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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ANDERSON-ROGERS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1854
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10113
A Employer identification number

22-3052390
B Telephone number (see instructions)

(914) 502-6250
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$19,335,180
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 74,558 74,558  
4 Dividends and interest from securities... 327,464 327,464  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,674,513
b Gross sales price for all assets on line 6a 12,566,465
7 Capital gain net income (from Part IV, line 2)... 4,674,513
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,076,535 5,076,535  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 80,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,900 5,900   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 29,759 2,631   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 132,177 65,069   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 247,836 153,600   0
25 Contributions, gifts, grants paid....... 970,200 970,200
26 Total expenses and disbursements. Add lines 24 and 25 1,218,036 153,600   970,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,858,499
b Net investment income (if negative, enter -0-) 4,922,935
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,256 2,166 2,166
2 Savings and temporary cash investments......... 93,215 390,415 390,415
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)....... 17,862,293 Click to see attachment
List of Attached Documents:
// Content
18,942,599
18,942,599
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow3,477
Less: accumulated depreciation (attach schedule) right arrow3,477      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,957,764 19,335,180 19,335,180
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........... 17,957,764 19,335,180
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,957,764 19,335,180
30 Total liabilities and net assets/fund balances (see instructions). 17,957,764 19,335,180
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
17,957,764
2
Enter amount from Part I, line 27a .....................
2
3,858,499
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,816,263
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,481,083
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,335,180
Form 990-PF (2023)
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 GE HEALTHCARE TECHNOLOGIES INC   2008-01-11 2023-01-04
b APPLE INC   2016-07-14 2023-04-18
c BERKSHIRE HATHAWAY CL-B NEW   2021-06-29 2023-04-18
d GENERAL ELECTRIC CO   2008-01-11 2023-04-18
e VERTEX PHARMACEUTICALS   2013-11-21 2023-04-18
AAM/HIMCO SHORT DUR A   2022-05-31 2023-08-18
AAM/HIMCO SHORT DUR A   2022-05-31 2023-08-18
AAM/HIMCO SHORT DUR A   2022-05-31 2023-08-18
AAM/HIMCO SHORT DUR A   2022-05-31 2023-11-07
AAM/HIMCO SHORT DUR A   2022-05-31 2023-11-07
AAM/HIMCO SHORT DUR A   2022-05-10 2023-11-16
AAM/HIMCO SHORT DUR A   2022-05-23 2023-11-16
AAM/HIMCO SHORT DUR A   2022-05-31 2023-11-16
AAM/HIMCO SHORT DUR A   2022-06-12 2023-11-16
AAM/HIMCO SHORT DUR A   2022-07-01 2023-11-16
AAM/HIMCO SHORT DUR A   2022-07-28 2023-11-16
AAM/HIMCO SHORT DUR A   2022-08-30 2023-11-16
AAM/HIMCO SHORT DUR A   2022-09-29 2023-11-16
AAM/HIMCO SHORT DUR A   2022-10-12 2023-11-16
AAM/HIMCO SHORT DUR A   2022-10-28 2023-11-16
AMAZON COM INC   2018-10-31 2023-11-16
APPLE INC   2016-07-14 2023-11-16
BRISTOL MYERS SQUIBB CO   2014-06-06 2023-11-16
BRISTOL MYERS SQUIBB CO   2020-06-10 2023-11-16
DEERE & CO   2020-06-10 2023-11-16
VERTEX PHARMACEUTICALS   2013-11-21 2023-11-16
AAM/HIMCO SHORT DUR A   2022-11-23 2023-11-16
AAM/HIMCO SHORT DUR A   2022-12-23 2023-11-16
AAM/HIMCO SHORT DUR A   2023-01-30 2023-11-16
AAM/HIMCO SHORT DUR A   2023-02-27 2023-11-16
AAM/HIMCO SHORT DUR A   2023-03-30 2023-11-16
AAM/HIMCO SHORT DUR A   2023-04-27 2023-11-16
AAM/HIMCO SHORT DUR A   2023-05-26 2023-11-16
AAM/HIMCO SHORT DUR A   2023-07-03 2023-11-16
AAM/HIMCO SHORT DUR A   2023-09-28 2023-11-16
ACCENTURE PLC IRELAND CL A   2016-07-22 2023-12-01
ACCENTURE PLC IRELAND CL A   2016-07-27 2023-12-01
ACCENTURE PLC IRELAND CL A   2016-11-04 2023-12-01
ACCENTURE PLC IRELAND CL A   2016-12-12 2023-12-01
ACCENTURE PLC IRELAND CL A   2017-04-06 2023-12-01
ALPHABET INC CL A   2015-07-07 2023-12-01
ALPHABET INC CL A   2015-07-08 2023-12-01
ALPHABET INC CL A   2016-07-27 2023-12-01
ALPHABET INC CL A   2016-11-04 2023-12-01
ALPHABET INC CL A   2016-12-12 2023-12-01
ALPHABET INC CL A   2017-04-06 2023-12-01
ALPHABET INC CL A   2018-01-09 2023-12-01
ALPHABET INC CL A   2018-10-11 2023-12-01
AMERICAN EXPRESS 5850 *27NV05   2022-12-14 2023-12-27
AMGEN INC   2020-01-22 2023-12-01
AMGEN INC   2020-03-04 2023-12-01
AMGEN INC   2020-03-16 2023-12-01
AMGEN INC   2020-03-24 2023-12-01
AMGEN INC   2020-04-01 2023-12-01
APPLE INC   2015-09-28 2023-12-01
APPLE INC   2015-12-21 2023-12-01
APPLE INC   2016-07-27 2023-12-01
APPLE INC   2016-11-04 2023-12-01
APPLE INC   2016-12-12 2023-12-01
APPLE INC   2017-04-06 2023-12-01
APPLE INC   2018-01-09 2023-12-01
APPLE INC   2019-07-24 2023-12-01
BANK OF AMERICA 6100 *63NV30   2020-01-27 2023-12-01
BLACKROCK INC   2015-07-07 2023-12-01
BLACKROCK INC   2015-07-08 2023-12-01
BLACKROCK INC   2015-09-28 2023-12-01
BLACKROCK INC   2015-12-21 2023-12-01
BLACKROCK INC   2016-07-27 2023-12-01
BLACKROCK INC   2016-11-04 2023-12-01
BLACKROCK INC   2016-12-12 2023-12-01
BLACKROCK INC   2017-04-06 2023-12-01
BLACKROCK INC   2018-01-09 2023-12-01
BLACKROCK INC   2018-02-07 2023-12-01
BLACKROCK INC   2018-10-11 2023-12-01
BLACKROCK INC   2020-03-04 2023-12-01
BRISTOL MYERS SQUIBB CO   2019-11-04 2023-12-01
BRISTOL MYERS SQUIBB CO   2019-11-08 2023-12-01
BRISTOL MYERS SQUIBB CO   2020-03-04 2023-12-01
BRISTOL MYERS SQUIBB CO   2020-03-16 2023-12-01
BRISTOL MYERS SQUIBB CO   2020-03-24 2023-12-01
BRISTOL MYERS SQUIBB CO   2020-04-01 2023-12-01
BRISTOL MYERS SQUIBB CO   2020-04-07 2023-12-01
CVS HEALTH CORP COM   2015-07-07 2023-12-01
CVS HEALTH CORP COM   2015-07-08 2023-12-01
CVS HEALTH CORP COM   2015-09-28 2023-12-01
CVS HEALTH CORP COM   2015-12-21 2023-12-01
CVS HEALTH CORP COM   2016-07-27 2023-12-01
CVS HEALTH CORP COM   2016-11-04 2023-12-01
CVS HEALTH CORP COM   2016-12-12 2023-12-01
CVS HEALTH CORP COM   2017-04-06 2023-12-01
CVS HEALTH CORP COM   2018-01-09 2023-12-01
CVS HEALTH CORP COM   2019-02-28 2023-12-01
CVS HEALTH CORP COM   2019-09-26 2023-12-01
CVS HEALTH CORP COM   2020-04-07 2023-12-01
HOME DEPOT INC   2015-07-07 2023-12-01
HOME DEPOT INC   2015-07-08 2023-12-01
HOME DEPOT INC   2015-09-28 2023-12-01
HOME DEPOT INC   2015-12-21 2023-12-01
HOME DEPOT INC   2016-07-27 2023-12-01
HOME DEPOT INC   2016-11-04 2023-12-01
HOME DEPOT INC   2016-12-12 2023-12-01
HOME DEPOT INC   2017-04-06 2023-12-01
HOME DEPOT INC   2018-01-09 2023-12-01
HOME DEPOT INC   2018-02-07 2023-12-01
HOME DEPOT INC   2020-03-24 2023-12-01
HOME DEPOT INC   2020-04-01 2023-12-01
HONEYWELL INTL INC   2015-07-07 2023-12-01
HONEYWELL INTL INC   2015-07-08 2023-12-01
HONEYWELL INTL INC   2015-12-21 2023-12-01
HONEYWELL INTL INC   2016-07-27 2023-12-01
HONEYWELL INTL INC   2016-11-04 2023-12-01
HONEYWELL INTL INC   2016-12-12 2023-12-01
HONEYWELL INTL INC   2017-04-06 2023-12-01
HONEYWELL INTL INC   2018-01-09 2023-12-01
HONEYWELL INTL INC   2020-03-24 2023-12-01
HONEYWELL INTL INC   2020-04-01 2023-12-01
INGERSOLL RAND INC   2015-07-07 2023-12-01
INGERSOLL RAND INC   2015-07-08 2023-12-01
INGERSOLL RAND INC   2015-09-28 2023-12-01
INGERSOLL RAND INC   2015-12-21 2023-12-01
INGERSOLL RAND INC   2016-07-27 2023-12-01
INGERSOLL RAND INC   2016-12-12 2023-12-01
INGERSOLL RAND INC   2017-04-06 2023-12-01
INGERSOLL RAND INC   2018-01-09 2023-12-01
JOHNSON & JOHNSON   2018-02-07 2023-12-01
JOHNSON & JOHNSON   2018-10-11 2023-12-01
JOHNSON & JOHNSON   2020-03-04 2023-12-01
JPMORGAN CHASE & CO   2015-07-07 2023-12-01
JPMORGAN CHASE & CO   2015-07-08 2023-12-01
JPMORGAN CHASE & CO   2016-11-04 2023-12-01
JPMORGAN CHASE & CO   2017-04-06 2023-12-01
JPMORGAN CHASE & CO   2018-01-09 2023-12-01
JPMORGAN CHASE & CO   2018-02-07 2023-12-01
JPMORGAN CHASE & CO   2019-07-18 2023-12-01
JPMORGAN CHASE & CO   2019-09-26 2023-12-01
JPMORGAN CHASE & CO   2020-03-04 2023-12-01
JPMORGAN CHASE & CO   2020-03-16 2023-12-01
JPMORGAN CHASE & CO   2020-03-24 2023-12-01
MASTERCARD INC CL A   2015-07-08 2023-12-01
MASTERCARD INC CL A   2015-12-21 2023-12-01
MASTERCARD INC CL A   2016-07-27 2023-12-01
MASTERCARD INC CL A   2016-11-04 2023-12-01
MASTERCARD INC CL A   2016-12-12 2023-12-01
MASTERCARD INC CL A   2017-04-06 2023-12-01
MASTERCARD INC CL A   2018-01-09 2023-12-01
MASTERCARD INC CL A   2020-03-16 2023-12-01
MASTERCARD INC CL A   2020-03-24 2023-12-01
MASTERCARD INC CL A   2015-07-08 2023-12-06
MASTERCARD INC CL A   2015-09-28 2023-12-06
MEDTRONIC PLC SHS   2015-07-07 2023-12-01
MEDTRONIC PLC SHS   2015-07-08 2023-12-01
MEDTRONIC PLC SHS   2015-09-28 2023-12-01
MEDTRONIC PLC SHS   2015-12-21 2023-12-01
MEDTRONIC PLC SHS   2016-07-27 2023-12-01
MEDTRONIC PLC SHS   2016-11-04 2023-12-01
MEDTRONIC PLC SHS   2016-12-12 2023-12-01
MEDTRONIC PLC SHS   2017-04-06 2023-12-01
MEDTRONIC PLC SHS   2018-01-09 2023-12-01
MORGAN STANLEY 6250 26AU09   2022-12-14 2023-12-26
ORACLE CORP   2015-07-07 2023-12-01
ORACLE CORP   2015-07-08 2023-12-01
ORACLE CORP   2015-09-28 2023-12-01
ORACLE CORP   2015-12-21 2023-12-01
ORACLE CORP   2016-07-27 2023-12-01
ORACLE CORP   2016-11-04 2023-12-01
ORACLE CORP   2016-12-12 2023-12-01
ORACLE CORP   2017-04-06 2023-12-01
PALO ALTO NETWORKS INC   2022-05-26 2023-12-01
STARBUCKS CORP WASHINGTON   2015-07-07 2023-12-01
STARBUCKS CORP WASHINGTON   2015-07-08 2023-12-01
STARBUCKS CORP WASHINGTON   2015-12-21 2023-12-01
STARBUCKS CORP WASHINGTON   2016-07-27 2023-12-01
STARBUCKS CORP WASHINGTON   2016-12-12 2023-12-01
STARBUCKS CORP WASHINGTON   2017-04-06 2023-12-01
STARBUCKS CORP WASHINGTON   2018-01-09 2023-12-01
STARBUCKS CORP WASHINGTON   2018-02-07 2023-12-01
STARBUCKS CORP WASHINGTON   2020-03-16 2023-12-01
TRANE TECHNOLOGIES PLC   2015-07-07 2023-12-01
TRANE TECHNOLOGIES PLC   2015-07-08 2023-12-01
TRANE TECHNOLOGIES PLC   2015-09-28 2023-12-01
TRANE TECHNOLOGIES PLC   2015-12-21 2023-12-01
TRANE TECHNOLOGIES PLC   2016-07-27 2023-12-01
TRANE TECHNOLOGIES PLC   2016-12-12 2023-12-01
TRANE TECHNOLOGIES PLC   2017-04-06 2023-12-01
TRANE TECHNOLOGIES PLC   2018-01-09 2023-12-01
UNITEDHEALTH GP INC   2020-01-22 2023-12-01
UNITEDHEALTH GP INC   2020-03-04 2023-12-01
UNITEDHEALTH GP INC   2020-03-16 2023-12-01
UNITEDHEALTH GP INC   2020-03-24 2023-12-01
UNITEDHEALTH GP INC   2020-04-01 2023-12-01
WALT DISNEY CO HLDG CO   2022-03-17 2023-12-01
WALT DISNEY CO HLDG CO   2022-05-26 2023-12-01
ALLY FINANCIAL IN 3875 *24MY21   2022-12-14 2023-12-01
AMERICAN EXPRESS CO   2023-12-01 2023-12-06
AMERICAN TOWER CO 5500 *28MH15   2023-04-18 2023-12-26
BOEING CO/THE 2196 *26FB04   2023-12-04 2023-12-11
CAPITAL ONE FINAN 4250 *25AP30   2022-12-14 2023-12-01
CHEVRON CORP   2023-12-01 2023-12-06
CITIGROUP INC NEW   2023-12-01 2023-12-06
COMCAST CORP 4150 *28OC15   2022-12-14 2023-12-01
CONOCOPHILLIPS   2023-12-01 2023-12-06
CVS HEALTH CORP 6250 27JN01   2022-12-14 2023-12-01
EATON CORP PLC SHS   2023-12-01 2023-12-06
ENERGY TRANSFER L 4400 *27MH15   2023-12-04 2023-12-11
FISERV INC   2023-12-01 2023-12-14
HCA INC 5500 *47JN15   2023-12-04 2023-12-11
INTERCONTINENTAL EXCHANGE INC   2023-12-01 2023-12-14
NESTLE SPON ADR REP REG SHR   2023-12-01 2023-12-06
PEPSICO INC NC   2023-12-01 2023-12-06
PIONEER NATURAL RESOURCES CO   2023-12-01 2023-12-06
S&P GLOBAL INC COM   2023-12-01 2023-12-06
UNION PACIFIC CORP   2023-12-01 2023-12-13
UNION PACIFIC CORP   2023-12-06 2023-12-13
US TSY BOND 3000 48AU15   2023-12-04 2023-12-06
US TSY NOTE 0250 25AU31   2023-12-04 2023-12-06
US TSY NOTE 4125 28JL31   2023-12-04 2023-12-06
US TSY NOTE 4750 25JL31   2023-12-04 2023-12-06
VALERO ENERGY 6625 37JN15   2023-12-04 2023-12-27
(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 35   112 -77
b 100,293   15,134 85,159
c 51,304   44,645 6,659
d 50,353   117,429 -67,076
e 51,348   10,700 40,648
44,721   44,818 -97
2,649   2,654 -5
2,630   2,636 -6
97,371   97,576 -205
2,629   2,635 -6
2,634   2,629 5
2,637   2,629 8
349,673   349,680 -7
2,656   2,654 2
581   577 4
786   782 4
875   871 4
941   928 13
253,342   250,000 3,342
1,656   1,629 27
99,040   57,063 41,977
163,371   21,585 141,786
75,118   71,307 3,811
50,079   61,069 -10,990
50,465   21,901 28,564
49,667   9,697 39,970
1,982   1,952 30
2,104   2,078 26
2,521   2,509 12
2,149   2,134 15
2,386   2,364 22
2,184   2,171 13
2,699   2,674 25
2,579   2,564 15
2,564   2,554 10
70,081   23,336 46,745
18,531   6,259 12,272
15,162   5,303 9,859
37,062   13,544 23,518
16,846   5,846 11,000
131,574   27,469 104,105
263,148   54,214 208,934
39,472   11,425 28,047
65,787   19,647 46,140
92,102   28,364 63,738
39,472   12,674 26,798
52,630   22,309 30,321
184,204   76,759 107,445
99,132   99,315 -183
255,465   224,870 30,595
13,446   10,540 2,906
13,446   9,971 3,475
9,412   6,815 2,597
6,723   4,937 1,786
64,973   9,574 55,399
221,674   31,015 190,659
91,727   12,416 79,311
175,811   25,246 150,565
198,742   29,344 169,398
64,973   12,201 52,772
221,674   50,500 171,174
76,439   20,859 55,580
75,174   86,779 -11,605
56,300   25,680 30,620
112,601   50,234 62,367
41,287   16,183 25,104
37,534   16,333 21,201
26,273   12,697 13,576
48,794   22,548 26,246
30,027   15,635 14,392
22,520   11,492 11,028
56,300   40,299 16,001
37,534   26,968 10,566
131,367   74,089 57,278
18,767   12,346 6,421
19,726   22,664 -2,938
147,944   173,910 -25,966
9,863   12,212 -2,349
9,863   10,594 -731
9,863   9,634 229
11,096   12,205 -1,109
19,726   23,184 -3,458
16,075   24,930 -8,855
35,228   53,823 -18,595
6,840   9,618 -2,778
19,837   27,753 -7,916
8,893   12,127 -3,234
37,964   45,614 -7,650
31,808   37,191 -5,383
10,603   11,922 -1,319
13,681   15,552 -1,871
68,404   57,785 10,619
24,283   21,892 2,391
27,362   22,574 4,788
36,623   12,912 23,711
74,838   26,151 48,687
3,185   1,140 2,045
17,515   7,215 10,300
14,331   6,148 8,183
49,361   18,881 30,480
22,292   9,341 12,951
12,738   5,886 6,852
63,691   38,454 25,237
95,537   58,248 37,289
15,923   8,849 7,074
15,923   8,895 7,028
49,372   24,541 24,831
57,864   28,299 29,565
29,623   14,843 14,780
20,736   11,534 9,202
44,435   23,466 20,969
38,510   21,745 16,765
18,761   11,292 7,469
39,498   29,981 9,517
14,812   8,351 6,461
14,812   9,714 5,098
20,489   4,836 15,653
48,033   11,180 36,853
32,022   5,739 26,283
27,219   5,068 22,151
11,848   2,715 9,133
10,887   2,992 7,895
9,286   2,690 6,596
12,809   4,085 8,724
259,264   219,491 39,773
93,653   81,450 12,203
11,707   10,624 1,083
31,503   13,352 18,151
2,835   1,179 1,656
26,777   11,638 15,139
11,026   6,035 4,991
63,005   43,624 19,381
78,757   56,920 21,837
110,259   80,191 30,068
37,016   27,672 9,344
23,627   17,637 5,990
15,751   9,135 6,616
15,751   8,375 7,376
2,081   463 1,618
79,083   18,502 60,581
54,110   12,113 41,997
81,164   20,285 60,879
133,193   33,282 99,911
43,704   11,779 31,925
41,623   15,952 25,671
20,811   12,320 8,491
12,487   6,916 5,571
104,455   23,631 80,824
51,203   11,034 40,169
27,062   24,669 2,393
55,716   50,534 5,182
18,307   14,733 3,574
11,143   10,735 408
11,143   12,221 -1,078
21,093   21,933 -840
53,726   49,676 4,050
11,939   12,019 -80
15,919   17,287 -1,368
102,890   104,963 -2,073
72,637   25,078 47,559
145,274   49,784 95,490
49,393   15,088 34,305
76,124   24,050 52,074
34,866   12,257 22,609
74,380   24,664 49,716
73,218   25,526 47,692
31,379   11,933 19,446
416,582   236,160 180,422
22,693   12,481 10,212
44,992   24,382 20,610
18,747   11,207 7,540
10,360   6,101 4,259
14,800   8,772 6,028
24,667   14,440 10,227
49,333   29,629 19,704
197,333   110,440 86,893
9,867   6,264 3,603
72,856   16,681 56,175
170,756   38,556 132,200
113,837   19,791 94,046
96,762   17,477 79,285
42,120   9,363 32,757
38,705   10,316 28,389
33,013   9,276 23,737
45,535   14,089 31,446
411,834   225,925 185,909
27,456   14,345 13,111
41,183   18,241 22,942
27,456   10,093 17,363
38,438   16,758 21,680
220,968   330,648 -109,680
205,777   234,962 -29,185
99,920   99,765 155
69,706   71,432 -1,726
123,350   124,145 -795
44,807   44,934 -127
97,484   99,731 -2,247
15,058   15,465 -407
42,228   40,435 1,793
97,173   98,926 -1,753
97,252   102,231 -4,979
95,950   97,825 -1,875
47,093   47,936 -843
44,332   44,400 -68
16,742   16,261 481
44,886   44,457 429
25,114   23,152 1,962
68,064   68,172 -108
44,953   45,166 -213
46,082   48,515 -2,433
112,492   112,241 251
2,102   2,071 31
17,513   17,497 16
21,318   20,590 728
134,340   134,210 130
120,834   120,273 561
89,000   88,931 69
47,308   45,294 2,014
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       -77
b       85,159
c       6,659
d       -67,076
e       40,648
      -97
      -5
      -6
      -205
      -6
      5
      8
      -7
      2
      4
      4
      4
      13
      3,342
      27
      41,977
      141,786
      3,811
      -10,990
      28,564
      39,970
      30
      26
      12
      15
      22
      13
      25
      15
      10
      46,745
      12,272
      9,859
      23,518
      11,000
      104,105
      208,934
      28,047
      46,140
      63,738
      26,798
      30,321
      107,445
      -183
      30,595
      2,906
      3,475
      2,597
      1,786
      55,399
      190,659
      79,311
      150,565
      169,398
      52,772
      171,174
      55,580
      -11,605
      30,620
      62,367
      25,104
      21,201
      13,576
      26,246
      14,392
      11,028
      16,001
      10,566
      57,278
      6,421
      -2,938
      -25,966
      -2,349
      -731
      229
      -1,109
      -3,458
      -8,855
      -18,595
      -2,778
      -7,916
      -3,234
      -7,650
      -5,383
      -1,319
      -1,871
      10,619
      2,391
      4,788
      23,711
      48,687
      2,045
      10,300
      8,183
      30,480
      12,951
      6,852
      25,237
      37,289
      7,074
      7,028
      24,831
      29,565
      14,780
      9,202
      20,969
      16,765
      7,469
      9,517
      6,461
      5,098
      15,653
      36,853
      26,283
      22,151
      9,133
      7,895
      6,596
      8,724
      39,773
      12,203
      1,083
      18,151
      1,656
      15,139
      4,991
      19,381
      21,837
      30,068
      9,344
      5,990
      6,616
      7,376
      1,618
      60,581
      41,997
      60,879
      99,911
      31,925
      25,671
      8,491
      5,571
      80,824
      40,169
      2,393
      5,182
      3,574
      408
      -1,078
      -840
      4,050
      -80
      -1,368
      -2,073
      47,559
      95,490
      34,305
      52,074
      22,609
      49,716
      47,692
      19,446
      180,422
      10,212
      20,610
      7,540
      4,259
      6,028
      10,227
      19,704
      86,893
      3,603
      56,175
      132,200
      94,046
      79,285
      32,757
      28,389
      23,737
      31,446
      185,909
      13,111
      22,942
      17,363
      21,680
      -109,680
      -29,185
      155
      -1,726
      -795
      -127
      -2,247
      -407
      1,793
      -1,753
      -4,979
      -1,875
      -843
      -68
      481
      429
      1,962
      -108
      -213
      -2,433
      251
      31
      16
      728
      130
      561
      69
      2,014
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 4,674,513
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
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 68,429
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 68,429
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 68,429
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,831
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,831
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 151
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 60,749
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
 
No
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 arrowNY
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 2023 or the taxable year beginning in 2023? 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
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 arrowWWW.ANDERSONROGERSFOUNDATION.ORG
14
The books are in care ofright arrowSARAH A POPE Telephone no.right arrow (914) 502-6250

Located atright arrowPO BOX 1854NEW YORKNY ZIP+4right arrow10113
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 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 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.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
SARAH ANDERSON POPE PRES,TREASURER
5.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
PORTER W ANDERSON JR VP, CHAIRMAN OF THE BOARD
1.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
JULIETTE POPE SECRETARY
1.00
0 0 0
PO BOX 1854
NEW YORK,NY10113
ANDREW POPE EXECUTIVE DIRECTOR
40.00
80,000 0 0
PO BOX 1854
NEW YORK,NY10113
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 (2023)
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
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  
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 (2023)
Form 990-PF (2023)
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
18,568,740
b
Average of monthly cash balances.......................
1b
180,846
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
18,749,586
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
18,749,586
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
281,244
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,468,342
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
923,417
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
923,417
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
68,429
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
68,429
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
854,988
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
854,988
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
854,988
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
970,200
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
970,200
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 854,988
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 20,033
b From 2019......  
c From 2020...... 74,590
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 94,623
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 970,200
a Applied to 2022, 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 2023 distributable amount..... 854,988
e Remaining amount distributed out of corpus 115,212
5 Excess distributions carryover applied to 2023. 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 5 209,835
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
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) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
20,033
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
189,802
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 74,590
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 115,212
Form 990-PF (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 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 e-mail address of the person to whom applications should be addressed:
ANDREW POPE
PO BOX 1854
NEW YORK,NY10113
(914) 502-6250
INFO@ANDERSONROGERSFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
BRIEF LETTER OF INQUIRY DESCRIBING ORGANIZATION OR PROJECT FOR WHICH FUNDING IS SOUGHT.
cAny submission deadlines:
NO DEADLINES. APPLICATIONS ACCEPTED YEAR-ROUND.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DOES NOT FUND SCHOLARSHIPS OR MAKE GRANTS TO INDIVIDUALS OR RELIGIOUS ORGANIZATIONS.
Form 990-PF (2023)
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)
aPaid during the year

ABORTION FUND OF OHIO

PO BOX 1611
COLUMBUS,OH43216
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

ABORTION LIBERATION FUND OF PA

PO BOX 40748
PHILADELPHIA,PA19107
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

ACCESS REPRODUCTIVE CARE SOUTHEAST

PO BOX 7354
ATLANTA,GA30357
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 30,000

AMERICAN HUMANIST ASSOCIATION

1821 JEFFERSON PLACE
WASHINGTON,DC20036
NONE 501(C)(3) TO SUPPORT PROMOTION OF SECULAR GOVERNMENT AND HUMANIST VALUES. 40,000

BARGEMUSIC

PO BOX 2280
NEW YORK,NY100199998
NONE 501(C)(3) TO SUPPORT CHAMBER MUSIC PERFORMANCE PROGRAM. 5,000

BEACON ACADEMY

477 LONGWOOD AVENUE
BOSTON,MA02215
NONE 501(C)(3) TO SUPPORT PROGRAM TO PREPARE DISADVANTAGED URBAN STUDENTS FOR HIGHER EDUCATION. 7,000

BLUE RIDGE ABORTION FUND

PO BOX 5082
CHARLOTTESVILLE,VA22905
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 10,500

BLUE RIDGE ABORTION FUND

PO BOX 5082
CHARLOTTESVILLE,VA22905
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

BRIDGERCARE

1288 N 14TH AVE SUITE 201
BOZEMAN,MT59715
NONE 501(C)(3) TO SUPPORT NON-PROFIT REPRODUCTIVE AND SEXUAL HEALTHCARE CLINIC. 2,500

CAMPAIGN AGAINST HUNGER

2010 FULTON STREET
BROOKLYN,NY11233
NONE 501(C)(3) TO SUPPORT HUNGER REDUCTION IN NEW YORK BY PROVIDING FREE MEALS TO THOSE IN NEED. 5,000

CARETTA RESEARCH PROJECT

PO BOX 9841
SAVANNAH,GA314129841
NONE 501(C)(3) TO SUPPORT RESEARCH, PRESERVATION AND PUBLIC EDUCATION ABOUT LOGGERHEAD SEA TURTLES. 7,500

CAROLINA ABORTION FUND

PO BOX 51534
DURHAM,NC27717
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

CATS IN NEED OF HUMAN CARE

6353 GREYSON WAY
RIVERSIDE,CA92506
NONE 501(C)(3) TO SUPPORT SOUTHERN CALIFORNIA ANIMAL RESCUE CENTER. 5,000

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUSCON,AZ857020710
NONE 501(C)(3) TO SUPPORT GENERAL OPERATIONS AND THE ENDANGERED SPECIES DEFENSE FUND. 20,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE HEALTH AND ABORTION RIGHTS. 30,000

CHARITY NAVIGATOR

139 HARRISTOWN RD SUITE 101
GLEN ROCK,NJ07452
NONE 501(C)(3) TO SUPPORT CHARITABLE GIVING ADVISORY ORGANIZATION. 500

CHICAGO ABORTION FUND

333 W NORTH AVENUE STE 267
CHICAGO,IL60610
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

CHOICES CENTER FOR REPRODUCTIVE HEALTH

1726 POPLAR AVENUE
MEMPHIS,TN38104
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE HEALTH SERVICES IN THE MEMPHIS, TN AND CARBONDALE, IL AREAS. 5,000

COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE

89 SOUTH ST SUITE 700
BOSTON,MA02111
NONE 501(C)(3) TO SUPPORT WORK TOWARD REPRODUCTIVE RIGHTS AND SOCIAL CHANGE. 40,000

EMERGENCY MEDICAL ASSISTANCE

PO BOX 33552
WEST PALM BEACH,FL33420
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL361042538
NONE 501(C)(3) TO SUPPORT ENDING MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE US AND BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. 2,500

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036
NONE 501(C)(3) TO SUPPORT ASSOCIATION PROVIDING SUPPORT SERVICES TO SMALL FOUNDATIONS. 200

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006
NONE 501(C)(3) TO SUPPORT HUNGER REDUCTION IN NEW YORK BY PROVIDING FREE MEALS TO THOSE IN NEED. 40,000

FOUNTAIN STREET CHURCH CHOICE FUND

24 FOUNTAIN STREET NE
GRAND RAPIDS,MI49503
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

FRIENDS OF BELLPORT BAY

PO BOX 323
BELLPORT,NY11713
NONE 501(C)(3) TO SUPPORT EFFORTS TO IMPROVE WATER QUALITY AND MOLLUSK POPULATION IN NEW YORK'S BELLPORT BAY. 5,000

GEORGIA CAMPAIGN FOR ADOLESCENT POWER & POTENTIAL

1849 THE EXCHANGE SE SUITE 200
ATLANTA,GA30339
NONE 501(C)(3) TO SUPPORT SCIENCE-BASED SEX, HEALTH AND WELLNESS EDUCATION PROGRAMS. 5,000

GROW NYC

PO BOX 2327
NEW YORK,NY10272
NONE 501(C)(3) TO SUPPORT THE YOUTH DEVELOPMENT PROGRAM. 32,000

HUDSON GUILD

441 WEST 26TH STREET
NEW YORK,NY10001
NONE 501(C)(3) TO SUPPORT COMMUNITY SOCIAL SERVICES FOR CHELSEA AND HELL'S KITCHEN RESIDENTS IN NEED. 3,000

HUDSON RIVER PARK TRUST

353 WEST ST PIER 40 2ND FLOOR
NEW YORK,NY10014
NONE 501(C)(3) TO SUPPORT MAINTENANCE OF RIVERFRONT PARK ON THE WESTSIDE OF NEW YORK CITY. 2,000

IOWA ABORTION ACCESS FUND

PO BOX 721
CEDAR RAPIDS,IA524060721
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

JUPITER SYMPHONY CHAMBER PLAYERS

155 WEST 68TH ST
NEW YORK,NY10023
NONE 501(C)(3) TO SUPPORT CHAMBER MUSIC PERFORMANCE PROGRAM. 10,000

JUST THE PILL

2038 FORD PKWY 444
SAINT PAUL,MN55116
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

KANSAS ABORTION FUND

PO BOX 1093
LAWRENCE,KS66044
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

KENTUCKY HEALTH JUSTICE NETWORK

PO BOX 4761
LOUISVILLE,KY40204
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

KHAN ACADEMY

PO BOX 1630
MOUNTAIN VIEW,CA940421630
NONE 501(C)(3) TO SUPPORT ONLINE EDUCATIONAL PLATFORM. 2,500

KNEISEL HALL CHAMBER MUSIC SCHOOL AND FESTIVAL

PO BOX 648
BLUE HILL,ME04614
NONE 501(C)(3) TO SUPPORT SCHOLARSHIPS FOR YOUNG CLASSICAL MUSICIANS. 3,500

LOGGERHEAD MARINELIFE CENTER

14200 US HIGHWAY 1
JUNO BEACH,FL33408
NONE 501(C)(3) TO SUPPORT RESEARCH, PRESERVATION AND PUBLIC EDUCATION ABOUT LOGGERHEAD SEA TURTLES. 2,500

MIDWEST ACCESS COALITION

PO BOX 408363
CHICAGO,IL60640
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 30,000

MONTANA ABORTION ACCESS PROGRAM

PO BOX 11757
BOZEMAN,MT59719
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 2,500

NAACP LEGAL DEFENSE FUND

40 RECTOR STREET 5TH FLOOR
NEW YORK,NY10006
NONE 501(C)(3) TO SUPPORT RACIAL JUSTICE THROUGH LITIGATION, ADVOCACY, AND PUBLIC EDUCATION. 5,000

NATIONAL ABORTION FEDERATION

PO BOX 100
ANNAPOLIS JUNCTION,MD207010416
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 50,000

NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH

14 WALL STREET SUITE 3-B
NEW YORK,NY10005
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE HEALTH AND ABORTION RIGHTS. 20,000

NEIGHBORS TOGETHER

2094 FULTON ST
BROOKLYN,NY11233
NONE 501(C)(3) TO SUPPORT MEALS AND COMMUNITY SERVICES FOR RESIDENTS OF BROWNSVILLE AND EAST NEW YORK, BROOKLYN, NY. 7,500

NEW ENGLAND WILDLIFE CENTERS

500 COLUMBIAN STREET
SOUTH WEYMOUTH,MA02190
NONE 501(C)(3) TO SUPPORT SCIENCE AND NATURE EDUCATION AND REHABILITATION OF NEW ENGLAND WILDLIFE. 25,000

NEW MEXICO RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE

PO BOX 66433
ALBUQUERQUE,NM87193
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

NEW YORK ABORTION ACCESS FUND

PO BOX 7569
NEW YORK CITY,NY10150
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BOULEVARD
BRONX,NY10458
NONE 501(C)(3) TO SUPPORT PLANT RESEARCH AND CONSERVATION, EXHIBITIONS AND EDUCATIONAL PROGRAMS. 2,500

NEW YORK PUBLIC RADIO

160 VARICK ST
NEW YORK,NY10013
NONE 501(C)(3) TO SUPPORT PUBLIC NON-PROFIT RADIO STATIONS IN NEW YORK AND NEW JERSEY. 1,000

NORTHWEST ABORTION ACCESS FUND

4325 COMMERCE ST
EUGENE,OR97402
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

NOVA UKRAINE

963 MEARS CT
STANFORD,CA94305
NONE 501(C)(3) TO SUPPORT UKRANIANS AFFRECTED BY WAR OF RUSSIAN AGRESSION. 10,000

OKLAHOMA RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE

PO BOX 35194
TULSA,OK74153
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 2,000

OUR JUSTICE

PO BOX 2105
MINNEAPOLIS,MN55402
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 30,000

PALAVER STRINGS

45 EXCHANGE STREET 300E
PORTLAND,ME04101
NONE 501(C)(3) TO SUPPORT USE OF MUSIC TO ADDRESS SOCIAL JUSTICE ISSUES, PROMOTE EDUCATION AND DIALOGUE, AND AMPLIFY UNDERREPRESENTED VOICES. 3,000

PALMETTO STATE ABORTION FUND

701 GERVAIS ST STE 150 409
COLUMBIA,SC29201
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

PEOPLE'S FUND OF MAUI LOS ANGELES

10880 WILSHIRE BLVD SUITE 1400
LOS ANGELES,CA90024
NONE 501(C)(3) TO SUPPORT RESIDENTS OF MAUI AFFECTED BY THE 2023 WILDFIRE. 10,000

POPULATION BALANCE

PO BOX 14175
SAINT PAUL,MN551140175
NONE 501(C)(3) TO SUPPORT CHANGE TOWARD SUBSTANTIALLY DOWNSCALING HUMAN IMPACT TO ENABLE NATURAL ECOSYSTEMS, NONHUMAN ANIMALS, AND HUMANITY TO FLOURISH TOGETHER. 10,000

PRAIRIE ABORTION FUND

512 1ST AVE N
FARGO,ND58102
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

PREGNANCY JUSTICE

575 8TH AVENUE SUITE 700
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT LEGAL RIGHTS OF PREGNANT WOMEN IN THE UNITED STATES. 30,000

PRETERM

12000 SHAKER BOULEVARD
CLEVELAND,OH44120
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

PROPUBLICA

155 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10013
NONE 501(C)(3) TO SUPPORT NON-PROFIT, NON-COMMERCIA, NON-PARTISAAN LONGFROM INVESTIGATIVE JOURNALISM. 2,500

PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILTY

962 WAYNE AVENUE SUITE 610
SILVER SPRING,MD20910
NONE 501(C)(3) TO SUPPORT AND EMPOWER PUBLIC EMPLOYEES AND GOVERNMENT SCIENTISTS WHO PROTECT THE ENVIRONMENT. 25,000

READ 718

420 ATLANTIC AVENUE
BROOKLYN,NY11217
NONE 501(C)(3) TO SUPPORT LITERACY IMPROVEMENT AND MENTORSHIP FOR LOW-INCOME CHILDREN IN BROOKLYN. 7,500

REPRODUCTIVE EQUITY NOW FOUNDATION

1 FEDERAL STREET 5TH FLOOR
BOSTON,MA02110
NONE 501(C)(3) TO SUPPORT REPRODUCTIVE HEALTH AND ABORTION RIGHTS. 3,000

REWIRE NEWS GROUP

1765 GREENSBORO STATION PLACE
MCLEAN,VA22102
NONE 501(C)(3) TO SUPPORT REPORTING ON REPRODUCTIVE AND SEXUAL HEALTH, RIGHTS, AND JUSTICE. 40,000

RIVERKEEPER INC

20 SECOR ROAD
OSSINING,NY10562
NONE 501(C)(3) TO SUPPORT THE PROTECTION, IMPROVEMENT AND PRESERVATION OF THE HUDSON RIVER. 10,000

SILVER STATE HOPE FUND

7260 W AZURE DR STE 140870
LAS VEGAS,NV89130
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE

PO BOX 94408
ATLANTA,GA30377
NONE 501(C)(3) TO SUPPORT NETWORK OF INDIVIDUALS AND ORGANIZATIONS TO IMPROVE INSTITUTIONAL POLICIES AND SYSTEMS THAT IMPACT THE REPRODUCTIVE LIVES OF MARGINALIZED COMMUNITIES. 10,000

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,500

THE DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 10,000

USA FOR UNHCR

310 L STREET NW SUITE 450
WASHINGTON,DC20005
NONE 501(C)(3) TO SUPPORT THOSE AFFECTED BY FLOODING DISASTER IN SYRIA. 10,000

VOTERIDERS

171 PIER AVE 313
SANTA MONICA,CA90405
NONE 501(C)(3) TO SUPPORT EDUCATION IN NON-PARTISAN, NON-CANDIDATE-SPECIFIC VOTER ID REQUIREMENTS FOR ALL ELIGIBLE VOTERS, REGARDLESS OF POLITCAL PARTY AFFILIATION. 25,000

WHOLE WOMAN'S HEALTH ALLIANCE

1001 EAST MARKET STREET SUITE 200
CHARLOTTESVILLE,VA22902
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 50,000

WILD EARTH ALLIES

2 WISCONSIN CIRCLE SUITE 900
CHEVY CHASE,MD20815
NONE 501(C)(3) TO SUPPORT ELEPHANT CONSERVATION PROGRAMS IN CAMBODIA. 25,000

WILD EARTH GUARDIANS

301 N GUADALOUPE ST 201
SANTA FE,NM87501
NONE 501(C)(3) TO SUPPORT PROTECTION AND RESTORATION OF WILDLIFE AND ENVIRONMENT OF AMERICAN WEST. 20,000

WILDLIFE ALLIANCE

1441 BROADWAY 5TH FLOOR
NEW YORK,NY10018
NONE 501(C)(3) TO SUPPORT THE CARE FOR RESCUED WILDLIFE PROGRAM IN CAMBODIA. 15,000

WOMEN'S EMERGENCY NETWORK

PO BOX 566392
MIAMI,FL33256
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

WOMEN'S HEALTH CENTER OF WEST VIRGINIA

510 W WASHINGTON ST
CHARLESTON,WV25302
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 5,000

WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT

2633 LINCOLN BOULEVARD 338
SANTA MONICA,CA90405
NONE 501(C)(3) TO SUPPORT ACCESS TO REPRODUCTIVE HEALTH SERVICES FOR WOMEN IN NEED. 50,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001
NONE 501(C)(3) TO SUPPORT PROVISION OF HOT MEALS TO VICTIMS OF THE WAR IN UKRAINE. 2,000

YOUNG CONCERT ARTISTS INC

1776 BROADWAY SUITE 1500
NEW YORK,NY10019
NONE 501(C)(3) TO SUPPORT LAUNCHING AND NURTURING CAREERS OF YOUNG CLASSICAL MUSICIANS. 5,000
Total .................................right arrow 3a 970,200
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
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
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 74,558  
4 Dividends and interest from securities ....     14 327,464  
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 4,674,513  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,076,535 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,076,535
(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 (2023)
Form 990-PF (2023)
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.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
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PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,900 5,900   0

TY 2023 InvestmentsCorpStockSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Name of Stock End of Year Book Value End of Year Fair Market Value
MONGAN STANLEY NOMINEE 18,942,599 18,942,599

TY 2023 OtherDecreasesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Description Amount
FAIR MARKET VALUE ADJUSTMENTS 2,481,083


TY 2023 OtherExpensesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 50,217 0   0
OFFICE SUPPLIES 9,491 0   0
DUES 5,124 0   0
MORGAN STANLEY INVESTMENT EXPENSES 65,069 65,069   0
PAYROLL PROCESSING 2,037 0   0
BANK FEES 90 0   0
MEALS AND ENTERTAINMENT 149 0   0


TY 2023 TaxesSchedule
Name:
ANDERSON-ROGERS FOUNDATION INC
EIN:
22-3052390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 6,378 0   0
FEDERAL TAXES PAID FOR 990-PF 20,000 0   0
NYS FILING FEES 750 0   0
FOREIGN TAXES WITHHELD FROM INVESTMENTS 2,631 2,631   0