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
THE ANONYMOUS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 20124
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, NC27420
A Employer identification number

56-2152734
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,428,189J 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 3,935 3,935  
4 Dividends and interest from securities... 79,609 75,146  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 409,115
b Gross sales price for all assets on line 6a 2,413,891
7 Capital gain net income (from Part IV, line 2)... 409,115
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,390 190  
12 Total. Add lines 1 through 11........ 497,049 488,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,166 0   4,166
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,000 0   2,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
115,585 77,585   38,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,441 3,041   0
19 Depreciation (attach schedule) and depletion... 25,224 0  
20 Occupancy.............. 47,416 0   47,416
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,005 5,239   23,766
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 231,837 85,865   115,348
25 Contributions, gifts, grants paid....... 605,000 605,000
26 Total expenses and disbursements. Add lines 24 and 25 836,837 85,865   720,348
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -339,788
b Net investment income (if negative, enter -0-) 402,521
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............. 41,700 14,477 14,477
2 Savings and temporary cash investments......... 451,648 202,539 202,539
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)....... 5,581,836 Click to see attachment
List of Attached Documents:
// Content
5,874,083 		5,874,083
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow451,767
Less: accumulated depreciation (attach schedule) right arrow423,855 53,136 Click to see attachment
List of Attached Documents:
// Content
27,912 		27,912
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,163,687 Click to see attachment
List of Attached Documents:
// Content
2,305,161 		2,305,161
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,017 		Click to see attachment
List of Attached Documents:
// Content
4,017 		Click to see attachment
List of Attached Documents:
// Content
4,017
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,296,024 8,428,189 8,428,189
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,296,024 8,428,189
29 Total net assets or fund balances (see instructions)..... 8,296,024 8,428,189
30 Total liabilities and net assets/fund balances (see instructions). 8,296,024 8,428,189
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
8,296,024
2
Enter amount from Part I, line 27a .....................
2
-339,788
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
471,953
4
Add lines 1, 2, and 3 ..........................
4
8,428,189
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,428,189
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 PUBLICLY TRADED SECURITIES      
b K-1 - SECONDARY OPPORTUNITIES FUND II P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,413,811   1,979,630 434,181
b     25,146 -25,146
c 80     80
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       434,181
b       -25,146
c       80
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 409,115
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 5,595
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 5,595
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 5,595
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,323
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,523
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,928
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,928 Refundedright arrow 11 0
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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowJOSEPH M BRYAN JR Telephone no.right arrow (336) 272-0873

Located atright arrowPO BOX 20124GREENSBORONC ZIP+4right arrow27420
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
JOSEPH M BRYAN JR PRESIDENT
1.00 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
RONALD P JOHNSON SECRETARY
1.00 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
WILLIAM P MASSEY VICE PRESIDENT
0.10 		0 0 0
PO BOX 20124
GREENSBORO,NC27420
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
8,110,077
b
Average of monthly cash balances.......................
1b
254,917
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,364,994
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,364,994
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
125,475
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,239,519
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
411,976
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
411,976
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,595
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,595
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
406,381
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
406,381
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
406,381
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
720,348
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
720,348
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 7 406,381
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...... 379,399
b From 2019...... 686,788
c From 2020...... 660,663
d From 2021...... 858,936
e From 2022...... 542,392
f Total of lines 3a through e ........ 3,128,178
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 720,348
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..... 406,381
e Remaining amount distributed out of corpus 313,967
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 3,442,145
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) ... 		379,399
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,062,746
10 Analysis of line 9:
a Excess from 2019.... 686,788
b Excess from 2020.... 660,663
c Excess from 2021.... 858,936
d Excess from 2022.... 542,392
e Excess from 2023.... 313,967
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 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)
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

ACTION GREENSBORO

122 N ELM ST STE 110
GREENSBORO,NC27401 		  PC DOWNTOWN GREENWAY COMMUNITY CAMPAIGN 25,000

CANTERBURY SCHOOL

5400 OLD LAKE JEANETTE RD
GREENSBORO,NC27455 		  PC 4TH INSTALLMENT OF $1M PLEDGE FOR LIBRARY & ADMIN BLDG 250,000

CAROLINA THEATRE OF GREENSBORO INC

310 SOUTH GREENE STREET
GREENSBORO,NC27401 		  PC IN HONOR OF BETTY AND BEN CONE, JR. - SETTING THE STAGE PART II 25,000

DIOCESE OF CHARLOTTE

1123 SOUTH CHURCH STREET
CHARLOTTE,NC28203 		  PC SEMINARIAN EDUCATION CAMPAIGN 10,000

EASTERN MUSIC FESTIVAL

PO BOX 22026
GREENSBORO,NC27420 		  PC 2023 ANNUAL CAMPAIGN 25,000

FAMILY SERVICE OF GREENSBORO FOUNDATION

902 BONNER DRIVE
JAMESTOWN,NC27282 		  PC ANNUAL SUPPORT 5,000

FRIENDS FOR AN EARLIER BREAST CANCER TEST INC

PO BOX 10363
GREENSBORO,NC27404 		  PC ANNUAL SUPPORT 10,000

GUILFORD COLLEGE

5800 WEST FRIENDLY AVENUE
GREENSBORO,NC27410 		  PC THE LOYALTY FUND 50,000

LENSIC PERFORMING ARTS CENTER

211 W SAN FRANCISCO ST
SANTA FE,NM87501 		  PC IN HONOR OF NANCY ZECKENDORF 5,000

NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE

PO BOX 2151
MIDDLETOWN,CT06457 		  PC ANNUAL SUPPORT 5,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		  PC ANNUAL SUPPORT 10,000

NORTH CAROLINA MUSEUM OF ART

2110 BLUE RIDGE RD
RALEIGH,NC27607 		  PC ANNUAL SUPPORT 10,000

REYNOLDA HOUSE MUSEUM OF AMERICAN ART

PO BOX 7287
WINSTONSALEM,NC27109 		  PC ANNUAL SUPPORT 5,000

SANTE FE CHAMBER MUSIC FESTIVAL

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

THE GREENSBORO SYMPHONY

200 N DAVIE ST 301
GREENSBORO,NC27401 		  PC ANNUAL SUPPORT 5,000

THE SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504 		  PC SUPPORT OF HARRY BICKET'S CONDUCTING 50,000

UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

PO BOX 26170
GREENSBORO,NC27402 		  GOV FINAL PAYMENT OF 2018 CONCERT AND LECTURE SERIES 100,000

UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS

1533 S MAIN ST
WINSTONSALEM,NC27127 		  GOV ANNUAL SUPPORT 10,000
Total .................................right arrow 3a 605,000
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 3,935  
4 Dividends and interest from securities ....     14 79,609  
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 ............ 		    18 409,115  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aACCOUNTING FEES REFUND 		    01 4,200  
bFROM K-1     14 190  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 497,049 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
497,049
(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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,000 0   2,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Name of Stock End of Year Book Value End of Year Fair Market Value
ACUSHNET HOLDINGS CORPORATION 58,053 58,053
ARTISAN PARTNERS ASSET MANAGEMENT IN CLASS A 32,207 32,207
ATRION CORPORATION 7,954 7,954
BANCFIRST CORPORATION 24,332 24,332
CLEARWATER ANALYTICS HOLDINGS INCORPORATED CLASS A 23,495 23,495
CORVEL CORPORATION 41,037 41,037
DONALDSON INCORPORATED 14,312 14,312
EMCOR GROUP INCORPORATED 88,757 88,757
ASPEN TECHNOLOGY INCORPORATED 23,336 23,336
FTI CONSULTING INCORPORATED 78,664 78,664
FACTSET RESH SYSTEMS INCORPORATED 37,210 37,210
FIRST HAWAIIAN INCORPORATED 34,724 34,724
GRACO INCORPORATED 52,576 52,576
HENRY JACK & ASSOCIATES INCORPORATED 17,485 17,485
LCI INDUSTRIES 28,536 28,536
LANDSTAR SYSTEMS INCORPORATED 48,412 48,412
MANHATTAN ASSOCIATES INCORPORATED 65,027 65,027
MOELIS & COMPANY CLASS A 41,705 41,705
PRIMERICA INCORPORATED 65,432 65,432
RLI CORPORATED 26,091 26,091
RBC BEARINGS INCORPORATED 43,018 43,018
RIGHTMOVE PLC UNSPONSORED ADR 34,589 34,589
SIMPSON MFG INCORPORATED 100,178 100,178
TORO COMPANY 50,683 50,683
WATTS WATER TECHNOLOGIES INCORPORATED 49,168 49,168
ADYEN N V UNSPONSORED ADS 17,204 17,204
ASTRAZENECA PLC SPONSORED ADR 15,625 15,625
ATLAS COPCO AB SP ADR A NEW 13,932 13,932
ATLASSIAN CORPORATION CLASS A 24,024 24,024
CANADIAN PACIFIC KANSAS CITY 31,308 31,308
DSV AS UNSPONSORED ADR 5,534 5,534
EPAM SYSTEMS INCORPORATED 8,623 8,623
EVOLUTION AB ADR 18,371 18,371
EXPERIAN PLC SPONSORED ADR 18,083 18,083
ICIC BANK LIMITED ADR 14,781 14,781
LVMH MOET HENNESSY LOU VUITTON ADR 14,911 14,911
LASERTEC CORPORATION ADS 9,597 9,597
NESTLES S A SPONSORED ADR 17,262 17,262
NOVO-NORDISK A S ADR 32,794 32,794
SCHNEIDER ELECTRIC SE UNSPONSORED ADR 12,450 12,450
THOMSON REUTERS CORPORATION.COM NEW 12,429 12,429
WASTE CONNECTIONS INCORPORATED 14,778 14,778
AON PLC SJS CL A 18,043 18,043
ACCENTURE PLC IRELAND SHS CLASS A 18,598 18,598
FERGUSON PLC NEW SHS 18,342 18,342
ICON PLC SHS 26,326 26,326
STERIS PLC SHS USD 17,808 17,808
ASM INTERNATIONAL N V NY REGISTER SH 17,653 17,653
ASML HOLDING N V N Y REGISTRY SHS 23,465 23,465
FERRARI N V 27,413 27,413
AIA GROUP LIMITED SPONSORED ADR 10,074 10,074
ADIDIAS AG ADR 8,646 8,646
ASTRAZENECA PLC SPONSORED ADR 19,127 19,127
AUTOLIV INCORPORATED 6,281 6,281
BAE SYSTEMS PLC SPOSNORED ADR 12,288 12,288
BANK IRELAND GROUP PLC UNSPOSNORED ADR 8,524 8,524
BUNZL PLC SPON ADR NEW 9,068 9,068
CRH PLC ADR 8,368 8,368
COMPASS GROUP PLC SPONSORED ADR 9,219 9,219
DEUTSCHE BOERSE AG UNSPONSORED ADR 12,031 12,031
EXPERIAN PLC SPONSORED ADR 16,858 16,858
FUJITSU LIMITED UNSPONSORED ADR 13,431 13,431
HEINEKEN NV SPONSORED ADR L1 12,035 12,035
HITACHI LIMITED ADR 2 COM 12,552 12,552
JULIUS BAER GROUP LIMITED UNSPONSORED ADR 9,098 9,098
KBC GROUP NV UNSPONSORED ADR 6,097 6,097
KERING S A UNSPONSORED ADR 5,333 5,333
KERRY GROUP PLC SPONOSRED ADR 10,601 10,601
KOITO MANUFACTURING COMPANY LIMITED ADR 2,993 2,993
LLOYDS BANKING GROUPING PLC SPONSORED ADR 7,526 7,526
LONDON STOCK EXCHANGE GROUP UNSPONSORED ADR 14,187 14,187
LONZA GROUP AG UNSPONSORED ADR 3,446 3,446
NESTLES S A SPONSORED ADR 19,464 19,464
NORDEA BK ABP MED TERM NTS SPONOSRED ADS 8,693 8,693
NOVARTIS AG SPONSORED ADR 12,722 12,722
PERNOD RICARD SA SPONSORED ADR 9,247 9,247
PRUDENTIAL PLC ADR 7,768 7,768
RELX PLC SPONSORED ADR 17,649 17,649
ROCHE HOLDINGS LIMITED SPONSORED ADR 15,687 15,687
SHELL PLC SPONSORED ADS 11,647 11,647
SMC CORPORATION JAPAN SPONSORED ADR 10,318 10,318
SAP SE SPONSORED ADR 10,667 10,667
SCHLUMBERGER LIMITED COM STOCK 9,055 9,055
SCHNEIDER ELECTRIC SE UNSPONSORED ADR 5,783 5,783
SGS SA UNSPONSORED ADR 6,163 6,163
SMITH & NEPHEW PLC SPDN ADR NEW 5,920 5,920
SMURFIT KAPPA PLC DUBLIN UNSPONSORED ADR 7,927 7,927
SONY GROUP CORPORATION SPO0NSORED ADR 15,624 15,624
TECHNOPRO HOLDINGS INCORPORATED SPONSORED ADS 9,618 9,618
TELEPERFORMANCE UNSPONSORED ADR 8,533 8,533
TERUMO CORPORATION ADR 7,344 7,344
TORONTO DOMINION BK ONT COM NEW 5,363 5,363
TOTALENERGIES SE SPONSORED ADS 8,288 8,288
UNILEVER PLC SPON ADR NEW 10,666 10,666
AON PLC SHS CL A 8,731 8,731
ICON PLC SHS 11,606 11,606
UBS GROUP AG SHS 13,441 13,441
ASML HOLDING N V N Y REGISTRY SHS 21,951 21,951
QIAGEN NC SHS NEW 9,381 9,381
ADOBE SYSTEMS INCORPORATED 90,683 90,683
BLACKSTONE INCORPORATED 74,363 74,363
CHIPOTLE MEXICAN GRILL 75,470 75,470
DANAHER CORPORATION 64,312 64,312
ILLUMNIA INCORPORATED 42,886 42,886
INTUIT 101,255 101,255
INTUITIVE SURGICAL INCORPORATED COM NEW 79,954 79,954
LAUDER ESTEE COMPANIES INCORPORATED CLASS A 54,697 54,697
LULULEMON ATHLETICA INCORPORATED 68,513 68,513
MICROSOFT CORPORATION 83,481 83,481
NETFLIX INCORPORATED 99,810 99,810
NVIDIA CORPORATION 104,987 104,987
S&P GLOBAL INCORPORATED 66,959 66,959
SERVICENOW INCORPORATED 96,789 96,789
VISA INCORPORATED COM CLASS A 101,016 101,016
ASML HOLDING N V N Y REGISTRY SHS 79,477 79,477
AMERICAN TOWER CORPORATION NEW REIT 46,846 46,846
ALPHABET INCORPORATED CAP STK CLASS A 24,865 24,865
AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW 32,113 32,113
BANK OF AMERICAN CORPORATION 25,993 25,993
BECTON DICKINSON & COMPANY 27,309 27,309
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 24,966 24,966
CVS HEALTH CORPORATION 23,846 23,846
CACI INTERNATIONAL 22,994 22,994
CHEVRON CORPORATIONS NEW 23,567 23,567
CHURCH & DWIGHT COMPANY INCORPORATED 11,253 11,253
CONOCOPHILLIPS 33,892 33,892
DTE ENERGY COMPANY 19,737 19,737
DANAHER CORPORATION 18,045 18,045
DOLLAR GENERAL CORPORATION NEW 18,081 18,081
EOG RES INCORPORATED 22,860 22,860
GALLAGHER ARTHUR J & COMPANY 21,588 21,588
GILEAD SCIENCES INCORPORATED 21,792 21,792
GOLDMAN SACHS GROUP INCORPORATED 31,633 31,633
HOME DEPOT INCORPORATED 19,753 19,753
HONEYWELL INTERNATIONAL INCORPORATED 27,682 27,682
JPMORGAN CHASE & COMPANY 29,597 29,597
JOHNSON & JOHNSON 32,288 32,288
MICROSOFT CORPORATION 36,100 36,100
MICROCHIP TECHNOLOGY INCORPORATED 22,365 22,365
NEXTERA ENERGY INCORPORATED 13,849 13,849
OREILLY AUTOMOTIVE INCORPORATED 14,251 14,251
PEPSICO INCORPORATED 19,532 19,532
UNION PAC CORPORATION 22,843 22,843
UNITEDHEALTH GROUP INCORPORATED 27,376 27,376
VISA INCORPORATED COM CLASS A 23,952 23,952
WEC ENERGY GROUP INCORPORATED 18,686 18,686
WALMART INCORPORATED 28,692 28,692
ALBANY INTERNATIONAL CORPORATION CLASS A 8,250 8,250
ALLEGRO MICROSYSTEMS INCORPORATED 13,985 13,985
AMERICAN EQUITY INVT LIFE HOLDING COMPANY 10,323 10,323
BJS WHOLESALE CLUB HOLDINGS INCORPORATED 22,864 22,864
BALCHEM CORPORATION 10,710 10,710
BLOOM ENERGY CORPORATION COM CLASS A 10,197 10,197
AZENTA INCORPORATED 10,878 10,878
CACTUS INCORPORATED CLASS A 13,257 13,257
CALAVO GROWERS INCORPORATED 3,500 3,500
CASEYS GENERAL STORES INCORPORATED 22,803 22,803
CERTARA INCORPORATED 13,667 13,667
CHAMPIONX CORPORATION 14,021 14,021
CRYOPORT INCORPORATED COM PAR $0.001 2,742 2,742
ASPEN TECHNOLOGY INCORPORATED 11,008 11,008
ENVESTNET INCORPORATED 10,003 10,003
FORWARD AIR CORPORATION 5,030 5,030
FOX FACTORY HOLDING CORPORATION 11,067 11,067
GXO LOGISTICS INCORPORATED COMMON STOCK 15,473 15,473
GROCERY OUTLET HOLDING CORPORATION 13,076 13,076
H & E EQUIPMENT SERVICES INCORPORATED 16,742 16,742
HAMILTON LANE INCORPORATED CLASS A 20,192 20,192
HAYWARD HOLDINGS INCORPORATED 6,106 6,106
HEALTHEQUITY INCORPORATED 10,277 10,277
INSULENT CORPORATION 9,981 9,981
INTEGRA LIFESCIENCES HOLDINGS CP COM NEW 12,717 12,717
INTRA-CELLULAR THERAPIES INCORPORATED 10,313 10,313
IRIDIUM COMMUNICATIONS INCORPORATED 14,859 14,859
JAMF HOLDING CORPORATION 7,224 7,224
LATTICE SEMICONDUCTOR CORPORATION 17,730 17,730
MASONITE INTERNATIONAL CORPORATION 6,434 6,434
MATADOR RES COMPANY 7,790 7,790
MODEL N INCORPORATED 10,530 10,530
MONOLITHIC POWER SYSTEMS INCORPORATED 21,447 21,447
NATIONAL VISION HOLDINGS INCORPORATED 10,465 10,465
NLIGHT INCORPORATED 2,714 2,714
OSI SYSTEMS INCORPORATED 9,163 9,163
OMNICELL COM 4,854 4,854
PJT PARTNERS INCORPORATED COM CLASS A 15,790 15,790
PACIRA BIOSCIENCES INCORPORATED 6,276 6,276
PAGERDUTY INCORPORATED 15,163 15,163
PAYCOR HCM INCORPORATED 13,170 13,170
PENUMBRA INCORPORATED 20,878 20,878
PROGYNY INCORPORATED 15,578 15,578
QUALYS INCORPORATED 9,618 9,618
RBC BEARINGS INCORPORATED 29,344 29,344
SHIFT4 PMTS INCORPORATED CLASS A 16,355 16,355
SHOALS TECHNOLGIES GROUP INCORPORATED CLASS A 9,340 9,340
SPROUT SOCIAL INCORPORATED COM CLASS A 17,203 17,203
SURGERY PARTNERS INCORPORATED 16,187 16,187
TENNANT COMPANY 12,977 12,977
TREX COMPANY INCORPORATED 29,225 29,225
TRUPANION INCORPORATED 5,644 5,644
ULTRAGENYX PHARMACEUTICAL INCORPORATED 5,499 5,499
VARONIS SYSTEMS INCORPORATED 20,104 20,104
VIAVI SOLUTIONS INCORPORATED 6,133 6,133
WINGSTOP INCORPORATED 19,244 19,244
XPO INCORPORATED 14,190 14,190
XOMETRY INCORPORATED CLASS A COM 6,392 6,392
BIOHAVEN LIMITED 1,840 1,840
ICON PLC SHS 26,042 26,042
WIX COM LIMITED SHS 13,655 13,655
AIRBNB INCORPORATED COM 77,464 77,464
ELI LILLY & COMPANY 57,709 57,709
MSCI INCORPORATED 29,979 29,979
UBER TECHNOLOGIES 34,602 34,602
BWX TECHNOLOGIES 5,908 5,908
BLACKBAUD INCORPORATED 4,595 4,595
DEFINITIVE HEALTHCARE CORPORATION 3,698 3,698
DUTCH BROS INCORPORATED 4,719 4,719
ELEMENT SOLUTIONS 6,687 6,687
INARI MED INCORPORATED 1,753 1,753
INSTALLED BLDG PRODUCTS 3,656 3,656
INTEGRAL AD SCIENCE HLDNG CORPORATION 6,188 6,188
KLAVIYO INCORPORATED COM 7,056 7,056
LANTHEUS HLDGS INCORPORATED 2,542 2,542
LIVENT CORPORATION 2,481 2,481
MCGRATH RENTCORP 4,306 4,306
MIRUM PHARMACEUTICALS 1,535 1,535
MOOG INCORPORATED CLASS A 7,094 7,094
NMI HLDGS INCORPORATED CLASS A 2,226 2,226
NCINO INCORPORATED 3,128 3,128
NOVANTA INCORPORATED 3,705 3,705
PERFORMANCE FOOD GROUP COMPANY 8,644 8,644
KADANT INCORPORATED 42,887 42,887
KFORCE INCORPORATED 17,971 17,971
UFP INDUSTRIES INCORPORATED 45,826 45,826
ASHTEAD GROUP PLC UNSPONSORED ADR 5,292 5,292
BP PLC SPONSORED ADR 2,903 2,903
CAPGEMINI S E UNSPONSORED ADR 7,423 7,423
DEUTSCHE TELEKOM AG SPONSORED ADS 11,941 11,941
EBARA CORPORATION ADR 10,955 10,955
GLENCORE PLC UNSPONSORD ADR 5,332 5,332
HSBC HLDGS PLC SPON ADR NEW 8,959 8,959
IMCD N V ADR 10,268 10,268
ING GROEP N.V. SPONSORED ADR 10,033 10,033
KDDI CORPORATION ADR 10,660 10,660
MERCK KGAA SPONSORED ADR 8,023 8,023
MTU AERO ENGINES AG UNSPONSORD ADR 3,667 3,667
NITTO DENKO CORPORATION ADR 3,517 3,517
NOMURA RESEARCH INSTITUTE LIMITED ADR NEW 6,400 6,400
RENESAS ELECTRONICS CORPORATION UNSPONSORD ADR 3,589 3,589
RENTOKIL INITIAL PLC SPONSORED ADR 9,069 9,069
SAFRAN SPON ADR 3,435 3,435
SANDOZ GROUP AG SPONSORED ADS 1,093 1,093
SHIN ETSU CHEMICAL COMPANY LIMITED ADR 9,779 9,779
SONOVA HOLDING AG UNSPONSORED ADRUNSPONSORED ADR 4,043 4,043
SYMRISEAG UNSPONSORD ADR 14,116 14,116
COCA-COLA EUROPACIFIC PARTNERS SHS 10,478 10,478
TECHNIPFMC PLC 3,202 3,202
ASM INTERNATIONAL N V NY REGISTER SH 8,307 8,307
ADVANTEST CORPORATION SPON ADR NEW 12,930 12,930
BAE SYSTEMS PLC SPONSORED ADR 16,535 16,535
CANADIAN NAT RES LIMITED 11,400 11,400
COMPASS GROUP PLC SPONSORED ADR 12,557 12,557
L OREAL COMPANY ADR 15,432 15,432
MERCADOLIBRE INCORPORATED 22,002 22,002
SAFRAN SPON ADR 17,174 17,174
ARCH CAP GROUP LIMITED ORD 16,339 16,339
LINDE PLC SHS 15,196 15,196
ABBOTT LABS 32,581 32,581
APPLE INCORPORATED 26,184 26,184
DOMINOS PIZZA INCORPORATED 25,146 25,146
EXXON MOBIL CORPORATION 18,296 18,296
FEDEX CORPORATION 23,273 23,273
HERSHEY COMPANY 19,390 19,390
HUBBELL INCORPORATED 23,683 23,683
MOTOROLA SOLUTIONS INCORPORATED COM NEW 25,047 25,047
PROGRESSIVE CORPORATION 11,150 11,150
SALESFORCE INCORPORATED 23,683 23,683
VERALTO CORPORATIONCOM SHS 2,632 2,632
WASTE MGMT INCORPORATED DEL 10,746 10,746
WELLS FARGO COMPANY NEW 25,742 25,742
ACCENTURE PLC IRELAND SHS CLASS A 23,511 23,511

TY 2023 InvestmentsLandSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 27,661 26,513 1,148 1,148
FURNITURE & FIXTURES 57,527 56,286 1,241 1,241
LEASEHOLD IMPROVEMENTS 347,783 327,297 20,486 20,486
OFFICE EQUIPMENT 18,796 13,759 5,037 5,037

TY 2023 InvestmentsOtherSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PALOMA INTERNATIONAL LIMITED FMV 1,127,953 1,127,953
TITAN MASTERS INTERNATIONAL FUND FMV 1,057,331 1,057,331
SECONDARY OPPORTUNITIES FUND II FMV 44,517 44,517
PROLOGIS INCORPORATED REIT FMV 18,395 18,395
PUBLIC STORAGE REIT FMV 20,740 20,740
VENTAS INCORPORATED REIT FMV 15,949 15,949
VICI PPTYS INCORPORATED REIT FMV 20,276 20,276

TY 2023 LegalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,166 0   4,166


TY 2023 OtherAssetsSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RENTAL DEPOSIT 2,217 2,217 2,217
UTILITY DEPOSITS 115 115 115
OTHER ASSET 1,685 1,685 1,685


TY 2023 OtherExpensesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 7,895 0   7,895
CLEANING & MAINTENANCE 4,522 0   4,522
MISCELLANEOUS 11,349 0   11,349
OTHER PORTFOLIO DEDUCTIONS 5,239 5,239   0


TY 2023 OtherIncomeSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ACCOUNTING FEES REFUND 4,200   4,200
FROM K-1 190 190 190


TY 2023 OtherIncreasesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Amount
UNREALIZED GAIN (LOSS) ON INVESTMENTS 471,953


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 39,585 39,585   0
PIEDMONT CAPITAL MANAGEMENT FEE 76,000 38,000   38,000


TY 2023 TaxesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - FEDERAL 5,400 0   0
FOREIGN TAX 3,041 3,041   0