,053	51,053
(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		6,566,715
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		905,276
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		5,661,439
10 Analysis of line 9:
a Excess from 2019....	984,606
b Excess from 2020....	3,491,317
c Excess from 2021....	721,669
d Excess from 2022....	463,847
e Excess from 2023....

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

Bradbury H Anderson

Janet R Anderson

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
EMMANUEL EVANGELICAL LUTHERAN CHURCH 777 MOORING LINE DR NAPLES,FL34102	N/A	PC	General & Unrestricted	130,000
Total ................................. 3a				130,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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	8,877
4 Dividends and interest from securities ....			14	40,016
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 ............	525990	43	18	39,553
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aK-1 Inc/Loss	525990	5,020	14	27,836
bCLASS ACTION LAWSUIT PROCEEDS			01	332
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		5,063		116,614

13Total. Add line 12, columns (b), (d), and (e)..................

121,677

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2023 DepreciationSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2023 GeneralExplanationAttachment

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Identifier	Return Reference	Explanation
FORM 990-PF	PART I LINE 6A (990-PF)	PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $39,553 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $43 TOTAL PART I, LINE 6A: $39,596 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $516,284 BOOK BASIS: $477,133 NET GAIN/(LOSS): $39,151 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $402
Form 926	Form 926	The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 8865	form 8865	The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3M CO SER F - 3.375% - 03/01/2	4,602	4,683
3M CO SER F MTN - 2.875% - 10/	1,868	1,884
ABBOTT LABORATORIES - 1.400% -	7,327	7,626
ADVANCE AUTO PATRS INC NOTE -	4,984	4,295
AIR LEASE CORP - 3.625% - 04/0	1,961	1,893
ALLY FINL INC NOTE - 5.800% -	2,044	2,002
AMERICAN TOWER CORP - 3.600% -	1,896	1,907
ANHEUSER-BUSCH COST LLC - 3.65	2,096	1,963
ASTRAZENECA PLC NOTE CALL MAKE	9,960	9,210
AT&T INC - 4.350% - 03/01/2029	3,571	2,963
BANK NEW YORK MELLON - 3.442%	2,996	2,888
BANK OF NOVA SCOTIA - 3.400% -	4,995	4,985
BAT CAPITAL CORP MTN CALL MAKE	10,000	8,956
BB&T CORP - 3.700% - 06/05/202	9,980	9,772
BK OF AMERICA CORP SER N MTN -	10,000	9,652
BNY MELLONC ORP SER J - 4.410%	1,013	990
BOEING CO - 5.040% - 05/01/202	2,008	2,019
BOEING CO NT - 3.100% - 05/01/	2,136	1,923
BP CAP MKTS P L C NOTE CALL MA	3,821	3,876
BUNGE LTD FIN CORP NOTE CALL M	5,000	4,726
CAPITAL ONE FINL CORP NOTE - 3	7,016	6,688
CITIGROUP INC NOTE - 4.600% -	10,958	9,874
COCA COLA CO - 2.125% - 09/06/	1,744	1,810
COMCAST CORP - 2.650% - 02/01/	2,641	2,704
COSTCO - 1.600% - 04/20/2030	4,120	4,289
CROWN CASTLE INTL CORP NOTE CA	4,984	4,513
DOW CHEMICAL CO SER B - 4.800%	5,019	5,052
DUKE ENERGY CORP - 3.400% - 06	5,663	4,703
ENTERPRISE PRODS OPER LLC - 2.	4,444	4,528
GENERAL MOTORS FINL CO - 2.400	1,984	1,777
GENERAL MTRS CO - 4.200% - 10/	4,472	3,908
INTEL CORP NOTE - 5.125% - 02/	6,073	6,230
JP MORGAN CHASE - 3.540% - 05/	3,221	2,865
JPMORGAN CHASE & CO - 0.563% -	5,000	4,967
KEYSIGHT - 4.600% - 04/06/2027	5,783	4,985
KIMCO REALTY CORP NOTE CALL MA	9,955	8,824
MAGELLAN MIDSTREAM PRTNRS LP -	3,262	2,994
MARSH &MCLENNAN COS INC - 4.37	1,961	1,993
MCKESSON CORP NOTE - 1.300% -	3,668	3,669
MERCK &CO INC NT - 1.900% - 12	6,949	7,202
MITSUBISHI UFJ FINANCIAL GROUP	5,908	5,848
MORGAN STANLEY - 5.000% - 11/2	7,546	6,991
MPLX LP - 1.750% - 03/01/2026	4,989	4,679
NISOURCE FINANCE CORP NOTE - 3	5,473	4,818
NORTHROP GRUMMAN CORP - 2.930%	9,929	9,772
NOVARTIS CAPITAL CORP - 3.400%	10,052	9,933
ORACLE CORP NOTE - 2.950% - 11	9,984	9,775
REALTY INCOME CORP - 4.875% -	5,756	5,006
REGIONS FINANCIAL CORP NEW NOT	1,956	1,715
ROYAL BANK OF CANADA - 4.650%	2,049	1,984
SCHWAB CHARLES CORP NOTE CALL	9,988	9,170
SIMON PPTY GROUP LP NOTE CALL	1,738	1,825
SOUTHERN CO - 3.250% - 07/01/2	10,777	9,651
SRS CCD - 3.750% - 06/01/2026	3,185	2,895
SUMITOMO MITSUI FINANCIAL GROU	1,933	1,907
SUMITOMO MITSUI FINANCIAL GROU	4,031	3,921
SYNCHRONY FINANCIAL NOTE CALL	2,725	2,806
T-MOBILE USA, INC - 2.050% - 0	3,936	3,612
U S BANCORP - 3.000% - 07/30/2	1,860	1,809
VERIZON COMMS - 4.329% - 09/21	2,270	1,981
WALMART INC - 1.500% - 09/22/2	6,040	6,259
WELLS FARGO &COMPANYMTN CALL M	9,982	9,985
WELLTOWER - 2.700% - 02/15/202	4,995	4,691

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	9,669	9,906
ABBVIE INC	3,077	5,269
ADOBE SYSTEMS, INC	9,890	16,108
ADVANCED MICRO DEVICES INC	8,545	14,594
AIA GROUP LTD ADR	4,763	3,675
AIR PRODS & CHEM INC	3,946	6,024
ALLIANZ SE	4,272	6,272
ALPHABET INC CL A	10,949	14,388
AMADEUS IT HLDS SA	1,929	2,739
AMAZON COM	13,294	18,081
AMERICAN EXPRESS CO	2,409	4,496
AMERICAN TOWER REIT INC	6,193	5,613
AMGEN INC	4,718	5,184
APPLIED MATERIALS INC	2,580	3,890
APTIV PLC	8,423	7,716
ARKEMA S/ADR	2,751	2,276
ASHTEAD GROUP PLC	3,318	3,980
ASML HOLDING NV NY REG SHS	2,465	3,785
AVANTOR HOLDINGS INC	3,889	3,858
BAE SYSTEMS PLC	2,190	2,428
BANCO SANTANDER CEN	3,908	7,270
BANK OF AMERICA CORP	8,092	8,889
BECTON DICKINSON & CO	5,596	5,120
BERKSHIRE HATHAWAY INC. CLASS	6,033	8,560
BIOMARIN PHARMACEUTICAL INC	9,884	11,763
BLACKROCK INC	7,010	9,742
BOOKING HOLDINGS INC	7,161	14,189
BOSTON SCIENTIFIC	6,477	9,539
BOUYGUES SA UNSP	4,931	5,730
BP PLC SPONSORED ADR	4,607	5,876
BRISTOL-MYERS SQUIBB CO	5,821	4,823
BROADCOM INC	3,948	12,279
CAP GEMINI SA UNSP/ADR	3,367	3,557
CARRIER GLOBAL	4,899	6,320
CATERPILLAR INC	3,048	6,800
CENCORA INC	3,253	6,572
CGI INC	3,708	5,039
CHARLES SCHWAB CORP	10,694	11,421
CHINA MENGNIU DAIRY COMPANY AD	3,849	1,977
CHINA RESOURCES ENTERPRISE LTD	3,153	2,130
CHIPOTLE MEX GRILL	9,971	13,722
CK HUTCHISON HLDGS	5,182	4,163
COMCAST CORP	5,713	6,753
COMPAGNIE DE SAINT G	2,124	5,104
COMPAGNIE FINANCIERE RICHEMONT	2,955	3,223
CONOCOPHILLIPS	3,351	9,518
CONTL AG SPONS ADR	3,051	3,143
COSTAR GROUP, INC	13,952	14,856
COSTCO WHOLESALE CORPORATION	6,769	11,881
CRH PLC	2,158	3,181
CROWDSTRIKE HOLDINGS, INC	8,532	14,043
CSL LTD	2,372	2,429
CSX CORP	6,896	7,211
CVS CAREMARK CORP	7,264	6,870
DARDEN RESTAURANTS INC	3,306	6,079
DEUTSCHE BOERSE ADR	2,536	3,328
DEXCOM, INC	9,669	11,540
DU PONT DE NEMOURS	5,363	5,616
DUKE ENERGY CO	7,725	7,666
DYNATRACE	11,691	12,305
ELI LILLY & CO	5,471	13,990
ENEL SOCIETA PER AZI	6,528	7,550
EOG RESOURCES INC	2,731	6,652
EQUITY LIFESTYLE PRP	3,282	3,668
EXACT SCIENCES CORPORATION	10,148	9,839
EXXON MOBIL CORP	13,502	13,697
FANUC LIMITED UNSPONSORED	4,488	4,111
FLUTTER ENTMT PLC ADR	2,404	2,664
FOX CORP CL A	4,064	3,709
FREEPORT-MCMORAN COPPER & GOLD	3,119	3,959
FUJIFILM HOLDINGS ADR NPV	3,763	5,138
FUJITSU LTD ADR OTC	1,925	2,312
GENERAL MOTORS	4,404	3,808
GOLDMAN SACHS HIGH YIELD FUND	109,367	113,607
GSK PLC	5,803	5,818
HALEON PLC	3,339	3,490
HARTFORD FINANCIALSERVICES GRO	4,814	7,073
HDFC BANK LTD ADR	5,329	5,369
HEINEKEN N V S ADR	4,123	3,976
HITACHI LTD	3,834	5,060
HONDA MOTOR CO LTD	5,154	5,564
HONEYWELL INTL	8,450	9,437
HOYA CORP SPONS ADR	1,752	2,988
ICON PLC - AMERICAN DEPOSITARY	4,313	5,378
ILLUMINA INC COM	11,691	5,430
IMPERIAL BRANDS PL	5,594	5,804
INSULET CORPORATION	13,294	11,717
INTERCONTINENTAL EXCHANGE, INC	4,427	7,064
INTUIT	9,123	15,001
INTUITIVE SURGICAL	10,126	16,193
JOHNSON & JOHNSON	5,854	6,270
JP MORGAN CHASE	9,731	16,670
KAO CORP	3,339	3,666
KERING UNSPON ADR EA REPR 0.1	1,748	1,814
KINGFISHER PLC	3,892	3,710
KINGSPAN GROUP	1,827	2,019
KOMATSU LTD	1,075	1,324
KONINKLIJKE PHILIPS ELECTRONIC	3,818	5,949
KYOCERA CORP ADR	3,176	3,220
L'AIR LIQUIDE ADR OTC	3,283	4,012
LINDE PLC COM	3,190	4,107
LLOYDS BANKING GROUP PLC	4,441	5,612
LOWES COMPANIES INC	4,674	6,454
LULULEMON ATHLETICA INC	6,563	10,226
LVMH MOET HENN UNSP	3,799	5,036
MAGNA INTERNATIONAL INC	2,576	1,891
MARTIN MARIETTA MATLS INC	1,843	5,488
MATCH GROUP INC	24,713	10,147
MBLY	5,036	6,021
MERCADOLIBRE, INC	1,405	3,143
MERCK & CO INC	8,978	11,229
META PLATFORMS INC	3,735	7,433
MICRON TECHNOLOGY	2,894	5,291
MICROSOFT CORP	18,731	26,700
MITSUBISHI ELEC UNSP/ADR	4,432	4,703
MONDELEZ INTERNATIONAL INC	5,976	7,171
MONDI PLC ADR	4,750	3,672
MOTOROLA SOLUTIONS INC	5,338	6,888
MSCI INC	6,385	14,707
NESTLE S.A	4,664	4,625
NEXTERA ENERGY, INC	7,918	6,256
NIKE INC-CL B	10,962	13,680
NORTHROP GRUMMAN CORP	2,093	3,277
NOVARTIS AG ADR	4,966	6,058
NOVO NORDISK A S	2,098	4,966
NVIDIA CORP	4,488	18,818
O'REILLY AUTOMOTIVE INC	8,806	8,551
ON SEMICONDUCTOR	1,358	6,432
ORACLE CORP	5,228	6,537
OWENS CORNING	2,339	6,226
PALO ALTO NETWORKS INC	8,376	13,859
PARKER HANNIFIN CP	2,961	9,214
PAYPAL HOLDINGS, INC	7,276	5,158
PEPSICO INC	4,650	6,284
PERNOD RICARD S A SPONSORED AD	2,362	2,330
PHILLIPS 66	3,521	5,059
PROCTER GAMBLE CO	2,805	3,664
PROLOGIS	3,277	7,065
PRUDENTIAL FINCL INC	2,346	2,800
PUBLIC STORAGE INC	6,038	6,405
PUBLICIS GROUPE S.A	2,657	3,060
QUANTA SVCS INC	8,148	20,934
RAYTHEON TECHNOLOGIES CORP	8,686	7,404
RECKITT BENCKISER GROUP	3,677	3,009
RELX PLC	4,596	5,830
RITCHIE BROS AUCTIONEERS	2,330	2,609
ROYAL BANK OF CANADA	1,572	2,023
S&P GLOBAL INC COM	6,366	8,370
SANDOZ GROUP AG	274	384
SANDVIK AB SPONS ADR	3,139	2,623
SANOFI-AVENTIS SPONSORED ADR	4,827	5,271
SCHLUMBERGER LTD	4,553	8,274
SCHNEIDER ELEC UNSP/ADR	3,031	4,948
SECOM CO LTD ADR OTC	3,662	3,849
SERVICE NOW	5,871	16,956
SHELL ADR EACH REPRESENTING 2	5,618	8,949
SHIMANO INC UNSP ADR EACH REPR	3,074	2,853
SINGAPORE TELE ADR	3,586	2,579
SMC CORPORATION	1,756	2,109
SNAM SPA ADR	6,923	6,293
SONY GROUP CORP	10,232	10,605
SOUTHWEST AIRLINES	5,025	2,772
SSE PLC SPON ADR	2,076	3,627
STATE STREET CORPORATION	1,675	2,246
STMICROELECTRONICS	1,867	2,206
SVENSKA HANDELSBK UNS ADR	2,871	3,358
TAIWAN SEMICONDUCTOR MFG CO LT	5,339	8,528
TAKEDA PHARMACEUTICAL COMPANY	6,024	4,795
TARGET CORPORATION	3,620	4,842
TECHTRONIC INDS SPD ADR	4,236	4,653
TESCO PLC S ADR	5,519	5,312
TEXTRON INC	2,326	5,951
THERMO FISHER SCIENTIFIC INC	4,720	9,023
TOKYO ELECTRON LTD	2,222	4,353
TOTALENERGIES SE	2,776	3,436
TOYOTA INDUSTRIES CORPORATION	3,860	5,520
TRANE TECHNOLOGIES PLC	6,824	8,537
TRAVELERS COMPANIES INC	3,748	5,143
TRUIST FINANCIAL CORPORATION	2,683	1,883
TYSON FOODS INC CL A	4,591	3,279
UNITED OVRSEAS BK LTD ADR	7,165	7,704
UNITEDHEALTH GROUP INC	6,007	7,897
UPM KYMMENE CORP	891	1,017
VEEVA SYSTEMS INC	9,510	9,433
VERIZON COMMUNICATIONS	7,584	5,127
VISA INC	13,899	17,964
WAL-MART DE MEX V SP/ADR	4,804	6,882
WALT DISNEY HOLDINGS CO	10,844	7,223
WELLS FARGO & CO	6,469	8,072
WH GROUP LIMITED SPON ADR EACH	4,578	3,342
WOLTERS KLUWER S/ADR	2,386	4,418
WPP PLC	5,475	4,567
XCEL ENERGY INC	3,141	3,653
YUM CHINA HOLDINGS INC	3,045	2,334

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category/ Item	Book Value	End of Year Fair Market Value
PETERSHILL PRIVATE EQUITY OFFS	106,363	99,489
PETERSHILL PRIVATE EQUITY SEED	219,370	377,346
PRIVATE EQUITY MANAGERS 2013 O		636,804
THE TALANTON IMPACT FUND, LLC	145,785	160,794
VINTAGE VII AIV OFFSHORE SCSP	35,585	37,674
VINTAGE VII OFFSHORE	59,391	339,338
VINTAGE VIII OFFSHORE SCSP LP	318,394	655,983

- TIN:

TY 2023 OtherExpensesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	18,830		18,830
Bank Charges	643	643
K-1 Exp PETERSHILL PRIVATE EQU	1,276	1,276
K-1 Exp PETERSHILL PRIVATE EQU	14,103	10,337
K-1 Exp THE TALANTON IMPACT FU	8,923	8,923
K-1 Exp VINTAGE VII AIV OFFSHO	305	305
State or Local Filing Fees	87		87

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description	Revenue And Expenses Per Books	Net Investment Income
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY OFFSHORE L	4,499	4,499
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY SEEDING OF	17,415	12,395
K-1 Inc/Loss THE TALANTON IMPACT FUND, LLC	9,774	9,774
K-1 Inc/Loss VINTAGE VII AIV OFFSHORE SCSP	1,168	1,168
Class Action Lawsuit Proceeds	332	332

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	12,700	12,700

- TIN:

TY 2023 TaxesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2023	1,500
990-PF Extension for 2022	100
990-T Income Tax for 2022	900
Foreign Tax Paid	1,432	1,432