Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Anderson Family Foundation Inc
 
% WILLIAM R ANDERSON
Number and street (or P.O. box number if mail is not delivered to street address)1305 Shadyview Lane North
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Plymouth, MN55447
A Employer identification number

20-2988084
B Telephone number (see instructions)

(763) 443-2356
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$1,775,254
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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,927 1,927  
4 Dividends and interest from securities... 39,381 39,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,133
b Gross sales price for all assets on line 6a 1,265,931
7 Capital gain net income (from Part IV, line 2)... 10,133
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 51,441 51,441  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 12,261 12,261    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,879 123    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,700     13,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,840 12,384   13,700
25 Contributions, gifts, grants paid....... 85,000 85,000
26 Total expenses and disbursements. Add lines 24 and 25 113,840 12,384   98,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,399
b Net investment income (if negative, enter -0-) 39,057
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 38,553 37,511 37,511
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)....... 1,414,171 Click to see attachment
List of Attached Documents:
// Content
1,348,175
1,553,750
c Investments—corporate bonds (attach schedule)....... 193,969 Click to see attachment
List of Attached Documents:
// Content
198,608
183,993
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,646,693 1,584,294 1,775,254
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,646,693 1,584,294
29 Total net assets or fund balances (see instructions)..... 1,646,693 1,584,294
30 Total liabilities and net assets/fund balances (see instructions). 1,646,693 1,584,294
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
1,646,693
2
Enter amount from Part I, line 27a .....................
2
-62,399
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,584,294
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
1,584,294
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
c
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 1,265,931   1,255,798 10,133
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       10,133
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 10,133
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) 1 543
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........................... 3 543
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- ..... 5 543
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 857
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow857 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 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 arrowMD
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 arrow  
14
The books are in care ofright arrowWILLIAM R ANDERSON Telephone no.right arrow (763) 443-2356

Located atright arrow1305 Shadyview Lane NorthPlymouthMN ZIP+4right arrow55447
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
Francis D Anderson Sec, Trustee
1.0
0 0 0
1305 Shadyview Lane North
Plymouth,MN55447
John E Anderson Trustee, VP
1.0
0 0 0
1305 Shadyview Lane North
Plymouth,MN55447
Patricia C Anderson Treas, Trustee
1.0
0 0 0
1305 Shadyview Lane North
Plymouth,MN55447
William R Anderson Pres, Trustee
1.0
0 0 0
1305 Shadyview Lane North
Plymouth,MN55447
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
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
1,674,057
b
Average of monthly cash balances.......................
1b
52,809
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,726,866
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
1,726,866
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,903
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,700,963
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
85,048
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
85,048
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
543
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
543
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
84,505
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
84,505
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
84,505
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
98,700
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
98,700
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 84,505
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 85,901
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 98,700
a Applied to 2022, but not more than line 2a 85,901
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2023 distributable amount..... 12,799
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
71,706
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
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.
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

ALS UNITED GREATER NEW YORK INC

42 BROADWAY STE 1724
NEW YORK,NY10004
N/A PC General & Unrestricted 1,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601
N/A PC Greater Maryland Chapter 10,000

AMERICAN CANCER SOCIETY INC

PO BOX 21600
EAGAN,MN55121
N/A PC General & Unrestricted 1,000

AMERICAN EXCHANGE PROJECT INC

38 BALCOM RD
SUDBURY,MA01776
N/A PC General & Unrestricted 1,000

AMES SHALOM COMMUNITY INC

2304 PENNSYLVANIA AVE
BALTIMORE,MD21217
N/A PC General & Unrestricted 1,500

AUTISM SPEAKS INC

1990 K ST NW 2ND FL
WASHINGTON,DC20006
N/A PC General & Unrestricted 500

BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC

2490 GILES RD
BROOKLYN,MD21225
N/A PC General & Unrestricted 1,000

BALTIMORE CHILDRENS MUSEUM INC

35 MARKET PL
BALTIMORE,MD21202
N/A PC General & Unrestricted 1,000

BLUE WATER BALTIMORE

2631 SISSON ST
BALTIMORE,MD21211
N/A PC General & Unrestricted 500

BUCKNELL UNIVERSITY

301 MARKET ST STE 2
LEWISBURG,PA17837
N/A PC General & Unrestricted 5,000

CALVERT SCHOOL INC

105 TUSCANY RD
BALTIMORE,MD21210
N/A PC General & Unrestricted 1,000

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVE
ANNAPOLIS,MD21403
N/A PC General & Unrestricted 9,000

CHRISTOPHER COFFLAND MEMORIAL FUND INC

2066 YORK RD 205A
TIMONIUM,MD21093
N/A PC General & Unrestricted 1,500

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601
N/A PC General & Unrestricted 1,000

GBMC FOUNDATION INC

6701 N CHARLES ST
BALTIMORE,MD21204
N/A SO II General & Unrestricted 30,000

GETTYSBURG COLLEGE

300 N WASHINGTON ST CAMPUS BOX 423
GETTYSBURG,PA17325
N/A PC General & Unrestricted 1,500

JDRF INTERNATIONAL

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281
N/A PC General & Unrestricted 1,500

MARYLAND SPCA INC

3300 FALLS RD
BALTIMORE,MD21211
N/A PC General & Unrestricted 1,000

MCDONOGH SCHOOL INCORPORATED

8600 MCDONOGH RD
OWINGS MILLS,MD21117
N/A PC General & Unrestricted 2,500

MEALS ON WHEELS OF CENTRAL MARYLAND INC

515 S HAVEN ST
BALTIMORE,MD21224
N/A PC General & Unrestricted 500

MOTHER SETON ACADEMY INC

2215 GREENMOUNT AVE
BALTIMORE,MD21218
N/A PC General & Unrestricted 2,500

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951
N/A PC General & Unrestricted 500

PENNSYLVANIA STATE UNIVERSITY

105 OLD MAIN
UNIVERSITY PARK,PA16802
N/A GOV Arboretum Fund 1,000

REID PARK ZOOLOGICAL SOCIETY

1030 S RANDOLPH WAY
TUCSON,AZ85716
N/A PC General & Unrestricted 500

RELEASE RECOVERY FOUNDATION INC

55 W 19TH ST
NEW YORK,NY10011
N/A PC General & Unrestricted 500

SPECIAL OLYMPICS MARYLAND INC

3701 COMMERCE DR STE 103
BALTIMORE,MD21227
N/A PC General & Unrestricted 1,500

ST ANNE CATHOLIC CHURCH

200 HAMEL RD
HAMEL,MN55340
N/A PC General & Unrestricted 2,500

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL RD UNIT 801889
DALLAS,TX75380
N/A PC General & Unrestricted 500

UNITED WORLD MISSION INC

205 REGENCY EXECUTIVE PK DR STE 430
CHARLOTTE,NC28217
N/A PC General & Unrestricted 2,500

UNIVERSITY OF ROCHESTER

300 E RIVER RD PO BOX 270032
ROCHESTER,NY14627
N/A PC General & Unrestricted 500

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001
N/A PC General & Unrestricted 500
Total .................................right arrow 3a 85,000
bApproved for future payment
Total ................................. right arrow 3b  
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 1,927  
4 Dividends and interest from securities ....     14 39,381  
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 10,133  
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) ..   51,441  
13Total. Add line 12, columns (b), (d), and (e)..................
13
51,441
(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

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

TY 2023 DepreciationSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
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

TY 2023 InvestmentsCorpBondsSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN HONDA FIN CORP SER A 3,999 3,677
APPLIED MATERIALS INC - 3.300% 3,884 3,877
AT&T - 2.250% - 02/01/2032 5,014 4,962
BOSTON PPTYS LTD PARTNERSHIP N 3,182 2,784
CAMPBELL SOUP CO NOTE CALL MAK 5,610 4,900
CHUBB INA HLDGS - 3.350% - 05/ 4,255 3,967
CITIGROUP INC NOTE - 4.400% - 5,499 4,936
COMCAST CORP NOTE - 3.300% - 0 5,453 4,824
CVS HEALTH CORP NOTE CALL MAKE 5,347 4,781
D R HORTON - 2.500% - 10/15/20 5,223 4,878
ECOLAB INC - 1.300% - 01/30/20 2,770 2,456
ENTERGY CORP - 2.400% - 06/15/ 2,948 2,514
EQUINOR ASA - 2.875% - 04/06/2 3,908 3,903
FEDEX CORP - 4.250% - 05/15/20 5,705 4,893
FISERV INC - 2.250% - 06/01/20 5,149 4,625
GENERAL MOTORS FINL CO - 3.600 5,324 4,545
HOME DEPOT INC - 3.250% - 04/1 3,666 3,694
HONEYWELL INTL INC - 5.000% - 2,977 3,143
KEURIG DR PEPPER - 0.750% - 03 5,004 4,950
LINCOLN NATL - 3.400% - 01/15/ 5,389 4,488
LOCKHEED MARTIN CORP NOTE - 5. 3,183 3,188
LOWES - 3.650% - 04/05/2029 5,504 4,825
MARATHON PETE CORP - 4.700% - 5,118 4,966
MARRIOTT INTL INC - 3.500% - 1 3,280 3,573
META PLATFORMS INC - 4.950% - 3,816 4,138
METLIFE INC - 4.550% - 03/23/2 4,701 4,025
NEXTERA ENERGY CAP HLDGS INC B 3,881 3,358
NORTHROP GRUMMAN CORP - 4.400% 4,673 3,984
NOVARTIS CAPITAL CORP NOTE - 3 4,282 3,852
PHILIP MORRIS INTL - 3.375% - 5,434 4,695
PIEDMONT REIT - 5.400% - 06/15 2,924 3,090
QUALCOMM NOTE - 2.900% - 05/20 5,272 4,952
REPUBLIC SERVICES INC - 1.750% 4,042 4,078
SCHWAB CHARLES CORP - 2.000% - 5,072 4,452
SHERWIN-WILLIAMS CO - 2.950% - 5,279 4,605
SIMON PPTY GROUP LP - 3.375% - 5,319 4,922
T MOBILE USA INC NOTE CALL MAK 4,617 5,047
TARGET CORP NOTE CALL MAKE WHO 3,656 3,853
THERMO - 2.000% - 10/15/2031 3,389 3,384
TOYOTA MOTOR CORP - 1.339% - 0 5,036 4,661
UNITED PARCEL SERVICE INC - 4. 4,717 4,044
VERIZON COMMUNICATIONS INC NOT 2,975 2,787
WASTE MGMT INC - 1.150% - 03/1 2,872 2,639
WELLS FARGO - 2.393% - 06/02/2 5,146 4,583
WELLTOWER INC - 2.800% - 06/01 4,114 3,495

TY 2023 InvestmentsCorpStockSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Name of Stock End of Year Book Value End of Year Fair Market Value
ACADEMY SPORTS AND OUTDOORS IN 2,617 3,564
ALLSTATE CORP 3,781 4,199
ALPHABET INC CL A 9,446 19,557
AMAZON COM 12,424 14,890
AMERICAN EXPRESS CO 5,352 6,182
AMERICAN HOMES 4 RENT 1,573 1,654
AMERICAN TOWER REIT INC 4,526 5,397
AMERICOLD REALTY TRUST 1,941 2,028
AMPHENOL CORPORATION 3,138 3,271
APARTMENT INCOME REIT CORP 92 104
API GROUP CORPORATION 1,571 1,592
APPLE INC 16,272 44,282
APPLIED MATERIALS INC 2,678 4,052
ASTRAZENECA 1,025 1,010
AUTODESK, INC 3,592 4,139
BECTON DICKINSON & CO 4,838 4,633
BERRY PLASTICS GROUP INC 3,509 3,909
BIOMARIN PHARMACEUTICAL INC 2,031 2,121
BLACKROCK INC 12,725 15,424
BLUE OWL CAPITAL 4,406 5,081
BOEING CO 3,931 4,692
BOSTON SCIENTIFIC 3,673 4,336
BOYD GAMING CORP 660 1,127
BROADCOM INC 10,118 18,976
CAMDEN PPTY TR 702 695
CHENIERE ENERGY INC 2,335 2,561
CHEVRON CORP 1,659 1,492
COMCAST CORP 3,550 3,990
COMMUNICATION SVCS SLCT SCTR S 12,120 16,639
CONOCOPHILLIPS 1,180 2,321
CONSOLIDATED EDISON INC 5,136 5,185
COSTCO WHOLESALE CORPORATION 5,230 10,561
CROWN CASTLE INTL 709 806
CSX CORP 6,007 7,246
D R HORTON 5,024 7,447
DATADOG INC 1,903 2,549
DEERE CO 1,083 1,200
DIGITAL RLTY TR INC 12,407 15,073
DYCOM INDS INC 1,679 1,726
EATON CORP PLC 7,367 9,874
ELI LILLY & CO 10,148 13,407
EMERSON ELECTRIC CO 7,839 8,954
EQUINIX, INC 3,477 4,027
ESSEX PRTY TR INC 1,152 1,240
EXTRA SPACE STORAGE 3,145 3,688
EXXON MOBIL CORP 9,229 8,198
FASTLY INC 1,147 1,282
FERRARI NV 4,047 5,076
FLYWIRE CORP 23 23
GEN DYNAMICS CP 5,592 5,972
GROUP 1 AUTOMOTIVE INC 3,353 3,962
H AND E EQUIPMENT SERVICES INC 3,236 4,029
HARTFORD SCHRODERS INTERNATION 11,306 13,886
HCA INC 4,764 4,872
HEALTHCARE REALTY TRUST 878 879
HESS CORP 1,553 1,874
HEWLETT PACKARD ENTERPRISE CO 6,954 7,064
HIGHWOODS PRPTY INC 117 138
HILTON WORLDWIDE HOLDINGS, INC 2,205 2,731
HIMS & HERS HEALTH, INC 2,634 2,715
HOME DEPOT INC 5,669 6,238
HONEYWELL INTL 1,180 1,258
HOST HOTELS & RESORTS INC 682 779
HP INC 4,162 4,152
INTERNATIONAL BUSINESS MACHINE 8,785 9,977
INTERPUBLIC GROUP OF COS 1,554 1,534
INTUIT 1,196 3,125
INTUITIVE SURGICAL 2,407 4,048
INVESCO S&P 500 EQUAL WEIGHT E 66,211 71,168
INVESCO SENIOR LOAN ETF 64,022 64,451
INVITATION HOMES INC. 1,930 1,808
IRON MOUNTAIN 3,702 4,409
ISHARES CORE MSCI EAFE ETF 6,619 8,090
ISHARES CORE MSCI EMERGING MAR 79,320 80,119
ISHARES CORE US REIT ETF 35,111 34,963
ISHARES RUSSELL 2000 22,016 22,279
ISHARES TRUST RUSSELL 1000 GRO 17,779 17,887
ISHARES TRUST RUSSELL 1000 VAL 119,385 119,806
JABIL CIRCUIT INC 2,273 3,695
JFROG 3,428 4,465
JP MORGAN CHASE 12,614 17,350
KENVUE INC 1,075 1,163
KIMCO RLTY CORP 2,287 2,515
KINDER MORGAN INC 5,895 7,021
KRAFT HEINZ CO 1,912 1,997
LINDE PLC COM 1,885 2,464
LOWES COMPANIES INC 3,837 3,783
MAGNA INTERNATIONAL INC 2,256 2,245
MASTERCARD INC 3,654 5,971
MATERIALS SELECT SECTOR SPDR 33,096 34,216
MCDONALD'S CORP 6,916 7,709
MEDICAL PROPERTIES TRUST, INC 26 25
MEDTRONIC PLC 239 247
META PLATFORMS INC 8,212 9,557
MICROSOFT CORP 34,007 52,270
MID-AMERICA APT COMMUNITIES IN 1,031 941
MONGODB INC CL A 3,371 3,680
NETFLIX INC 3,773 4,382
NUTANIX INC 1,641 1,669
NVIDIA CORP 12,159 21,294
O'REILLY AUTOMOTIVE INC 3,624 5,700
O-I GLASS INC 914 950
PALO ALTO NETWORKS INC 949 1,769
PARKER HANNIFIN CP 3,881 5,528
PATTERSON COMPANIES INC COM 1,271 1,223
PENSKE AUTOMOTIVE GROUP, INC 2,710 3,371
PEPSICO INC 6,628 6,454
PRINCIPAL FINANCIAL GROUP 5,110 5,743
PROCTER GAMBLE CO 307 293
PROG HOLDINGS INC 3,760 3,616
PROGRESSIVE CORP OHIO 5,596 7,008
PROLOGIS 11,071 13,063
REALTY INCOME CORP 5,522 5,110
ROCKET PHARMACEUTICALS INC 1,069 1,109
ROSS STORES, INC 1,685 1,937
RUSH ENTERPRISES, INC 3,289 3,873
S&P GLOBAL INC COM 7,824 8,370
SABRA HEALTHCARE REIT INC 3,925 3,939
SBA COMMUNICATIONS CORP 1,257 1,522
SCHLUMBERGER LTD 2,067 2,498
SCHWAB US DIVIDEND EQUITY ETF 59,462 59,762
SCORPIO TANKERS INC 2,478 3,344
SELECT MEDICAL 1,273 1,152
SERVICE NOW 5,166 7,771
SIMON PPTY GROUP INC 4,592 7,703
SPDR S&P 500 ETF TRUST 3,770 3,802
SPIRIT REALTY CAPITAL, INC 920 917
SUN COMMUNITIES INC 2,937 2,807
SYNCHRONY FINANCIAL 6,226 7,867
SYNOPSYS, INC 3,202 3,604
T-MOBILE US INC 2,664 3,046
T. ROWE PRICE EMERGING MARKETS 7,573 8,034
TAKE-TWO INTERACTIVE SOFTWARE 2,618 2,897
TECHNOLOGY SPDR 39,144 53,317
TESLA MOTORS INC 8,804 9,691
TEXAS INSTRUMENTS INC 1,016 1,023
THERMO FISHER SCIENTIFIC INC 3,712 3,716
TJX COMPANIES INC 2,157 3,940
TOLL BROTHERS INC 3,319 3,289
TOPBUILD CORP 3,251 3,743
TORONTO DOMINION 1,607 1,809
TRUIST FINANCIAL CORPORATION 5,139 5,870
UBER 1,921 2,524
UDR INC 1,172 1,034
UNION PACIFIC 8,914 9,579
UNITED RENTALS INC 2,438 2,867
UNITEDHEALTH GROUP INC 14,854 15,794
UNITY SOFTWARE INC 2,637 2,740
UPBOUND GROUP, INC 2,826 2,955
VANGRD TEL SVC ETF 34,111 34,729
VANGUARD FTSE DEVELOPED MARKET 131,895 135,319
VICI PROPERTIES INC 6,148 6,567
VICTORY CAPITAL HOLDINGS, INC. 3,757 3,926
VICTORY FLOATING RATE FUND CLA 1,813 1,833
VISA INC 7,027 9,112
VIVID SEATS INC 43 32
W. P. CAREY INC 1,138 1,361
WAL-MART STORES INC 2,244 3,626
WELLTOWER INC. 15,051 16,862
WEYERHAEUSER CO 553 556
WILLIAMS COS 8,062 9,091
ZOETIS INC 3,956 6,711

TY 2023 OtherExpensesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 7,200     7,200
Administrative Set-Up Fee 6,500     6,500


TY 2023 OtherProfessionalFeesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 12,261 12,261    


TY 2023 TaxesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
4720 Tax for 2022 1,044      
990-PF Estimated Tax for 2023 600      
990-PF Extension for 2022 800      
Foreign Tax Paid 123 123    
IRS MISCELLANEOUS FEE 312