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
THE ANNE R DOW FAMILY FOUNDATION INC
C/O KAREN L PRICE

Number and street (or P.O. box number if mail is not delivered to street address)12 FAINWOOD CIRCLE 3
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02139

A Employer identification number

56-2298345

B Telephone number (see instructions)

(617) 947-3187

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

$1,584,663J 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)
2	Check .............
3	Interest on savings and temporary cash investments	170		170
4	Dividends and interest from securities...	35,677		35,677
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		63,565
b	Gross sales price for all assets on line 6a 750,529
7	Capital gain net income (from Part IV, line 2)...			63,565
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........	99,412		99,412
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,750	875	875
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	15,768	15,768	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	227	227	0
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	50	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	17,795		16,870	875
25	Contributions, gifts, grants paid.......	84,567			84,567
26	Total expenses and disbursements. Add lines 24 and 25	102,362		16,870	85,442
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-2,950
b	Net investment income (if negative, enter -0-)			82,542
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.............	25,927	22,822	22,822
	2	Savings and temporary cash investments.........
	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)	81,410	List of Attached Documents: // Content 72,030	65,179
	b	Investments—corporate stock (attach schedule).......	338,825	List of Attached Documents: // Content 367,104	462,572
	c	Investments—corporate bonds (attach schedule).......	192,104	List of Attached Documents: // Content 200,821	193,769
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	721,524	List of Attached Documents: // Content 694,063	840,321
	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)	1,359,790	1,356,840	1,584,663
	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...........	1,359,790	1,356,840
	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
	29	Total net assets or fund balances (see instructions).....	1,359,790	1,356,840
	30	Total liabilities and net assets/fund balances (see instructions).	1,359,790	1,356,840

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

1,359,790

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

-2,950

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

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

1,356,840

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 .

1,356,840

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
1 a	SALE OF SECURITIES	P
b	CAPITAL GAINS DIVIDENDS	P
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	739,381	686,964	52,417
b	11,148		11,148
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			52,417
b			11,148
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	63,565
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	1,147
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	1,147
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	1,147
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,716
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	1,716
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	569
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax569	Refunded	11	0

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

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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?.........

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

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)

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

KAREN L PRICE PRESIDENT Telephone no. right arrow

(617) 439-6779

Located at right arrow

12 FAINWOOD CIRCLE 3CAMBRIDGEMA ZIP+4 right arrow

02139

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
KAREN L PRICE	PRESIDENT/DIRECTOR 2.00	0	0	0
12 FAINWOOD CIRCLE 3 CAMBRIDGE,MA02139	PRESIDENT/DIRECTOR 2.00	0	0	0
CHRISTOPHER B DOW	TREASURER/DIRECTOR 2.00	0	0	0
PO BOX 1142 STRAWBERRY HILLS NSW 2012 AS	TREASURER/DIRECTOR 2.00	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
NONE









Total number of other employees paid over $50,000...................				0

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

1,514,486

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

112,548

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

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

1,627,034

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

1,627,034

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

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

24,406

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

1,602,628

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

80,131

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

80,131

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

1,147

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

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

1,147

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

78,984

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

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

78,984

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

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

78,984

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 ..........

85,442

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. .......

85,442

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				78,984
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			84,567
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 85,442
a Applied to 2022, but not more than line 2a			84,567
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.....				875
e Remaining amount distributed out of corpus	0
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	0
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 ..........				78,109
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) ...	0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
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).)

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
AMERICAN CIVIL LIBERTIES UNION FOUNDATION ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	13,060
AMERICAN FRIENDS SERVICE DEVELOPMENT 1501 CHERRY STREET PHILADELPHIA,PA19102	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	4,153
CAMBODIAN CHILDREN'S FUND 2309 SANTA MONICA BOULEVARD PMB 833 SANTA MONICA,CA90404	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	16,613
CAMBRIDGE COMMUNITY CHORUS PO BOX 390278 CAMBRIDGE,MA02139	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	3,050
CAMBRIDGE PUBLIC LIBRARY FOUNDATION 449 BROADWAY CAMBRIDGE,MA02138	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	4,000
COMMUNITY PARTNERS (FOR HRDAG) 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES,CA90012	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	4,500
FAIR FIGHT INITIATIVE 410 EAST BAY STREET SAVANNAH,GA31401	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	2,077
FISTULA FOUNDATION 1700 THE ALAMEDA SUITE 300 SAN JOSE,CA95126	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	4,153
FRIENDS OF THE EARTH 1101 15TH ST NW 11TH FLR WASHINGTON,DC20005	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	8,500
HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON,DC20036	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	7,500
MA KA HANA KA 'IKE BUILDING PROGRAM PO BOX 968 HANA,HI96713	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	2,077
MASSACHUSETTS ASSOCIATION OF TEACHERS OF SPEAKERS OF OTHER LANGUAGES INC 2 CANTON ST STE B-223 STOUGHTON,MA02072	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	1,500
ONE ACRE FUND 1954 FIRST STREET 183 HIGHLAND PARK,IL60035	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	2,077
PLOUGHSHARES FUND 315 BAY STREET SUITE 400 SAN FRANCISCO,CA94133	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	2,077
TIN MOUNTAIN CONSERVATION CENTER 1245 BALD HILL ROAD ALBANY,NH03818	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	1,500
UPPER SACO VALLEY LAND TRUST 111 MAIN STREET CONWAY,NH03818	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	1,500
VOTEORG 5557 BALTIMORE AVE SUITE 500 135 HYATTSVILLE,MD20781	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	2,077
SCHOOL FOR LIFE FOUNDATION 7777 W 91ST ST UNIT B3162 PLAYA DEL REY,CA90293	NONE	PC	UNRESTRICTED SUPPORT OF ORGANIZATION'S PURPOSE	4,153
Total ................................. 3a				84,567

bApproved for future payment

Total ................................. 3b				0

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	170
4 Dividends and interest from securities ....			14	35,677
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	63,565
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		99,412	0

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

99,412

(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:

TY 2023 AccountingFeesSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	1,750	875		875

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CITIGROUP INC DEP SHS REP 1/25TH PFD SER X PERPETUAL FXD/VAR	3,026	2,655
METLIFE INC NON CUML PFD SER G FXD/VAR PERPETUAL	3,165	2,846
WELLS FARGO & CO DEP SHS REP 1/25TH PFD CL A SER U FXD/VAR PERPETUAL	2,996	2,978
AECOM GTD SR NOTE CPN 5.875% DUE 10/15/24 DTD 10/15/15 FC 04/15/16 CALL 07/1	3,192	2,970
ALCOA INC NOTE CPN 5.900% DUE 02/01/27 DTD 01/25/07 FC 08/01/07	1,099	1,025
ALLEGHENY TECHS INC SR NOTE CPN 4.875% DUE 10/01/29 DTD 09/14/21 FC 04/01/22	3,007	2,790
AMERICAN TOWER CORP NEW SR NOTE CPN 1.450% DUE 09/15/26 DTD 09/27/21 FC 03/1	2,059	2,118
APACHE CORP SR NOTE CPN 4.250% DUE 01/15/30 DTD 06/19/19 FC 01/15/20 CALL 10	1,880	1,868
AT&T INC UNSECD GLBL NOTE CPN 1.650% DUE 02/01/28 DTD 08/04/20 FC 02/01/21 C	2,544	2,669
BALL CORP SR NOTE CPN 2.875% DUE 08/15/30 DTD 08/13/20 FC 02/15/21 CALL 05/1	5,004	4,275
BANK AMERICA CORP DEP REPSTG 1/25TH PFD SER MM PERPETUAL FXD/VAR CPN 4.300%	2,892	2,640
BOEING CO SR NOTE CPN 5.875% DUE 02/15/40 DTD 07/28/09 FC 02/15/10	2,559	2,079
BROADCOM CORP SR NOTE CPN 4.300% DUE 11/15/32 DTD 05/08/20 FC 11/15/20 CALL	2,823	2,876
CALLON PETRO CO DEL SR NOTE CPN 6.375% DUE 07/01/26 DTD 06/07/18 FC 01/01/19	2,966	2,992
CAMPBELL SOUP CO UNSECD NOTE CPN 2.375% DUE 04/24/30 DTD 04/24/20 FC 10/24/2	2,486	2,605
CCO HLDGS LLC CAP CORP SR NOTE CPN 4.500% DUE 05/01/32 DTD 05/01/21 FC 11/01	2,610	2,576
CELANESE US HLDGS LLC SR NOTE CPN 6.050% DUE 03/15/25 DTD 07/14/22 FC 09/15/	1,988	2,119
CENTENE CORP DE SR NOTE CPN 4.625% DUE 12/15/29 DTD 12/06/19 FC 06/15/20 CAL	3,099	2,884
CENTRAL GARDEN & PET CO SR NOTE CPN 4.125% DUE 10/15/30 DTD 10/16/20 FC 04/1	3,087	2,715
CHENIERE ENERGY PRTNRS LP SR NOTE CPN 4.500% DUE 10/01/29 DTD 04/01/20 FC 10	2,603	2,869
CLEVELAND CLIFFS INC NEW SR GTD NOTE CPN 5.875% DUE 06/01/27 DTD 12/01/19 FC	3,035	2,981
CROWN AMER LLC CAP CORP VI GTD SR NOTE CPN 4.750% DUE 02/01/26 DTD 01/24/19	2,873	2,959
CROWN CASTLE INTL CORP SR NOTE CPN 4.300% DUE 02/15/29 DTD 02/11/19 FC 08/15	3,300	2,877
CVS HLTH CORP SR NOTE CPN 5.125% DUE 07/20/45 DTD 07/20/15 FC 01/20/16 CALL	2,122	1,905
DANA INC SR NOTE CPN 5.375% DUE 11/15/27 DTD 11/20/19 FC 05/15/20 CALL 11/15	3,034	2,963
DELL INTL LLC 1ST LIEN NOTE CPN 8.100% DUE 07/15/36 DTD 01/15/21 FC 07/15/21	2,885	2,446
DELTA AIR LINES INC DE NOTE CPN 3.800% DUE 04/19/23 DTD 04/19/18 FC 10/19/18	3,132	3,101
DISCOVERY COMMNS LLC GTD SR NOTE CPN 3.950% DUE 03/20/28 DTD 09/21/17 FC 03/	3,187	2,855
EMBRAER NETHERLANDS FIN B V GTD NOTE CPN 5.050% DUE 06/15/25 DTD 06/15/15 FC	2,906	2,970
ENCOMPASS HLTH CORP SR NOTE CPN 4.500% DUE 02/01/28 DTD 09/18/19 FC 02/01/20	3,017	2,865
ENERGY TRANSFER OPER LP SR NOTE CPN 5.250% DUE 04/15/29 DTD 01/15/19 FC 04/1	3,367	3,018
ENLINK MIDSTREAM LLC SR NOTE CPN 5.375% DUE 06/01/29 DTD 04/09/19 FC 12/01/1	2,760	2,918
FORD MOTOR CO NOTE CPN 4.346% DUE 12/08/26 DTD 12/08/16 FC 06/08/17 CALL 09/	3,048	3,274
GOLDMAN SACHS GROUP INC SR GLBL NOTE CPN 3.500% DUE 04/01/25 DTD 03/30/20 FC	2,142	2,193
HASBRO INC UNSEC NOTE CPN 3.900% DUE 11/19/29 DTD 11/19/19 FC 05/19/20 CALL	3,958	3,718
HILTON DOMESTIC OPER CO INC SR NOTE CPN 4.875% DUE 01/15/30 DTD 06/20/19 FC	2,801	2,899
HOWMET AEROSPACE INC NOTE CPN 6.875% DUE 05/01/25 DTD 04/24/20 FC 11/01/20 C	2,015	2,025
JPMORGAN CHASE & CO SR NOTE FXD/VAR CPN 1.470% DUE 09/22/27 DTD 09/22/21 FC	5,325	5,431
KB HOME SR NOTE CPN 4.800% DUE 11/15/29 DTD 11/04/19 FC 05/15/20 CALL 05/15/	3,966	3,780
LAMAR MEDIA CORP SR NOTE CPN 4.875% DUE 01/15/29 DTD 09/15/20 FC 03/15/21 CA	3,075	2,903
MATADOR RES CO UNSEC SR NOTE CPN 5.875% DUE 09/15/26 DTD 08/21/18 FC 03/15/1	3,017	2,970
MCDONALDS CORP MEDIUM TERM NOTE CPN 4.800% DUE 08/14/28 DTD 08/14/23 FC	1,949	2,033
METHANEX CORP SR NOTE CPN 5.125% DUE 10/15/27 DTD 09/22/20 FC 04/15/21 CALL	1,880	1,938
MORGAN STANLEY SR NOTE FXD/VAR CPN 4.431% DUE 01/23/30 DTD 01/23/19 FC 07/23	2,982	2,925
NAVIENT CORP SR NOTE CPN 5.000% DUE 03/15/27 DTD 01/27/20 FC 09/15/20 CALL	2,888	2,895
NETFLIX INC SR NOTE CPN 5.875% DUE 11/15/28 DTD 11/15/18 FC 05/15/19 MOODYS	2,026	2,112
NEWFIELD EXPL CO SR NOTE CPN 5.375% DUE 01/01/26 DTD 03/10/15 FC 07/01/15 CA	2,078	2,000
NRG ENERGY INC SR NOTE CPN 5.750% DUE 01/15/28 DTD 07/15/18 FC 01/15/19 CALL	2,921	2,966
NUSTAR LOGISTICS LP GTD SR NOTE CPN 5.750% DUE 10/01/25 DTD 09/14/20 FC 04/0	2,047	1,990
OCCIDENTAL PETRO CORP SR NOTE CPN 7.875% DUE 09/15/31 DTD 09/15/19 FC 03/15/	2,271	2,278
OLIN CORP SR NOTE CPN 5.125% DUE 09/15/27 DTD 03/09/17 FC 09/15/17 CALL 03/1	3,003	2,914
PENSKE AUTOMOTIVE GROUP INC SR SUB NOTE CPN 3.500% DUE 09/01/25 DTD 08/20/20	3,006	2,903
SBA COMMNS CORP NEW SR NOTE CPN 3.875% DUE 02/15/27 DTD 08/15/20 FC 02/15/21	3,033	2,857
SILGAN HLDGS INC SR NOTE CPN 4.125% DUE 02/01/28 DTD 04/01/20 FC 10/01/20 CA	3,013	2,857
SM ENERGY CO SR NOTE CPN 6.625% DUE 01/15/27 DTD 08/20/18 FC 01/15/19 CALL 0	3,931	3,990
SOUTHWESTERN ENERGY CO SR NOTE CPN 5.375% DUE 03/15/30 DTD 08/30/21 FC 03/15	1,865	1,945
SPRINT CAP CORP CPN 6.875% DUE 11/15/28 DTD 11/16/98 FC 05/15/99	4,547	4,320
STARWOOD PPTY TR INC SR SUB NOTE CPN 4.750% DUE 03/15/25 DTD 03/15/18 FC 09/	2,010	1,970
TENET HLTHCARE CORP NOTE CPN 5.125% DUE 11/01/27 DTD 11/01/22 FC 05/01/23 CA	2,932	2,925
TEVA PHARM FIN III BV SR NOTE CPN 2.200% DUE 07/21/21 DTD 07/21/16 FC 01/21/	2,827	2,775
TRUIST FINL CORP UNSECD SR MEDIUM TERM NOTE FXD/VAR CPN 5.867% DUE 06/08/34	2,003	2,043
TWILIO INC UNSECD NOTE CPN 3.625% DUE 03/15/29 DTD 03/09/21 FC 09/15/21 CALL	2,030	1,825
U S BANCORP UNSECD MEDIUM TERM NOTE FXD/VAR CPN 5.775% DUE 06/12/29 DTD 06/1	2,988	3,083
UNITED CONTL HLDGS INC SR NOTE CPN 4.250% DUE 10/01/22 DTD 09/29/17 FC 04/01	2,977	2,962
UNITED RENTALS INC SR NOTE CPN 3.875% DUE 02/15/31 DTD 08/10/20 FC 02/15/21	2,017	1,812
VERIZON COMMNS INC UNSECD NOTE CPN 3.550% DUE 03/22/51 DTD 03/22/21 FC 09/22	3,219	2,320
WALGREEN BOOTS ALLIANCE UNSECD NOTE CPN 3.200% DUE 04/15/30 DTD 04/15/20 FC	4,190	4,400
WALMART INC UNSECD NOTE CPN 2.650% DUE 09/22/51 DTD 09/22/21 FC 03/22/22 CAL	4,288	3,491
WESTERN DIGITAL CORP SR NOTE CPN 4.750% DUE 02/15/26 DTD 02/13/18 FC 08/15/1	3,158	2,940
YUM BRANDS INC SR NOTE CPN 3.625% DUE 03/15/31 DTD 09/25/20 FC 03/15/21 CALL	2,692	2,700

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC C	7,434	7,749
ACCENTURE PLC IRELAND CL A NEW	7,436	11,580
AMERICAN EXPRESS CO	11,098	12,552
ANALOG DEVICES INC C	10,675	12,708
AON PLC CL A	6,830	12,514
CHEVRON CORP	7,746	8,055
CHUBB LTD	7,064	11,300
CIGNA CORP NEW	11,855	17,967
CITIGROUP INC NEW	6,862	7,047
COMCAST CORP CL A NEW	14,884	17,014
CONOCOPHILLIPS	9,362	16,714
DIAGEO PLC NEW SPON ADR	7,735	7,283
DOMINION ENERGY INC	11,875	8,319
DUKE ENERGY CORP NEW	10,928	12,324
DUPONT DE NEMOURS INC	8,271	8,462
EATON CORP PLC	2,808	7,947
GENERAL DYNAMICS CORP	10,652	12,205
HONEYWELL INTL INC	9,215	11,744
ILLINOIS TOOL WORKS INC	5,314	9,692
JOHNSON & JOHNSON	7,776	8,307
JPMORGAN CHASE & CO	13,900	19,391
KENVUE INC C	9,564	8,935
KKR & CO INC	7,308	9,279
KLA CORP	4,409	7,557
LOWES COMPANIES INC	9,072	12,018
MARRIOTT INTL INC NEW CL A	4,698	6,765
MARSH & MCLENNAN COS INC	5,106	10,042
MCKESSON CORP	4,989	13,890
MORGAN STANLEY	9,308	10,910
NASDAQ INC	5,153	8,721
NESTLE S A SPON ADR REPSTG REG SHS	8,073	10,869
NORTHROP GRUMMAN CORP	6,469	9,363
NXP SEMICONDUCTORS N V	4,833	6,201
PACCAR INCC	4,544	5,273
PEPSICO INC	6,172	7,473
PFIZER INC	17,953	11,660
PIONEER NATURAL RESOURCES CO	3,169	2,923
PNC FINANCIAL SERVICES GROUP INC	5,106	6,194
PROGRESSIVE CORP OH	8,413	13,857
PROLOGIS INC	14,098	15,996
RTX CORP	8,593	8,751
SOUTHERN COMPANY	9,234	11,219
TARGET CORP	11,122	10,539
UNION PACIFIC CORP	9,998	13,263

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

US Government Securities - End of Year Book Value:

61,735

US Government Securities - End of Year Fair Market Value:

53,551

State & Local Government Securities - End of Year Book Value:

10,295

State & Local Government Securities - End of Year Fair Market Value:

11,628

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AMERICAN MUTUAL CL F2	AT COST	43,595	58,126
CALVERT FLEXIBLE BOND CL I R	AT COST	15,253	15,634
FIRST EAGLE GLOBAL CL I	AT COST	33,109	34,137
GOLDMAN SACHS GQG PARTNERS INTL OPPTYS INVESTOR CL	AT COST	22,823	30,264
ISHARES MSCI KLD 400 SOCIAL ETF	AT COST	25,446	29,136
ISHARES RUSSELL 1000 GROWTH ETF	AT COST	25,316	41,534
ISHARES RUSSELL 2000 GROWTH ETF	AT COST	11,920	13,620
ISHARES RUSSELL 2000 VALUE ETF	AT COST	8,863	13,669
ISHARES RUSSELL MID CAP ETF	AT COST	8,810	16,479
ISHARES TRUST ESG AWARE 1-5	AT COST	16,693	17,136
JPMORGAN FEDERAL MONEY MARKET PREMIER CL R	AT COST	100,423	100,423
JPMORGAN CORE BOND CL I R	AT COST	20,339	20,881
JPMORGAN EQUITY INCOME CL I	AT COST	23,033	35,211
LOOMIS SAYLES INVESTMENT GRADE BOND CL Y	AT COST	20,619	20,662
PARNASSUS CORE EQUITY INVESTOR CL	AT COST	53,704	64,979
RBC TR BLUEBAY ACCESS CAP	AT COST	20,157	21,224
VANGUARD SHORT TERM BOND	AT COST	15,071	15,404
ALLSPRING SPECIAL MID CAP VALUE INSTL CL	AT COST	5,683	7,304
BAILLIE GIFFORD EMERGING MARKETS INSTL CL	AT COST	7,694	7,414
BAIRD AGGREGATE BOND INSTL CL	AT COST	14,148	14,664
COLUMBIA SMALL CAP VALUE I INSTL CL	AT COST	7,621	9,315
DELAWARE IVY LARGE CAP GROWTH CL I	AT COST	32,652	41,955
DODGE & COX INTL STOCK	AT COST	16,928	17,799
DODGE & COX STOCK	AT COST	31,578	42,896
EDGEWOOD GROWTH INSTL CL	AT COST	27,551	55,727
GOLDMAN SACHS GQG PARTNERS INTL OPPTYS INVESTOR CL	AT COST	5,862	5,963
HARDING LOEVNER INTL EQUITY INSTL CL	AT COST	5,569	5,940
HOOD RIVER SMALL CAP GROWTH INSTL CL	AT COST	10,846	12,089
JOHN HANCOCK DISCIPLINED VALUE CL I	AT COST	34,874	41,534
JPMORGAN CORE BOND CL I R	AT COST	14,616	14,631
MFS MID CAP GROWTH CL I	AT COST	4,992	5,843
PRINCIPAL SPECTRUM PFD & CAP SECS INCOME INSTL CL	AT COST	8,275	8,728

- TIN:

TY 2023 OtherExpensesSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING FEES	35	0		0
ANNUAL REPORT FILING FEE	15	0		0

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	15,768	15,768		0
INVESTMENT EXPENSES	0	0		0

- TIN:

TY 2023 TaxesSchedule

Name:

THE ANNE R DOW FAMILY FOUNDATION INC

C/O KAREN L PRICE

EIN:

56-2298345

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES ON DIVIDENDS	227	227		0