TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,931,055J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	1,481		1,481
4	Dividends and interest from securities...	39,295		39,295
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		154,103
b	Gross sales price for all assets on line 6a 1,248,878
7	Capital gain net income (from Part IV, line 2)...			154,103
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).......	List of Attached Documents: // Content	5,156
12	Total. Add lines 1 through 11........	200,035		194,879
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)....	List of Attached Documents: // Content	13,861	13,861
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	878	78
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	11,575	2	11,573
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	26,314		13,941	11,573
25	Contributions, gifts, grants paid.......	98,000			98,000
26	Total expenses and disbursements. Add lines 24 and 25	124,314		13,941	109,573
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	75,721
b	Net investment income (if negative, enter -0-)			180,938
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	37,511	71,774	71,774
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,348,175	List of Attached Documents: // Content 1,363,752	1,648,817
	c	Investments—corporate bonds (attach schedule).......	198,608	List of Attached Documents: // Content 224,489	210,464
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,584,294	1,660,015	1,931,055
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	1,584,294	1,660,015
	29	Total net assets or fund balances (see instructions).....	1,584,294	1,660,015
	30	Total liabilities and net assets/fund balances (see instructions).	1,584,294	1,660,015

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,584,294

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

75,721

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

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

1,660,015

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,660,015

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
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,248,878	1,094,775	154,103
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			154,103
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	154,103
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,515
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	2,515
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	2,515
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,657
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	1,657
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9	858
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

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

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

WILLIAM R ANDERSON Telephone no. right arrow

(763) 443-2356

Located at right arrow

1305 Shadyview Lane NorthPlymouthCT ZIP+4 right arrow

55447

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 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)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Francis D Anderson	Sec, Trustee 1.0	0	0	0
1305 Shadyview Lane North Plymouth,MN55447	Sec, Trustee 1.0	0	0	0
John E Anderson	Trustee, VP 1.0	0	0	0
1305 Shadyview Lane North Plymouth,MN55447	Trustee, VP 1.0	0	0	0
Patricia C Anderson	Treas, Trustee 1.0	0	0	0
1305 Shadyview Lane North Plymouth,MN55447	Treas, Trustee 1.0	0	0	0
William R Anderson	Pres, Trustee 1.0	0	0	0
1305 Shadyview Lane North Plymouth,MN55447	Pres, Trustee 1.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










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

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

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 (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,881,627

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

45,258

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

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

1,926,885

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,926,885

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

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

28,903

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

1,897,982

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

94,899

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

94,899

Tax on investment income for 2024 from Part V, line 5 .......

2,515

Income tax for 2024. (This does not include the tax from Part V.) ...

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

2,515

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

92,384

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

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

92,384

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

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

92,384

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

109,573

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

109,573

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				92,384
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			71,706
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 109,573
a Applied to 2023, but not more than line 2a			71,706
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 2024 distributable amount.....				37,867
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.
(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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				54,517
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 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....	0

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

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

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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALS UNITED GREATER NEW YORK INC 42 BROADWAY STE 1724 NEW YORK,NY10004	N/A	PC	to support the Walk ALS Westchester on behalf of Team Janice / Janice Sanders	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
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 BALTIMORE,MD21225	N/A	PC	General & Unrestricted	500
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
BREAKTHROUGH T1D 200 VESEY ST 28TH FLOOR NEW YORK,NY10281	N/A	PC	General & Unrestricted	1,000
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	8,000
CHRISTOPHER COFFLAND MEMORIAL FUND INC 2066 YORK RD STE 205A TIMONIUM,MD21093	N/A	PC	General & Unrestricted	1,500
COOL KIDS CAMPAIGN FOUNDATION INC 8422 BELLONA LN STE 102 TOWSON,MD21204	N/A	PC	General & Unrestricted	1,000
FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO,IL60601	N/A	PC	General & Unrestricted	500
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
GRAND HARBOR COMMUNITY OUTREACH PROGRAM INC PO BOX 644017 VERO BEACH,FL32964	N/A	PC	General & Unrestricted	500
HEALTH CARE FOR THE HOMELESS INC 421 FALLSWAY BALTIMORE,MD21202	N/A	PC	General & Unrestricted	1,500
HELPING UP MISSION INCORPORATED 1029 E BALTIMORE ST BALTIMORE,MD21202	N/A	PC	General & Unrestricted	500
HUNTSMAN CANCER FOUNDATION 500 S HUNTSMAN WAY SALT LAKE CTY,UT84108	N/A	SO III FI	General & Unrestricted	10,000
JOHN CARROLL SCHOOL INC 703 E CHURCHVILLE RD BEL AIR,MD21014	N/A	PC	General & Unrestricted	1,000
LAKE ROLAND NATURE COUNCIL INC 1000 LAKESIDE DR BALTIMORE,MD21210	N/A	PC	General & Unrestricted	1,500
MARYLAND FOOD BANK INC 2200 HALETHORPE FARMS RD BALTIMORE,MD21227	N/A	PC	General & Unrestricted	1,000
MARYLAND SPCA INC 3300 FALLS RD BALTIMORE,MD21211	N/A	PC	General & Unrestricted	500
MCDONOGH SCHOOL INCORPORATED 8600 MCDONOGH RD OWINGS MILLS,MD21117	N/A	PC	General & Unrestricted	1,000
MEALS ON WHEELS OF CENTRAL MARYLAND INC 515 S HAVEN ST BALTIMORE,MD21224	N/A	PC	General & Unrestricted	1,000
MESA GLOBAL 205 REGENCY EXECUTIVE PK DR STE 430 CHARLOTTE,NC28217	N/A	PC	General & Unrestricted	2,500
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
REID PARK ZOOLOGICAL SOCIETY 1030 S RANDOLPH WAY TUCSON,AZ85716	N/A	PC	General & Unrestricted	1,000
RELEASE RECOVERY FOUNDATION INC 55 W 19TH ST NEW YORK,NY10011	N/A	PC	General & Unrestricted	1,500
SAVE THE CHIMPS INC 16891 CAROLE NOON LN FORT PIERCE,FL34945	N/A	PC	General & Unrestricted	500
ST ANNE CATHOLIC CHURCH 200 HAMEL RD HAMEL,MN55340	N/A	PC	General & Unrestricted	2,500
THE MARYLAND ZOOLOGICAL SOCIETY INC 1876 MANSION HOUSE DR BALTIMORE,MD21217	N/A	PC	General & Unrestricted	500
TOWSON UNIVERSITY FOUNDATION INC 401 WASHINGTON AVE STE 740 TOWSON,MD21204	N/A	PC	General & Unrestricted	500
UNIVERSITY OF ROCHESTER 300 E RIVER RD PO BOX 270032 ROCHESTER,NY14627	N/A	PC	General & Unrestricted	500
WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON,DC20090	N/A	PC	General & Unrestricted	500
WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR 4899 BELFORT RD STE 300 JACKSONVILLE,FL32256	N/A	SO I	General & Unrestricted	1,000
Total ................................. 3a				98,000

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	1,481
4 Dividends and interest from securities ....			14	39,295
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	154,103
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFederal Tax Refund			01	5,156
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				200,035

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

200,035

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2024 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

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

Anderson Family Foundation Inc

EIN:

20-2988084

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AIR LEASE CORP SER A MTN CALL	4,762	4,768
ALPHABET - 0.800% - 08/15/2027	3,547	3,660
AMERICAN HONDA FIN CORP SER A	3,999	3,781
ANHEUSER-BUSCH INBEV WLDW INC	4,117	3,957
APPLIED MATERIALS INC - 3.300%	3,884	3,898
AT&T - 2.250% - 02/01/2032	5,014	4,962
BOSTON PPTYS LTD PARTNERSHIP N	3,182	2,887
CAMPBELL SOUP CO NOTE CALL MAK	5,610	4,880
CITIGROUP INC NOTE - 4.400% -	5,499	4,985
COMCAST CORP NOTE - 3.300% - 0	5,453	4,857
CSX CORP - 4.250% - 03/15/2029	3,898	3,916
CVS HEALTH CORP NOTE CALL MAKE	5,347	4,843
DELL INTL LLC - 5.400% - 04/15	3,995	3,991
EATON CORP OHIO - 4.150% - 03/	4,892	4,701
ECOLAB INC - 1.300% - 01/30/20	2,770	2,429
ENTERGY CORP - 2.400% - 06/15/	2,948	2,532
EQUINOR ASA - 2.875% - 04/06/2	3,908	3,983
EXPEDIA GROUP INC SER B NOTE C	4,689	4,609
FEDEX CORP - 4.250% - 05/15/20	5,705	4,843
FISERV INC - 2.250% - 06/01/20	5,149	4,715
GENERAL MOTORS FINL CO - 3.600	5,324	4,583
GEORGIA PWR CO - 5.250% - 03/1	4,004	3,972
HOME DEPOT INC - 3.250% - 04/1	3,666	3,569
HONEYWELL INTL INC - 5.000% -	2,977	2,985
KLA CORP NOTE - 4.700% - 02/01	3,875	3,883
LINCOLN NATL - 3.400% - 01/15/	5,389	4,495
LOCKHEED MARTIN CORP NOTE - 5.	3,183	3,032
LOWES - 3.650% - 04/05/2029	5,504	4,762
MARATHON PETE CORP - 4.700% -	5,118	4,994
MARRIOTT INTL INC - 3.500% - 1	3,280	3,530
MARSH & MCLENNAN COS INC - 5.1	4,006	3,981
META PLATFORMS INC - 4.950% -	3,816	4,007
METLIFE INC - 4.550% - 03/23/2	4,701	3,945
NEXTERA ENERGY CAP HLDGS INC B	3,881	3,336
NORTHROP GRUMMAN CORP - 4.400%	4,673	3,895
NOVARTIS CAPITAL CORP NOTE - 3	4,282	3,879
OCCIDENTAL PETE CORP - 6.375%	4,188	4,122
PHILIP MORRIS INTL - 3.375% -	5,434	4,691
PIEDMONT REIT - 5.400% - 06/15	2,924	3,001
REPUBLIC SERVICES INC - 1.750%	4,042	4,017
SCHWAB CHARLES CORP - 2.000% -	5,072	4,579
SHERWIN-WILLIAMS CO - 2.950% -	5,279	4,590
SIMON PROPERTY GROUP LP - 4.75	3,977	3,789
T MOBILE USA INC NOTE CALL MAK	4,617	4,897
TARGET CORP NOTE CALL MAKE WHO	3,656	3,795
THERMO - 2.000% - 10/15/2031	3,389	3,329
TORONTO DOMINION BANK MTN - 3.	3,979	3,985
TOYOTA MOTOR CORP - 1.339% - 0	5,036	4,809
UNITED PARCEL SERVICE - 4.450%	4,717	3,959
WASTE MGMT INC - 1.150% - 03/1	2,872	2,684
WELLS FARGO - 2.393% - 06/02/2	5,146	4,690
WELLTOWER INC - 2.800% - 06/01	4,114	3,482

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

Anderson Family Foundation Inc

EIN:

20-2988084

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	4,149	3,909
AGNICO EAGLE MINES LTD	1,465	1,799
AGREE REALTY CORP	1,122	1,057
ALLSTATE CORP	5,680	7,712
ALPHABET INC CL A	23,370	32,938
AMAZON COM	17,947	25,449
AMERICAN EXPRESS CO	1,966	3,265
AMERICAN HOMES 4 RENT	1,561	1,684
AMERICAN TOWER REIT INC	10,832	10,271
AMERICOLD REALTY TRUST	1,785	1,327
AMPHENOL CORPORATION	2,636	3,681
APPLE INC	21,149	48,331
APPLIED MATERIALS INC	1,677	2,277
APPLOVIN CORP	556	2,591
ASTRAZENECA	10,157	8,583
AVALONBAY CMNTYS INC	1,129	1,100
BATH & BODY WORKS, INC	4,548	4,575
BLACKROCK INC	11,437	17,427
BLUE OWL CAPITAL	2,573	4,559
BOSTON SCIENTIFIC	2,785	5,002
BOYD GAMING CORP	5,001	5,948
BROADCOM INC	5,619	17,852
CAESARS ENTERTAINMENT INC	1,388	1,170
CAMTEK ORD SHS	4,795	4,765
CATALYST PHARMACEUTICALS INC	4,555	4,383
CENCORA INC	1,886	1,797
CHENIERE ENERGY INC	2,149	2,793
COMCAST CORP	4,475	3,978
COMMUNICATION SVCS SLCT SCTR S	40,406	56,634
CONOCOPHILLIPS	998	1,587
CONSOLIDATED EDISON INC	6,759	6,692
COSTCO WHOLESALE CORPORATION	4,855	9,163
CROWN CASTLE INTL	6,440	5,536
CSX CORP	4,513	4,582
D R HORTON	3,665	4,894
DATADOG INC	1,911	2,715
DELL TECHNOLOGIES INC CLASS C	1,534	1,383
DIGITAL RLTY TR INC	12,824	19,329
DYCOM INDS INC	3,506	4,352
EATON CORP PLC	4,441	7,301
ELI LILLY & CO	15,408	17,756
EMERSON ELECTRIC CO	7,663	10,038
ENTERGY CORP	2,495	2,881
EQUIFAX INC	2,628	2,549
EQUINIX, INC	3,599	4,714
EQUITY LIFESTYLE PRP	1,128	1,132
ESSEX PRTY TR INC	2,788	3,425
EXTRA SPACE STORAGE	2,720	2,842
EXXON MOBIL CORP	14,287	14,952
FERRARI NV	3,094	4,673
FIRST BANCORP P.R.	3,986	4,164
FREEPORT-MCMORAN COPPER & GOLD	5,285	4,036
GE VERNOVA	2,124	2,631
GEN DYNAMICS CP	5,481	5,797
GILEAD SCIENCES INC	7,632	7,944
GROUP 1 AUTOMOTIVE INC	4,601	4,636
H AND E EQUIPMENT SERVICES INC	3,514	4,015
HARTFORD SCHRODERS INTERNATION	84,981	93,474
HCA INC	3,317	3,302
HEALTHCARE REALTY TRUST	2,289	2,305
HEWLETT PACKARD ENTERPRISE CO	5,327	6,747
HIGHWOODS PRPTY INC	1,093	1,529
HILTON WORLDWIDE HOLDINGS, INC	1,964	3,213
HOME DEPOT INC	7,118	8,169
HONEYWELL INTL	1,942	2,033
HOST HOTELS & RESORTS INC	1,490	1,524
HOWMET AEROSPACE ORD SHS	1,533	2,734
HP INC	5,222	5,645
INTAPP INC	2,963	4,294
INTERCONTINENTAL EXCHANGE, INC	2,778	2,682
INTERNATIONAL BUSINESS MACHINE	8,071	12,310
INTERPUBLIC GROUP OF COS	3,234	2,858
INTUITIVE SURGICAL	2,044	4,698
INVESCO S&P 500 EQUAL WEIGHT E	61,526	73,421
INVITATION HOMES INC.	4,406	4,252
IRON MOUNTAIN	2,291	3,784
ISHARES CORE MSCI EAFE ETF	70,938	73,724
JOHNSON CONTROLS INTERNATIONAL	2,750	2,841
JP MORGAN CHASE	10,323	19,177
KENVUE INC	966	982
KIMCO RLTY CORP	1,462	1,898
KINDER MORGAN INC	6,894	11,481
KIRBY CORPORATION	5,197	4,549
KRAFT HEINZ CO	3,611	3,010
LAMAR ADVERTISING CO CL A REIT	1,153	1,096
LINDE PLC COM	2,152	2,512
LINEAGE INC	828	586
LOWES COMPANIES INC	2,709	2,962
MADISON SQUARE GARDEN ENTERTAI	6,072	5,269
MARTIN MARIETTA MATLS INC	2,419	2,066
MASTERCARD INC	1,954	2,633
MATERIALS SELECT SECTOR SPDR	34,843	35,255
MCDONALD'S CORP	4,940	5,218
MEDTRONIC PLC	7,816	7,189
META PLATFORMS INC	7,318	11,710
MICROSOFT CORP	36,227	49,737
MONGODB INC CL A	3,354	3,027
NETFLIX INC	2,021	3,565
NEUBERGER BERMAN LARGE CAP VAL	114,988	126,209
NOVO NORDISK A S	3,703	2,409
NVIDIA CORP	24,625	47,942
OMEGA HEALTHCARE INV	2,663	2,725
ORACLE CORP	3,924	3,833
PACS GROUP INC	766	262
PALO ALTO NETWORKS INC	1,841	2,911
PARKER HANNIFIN CP	2,676	5,088
PEPSICO INC	11,740	10,492
PRINCIPAL FINANCIAL GROUP	4,537	5,032
PROCEPT BIOROBOTICS	3,035	4,107
PROCTER GAMBLE CO	7,109	7,544
PROGRESSIVE CORP OHIO	4,938	7,668
PROLOGIS	10,844	9,302
PUBLIC STORAGE INC	3,580	3,593
PUBLIC SVC ENTERPRISE GROUP IN	6,807	7,435
RAYTHEON TECHNOLOGIES CORP	5,888	5,786
REALTY INCOME CORP	4,816	4,540
ROSS STORES, INC	2,607	3,025
RUSH ENTERPRISES, INC	3,406	4,328
S&P GLOBAL INC COM	6,368	7,470
SABRA HEALTHCARE REIT INC	4,414	4,884
SBA COMMUNICATIONS CORP	798	815
SCHLUMBERGER LTD	1,084	920
SELECT MEDICAL	4,560	4,354
SERVICE NOW	5,301	9,541
SIMON PPTY GROUP INC	10,550	14,466
SPROUTS FARMERS MARKET INC	2,776	4,320
SUN COMMUNITIES INC	4,788	4,550
SWEETGREEN INC CL A	4,589	4,168
SYNCHRONY FINANCIAL	2,743	5,785
T-MOBILE US INC	2,749	3,973
T. ROWE PRICE EMERGING MARKETS	90,679	92,398
TAKE-TWO INTERACTIVE SOFTWARE	2,688	3,313
TARGET CORPORATION	3,639	3,244
TECHNOLOGY SPDR	34,329	56,502
TESLA MOTORS INC	6,690	12,519
TEXAS INSTRUMENTS INC	2,632	3,000
THE TRADE DESK INC	2,932	2,586
TJX COMPANIES INC	2,981	4,349
TOPBUILD CORP	2,076	1,868
TRUIST FINANCIAL CORPORATION	8,168	10,021
TRUPANION INC	4,082	4,049
TXNM ENERGY INC	4,041	4,573
UBER	1,625	1,448
UDR INC	2,182	2,388
UNION PACIFIC	1,850	1,824
UNITED RENTALS INC	1,476	2,113
UNITEDHEALTH GROUP INC	7,565	6,576
VERTIV CL A	2,579	2,613
VICI PROPERTIES INC	3,636	3,505
VICTORY CAPITAL HOLDINGS, INC.	4,389	4,517
VICTORY FLOATING RATE FUND CLA	78,974	77,988
VISA INC	5,455	7,585
WAL-MART STORES INC	9,043	11,836
WELLS FARGO & CO	6,177	5,830
WELLTOWER INC.	12,712	19,787
WESTERN DIGITAL CORP	6,784	6,261
WEYERHAEUSER CO	4,590	3,969
WILLIAMS COS	5,804	9,904
XCEL ENERGY INC	7,596	7,967
ZOETIS INC	2,952	2,770

- TIN:

TY 2024 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	11,573			11,573
Bank Charges	2	2

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

Anderson Family Foundation Inc

EIN:

20-2988084

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Federal Tax Refund	5,156

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

Anderson Family Foundation Inc

EIN:

20-2988084

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	13,861	13,861

- TIN:

TY 2024 TaxesSchedule

Name:

Anderson Family Foundation Inc

EIN:

20-2988084

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024	800
Foreign Tax Paid	78	78