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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE ANONYMOUS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 20124
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, NC27420
A Employer identification number

56-2152734
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,636,676
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 351 351  
4 Dividends and interest from securities... 75,353 75,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 420,815
b Gross sales price for all assets on line 6a 2,646,827
7 Capital gain net income (from Part IV, line 2)... 420,815
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)....... 6,255 577  
12 Total. Add lines 1 through 11........ 502,774 497,096  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,332 0   2,332
b Accounting fees (attach schedule)....... 4,725 0   4,725
c Other professional fees (attach schedule).... 105,626 73,813   31,813
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,917 2,555   0
19 Depreciation (attach schedule) and depletion... 20,276 0  
20 Occupancy.............. 31,443 0   31,443
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,262 5,268   14,994
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 195,581 81,636   85,307
25 Contributions, gifts, grants paid....... 521,000 521,000
26 Total expenses and disbursements. Add lines 24 and 25 716,581 81,636   606,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -213,807
b Net investment income (if negative, enter -0-) 415,460
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 14,477    
2 Savings and temporary cash investments......... 202,539 322,136 322,136
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,874,083 Click to see attachment
List of Attached Documents:
// Content
5,824,158
5,824,158
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow451,767
Less: accumulated depreciation (attach schedule) right arrow444,131 27,912 Click to see attachment
List of Attached Documents:
// Content
7,636
7,636
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,305,161 Click to see attachment
List of Attached Documents:
// Content
2,482,746
2,482,746
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,017
Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,428,189 8,636,676 8,636,676
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,428,189 8,636,676
29 Total net assets or fund balances (see instructions)..... 8,428,189 8,636,676
30 Total liabilities and net assets/fund balances (see instructions). 8,428,189 8,636,676
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,428,189
2
Enter amount from Part I, line 27a .....................
2
-213,807
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
422,294
4
Add lines 1, 2, and 3 ..........................
4
8,636,676
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,636,676
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b K-1 - SECONDARY OPPORTUNITIES FUND II P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,646,827   2,213,745 433,082
b       -12,267
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       433,082
b       -12,267
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 2 420,815
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,775
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,775
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,775
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,025
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,025 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOSEPH M BRYAN JR Telephone no.right arrow (336) 272-0873

Located atright arrowPO BOX 20124GREENSBORONC ZIP+4right arrow27420
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH M BRYAN JR PRESIDENT
1.00
0 0 0
PO BOX 20124
GREENSBORO,NC27420
RONALD P JOHNSON SECRETARY
1.00
0 0 0
PO BOX 20124
GREENSBORO,NC27420
WILLIAM P MASSEY VICE PRESIDENT
0.10
0 0 0
PO BOX 20124
GREENSBORO,NC27420
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,399,625
b
Average of monthly cash balances.......................
1b
282,789
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,682,414
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,682,414
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
130,236
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,552,178
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
427,609
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
427,609
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,775
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,775
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
421,834
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
421,834
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
421,834
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
606,307
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
606,307
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 421,834
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 686,788
b From 2020...... 660,663
c From 2021...... 858,936
d From 2022...... 542,392
e From 2023...... 313,967
f Total of lines 3a through e ........ 3,062,746
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 606,307
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 421,834
e Remaining amount distributed out of corpus 184,473
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,247,219
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
686,788
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
2,560,431
10 Analysis of line 9:
a Excess from 2020.... 660,663
b Excess from 2021.... 858,936
c Excess from 2022.... 542,392
d Excess from 2023.... 313,967
e Excess from 2024.... 184,473
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

CHOATE ROSEMARY HALL

333 CHRISTIAN STREET
WALLINGFORD,CT06492
  PC TO EDUCATE YOUNG PEOPLE TO BECOME INFORMED, ACTIVE, AND RESPONSIBLE MEMBERS OF THE WORLD COMMUNITY. 5,000

CONE HEALTH PHILANTHROPY

1200 N ELM STREET
GREENSBORO,NC27401
  PC TO ELIMINATE HEALTH INEQUITIES BY INVESTING IN COMMUNITY-DRIVEN SOLUTIONS AND PROMOTING WELLNESS ACROSS THE REGION. 100,000

DIOCESE OF CHARLOTTE

1123 SOUTH CHURCH STREET
CHARLOTTE,NC28203
  PC TO SERVE THE SPIRITUAL AND PASTORAL NEEDS OF CATHOLICS IN WESTERN NORTH CAROLINA. 5,000

EASTERN MUSIC FESTIVAL

PO BOX 22026
GREENSBORO,NC27420
  PC TO PROMOTE MUSICAL ENRICHMENT, EXCELLENCE, COLLABORATION, INNOVATION, AND DIVERSITY THROUGH EDUCATION AND CONCERTS. 50,000

FAMILY SERVICE OF GREENSBORO FOUNDATION

902 BONNER DRIVE
JAMESTOWN,NC27282
  PC TO SUPPORT PROGRAMS THAT STRENGTHEN FAMILIES AND IMPROVE MENTAL HEALTH AND WELL-BEING. 2,500

FRIENDS FOR AN EARLIER BREAST CANCER TEST INC

PO BOX 10363
GREENSBORO,NC27404
  PC TO SAVE LIVES BY FUNDING RESEARCH FOR EARLIER DETECTION OF BREAST CANCER THROUGH INNOVATIVE BIOLOGICAL TESTING. 10,000

GREENHILL CENTER FOR NC ART

200 NORTH DAVIE STREET
GREENSBORO,NC27401
  PC TO PROMOTE THE VISUAL ART AND ARTISTS OF NORTH CAROLINA THROUGH EXHIBITIONS AND EDUCATIONAL PROGRAMS. 10,000

GREENSBORO URBAN MINISTRY

305 W LEE STREET
GREENSBORO,NC27406
  PC TO EXPRESS THE LOVE OF GOD TO NEIGHBORS IN NEED BY OFFERING FOOD, SHELTER, AND SOLUTIONS. 1,000

LENSIC PERFORMING ARTS CENTER

211 W SAN FRANCISCO ST
SANTA FE,NM87501
  PC TO ENRICH LIVES BY BRINGING DIVERSE ART AND PEOPLE TOGETHER IN THE HISTORIC LENSIC THEATER. 5,000

MUSEUM OF NEW MEXICO FOUNDATION

PO BOX 2065
SANTA FE,NM87504
  PC TO SUPPORT THE MUSEUM OF NEW MEXICO SYSTEM BY FUNDRAISING AND ADVOCATING FOR CULTURAL PRESERVATION AND EDUCATION. 1,500

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005
  PC TO SAVE AND REVITALIZE AMERICA'S HISTORIC PLACES THROUGH LEADERSHIP, EDUCATION, AND ADVOCACY. 10,000

NORTH CAROLINA FOR COMMUNITY AND JUSTICE INC

713 N GREENE STREET
GREENSBORO,NC27401
  PC TO PROMOTES UNDERSTANDING AND RESPECT AMONG ALL CULTURES, RACES AND RELIGIONS THROUGH ADVOCACY, EDUCATION AND DIALOGUE. 5,000

NORTH CAROLINA MUSEUM OF ART FOUNDATION

2110 BLUE RIDGE ROAD
RALEIGH,NC27607
  PC TO FOSTER AND PROMOTE THE GROWTH, PROGRESS, AND GENERAL WELFARE OF THE NORTH CAROLINA MUSEUM OF ART THROUGH SUPPORT FOR EXHIBITIONS, EDUCATION, AND ART ACQUISITIONS. 10,000

PIEDMONT OPERA

636 HOLLY AVE
WINSTONSALEM,NC27101
  PC TO CREATE OPERATIC PRODUCTIONS OF THE HIGHEST ARTISTIC QUALITY TO ENRICH THE COMMUNITY AND ADVANCE THE ART FORM. 1,000

PRESERVATION NORTH CAROLINA

PO BOX 27644
RALEIGH,NC27611
  PC TO PROTECT AND PROMOTE BUILDINGS, LANDSCAPES, AND SITES IMPORTANT TO NORTH CAROLINA'S DIVERSE HERITAGE. 2,500

REYNOLDA HOUSE MUSEUM OF AMERICAN ART

PO BOX 7287
WINSTONSALEM,NC27109
  PC TO CONNECT PEOPLE WITH THE BEAUTY AND COMPLEXITY OF THE AMERICAN STORY THROUGH ART, LEARNING, AND NATURE. 2,500

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607
  PC TO PROVIDE SPIRITUAL AND PHYSICAL AID TO HURTING PEOPLE AROUND THE WORLD IN THE NAME OF JESUS CHRIST. 100,000

SANTE FE CHAMBER MUSIC FESTIVAL

PO BOX 2227
SANTA FE,NM87504
  PC TO BRING TOGETHER THE WORLDS FINEST MUSICIANS TO PERFORM CHAMBER MUSIC, EDUCATE AUDIENCES, AND ENRICH SANTA FES CULTURAL LIFE. 5,000

THE CAROLINA THEATRE

510 SOUTH GREENE STREET
GREENSBORO,NC27401
  PC TO PRESENT ARTS, PRESERVE HISTORY, AND PROMOTE COMMUNITY THROUGH DIVERSE PROGRAMMING AND STEWARDSHIP OF A HISTORIC PERFORMANCE VENUE. 5,000

THE GREENSBORO SYMPHONY

200 N DAVIE ST 301
GREENSBORO,NC27401
  PC TO ENRICH THE CULTURAL LIFE OF GREENSBORO THROUGH QUALITY MUSIC PERFORMANCES AND MUSIC EDUCATION PROGRAMS. 5,000

THE SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504
  PC TO ADVANCE THE OPERATIC ART FORM THROUGH HIGH-QUALITY ENSEMBLE PERFORMANCES, TRAINING PROGRAMS, AND PUBLIC OUTREACH. 50,000

UNITED WAY OF GREATER GREENSBORO

PO BOX 14998
GREENSBORO,NC27415
  PC TO IMPROVE LIVES AND CREATE THRIVING COMMUNITIES BY MOBILIZING AND UNITING THE CARING POWER OF GREENSBORO TO BREAK THE CYCLE OF POVERTY. 25,000

UNIVERSITY OF NORTH CAROLINA AT GREENSBORO

PO BOX 26170
GREENSBORO,NC27402
  PC TO REDEFINE THE PUBLIC RESEARCH UNIVERSITY AS AN INCLUSIVE AND RESPONSIVE INSTITUTION THAT MAKES A DIFFERENCE IN STUDENTS' LIVES. 100,000

UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS

1533 S MAIN ST
WINSTONSALEM,NC27127
  PC TO PREPARE GIFTED EMERGING ARTISTS FOR PROFESSIONAL CAREERS AND ENRICH THE CULTURAL PROSPERITY OF NORTH CAROLINA. 10,000
Total .................................right arrow 3a 521,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 351  
4 Dividends and interest from securities ....     14 75,353  
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 ............
    18 420,815  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    01 5,678  
bFROM K-1     14 577  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 502,774 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
502,774
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,725 0   4,725

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Name of Stock End of Year Book Value End of Year Fair Market Value
3 GROUP PLC (UNITED KINGDOM) 19,327 19,327
ABBOTT LABS 32,123 32,123
ABERCROMBIE & FITCH COMPANY CLASS A 7,175 7,175
ACCENTURE PLC IRELAND SHS CLASS A 23,570 23,570
ACCOR S.A. (FRANCE) 7,589 7,589
ACUSHNET HOLDINGS CORPORATION 51,035 51,035
ADOBE INC. 82,266 82,266
ADYEN N V UNSPONSORED ADS 14,419 14,419
ADYEN N.V. (NETHERLANDS) 7,187 7,187
AIRBNB, INC. 75,561 75,561
ALCON AG (SWITZERLAND) 9,168 9,168
ALLEGRO MICROSYSTEMS INCORPORATED 10,405 10,405
ALPHABET INCORPORATED CAP STK CLASS A 31,045 31,045
AON PLC (IRELAND) 10,056 10,056
AON PLC SJS CL A 10,416 10,416
APPLE INCORPORATED 25,292 25,292
ARCELORMITTAL S.A. (LUXEMBOURG) 8,442 8,442
ARCH CAPITAL GROUP LTD (BERMUDA) 17,639 17,639
ARTISAN PARTNERS ASSET MANAGEMENT IN CLASS A 29,274 29,274
ASHTEAD GROUP PLC (UK) 8,208 8,208
ASM INTERNATIONAL N V NY REGISTER SH 11,987 11,987
ASM INTERNATIONAL N.V. 8,562 8,562
ASML HOLDING N V N Y REGISTRY SHS 14,555 14,555
ASML HOLDING N.V. 101,883 101,883
ASML HOLDING N.V. 9,010 9,010
ASPEN TECHNOLOGY INCORPORATED 8,987 8,987
ASPEN TECHNOLOGY INCORPORATED 23,465 23,465
ASTRAZENECA PLC (UK) 14,021 14,021
ASTRAZENECA PLC SPONSORED ADR 15,201 15,201
ATLASSIAN CORPORATION CLASS A 14,116 14,116
AUTOLIV INC. 9,098 9,098
AXA S.A. (FRANCE) 5,153 5,153
BAE SYSTEMS PLC (UK) 9,378 9,378
BAE SYSTEMS PLC (UNITED KINGDOM) 14,269 14,269
BALCHEM CORPORATION 12,388 12,388
BANCFIRST CORPORATION 26,248 26,248
BANK AMERICA CORPORATION 25,052 25,052
BANK OF IRELAND GROUP PLC (IRELAND) 7,623 7,623
BARCLAYS PLC (UK) 8,918 8,918
BECTON DICKINSON & COMPANY 22,914 22,914
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B 31,276 31,276
BIOHAVEN LIMITED (VIRGIN ISLANDS) 3,660 3,660
BJ'S WHOLESALE CLUB HOLDINGS INCORPORATED 20,551 20,551
BLACKSTONE INC. 81,900 81,900
BLOOM ENERGY CORPORATION CLASS A 11,372 11,372
BLUEPRINT MEDICINES CORPORATION 6,367 6,367
BOISE CASCADE COMPANY DEL 19,731 19,731
BP PLC (UK) 3,488 3,488
BRIDGESTONE CORP. (JAPAN) 7,339 7,339
BUREAU VERITAS S.A. (FRANCE) 9,114 9,114
BWX TECHNOLOGIES INCORPORATED 9,134 9,134
CACI INTERNATIONAL INCORPORATED CLASS A 28,284 28,284
CACTUS INCORPORATED CLASS A 15,874 15,874
CANADIAN NATURAL RESOURCES LTD (CANADA) 10,743 10,743
CANADIAN PACIFIC KANSAS CITY 17,369 17,369
CASEY'S GENERAL STORES INCORPORATED 23,774 23,774
CHAMPIONX CORPORATION 4,350 4,350
CHEVRON CORPORATION NEW 21,581 21,581
CHIPOTLE MEXICAN GRILL, INC. 54,029 54,029
CHURCH & DWIGHT COMPANY INCORPORATED 17,172 17,172
CLEARWATER ANALYTICS HOLDINGS INC. CLASS A 3,357 3,357
CLEARWATER ANALYTICS HOLDINGS INCORPORATED 28,593 28,593
COCA-COLA EUROPACIFIC PARTNERS 7,297 7,297
COCA-COLA FEMSA (MEXICO) 4,596 4,596
COMPASS GROUP PLC (UK) 9,868 9,868
COMPASS GROUP PLC (UNITED KINGDOM) 13,202 13,202
CONMED CORPORATION 3,696 3,696
CONSTRUCTION PARTNERS INC. CLASS A 12,738 12,738
CONVATEC GROUP PLC (UK) 6,250 6,250
COPART, INC. 61,924 61,924
CORVEL CORPORATION 47,063 47,063
COUPANG INC. 14,837 14,837
DAIFUKU CO. LTD. (JAPAN) 6,677 6,677
DANAHER CORPORATION 62,438 62,438
DARDEN RESTAURANTS INCORPORATED 24,270 24,270
DAVIDE CAMPARI MILANO N.V. 5,422 5,422
DELTA AIR LINES INCORPORATED DEL COM NEW 11,616 11,616
DEUTSCHE BOERSE AG (GERMANY) 9,810 9,810
DEUTSCHE TELEKOM AG (GERMANY) 7,838 7,838
DISNEY WALT COMPANY 23,718 23,718
DOMINOS PIZZA INCORPORATED 22,247 22,247
DONALDSON INCORPORATED 12,999 12,999
DSM FIRMENICH AG (SWITZERLAND) 7,391 7,391
DSV A/S (DENMARK) 9,766 9,766
DUOLINGO INCORPORATED CLASS A 6,485 6,485
DUTCH BROS INCORPORATED CLASS A 9,324 9,324
E.L.F. BEAUTY INCORPORATED 8,035 8,035
EBARA CORP. (JAPAN) 9,762 9,762
ELEMENT SOLUTIONS INCORPORATED 9,663 9,663
ELI LILLY AND COMPANY 90,324 90,324
EMBRAER S.A. (BRAZIL) 6,126 6,126
EMCOR GROUP INCORPORATED 58,099 58,099
EOG RES INCORPORATED 11,523 11,523
EPIROC AB (SWEDEN) 9,794 9,794
EXPERIAN PLC (JERSEY) 14,928 14,928
EXPERIAN PLC SPONSORED ADR 10,096 10,096
EXPRO GROUP HOLDINGS NV (NETHERLANDS) 3,916 3,916
EXXON MOBIL CORPORATION 18,717 18,717
FABRINET SHS (CAYMAN ISLANDS) 7,036 7,036
FACTSET RESH SYSTEMS INCORPORATED 32,179 32,179
FERGUSON ENTERPRISES INC. 11,282 11,282
FERRARI N V 24,641 24,641
FIRST HAWAIIAN INCORPORATED 35,214 35,214
FLUOR CORPORATION 5,327 5,327
FOX FACTORY HOLDING CORPORATION 3,844 3,844
FREEPORT-MCMORAN INC. 3,275 3,275
FTAI AVIATION LIMITED SHS (CAYMAN ISLANDS) 8,786 8,786
FTI CONSULTING INCORPORATED 65,175 65,175
FUJITSU LTD. (JAPAN) 11,863 11,863
GALLAGHER ARTHUR J & COMPANY 24,411 24,411
GENERAL DYNAMICS CORPORATION 20,552 20,552
GLOBAL E ONLINE LIMITED SHS (ISRAEL) 15,214 15,214
GOLDMAN SACHS GROUP INCORPORATED 33,785 33,785
GRACO INCORPORATED 40,291 40,291
GROCERY OUTLET HOLDING CORPORATION 7,165 7,165
GXO LOGISTICS INCORPORATED 10,658 10,658
H&E EQUIPMENT SERVICES INCORPORATED 15,031 15,031
HALEON PLC (UK) 9,063 9,063
HAMILTON LANE INCORPORATED CLASS A 21,023 21,023
HEALTHEQUITY INCORPORATED 18,998 18,998
HEINEKEN N.V. (NETHERLANDS) 7,754 7,754
HENRY JACK & ASSOCIATES INCORPORATED 16,128 16,128
HERSHEY COMPANY 16,596 16,596
HITACHI LTD. (JAPAN) 11,624 11,624
HP INCORPORATED 15,826 15,826
HUBBELL INCORPORATED 28,903 28,903
ICIC BANK LIMITED ADR 14,422 14,422
ICON PLC (IRELAND) 6,501 6,501
ICON PLC SHS 18,664 18,664
IMCD N.V. (NETHERLANDS) 10,104 10,104
ING GROEP N.V. (NETHERLANDS) 6,487 6,487
INSMED INCORPORATED 15,948 15,948
INSTALLED BUILDING PRODUCTS INCORPORATED 5,433 5,433
INSULET CORPORATION 10,443 10,443
INTAPP INCORPORATED 9,678 9,678
INTEGRAL AD SCIENCE HOLDING CORPORATION 5,951 5,951
INTRA-CELLULAR THERAPIES INCORPORATED 16,286 16,286
INTUIT INC. 67,878 67,878
INTUITIVE SURGICAL, INC. 66,811 66,811
JAMF HOLDING CORPORATION 4,903 4,903
JOHNSON & JOHNSON 21,548 21,548
JPMORGAN CHASE & COMPANY 45,545 45,545
JULIUS BAER GROUP (SWITZERLAND) 7,483 7,483
KADANT INCORPORATED 45,194 45,194
KBC GROUP N.V. (BELGIUM) 7,255 7,255
KERRY GROUP PLC (IRELAND) 10,622 10,622
KFORCE INCORPORATED 13,721 13,721
KLAVIYO INCORPORATED COM SER A 15,011 15,011
LANDSTAR SYSTEMS INCORPORATED 47,949 47,949
LANTHEUS HOLDINGS INCORPORATED 4,473 4,473
LASERTEC CORP. (JAPAN) 5,102 5,102
LATTICE SEMICONDUCTOR CORPORATION 17,788 17,788
LCI INDUSTRIES 21,092 21,092
LEONARDO S.P.A. (ITALY) 8,055 8,055
LINDE PLC (IRELAND) 15,072 15,072
LITTELFUSE INCORPORATED 10,369 10,369
LONDON STOCK EXCHANGE GROUP (UK) 15,582 15,582
LONZA GROUP AG (SWITZERLAND) 9,105 9,105
LULULEMON ATHLETICA INC. 51,243 51,243
LVMH MOT HENNESSY (FRANCE) 9,213 9,213
MANHATTAN ASSOCIATES INCORPORATED 35,131 35,131
MARVELL TECHNOLOGY INCORPORATED 15,242 15,242
MATADOR RESOURCES COMPANY 13,109 13,109
MCGRATH RENTCORP 7,268 7,268
MEDPACE HOLDINGS INCORPORATED 14,950 14,950
MEITUAN (CHINA) 19,959 19,959
MERCADOLIBRE INC. 10,203 10,203
MERCK KGAA (GERMANY) 7,301 7,301
MICROCHIP TECHNOLOGY INCORPORATED 14,223 14,223
MICROSOFT CORPORATION 88,515 88,515
MICROSOFT CORPORATION 38,357 38,357
MIRUM PHARMACEUTICALS INCORPORATED 8,105 8,105
MITSUBISHI HEAVY INDUSTRIES LTD (JAPAN) 18,190 18,190
MITSUBISHI UFJ FINANCIAL (JAPAN) 15,517 15,517
MODINE MANUFACTURING COMPANY 3,942 3,942
MOELIS & COMPANY CLASS A 50,017 50,017
MONDAY.COM LTD (ISRAEL) 12,714 12,714
MOOG INCORPORATED CLASS A 11,810 11,810
MSCI INC. 55,801 55,801
MTU AERO ENGINES AG (GERMANY) 8,336 8,336
NATWEST GROUP PLC (UK) 9,255 9,255
NCINO INCORPORATED 7,354 7,354
NETFLIX, INC. 114,980 114,980
NEXTERA ENERGY INCORPORATED 15,557 15,557
NMI HOLDINGS INCORPORATED 6,249 6,249
NOMURA RESEARCH INSTITUTE (JAPAN) 6,166 6,166
NOVANTA INCORPORATED (CANADA) 4,889 4,889
NOVO NORDISK A/S (DENMARK) 14,795 14,795
NOVO-NORDISK A S ADR 25,892 25,892
NU HOLDINGS LTD (CAYMAN ISLANDS) 10,505 10,505
NVIDIA CORPORATION 101,926 101,926
OREILLY AUTOMOTIVE INCORPORATED 24,902 24,902
OSCAR HEALTH INCORPORATED CLASS A 1,976 1,976
OSI SYSTEMS INCORPORATED 10,716 10,716
PAGERDUTY INCORPORATED 11,321 11,321
PAYCOR HCM INCORPORATED 12,869 12,869
PENUMBRA INCORPORATED 20,186 20,186
PEPSICO INCORPORATED 17,487 17,487
PERFORMANCE FOOD GROUP COMPANY 14,289 14,289
PJT PARTNERS INCORPORATED CLASS A 21,147 21,147
PRIMERICA INCORPORATED 73,826 73,826
PROGRESSIVE CORPORATION 15,335 15,335
QUALYS INCORPORATED 5,609 5,609
RADNET INCORPORATED 11,035 11,035
RBC BEARINGS INCORPORATED 22,735 22,735
RBC BEARINGS INCORPORATED 39,786 39,786
RELX PLC (UK) 10,174 10,174
RENESAS ELECTRONICS (JAPAN) 7,175 7,175
RENTOKIL INITIAL PLC (UK) 10,305 10,305
RIGHTMOVE PLC UNSPONSORED ADR 34,724 34,724
RLI CORPORATED 26,538 26,538
ROLLS ROYCE HOLDINGS PLC (UNITED KINGDOM) 19,077 19,077
S&P GLOBAL INC. 82,673 82,673
SAFRAN S.A. (FRANCE) 24,598 24,598
SAFRAN S.A. (FRANCE) 9,883 9,883
SALESFORCE INCORPORATED 27,081 27,081
SANDOZ GROUP AG (SWITZERLAND) 5,947 5,947
SAP SE (GERMANY) 23,882 23,882
SAP SE (GERMANY) 18,466 18,466
SCHLUMBERGER LTD. 7,821 7,821
SCHNEIDER ELECTRIC SE UNSPONSORED ADR 14,767 14,767
SEA LTD (CAYMAN ISLANDS) 24,827 24,827
SERVICENOW, INC. 65,727 65,727
SHELL PLC (UK) 6,516 6,516
SHIFT4 PAYMENTS INCORPORATED CLASS A 24,596 24,596
SIEMENS AG (GERMANY) 10,641 10,641
SIEMENS ENERGY AG 16,589 16,589
SIEMENS HEALTHINEERS AG (GERMANY) 4,878 4,878
SIMPSON MFG INCORPORATED 73,960 73,960
SMC CORP. (JAPAN) 7,952 7,952
SONOVA HOLDING AG (SWITZERLAND) 7,389 7,389
SONY GROUP CORP. (JAPAN) 11,680 11,680
SOUTHERN COMPANY 21,239 21,239
SOUTHSTATE CORPORATION 22,383 22,383
SPOTIFY TECHNOLOGY S.A. (LUXEMBOURG) 23,711 23,711
SPROUT SOCIAL INCORPORATED CLASS A 10,595 10,595
STERIS PLC SHS USD 14,389 14,389
SURGERY PARTNERS INCORPORATED 10,373 10,373
SYMRISE AG (GERMANY) 12,569 12,569
SYNOPSYS, INC. 69,406 69,406
TAIWAN SEMICONDUCTOR MANUFACTURING CO. (TAIWAN) 33,968 33,968
TENCENT MUSIC ENTERTAINMENT 4,971 4,971
TENNANT COMPANY 5,299 5,299
TERUMO CORP. (JAPAN) 9,722 9,722
TG THERAPEUTICS INCORPORATED 5,749 5,749
THE TRADE DESK, INC. 49,950 49,950
T-MOBILE US INCORPORATED 28,253 28,253
TOKYO ELECTRON LTD. (JAPAN) 8,387 8,387
TOPBUILD CORPORATION 19,303 19,303
TORO COMPANY (TTC) 53,907 53,907
TOYOTA MOTOR CORP. (JAPAN) 7,784 7,784
TREX COMPANY INCORPORATED 18,293 18,293
TRUPANION INCORPORATED 3,085 3,085
UBS GROUP AG (SWITZERLAND) 12,613 12,613
UFP INDUSTRIES INC (UFPI) 36,724 36,724
ULTRAGENYX PHARMACEUTICAL INCORPORATED 4,712 4,712
UNICREDIT S.P.A. (ITALY) 10,252 10,252
UNILEVER PLC (UK) 12,928 12,928
UNION PAC CORPORATION 33,294 33,294
UNITEDHEALTH GROUP INCORPORATED 34,398 34,398
UNIVERSAL MUSIC GROUP N.V. 9,062 9,062
VALERO ENERGY CORPORATION 9,562 9,562
VARONIS SYSTEMS INCORPORATED 18,927 18,927
VAXCYTE INCORPORATED 11,870 11,870
VERALTO CORPORATION COM SHS 2,648 2,648
VERTEX PHARMACEUTICALS INCORPORATED 52,754 52,754
VIKING THERAPEUTICS INCORPORATED 3,300 3,300
VISA INC. 97,656 97,656
VISA INCORPORATED COM CLASS A 33,816 33,816
WALMART INCORPORATED 31,984 31,984
WASTE CONNECTIONS INCORPORATED 9,952 9,952
WASTE MGMT INCORPORATED DEL 22,802 22,802
WATTS WATER TECHNOLOGIES (WTS) 49,402 49,402
WEC ENERGY GROUP INCORPORATED 20,595 20,595
WELLS FARGO COMPANY NEW 34,277 34,277
WINGSTOP INCORPORATED 17,052 17,052
WINTRUST FINANCIAL CORPORATION 9,478 9,478
WISE PLC (UK) 4,019 4,019
WIX.COM LIMITED SHS (ISRAEL) 29,822 29,822
XOMETRY INCORPORATED CLASS A 10,068 10,068
XPO INCORPORATED 23,476 23,476
ZETA GLOBAL HOLDINGS CORPORATION CLASS A 8,923 8,923

TY 2024 InvestmentsLandSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 27,661 27,661 0 0
FURNITURE & FIXTURES 57,527 56,429 1,098 1,098
LEASEHOLD IMPROVEMENTS 347,783 345,639 2,144 2,144
OFFICE EQUIPMENT 18,796 14,402 4,394 4,394

TY 2024 InvestmentsOtherSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FEDERAL REALTY INVESTMENT TRUST FMV 23,733 23,733
PALOMA INTERNATIONAL LIMITED FMV 1,170,698 1,170,698
PROLOGIS INCORPORATED FMV 22,408 22,408
SECONDARY OPPORTUNITIES FD II PCS FEEDER LP FMV 41,744 41,744
TITAN MASTERS INTL FUND LTD FMV 1,224,163 1,224,163

TY 2024 LegalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,332 0   2,332


TY 2024 OtherAssetsSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RENTAL DEPOSIT 2,217 0 0
UTILITY DEPOSITS 115 0 0
OTHER ASSET 1,685 0 0


TY 2024 OtherExpensesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 3,400 0   3,400
CLEANING & MAINTENANCE 3,230 0   3,230
MISCELLANEOUS 8,364 0   8,364
OTHER PORTFOLIO DEDUCTIONS 5,268 5,268   0


TY 2024 OtherIncomeSchedule2
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 5,678   5,678
FROM K-1 577 577 577


TY 2024 OtherIncreasesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Description Amount
UNREALIZED GAIN (LOSS) ON INVESTMENTS 422,294


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 63,626 31,813   31,813
PIEDMONT CAPITAL MANAGEMENT FEE 42,000 42,000   0


TY 2024 TaxesSchedule
Name:
THE ANONYMOUS FUND
EIN:
56-2152734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - FEDERAL 8,362 0   0
FOREIGN TAX 2,555 2,555   0