Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
Name of foundation
THE ANSCHUTZ FOUNDATION
 
% THE ANSCHUTZ FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)555 17TH STREET SUITE 2400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80202
A Employer identification number

74-2316617
B Telephone number (see instructions)

(303) 308-8220
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$1,558,452,470
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 264,986
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,551,578 3,551,578  
4 Dividends and interest from securities... 54,495,753 61,178,594  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -340,490
b Gross sales price for all assets on line 6a 816,409,512
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
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)....... -9,282 -2,170,792  
12 Total. Add lines 1 through 11........ 57,962,545 62,559,380 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 915,205     915,205
14 Other employee salaries and wages...... 846,761     846,761
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,082     5,082
b Accounting fees (attach schedule)....... 11,600 0 0 11,600
c Other professional fees (attach schedule).... 46,979     46,979
17 Interest............... 328      
18 Taxes (attach schedule) (see instructions)... 272,552     272,552
19 Depreciation (attach schedule) and depletion... 7,934    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,105     2,105
22 Printing and publications.......... 290     290
23 Other expenses (attach schedule)....... 13,785,575 11,547,880   223,323
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,894,411 11,547,880 0 2,323,897
25 Contributions, gifts, grants paid....... 107,020,641 71,158,807
26 Total expenses and disbursements. Add lines 24 and 25 122,915,052 11,547,880 0 73,482,704
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -64,952,507
b Net investment income (if negative, enter -0-) 51,011,500
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 110,472,717 105,947,249 105,947,249
3 Accounts receivable right arrow10,325,741
Less: allowance for doubtful accounts right arrow   17,804,419 10,325,741 10,325,741
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 arrow164,927,154
Less: allowance for doubtful accounts right arrow   165,160,572 Click to see attachment
List of Attached Documents:
// Content
164,927,154
164,927,154
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 132,215 259,843 259,843
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 38,168,218 Click to see attachment
List of Attached Documents:
// Content
45,510,580
45,510,580
c Investments—corporate bonds (attach schedule)....... 319,811,284 Click to see attachment
List of Attached Documents:
// Content
352,815,080
352,815,080
11 Investments—land, buildings, and equipment: basis right arrow31,059,377
Less: accumulated depreciation (attach schedule) right arrow   31,059,377 Click to see attachment
List of Attached Documents:
// Content
31,059,377
31,059,377
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 792,696,347 Click to see attachment
List of Attached Documents:
// Content
845,421,080
845,421,080
14 Land, buildings, and equipment: basis right arrow88,199
Less: accumulated depreciation (attach schedule) right arrow66,300 29,834 Click to see attachment
List of Attached Documents:
// Content
21,899
21,899
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,109,187
Click to see attachment
List of Attached Documents:
// Content
2,164,467
Click to see attachment
List of Attached Documents:
// Content
2,164,467
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,477,444,170 1,558,452,470 1,558,452,470
Liabilities 17 Accounts payable and accrued expenses.......... 10,690,670 10,455,111
18 Grants payable................. 11,165,666 47,027,500
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) Click to see attachment
List of Attached Documents:
// Content
119,000
Click to see attachment
List of Attached Documents:
// Content
35,872,900
23 Total liabilities (add lines 17 through 22)......... 21,975,336 93,355,511
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 863,290,809 863,290,809
28 Retained earnings, accumulated income, endowment, or other funds 592,178,025 601,806,150
29 Total net assets or fund balances (see instructions)..... 1,455,468,834 1,465,096,959
30 Total liabilities and net assets/fund balances (see instructions). 1,477,444,170 1,558,452,470
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
1,455,468,834
2
Enter amount from Part I, line 27a .....................
2
-64,952,507
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
74,580,632
4
Add lines 1, 2, and 3 ..........................
4
1,465,096,959
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,465,096,959
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICILY TRADED SECURITIES- ST P    
b PUBLICLY TRADED SECURITIES- LT P    
c CAPITAL GAIN FROM LT BANK DEBT- DETAIL AVAIL UPON REQUEST P    
d PUBLICLY TRADED PARTNERSHIP PASS-TRHOUGHS- ST P    
e PUBLICLY TRADED PARTNERSHIP PASS-TRHOUGHS- LT P    
OTHER PASS-THROUGH ACTIVITIES- ST- DETAIL UPON REQUEST P    
OTHER PASS-THROUGH ACTIVITIES- LT - DETAIL UPON REQUEST P    
(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       2,454,147
b       8,737,732
c       -11,921,871
d       1,551
e       4,406
      -11,528,182
      6,039,812
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        
b        
c        
d        
e        
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -6,212,405
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 709,060
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 709,060
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 709,060
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 919,843
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,044,843
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
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 10 335,783
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow335,783 Refundedright arrow 11  
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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
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 arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowTHEANSCHUTZFOUNDATION.ORG
14
The books are in care ofright arrowTHE ANSCHUTZ FOUNDATION Telephone no.right arrow (303) 308-8220

Located atright arrow555 17TH STREET SUITE 2400DENVERCO ZIP+4right arrow80202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
CHRISTIAN P ANSCHUTZ PRESIDENT / DIRECTOR
20.0
100,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
ELIZABETH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
8.0
20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
DONALD J HOPKINS DIRECTOR - NOMINAL
0
0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
PHILIP F ANSCHUTZ NONEXECUTIVE CHAIRMAN/DIRECTOR
8.0
0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
NANCY P ANSCHUTZ VICE PRESIDENT / DIRECTOR
8.0
20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
CANNON Y HARVEY DIRECTOR - NOMINAL
0
0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
CRAIG D SLATER SECRETARY/DIRECTOR - NOMINAL
0
0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
SARAH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
8.0
110,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
TED E HARMS EXECUTIVE DIRECTOR AND VP
40.0
357,250 6,218 0
555 17TH STREET SUITE 2400
DENVER,CO80202
JEFFREY T ALLEN DIRECTOR
8.0
20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
JILL H ANSCHUTZ DIRECTOR
8.0
20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
DAVID RYAN EXECUTIVE DIRECTOR
40.0
267,955 8,035 0
555 17TH STREET SUITE 2400
DENVER,CO80202
AFSOON KELLY TREASURER
8.0
0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
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
GARY DIXON 0
40.0
250,000 7,500  
555 17TH STREET SUITE 2400
DENVER,CO80202
BROOKE JONES 0
40.0
120,229 7,214  
555 17TH STREET SUITE 2400
DENVER,CO80202
Total number of other employees paid over $50,000...................right arrow 6
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SILCHESTER INTERNATIONAL INVESTORS INC INVESTMENT ADVISOR 376,389
780 THIRD AVE 42ND FLOOR
NEW YORK,NY10017
MARATHON-LONDON INTERNATIONAL INVESTMENT INVESTMENT ADVISOR 225,996
801 S CANAL STREET
CHICAGO,IL60607
THE ANSCHUTZ CORPORATION INVESTMENT ADVISOR 10,250,427
555 17TH STREET SUITE 2400
DENVER,CO80202
WELLS FARGO INVESTMENT ADVISOR 540,736
420 MONTGOMERY STREET
SAN FRANCISCO,CA94104
MORGAN STANLEY INVESTMENT ADVISOR 60,123
1585 BROADWAY
NEW YORK,NY10036
Total number of others receiving over $50,000 for professional services.............right arrow2
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 N/A  
2 N/A  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,345,254,114
b
Average of monthly cash balances.......................
1b
96,608,581
c
Fair market value of all other assets (see instructions)................
1c
32,348,703
d
Total (add lines 1a, b, and c).........................
1d
1,474,211,398
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,474,211,398
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,113,171
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,452,098,227
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,604,911
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
72,604,911
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
709,060
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
709,060
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,895,851
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
71,895,851
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
71,895,851
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
73,482,704
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
73,482,704
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 71,895,851
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 72,218,259
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 73,482,704
a Applied to 2021, but not more than line 2a 72,218,259
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2022 distributable amount..... 1,264,445
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
70,631,406
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE ANSCHUTZ FOUNDATION
555 17TH STREET SUITE 2400
DENVER,CO80202
TAC-INFO@TAC-DENVER.COM
bThe form in which applications should be submitted and information and materials they should include:
Realizing that the cost of preparing a grant proposal can be a major expense, the Foundation recommends that new applicants send a one to two page letter of inquiry. The Foundation will use this letter as part of its screening process. Upon review of your letter, a member of the Foundation staff may contact you for further information and provide access to our on-line application which will ask you to provide additional information. Your request will remain under consideration until you receive notification that it has been either denied or awarded.
cAny submission deadlines:
Proposal deadlines are January 15, March 30, July 15, and September 30. Dates may change annually, p
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Anschutz Foundation operates as a general purpose foundation and provides grants to causes and organizations primarily in Colorado that support youth development and education, health and wellness, human services and improving quality of life-with special focus on promoting personal values and responsibilities. The Foundation does not make donations directly to individuals or to any organization that does not qualify as a 501(c)(3) organization under the Internal Revenue Service.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

SEE ATTACHMENT

SEE ATTACHEMENT
ATTACHED,CO80202
    GENERAL SUPPORT 71,158,807
Total .................................right arrow 3a 71,158,807
bApproved for future payment

SEE ATTACHMENT
SEE ATTACHMENT
ATTACHED,CO80202
    GENERAL SUPPORT 35,861,834
Total ................................. right arrow 3b 33,600,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 3,551,578  
4 Dividends and interest from securities ....     14 54,495,753  
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 .....     18    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -349,772  
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) ..   57,697,559  
13Total. Add line 12, columns (b), (d), and (e)..................
13
57,697,559
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE ANSCHUTZ FOUNDATION
 
Employer identification number

74-2316617
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE ANSCHUTZ FOUNDATION
 
Employer identification number
74-2316617
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
THE ANSCHUTZ CORPORATION
555 17TH STREET SUITE 2400
 
DENVER, CO80202

$ 264,986


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE ANSCHUTZ FOUNDATION
 
Employer identification number

74-2316617
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE ANSCHUTZ FOUNDATION
 
Employer identification number

74-2316617
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT/ACCOUNTING SERVICES 11,600     11,600

TY 2022 AllOthProgRltdInvestmentsSch
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount
NONE  

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

TY 2022 DepreciationSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
RESERVE LAND INVES 2019-12-19 31,021,444   L          
FIXED ASSETS 2018-11-30 88,199 58,365 M7 7 7,934      
SI SOUTH LAND 2021-12-30 37,933   L          

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

TY 2022 ExpenditureResponsibilityStmt
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
AMERICAN MUSEUM OF WESTERN ART
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  859,000 GENERAL OPERATING SUPPORT 859,000 NO MONTHLY 2023-11-30 VERIFIED
FOUNDATION FOR A BETTER LIFE
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  1,300,000 GENERAL OPERATING SUPPORT 1,300,000 NO MONTHLY 2023-11-30 VERIFIED
LIBBY ANSCHUTZ FOUNDATION
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  242,154 GENERAL SUPPORT 242,154 NO MONTHLY 2023-11-30 VERIFIED
RANDOM ACTS OF KINDNESS FOUNDATION
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  361,000 GENERAL OPERATING SUPPORT 361,000 NO MONTHLY 2023-11-30 VERIFIED
CHRISTIAN P ANSCHUTZ FOUNDATION
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  413,000 GENERAL SUPPORT 413,000 NO MONTHLY 2023-11-30 VERIFIED
THE SARAH SHAW ANSCHUTZ FOUNDATION
 
555 17TH STREET SUITE 2400
DENVER,CO80202
  384,000 GENERAL SUPPORT 384,000 NO MONTHLY 2023-11-30 VERIFIED

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Name of Bond End of Year Book Value End of Year Fair Market Value
ACUSHNET 667,557 667,557
ADVANCE AUTO PARTS 3,430,241 3,430,241
AETNA INC 3,499,439 3,499,439
ADVGRO 77,796 77,796
AHEAD DB HOLDINGS 1,769,794 1,769,794
AMERIGAS 2,000,486 2,000,486
AMGEN 4,545,669 4,545,669
ANTARAES HOLDINGS 1,968,634 1,968,634
APOLLO COMMERCIAL REAL ESTATE 3,697,066 3,697,066
ARES MANAGEMENT CORP 3,320,327 3,320,327
ARES CAPITAL CORP 657,251 657,251
ARROW ELECTRONICS INC 3,245,486 3,245,486
ASSIRAMT INC 655,567 655,567
AUTONATION INC 1,574,694 1,574,694
BAUSCH & LOMB ESCROW CORP 1,993,875 1,993,875
BAXTER INTERNATIONAL INC 3,044,035 3,044,035
BAYTEX ENERGY CORP 3,323,483 3,323,483
BELLRING BRANDS INC 3,814,313 3,814,313
BCG PARTNERS INC 3,317,028 3,317,028
BLACKSTONE MORTGAGE TR 5,711,875 5,711,875
BLACKSTONE PRIVATE CREDIT 5,608,258 5,608,258
BLACKSTONE SECURED LEND 2,091,265 2,091,265
BRAND INDUSTRIAL SERVICE 3,369,698 3,369,698
BROADCOM INC 4,653,402 4,653,402
BROOKFIELD CAPITAL FIN 4,556,975 4,556,975
BURFORD CAPITAL GLBL FIN 4,864,638 4,864,638
CBRE SERVICES INC 647,130 647,130
CDW LLC/CDW FINANCE 3,654,825 3,654,825
CIGNA GROUP 4,543,434 4,543,434
CVS HEALTH GROUP 646,930 646,930
CAPSTONE BORROWER INC 1,949,998 1,949,998
CELANESE US HOLDINGS LLC 500,912 500,912
CITADEL FINANCE LLC 3,420,994 3,420,994
CIVITAS RESOURCES INC 67,322 67,322
COINBASE GLOBAL INC 2,757,514 2,757,514
CONAGRA BRANDS INC 5,212,337 5,212,337
CONSTELLATION BRANDS INC 124,627 124,627
CROCS INC 2,843,750 2,843,750
CUSHMAN & WAKEFIELD US 163,401 163,401
DAVITA INC 2,113,038 2,113,038
DOLLAR GENERAL CORP 2,588,786 2,588,786
EPR PROPERTIES 1,140,829 1,140,829
EBAY INC 756,887 756,887
ELDORADO GOLD CORP 3,245,476 3,245,476
EMERALD DEBT MERGER 2,593,500 2,593,500
ENBRIDGE INC 9,767,576 9,767,576
ENERFLEX LTD 177,016 177,016
ENERGY TRANSFER LP 749,927 749,927
ENLINK MIDSTREAM PARTNER 1,470,645 1,470,645
ENOVA INTERNATIONAL INC 981,135 981,135
ENTEGRIS ESCROW CORP 3,622,335 3,622,335
EVERGREEN ACQCO/TVI INC 1,473,250 1,473,250
EXELON CORP 4,925,331 4,925,331
FS KKR CAPITAL CORP 4,630,571 4,630,571
FEDERAL REALTY INVS TRUST 321,623 321,623
FORTREA HOLDINGS INC 321,750 321,750
FOX CORP 1,746,445 1,746,445
GARTNER INC 4,355,255 4,355,255
GENERAL MOTORS FINL CO 3,745,185 3,745,185
GENUINE PARTS CO 336,854 336,854
GOLUB CAPITAL BDC 1,286,051 1,286,051
GRAFTECH GLOBAL ENTERPRISE 2,551,250 2,551,250
HCA INC 3,727,984 3,727,984
HARLEY-DAVIDSON FINL SER 3,254,349 3,254,349
HP ENTERPRISE CO 3,254,592 3,254,592
HYATT HOTELS CORP 1,973,521 1,973,521
HYUNDAI CAPITAL AMERICA 2,190,147 2,190,147
IIP OPERATING PARTNER 5,117,343 5,117,343
IPALCO ENTERPRISES INC 807,538 807,538
JP MORGAN CHASE 2,958,675 2,958,675
JONES LANG LASALLE INC 1,340,047 1,340,047
KENNEDY-WILSON INC 4,968,600 4,968,600
KEVLAR SPA 3,451,500 3,451,500
LABORATORY CORP OF AMER 3,898,234 3,898,234
LADDER CAP FIN LLLP/CORP 2,829,583 2,829,583
LAS VEGAS SANDS CORP 3,176,797 3,176,797
WARNERMEDIA HOLDINGS INC 650,590 650,590
MAGNA INTERNATIONAL INC 1,301,130 1,301,130
MATCH GROUP HLD II LLC 3,112,070 3,112,070
CONDOR MERGER SUB INC 3,109,856 3,109,856
MCKESSON CORP 1,296,619 1,296,619
MICRON TECHONOLOGY INC 786,348 786,348
MOWAWK INDUSTRIES INC 329,290 329,290
NMG HLDCO/NEIMAN MARCUS 3,446,255 3,446,255
NXP BV/NXP FUNDING LLC 863,334 863,334
OAKTREE STRATEGIC CREDIT 333,280 333,280
OSCAR ACQUISITIONCO LLC 171,289 171,289
OWENS CORNING 1,823,025 1,823,025
OWL ROCK CORE INCOME COR 9,493,466 9,493,466
PBF HOLDING CO LLC 4,550,000 4,550,000
PHILLIPS 66 CP 1,180,471 1,180,471
PREMIER ENTERTAINMENT SUB 2,844,392 2,844,392
WAYFAIR INC 2,066,460 2,066,460
QUANTA SERVICES INC 2,558,522 2,558,522
RAILWORKS HOLDINGS LP/R 2,812,290 2,812,290
RAISING CANE'S RESTAURANT 682,529 682,529
REDWOOD STAR MERGER SUB 3,438,000 3,438,000
REGAL REXNORD CORP 1,244,225 1,244,225
RENT-A-CENTER INC 170,280 170,280
RESORTS WORLD/RWLV CAP 4,501,279 4,501,279
REYNOLDS AMERICAN INC 2,286,114 2,286,114
ROYALTY PHARMA PLC 3,461,674 3,461,674
SANDS CHINA INC 1,373,080 1,373,080
SEADRILL FINANCE LTD 2,164,874 2,164,874
SIGNAL PARENT INC 2,112,500 2,112,500
SIX FLAGS ENTERTAINMENT 1,880,297 1,880,297
SIXTH STREET SPECIALTY 327,052 327,052
SNAP INC 2,498,600 2,498,600
SOUTHWEST AIRLINES CO 5,217,172 5,217,172
STANLEY BLACK & DECKER 6,509,120 6,509,120
STAR PARENT INC 3,544,602 3,544,602
T-MOBILE USA INC 5,106,113 5,106,113
TAPESTRY INC 1,639,976 1,639,976
TELEDYNE TECHNOLIGIES INC 3,688,478 3,688,478
TRANSDIGM INC 2,905,188 2,905,188
UBER TECHNOLOGIES INC 3,811,774 3,811,774
VECTOR GROUP LTD 3,504,694 3,504,694
VENTAS REALTY LP 3,451,381 3,451,381
VERDE PURCHASER LLC 6,504,849 6,504,849
VULCAN MATERIALS CO 3,247,455 3,247,455
WELLS FARGO COMPANY 3,637,976 3,637,976
WILLIAMS COMPANIES INC 324,793 324,793
WILLIS NORTH AMERICA INC 3,681,628 3,681,628
WYNN RESORTS FINANCE LLC 497,765 497,765
XPO ESCROW SUB LLC 3,156,730 3,156,730
TREASURY BILL 21,674,544 21,674,544

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCE AUTO PARTS INC 1,650,675 1,650,675
KIN AND CARTA PLC 2,165,627 2,165,627
ARBOR REALTY TRUST 697,632 697,632
ARES COMMERCIAL REAL ESTATE 1,009,311 1,009,311
BALLY'S CORP 1,588,827 1,588,827
BLACKROCK ENHANCED EQTY 507,000 507,000
DOCUSIGN INC 2,103,280 2,103,280
WHOLE EARTH BRANDS INC 18,126 18,126
KINDER MORGAN 3,250,450 3,250,450
PAYPAL HOLDINGS INC 3,744,650 3,744,650
READY CAPITAL CORP 1,204,866 1,204,866
WORLD KINECT CORP 1,984,072 1,984,072
ENTERPRISE PRODUCTS PARTNERS 8,698,144 8,698,144
ENERGY TRANSFER LP 8,584,020 8,584,020
MPLX LP 5,286,700 5,286,700
PLAINS ALL AMER PIPLINE LP 3,017,200 3,017,200

TY 2022 InvestmentsLandSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
RESERVE LAND INVES 31,021,444   31,021,444 31,021,444
SI SOUTH LAND 37,933   37,933 37,933

TY 2022 InvestmentsOtherSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASSET BACKED SECURITIES FMV 28,858,318 28,858,318
CUMMULATIVE PREFERRED FMV 32,237,417 32,237,417
DEPOSITORY RECEIPT FMV 0 0
EXCHANGE TRADED FUNDS FMV 438,057,411 438,057,411
MUTUAL FUNDS FMV 303,855,110 303,855,110
PRIVATE EQUITY FMV 42,289,324 42,289,324
LISTED OPTIONS FMV 123,500 123,500

TY 2022 LandEtcSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FIXED ASSETS 88,199 66,299 21,900 21,900


TY 2022 OtherAssetsSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ASSETS FOR EXEMPT PURPOSES 2,109,187 2,164,467 2,164,467


TY 2022 OtherExpensesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS FEES/PERMITS 457     457
BUSINESS MEALS 9,175     9,175
INVESTMENT MANAGEMENT FEES 11,547,880 11,547,880    
MAINTENANCE SERVICE CONTRACTS 2,224     2,224
PROFESSIONAL MEMBERSHIPS 8,715     8,715
PUBLICATIONS & SUBSCRIPTIONS 894     894
REPAIRS AND MAINTENANCE 16,978     16,978
SOFTWARE AND HARDWARE 15,393     15,393
SUPPLIES 4,496     4,496
TELEPHONE 3,299     3,299
TRAINING AND EDUCATION 184     184
OTHER MISCELLANEOUS EXPENSES 5,151     5,151
EMPLOYER 401K MATCH 50,598     50,598
OFFICE RENT 105,759     105,759
FEDERAL EXCISE BOOK ACCRUAL 2,014,372      


TY 2022 OtherIncomeSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 12,225 12,225  
FOREIGN CURRENCY EXCHANGE GAIN/LOSS -21,507 -21,507  
OTHER INCOME FROM PASS-THROUGHS   -2,161,510  


TY 2022 OtherIncreasesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Amount
UNREALIZED GAINS/LOSSES 74,580,632


TY 2022 OtherLiabilitiesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Beginning of Year - Book Value End of Year - Book Value
SHORT SALE LIABILITY 119,000 35,872,900


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

TY 2022 OtherNotesLoansRcvblLongSch
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
BOB'S DISCOUNT FURNITURE     1,937,520       0 %        
KYMERA     623,117       0 %        
TOPGOLF INTERNATIONAL     645,945       0 %        
MYOB     2,137,409       0 %        
TRADE ME GROUP     1,817,639       0 %        
KESTRA     961,200       0 %        
AI PLEX     2,572,547       0 %        
CROSBY     1,915,795       0 %        
COREL CORPORATION     837,095       0 %        
WATERBRIDGE MIDSTREAM     1,924,800       0 %        
TENEO     3,702,392       0 %        
STV     1,782,562       0 %        
WELLPET 2ND LIEN     1,960,012       0 %        
WOMEN'S CARE 2ND LIEN     1,481,250       0 %        
S&S HOLDINGS 1ST LIEN     3,584,233       0 %        
S&S HOLDINGS 2ND LIEN     3,243,750       0 %        
PRECISELY 2ND LIEN     2,717,415       0 %        
FIRST BRANDS 1ST LIEN     3,605,941       0 %        
FIRST BRANDS 2ND LIEN     2,833,125       0 %        
SAVERS TL     2,486,268       0 %        
MCAFEE ENTERPRISE     2,646,000       0 %        
ARYZTA NORTH AMERICA     1,496,213       0 %        
TORRID     1,835,156       0 %        
ORAVEL STAYS     888,453       0 %        
ARCHKEY SOLUTIONS     2,866,500       0 %        
GIBSON BRANDS INC     4,625,110       0 %        
VISUAL COMFORT     3,350,330       0 %        
RESOURCE LABEL GROUP     3,426,563       0 %        
DIRECTV FINANCING     2,617,506       0 %        
YAHOO     4,044,212       0 %        
AZURITY PHARMACEUTICALS     1,983,832       0 %        
RUGUSA     3,484,079       0 %        
EYECARE PARTNERS L     2,003,915       0 %        
HEUBACH     1,193,260       0 %        
SYSTEM 1     856,091       0 %        
DIGITAL ROOM     3,933,556       0 %        
AHF PRODUCTS     2,796,659       0 %        
AUTHENTIC BRANDS 2ND LIEN     604,878       0 %        
AUTHENTIC BRANDS 1ST LIEN     1,486,412       0 %        
TROPICANA 2ND LIEN     607,384       0 %        
HOUGHTON MILFFLIN HARCOURT     3,605,376       0 %        
VIALTO PARTNERS     1,729,412       0 %        
CHEF'S WAREHOUSE     1,910,743       0 %        
PATAGONIA     1,636,980       0 %        
EYE CARE PARTNERS T     99,126       0 %        
FLUTTER     1,562,366       0 %        
COVERTUS     3,693,676       0 %        
WHOLE EARTH BRANDS     558,456       0 %        
PROFRAC TL     3,621,020       0 %        
INTRADO     2,499,673       0 %        
BOWLERO     3,570,244       0 %        
AMERICAN GREETINGS     1,988,305       0 %        
PAR PACIFIC     3,234,413       0 %        
UGI ENERGY SERVICES     2,590,916       0 %        
SUBCOM     3,229,434       0 %        
AUTHENTIC BRANDS 2 TLB     1,094,132       0 %        
UBER TECHNOLOGIES     2,587,213       0 %        
TRICOR GROUP     1,957,313       0 %        
QUALTRICS     3,258,125       0 %        
COPELAND TL     2,010,544       0 %        
CVENT     3,238,836       0 %        
PHINIA     2,417,355       0 %        
FORTREA HOLDINGS     643,412       0 %        
OMNIA PARTNERS     596,156       0 %        
CENTROMOTION     4,544,313       0 %        
SOFTWARE AG     2,603,250       0 %        
AXALTA COATING     2,989,528       0 %        
TRONOX     3,242,899       0 %        
FOGO DE CHAO     3,127,313       0 %        
BAUSCH & LOMB     1,276,438       0 %        
ALPHIA CJ FOODS     4,294,063       0 %        

TY 2022 OtherProfessionalFeesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL CONSULTANTS 46,979     46,979


TY 2022 TaxesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAX 132,729     132,729
PAYROLL TAXES 122,005     122,005
SALARY BURDEN 17,818     17,818