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
JOHN W ANDERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1351 SILHAVY ROAD SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALPARAISO, IN46383
A Employer identification number

35-6070695
B Telephone number (see instructions)

(219) 462-4611
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$325,303,807J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,298,128 3,298,128  
4 Dividends and interest from securities... 4,235,062 4,235,062  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,286,457
b Gross sales price for all assets on line 6a 99,962,242
7 Capital gain net income (from Part IV, line 2)... 36,286,457
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 43,819,647 43,819,647  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 576,738 173,317   403,421
14 Other employee salaries and wages...... 79,287 0   79,287
15 Pension plans, employee benefits....... 49,746 0   49,746
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
23,929 0   34,608
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,400 0   56,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,019,411 1,019,411   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
773,187 183,359   0
19 Depreciation (attach schedule) and depletion... 36,047 0  
20 Occupancy.............. 74,999 0   74,999
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
77,092 9,875   67,377
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,761,836 1,385,962   766,063
25 Contributions, gifts, grants paid....... 13,208,500 13,608,500
26 Total expenses and disbursements. Add lines 24 and 25 15,970,336 1,385,962   14,374,563
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,849,311
b Net investment income (if negative, enter -0-) 42,433,685
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.............      
2 Savings and temporary cash investments......... 4,584,639 5,049,213 5,049,213
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.......... 7,903 8,063 8,063
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 190,295,141 Click to see attachment
List of Attached Documents:
// Content
204,791,278 		204,791,278
c Investments—corporate bonds (attach schedule)....... 64,323,197 Click to see attachment
List of Attached Documents:
// Content
72,930,611 		72,930,611
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,034,121 Click to see attachment
List of Attached Documents:
// Content
40,843,169 		40,843,169
14 Land, buildings, and equipment: basis right arrow538,095
Less: accumulated depreciation (attach schedule) right arrow210,723 363,419 Click to see attachment
List of Attached Documents:
// Content
327,372 		327,372
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,379,740 		Click to see attachment
List of Attached Documents:
// Content
1,354,101 		Click to see attachment
List of Attached Documents:
// Content
1,354,101
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 301,988,160 325,303,807 325,303,807
Liabilities 17 Accounts payable and accrued expenses.......... 108,094 115,912
18 Grants payable................. 400,000 180,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
684,179 		Click to see attachment
List of Attached Documents:
// Content
652,504
23 Total liabilities (add lines 17 through 22)......... 1,192,273 948,416
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........... 300,795,887 324,355,391
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 300,795,887 324,355,391
30 Total liabilities and net assets/fund balances (see instructions). 301,988,160 325,303,807
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
300,795,887
2
Enter amount from Part I, line 27a .....................
2
27,849,311
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
328,645,198
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,289,807
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
324,355,391
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 P    
b FROM K-1: ARROW STREET INTERNATIONAL 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 97,515,789   63,675,785 33,840,004
b 2,446,453     2,446,453
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       33,840,004
b       2,446,453
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 36,286,457
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) 1 589,828
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........................... 3 589,828
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- ..... 5 589,828
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 558,816
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 648,816
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 58,988
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow58,988 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 arrowIN
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 arrowWILLIAM N VINOVICH Telephone no.right arrow (219) 462-4611

Located atright arrow1351 SILHAVY ROAD SUITE 200VALPARAISOIN ZIP+4right arrow46383
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
WILLIAM N VINOVICH CHAIRMAN AND TRUSTEE
20.00 		175,694 0 0
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
SCOTT K STEINWART TRUSTEE
20.00 		44,367 0 0
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
CLYDE D COMPTON VICE CHAIRMAN AND TRUSTEE
20.00 		166,976 0 0
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
JOHN J DIEDERICH SECRETARY AND TRUSTEE
20.00 		139,301 0 0
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
TAMARA LYNCH TRUSTEE
20.00 		50,400 0 0
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
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
SANDS CAPITAL MANAGEMENT LLC INVESTMENT COUNSELOR 205,144
1000 WILSON BLVD SUITE 3000
ARLINGTON,VA22209
NORTHERN TRUST COMPANY CUSTODIAL BANK 148,846
50 S LASALLE ST
CHICAGO,IL60675
CHAMPLAIN INVESTMENT PARTNERS INVESTMENT COUNSELOR 133,501
180 BATTERY ST 4TH FLOOR
BURLINGTON,VT05401
BARROW HANLEY MEWHINNEY & STRAUSS INVESTMENT COUNSELOR 125,737
2200 ROSS AVE 31ST FLOOR
DALLAS,TX75201
SEGAL MARCO ADVISORS INVESTMENT COUNSELOR 100,507
101 N WACKER DRIVE SUITE 500
CHICAGO,IL60606
Total number of others receiving over $50,000 for professional services.............right arrow1
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
314,064,223
b
Average of monthly cash balances.......................
1b
3,170,819
c
Fair market value of all other assets (see instructions)................
1c
1,051,016
d
Total (add lines 1a, b, and c).........................
1d
318,286,058
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
318,286,058
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,774,291
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
313,511,767
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,675,588
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
15,675,588
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
589,828
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
589,828
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,085,760
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,085,760
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
15,085,760
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
14,374,563
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
14,374,563
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 15,085,760
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 13,566,827
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,374,563
a Applied to 2023, but not more than line 2a 13,566,827
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..... 807,736
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		14,278,024
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) ... 		0
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....  
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 e-mail address of the person to whom applications should be addressed:
THE BOARD OF TRUSTEES CO WILLIAM N
1351 SILHAVY ROAD SUITE 200
VALPARAISO,IN46383
(219) 462-4611
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS FOR GRANTS SHOULD INCLUDE BUT NOT NECESSARILY BE LIMITED TO THE FOLLLOWING INFORMATION: 1. PURPOSE OR ORGANIZATION AND PROPOSED USE OF GRANT 2. LIST OF OFFICERS OF THE ORGANIZATION 3. MOST RECENT FINANCIAL STATEMENTS, IRS FORM 990, AND BUDGET 4. COPY OF INTERNAL REVENUE SERVICE LETTER APPROVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) 5. CERTIFICATION OF 509(A)(1) OR 509(A)(2) STATUS
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES. EACH APPLICATION IS REVIEWED ON A TIMELY BASIS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE RESTRICTED TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS WHICH ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A). THEY ARE ALSO LIMITED PRIMARILY TO ORGANIZATIONS SERVING LAKE AND PORTER COUNTIES OF NORTHWEST INDIANA.
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

AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC

PO BOX 64622
GARY,IN46401 		N/A PC CAPITAL 5,000

ALPHA CHI CH- KAPPA ALPHA THETA EDUC FDN

2521 GALA DRIVE
WEST LAFAYETTE,IN47906 		N/A PC SCHOLARSHIPS/OPERATING 5,000

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE 17TH
FLOOR
CHICAGO,IL60601 		N/A PC OPERATING 7,500

AMERICAN CANCER SOCIETY INC

5635 W 96TH ST SUITE 100
INDIANAPOLIS,IN46278 		N/A PC OPERATING 50,000

AMERICAN DIABETES ASSOCIATION

PO BOX 7023
MERRIFIELD,VA22116 		N/A PC OPERATING 10,000

AMERICAN HEART ASSOCIATION

6500 TECHNOLOGY CENTER DRIVE
INDIANAPOLIS,IN46278 		N/A PC OPERATING 20,000

AMERICAN RED CROSS OF NORTHWEST INDIANA

791 E 83RD AVE
MERRILLVILLE,IN46410 		N/A PC OPERATING 75,000

ANDREAN HIGH SCHOOL

5959 BROADWAY
MERRILLVILLE,IN464102617 		N/A GOV SCHOLARSHIPS/OPERATING 10,000

ANSWER FOR PREGNANCY AID INC

705 COLONIAL DR
HOBART,IN46342 		N/A PC OPERATING 5,000

ARC OF INDIANA

143 W MARKET ST SUITE 200
INDIANAPOLIS,IN46204 		N/A PC OPERATING 10,000

ART BARN SCHOOL OF ART INC

695 N 400 E
VALPARAISO,IN46383 		N/A PC OPERATING 15,000

ARTHRITIS FOUNDATION

1355 PEACHTREE ST NE STE 600
ATLANTA,GA30309 		N/A PC OPERATING 5,000

ARTISTIC RECOVERY INC

320 S CALUMET ROAD
CHESTERTON,IN46304 		N/A PC OPERATING 25,000

ASCENSION SAINT MARY AND ELIZABETH MEDICAL CENTER

1500 S LAKE PARK AVE
HOBART,IN46342 		N/A PC OPERATING 25,000

BALL STATE UNIVERSITY FOUNDATION

ALUMNI CENTER 2800 W BETHEL AVENUE
MUNCIE,IN47304 		N/A PC CAPITAL 150,000

BEACH FRONT DANCE SCHOOL

427 SOUTH LAKE STREET
GARY,IN46403 		N/A PC OPERATING 10,000

BISHOP NOLL INSTITUTE

1519 HOFFMAN ST
HAMMOND,IN46327 		N/A PC CAPITAL 10,000

BOY SCOUTS OF AMERICA PATHWAY TO ADVENTURE COUNCIL

1100 W WASHINGTON BLVD SUITE 200
CHICAGO,IL60607 		N/A PC OPERATING 100,000

BOYS & GIRLS CLUBS OF AMERICA

1275 PEACHTREE ST SUITE 100
ATLANTA,GA30309 		N/A PC OPERATING 15,000

BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC

3691 WILLOWCREEK RD
PORTAGE,IN46368 		N/A PC OPERATING 4,380,000

BOYS & GIRLS CLUBS OF MICHIGAN CITY

321 DETROIT STREET
MICHIGAN CITY,IN46360 		N/A PC OPERATING 210,000

BREAKTHROUGH T1D

35 EAST WACKER SUITE 2200
CHICAGO,IL60601 		N/A PC OPERATING 15,000

BROTHERS KEEPER INCORPORATED

2120 BROADWAY POST OFFICE BOX 07287
GARY,IN46407 		N/A PC OPERATING/CAPITAL 100,000

BULLDOG ATHLETIC BOOSTERS INC

1500 S MAIN ST
CROWN POINT,IN463079492 		N/A PC OPERATING 10,000

CALL A RIDE

828 S 350 W
HEBRON,IN46341 		N/A PC OPERATING 8,000

CALUMET COLLEGE OF ST JOSEPH

2400 NEW YORK AVENUE
WHITING,IN46394 		N/A PC OPERATING 75,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		N/A PC OPERATING 6,000

CARING PLACE INC

607 BULLSEYE LAKE RD
VALPARAISO,IN46383 		N/A PC OPERATING 80,000

CATHOLIC CHARITIES GARY

940 BROADWAY
GARY,IN46402 		N/A PC OPERATING 400,000

CEDAR LAKE MINISTRIES INC

PO BOX 665 13701 LAUERMAN STREET
CEDAR LAKE,IN463030665 		N/A PC OPERATING 5,000

CENTER FOR THE HOMELESS

813 S MICHIGAN ST SOUTH BEND
INDIANA 46601
SOUTH BEND,IN46601 		N/A PC OPERATING 15,000

CENTER OF WORKFORCE INNOVATIONS

2804 BOILERMAKER COURT SUITE E
VALPARAISO,IN46383 		N/A PC OPERATING 100,000

CEREBRAL PALSY OF NORTHWEST INDIANA DBA CENTER FOR POSSIBILITIES

22 TYLER ST
HOBART,IN46342 		N/A PC OPERATING 150,000

CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA

2300 173RD STREET
HAMMOND,IN46323 		N/A PC SCHOLARSHIPS/OPERATING 15,000

CHASING DREAMS

PO BOX 1513
VALPARAISO,IN46384 		N/A PC OPERATING 10,000

CHESTERTON ART CENTER

115 SOUTH 4TH STREET
CHESTERTON,IN46304 		N/A PC OPERATING 10,000

CHESTERTON HIGH SCHOOL

2125 S 11TH ST
CHESTERTON,IN46304 		N/A GOV OPERATING/EQUIPMENT 1,500

CHICAGOLAND IMMIGRANT WELCOME NETWORK

824 E HOFFMAN ST
HAMMOND,IN46327 		N/A PC OPERATING 10,000

CHILDREN'S ORGAN TRANSPLANT ASSOCIATION

2501 W COTA DRIVE
BLOOMINGTON,IN47401 		N/A PC OPERATING 20,000

CITIZENS CONCERNED FOR THE HOMELESS INC

1005W 8TH STREET
MICHIGAN CITY,IN46360 		N/A PC OPERATING 15,000

CITY LIFE CENTER

225 W 5TH AVE
GARY,IN46402 		N/A PC OPERATING 25,000

COACTION

2001 CALUMET AVE
VALPARAISO,IN46383 		N/A PC OPERATING 15,000

COLLEGE MENTORS FOR KIDS

6081 E 82ND STREET SUITE 420
INDIANAPOLIS,IN46250 		N/A PC OPERATING 5,000

COMMUNITY HELP NETWORK INC

550 E BURRELL DR
CROWN POINT,IN46307 		N/A PC OPERATING 5,000

COMMUNITY THEATER GUILD DBACHICAGO STREET THEATRE

154 W CHICAGO STREET
VALPARAISO,IN46383 		N/A PC OPERATING 8,000

CRISIS CENTER INC

101 N MONTGOMERY ST
GARY,IN46403 		N/A PC OPERATING/CAPITAL 115,000

CROSSROADS YMCA

100 W BURRELL DR
CROWN POINT,IN46307 		N/A PC OPERATING 200,000

CROWN POINT COMMUNITY FOUNDATION INC

PO BOX 522
CROWN POINT,IN46308 		N/A PC OPERATING 30,000

CYSTIC FIBROSIS FOUNDATION

200 N LASALLE ST STE 2300
CHICAGO,IL60601 		N/A PC OPERATING 7,500

DENTAL LIFELINE NETWORK - INDIANA

1800 15TH STREET STE 100
DENVER,CO80202 		N/A PC OPERATING 5,000

DISMAS HOUSE OF INDIANA

PO BOX 4571 521 S ST JOSEPH ST
SOUTH BEND,IN466344571 		N/A PC OPERATING 15,000

DOWN SYNDROME ASSOCIATION OF NORTHWEST INDIANA INC

2167 INDIANAPOLIS BLVD
SCHERERVILLE,IN46375 		N/A PC CAPITAL & EQUIPMENT 5,000

DRESSED FOR SCHOOL INC

PO BOX 2381
VALPARAISO,IN46384 		N/A PC OPERATING 15,000

DUNEBROOK INC

7451 W JOHNSON ROAD
MICHIGAN CITY,IN46360 		N/A PC OPERATING 20,000

DUNELAND FAMILY YMCA

215 ROOSEVELT ST
CHESTERTON,IN463042530 		N/A PC OPERATING 50,000

EDGEWATER SYSTEMS FOR BALANCED LIVING

1100 W 6TH AVENUE
GARY,IN46402 		N/A PC OPERATING 5,000

ELKA CHILD EDUCATIONAL CENTER INC

1953 GEORGIA STREET
GARY,IN46407 		N/A PC EQUIPMENT 30,000

EXCEPTIONAL EQUESTRIANS UNLIMITED

5699 E 73RD
MERRILLVILLE,IN46410 		N/A PC OPERATING 10,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		N/A PC OPERATING 5,000

FAMILIES ANCHORED IN TOTAL HARMONY

201 EAST 5TH AVENUE SUITE A
GARY,IN46402 		N/A PC OPERATING 25,000

FAMILY AND YOUTH SERVICES BUREAU

153 W LINCOLNWAY
VALPARAISO,IN46383 		N/A PC OPERATING 50,000

FAMILY HOUSE INC

610 E GLENDALE BLVD
VALPARAISO,IN46383 		N/A PC OPERATING 7,500

FELLOWSHIP OF CHRISTIAN ATHLETES

853 EASTPORT CENTRE DRIVE SUITE 200
VALPARAISO,IN46383 		N/A PC OPERATING 15,000

FIRST PRESBYTERIAN CHURCH OF CROWN POINT

218 S COURT STREET
CROWN POINT,IN46307 		N/A PC EQUIPMENT 20,000

FIRST UNITED METHODIST CHURCH

352 S MAIN STREET
CROWN POINT,IN46307 		N/A PC EQUIPMENT 18,000

FOOD BANK OF NORTHWEST INDIANA

6490 BROADWAY
MERRILLVILLE,IN46410 		N/A PC OPERATING 150,000

FOREST RIDGE ACADEMY

7300 FOREST RIDGE DR
SCHERERVILLE,IN46375 		N/A PC EQUIPMENT 10,000

FRANCISCAN HEALTH FOUNDATION

2050 N MAIN ST SUITE A
CROWN POINT,IN46307 		N/A PC OPERATING 45,000

GARY HISTORICAL AND CULTURAL SOCIETY INC

P O BOX 64603
GARY,IN46401 		N/A PC OPERATING 6,000

GARY LITERACY COALITION

650 GRANT STREET SUITE 8
GARY,IN46404 		N/A PC OPERATING 7,500

GIBAULT INC

6401 S US HIGHWAY 41
TERRE HAUTE,IN47802 		N/A PC OPERATING 150,000

GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA

20 S CLARK STREET SUITE 200
CHICAGO,IL60603 		N/A PC OPERATING 100,000

GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA

10008 DUPONT CIRCLE DRIVE E
FORT WAYNE,IN46825 		N/A PC OPERATING 15,000

GIRLS ON THE RUN OF NORTHWEST INDIANA

821 W 45TH STREET SUITE D
GRIFFITH,IN46319 		N/A PC OPERATING 10,000

GLENWOOD ACADEMY

500 W 187TH STREET
GLENWOOD,IL60425 		N/A PC SCHOLARSHIPS 15,000

GOODWILL INDUSTRIES OF MICHIANA INC

1805 WESTERN AVENUE
SOUTH BEND,IN46619 		N/A PC OPERATING 5,000

GRACE BEYOND BORDERS NWI INC

4331 STEWART COURT
EAST CHICAGO,IN46312 		N/A PC OPERATING 30,000

GRAND TOTS INC

13209 SCHNEIDER STREET POBOX 333
CEDAR LAKE,IN46303 		N/A PC OPERATING 20,000

GREATER EDUCATION OPPORTUNITIES FOUNDATION

3145 N MERIDIAN ST SUITE A
INDIANAPOLIS,IN46208 		N/A PC OPERATING 10,000

GREATER HAMMOND COMMUNITY SERVICES DBA COMMUNITY SERVICES OF NORTHWEST INDI

824 HOFFMAN ST
HAMMOND,IN46327 		N/A PC OPERATING 5,000

HABITAT FOR HUMANITY OF NORTHWEST INDIANA

3777 COLFAX STREET
GARY,IN46408 		N/A PC EQUIPMENT 30,000

HABITAT FOR HUMANITY OF PORTER COUNTY

2411 BEECH STREET SUITE L
VALPARAISO,IN46383 		N/A PC CAPITAL 30,000

HAROLD HAL KELLEY RESPITE FOUNDATION INC

305 UNION ST
VALPARAISO,IN46383 		N/A PC OPERATING 100,000

HEBRON UNITED METHODIST CHURCH

202 W CHURCH STREET PO BOX 96
HEBRON,IN46341 		N/A PC EQUIPMENT 15,000

HILLTOP NEIGHBORHOOD HOUSE

460 S COLLEGE AVE
VALPARAISO,IN46383 		N/A PC SCHOLARSHIPS 45,000

HISTORICAL SOCIETY OF OGDEN DUNES

115 HILLCREST ROAD
OGDEN DUNES,IN46368 		N/A PC OPERATING 10,000

HOME TEAM VALPO INC

PO BOX 504
VALPARAISO,IN46384 		N/A PC CAPITAL 10,000

HOOSIERS FEEDING THE HUNGRY

4490A SR 327
GARRETT,IN46738 		N/A PC OPERATING 10,000

HORACE MANN AMBRIDGE NEIGHBORHOOD IMPROVEMENT ORG

1614 W 5TH AVE
GARY,IN46404 		N/A PC OPERATING 25,000

HOSPICE OF THE CALUMET AREA

600 SUPERIOR AVE
MUNSTER,IN46321 		N/A PC OPERATING/CAPITAL 30,000

HUMANE INDIANA

8149 KENNEDY AVE
HIGHLAND,IN46322 		N/A PC OPERATING 5,000

HUMANE SOCIETY OF HOBART

2054 E ST RD 130 PO BOX 108
HOBART,IN46342 		N/A PC OPERATING 5,000

HUMANE SOCIETY OF NORTHWEST INDIANA INC

6100 MELTON RD
GARY,IN46403 		N/A PC EQUIPMENT 16,000

ILLINOIS SPINA BIFIDA ASSOCIATION

2211 N OAK PARK AVE
CHICAGO,IL60707 		N/A PC OPERATING 4,000

IMMANUEL LUTHERAN CHURCH FOOD PANTRY

1700 MONTICELLO PARK DRIVE
VALPARAISO,IN46383 		N/A PC OPERATING 25,000

INDEPENDENT CAT SOCIETY

4061 COUNTY LINE ROAD PO BOX 735
WESTVILLE,IN46391 		N/A PC OPERATING 3,000

INDEPENDENT COLLEGES OF INDIANA

30 SOUTH MERIDIAN STREET SUITE 800
INDIANAPOLIS,IN46204 		N/A SO I SCHOLARSHIPS 125,000

INDIANA ASSOCIATION OF SCHOOL PRINCIPALS

11025 E 25TH ST
INDIANAPOLIS,IN462291523 		N/A PC OPERATING 4,000

INDIANA BALLET THEATRE

8888 LOUISIANA ST
MERRILLVILLE,IN46410 		N/A PC OPERATING 15,000

INDIANA BAR FOUNDATION INC

615 N ALABAMA STREET 426
INDIANAPOLIS,IN46204 		N/A PC OPERATING 20,000

INDIANA DUNES GREAT BANQUET

1501 WASHINGTON AVE
CHESTERTON,IN46304 		N/A PC OPERATING 10,000

INDIANA DUNES LEARNING CENTER

700 HOWE RD
CHESTERTON,IN46304 		N/A PC OPERATING 20,000

INDIANA GOLF FOUNDATION

9795 CROSSPOINTE BLVD SUITE 170
INDIANAPOLIS,IN46256 		N/A PC EQUIPMENT 27,000

INDIANA LEGAL SERVICES INC

1200 MADISON SUITE 300
INDIANAPOLIS,IN46225 		N/A PC OPERATING 60,000

INDIANA PHILANTHROPY ALLIANCE

115 W WASHINGTON STREET SUITE 950
INDIANAPOLIS,IN46204 		N/A PC OPERATING 5,000

INDIANA STATE UNIVERSITY FOUNDATION

30 N 5TH ST
TERRE HAUTE,IN47809 		N/A PC OPERATING 150,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 500 SHOWALTER HOUSE
BLOOMINGTON,IN47402 		N/A PC SCHOLARSHIPS 520,000

INDIANA WOMEN IN NEED FOUNDATION

8515 CEDAR PLACE DRIVE SUITE 103A
INDIANAPOLIS,IN46240 		N/A PC OPERATING 7,000

IN-PACT INC

12300 MARSHALL ST
CROWN POINT,IN46307 		N/A PC EQUIPMENT 30,000

INTERFAITH COMMUNITY PADS INC

1001 W 8TH ST
MICHIGAN CITY,IN46360 		N/A PC OPERATING 10,000

INTERNATIONAL COMMUNITY ALLIANCE

4433 BROADWAY
GARY,IN46409 		N/A PC OPERATING 15,000

IVY TECH FOUNDATION

3100 IVY TECH DRIVE
VALPARAISO,IN46383 		N/A PC SCHOLARSHIPS/OPERATING 150,000

JACOB'S LADDER PEDIATRIC REHAB CENTER

1595 S CALUMET RD
CHESTERTON,IN46304 		N/A PC OPERATING 15,000

JUNIOR ACHIEVEMENT OF CHICAGO

651 W WASHINGTON BLVD SUITE 404
CHICAGO,IL60661 		N/A PC OPERATING 5,000

LAKESHORE COMMUNITY CONCERTS

1049 169TH PLACE
HAMMOND,IN46324 		N/A PC OPERATING 1,000

LAKESHORE PUBLIC MEDIA

8625 INDIANA PLACE
MERRILLVILLE,IN46410 		N/A PC OPERATING 150,000

LASALLE COUNSIL INC BOY SCOUTS OF AMERICA

1340 S BEND AVE
SOUTH BEND,IN46617 		N/A PC OPERATING 35,000

LEGACY FOUNDATION

370 EAST 84TH DRIVE 100
MERRILLVILLE,IN46410 		N/A PC OPERATING 60,000

LES TURNER ALS FOUNDATION

5550 WEST TOUHY AVE
SKOKIE,IL60077 		N/A PC OPERATING 7,500

LET'S TALK ABOUT IT LET'S DO IT COMMUNITY OUTREACH

1375 GERRY STREET
GARY,IN46406 		N/A PC OPERATING 7,000

LIFE TREATMENT CENTERS

1402 S MICHIGAN ST
SOUTH BEND,IN46613 		N/A PC EQUIPMENT 5,000

LIFELINE INC DBA LIFELINE PILOTS

4507 N STERLING AVE SUITE 402
PEORIA,IL61615 		N/A PC OPERATING 5,000

LOGAN COMMUNITY RESOURCES

2202 E JEFFERSON BLVD
SOUTH BEND,IN46615 		N/A PC OPERATING 5,000

LUBEZNIK CENTER FOR THE ARTS

101 W 2ND STREET
MICHIGAN CITY,IN46360 		N/A PC OPERATING 10,000

LURIE CHILDREN'S HOSPITAL OF CHICAGO

225 EAST CHICAGO AVE BOX 4
CHICAGO,IL60611 		N/A PC OPERATING 50,000

MAAC FOUNDATION INC

4203 MONTDALE PARK DRIVE
VALPARAISO,IN46383 		N/A PC CAPITAL 50,000

MAYO CLINIC

200 1ST ST SW
ROCHESTER,MN55905 		N/A PC OPERATING 100,000

MEALS ON WHEELS OF NORTHWEST INDIANA INC

8446 VIRGINIA ST
MERRILLVILLE,IN46410 		N/A PC OPERATING 100,000

MEMORIAL OPERA HOUSE FOUNDATION

104 INDIANA AVE
VALPARAISO,IN46383 		N/A PC OPERATING/CAPITAL 30,000

MENTAL HEALTH AMERICA OF NORTHWEST INDIANA

5311 HOHMAN AVENUE
HAMMOND,IN46320 		N/A PC OPERATING 25,000

MERRILLVILLE ROTARY CLUB CHARITIES CLOTHING OUR CHILDREN

PO BOX 11001
MERRILLVILLE,IN46410 		N/A PC OPERATING 9,000

METHODIST HOSPITALS INC

600 GRANT STREET
GARY,IN46402 		N/A PC EQUIPMENT 70,000

MICHIANA PUBLIC BROADCASTING CORPORATIONWNIT

300 W JEFFERSON BLVD
SOUTH BEND,IN46601 		N/A PC OPERATING 10,000

MILK BANK

8020 CASTLEWAY DRIVE
INDIANAPOLIS,IN46250 		N/A PC OPERATING 10,000

MILLER BEACH ARTS AND CREATIVE DISTRICT CDC LLC

MILLER BEACH ARTS AND CREATIVE
DISTRICT PO BOX 2405
GARY,IN46403 		N/A PC OPERATING 20,000

MORAINE HOUSE INC

353 W LINCOLNWAY
VALPARAISO,IN46383 		N/A PC OPERATING 20,000

MUSCULAR DYSTROPHY FAMILY FOUNDATION INC

PO BOX 776
CARMEL,IN46032 		N/A PC OPERATING 5,000

NATIONAL CHILDREN'S CANCER SOCIETY

500 N BROADWAY SUITE 1850
ST LOUIS,MO63102 		N/A PC OPERATING 5,000

NEW CREATION MEN'S CENTER

2102 CALUMET AVE
VALPARAISO,IN46383 		N/A PC OPERATING 10,000

NORTH COAST CULTURAL ASSOCIATION INC

PO BOX 2281
CHESTERTON,IN46304 		N/A PC EQUIPMENT 6,500

NORTHERN IN HISTORICAL SOCIETY (MUSEUM)

808 WEST WASHINGTON STREET
SOUTH BEND,IN46601 		N/A PC OPERATING 5,000

NORTHWEST INDIANA CANCER KIDS FOUNDATION

PO BOX 824
SCHERERVILLE,IN46375 		N/A PC OPERATING 10,000

NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION

7725 BROADWAY SUITE C
MERRILLVILLE,IN46410 		N/A PC OPERATING 40,000

NORTHWEST INDIANA FORUM FOUNDATION

6100 SOUTHPORT ROAD
PORTAGE,IN46368 		N/A PC OPERATING 70,000

NORTHWEST INDIANA SPECIAL EDUCATION COOP

2150 WEST 97TH PLACE
CROWN POINT,IN46307 		N/A PC OPERATING 10,000

NORTHWEST INDIANA SYMPHONY SOCIETY INC

1040 RIDGE ROAD
MUNSTER,IN46321 		N/A PC OPERATING 85,000

OPPORTUNITY ENTERPRISES

2801 EVANS AVE
VALPARAISO,IN46383 		N/A PC OPERATING 275,000

OUR GREATER GOOD

3701 MURVIHILL RD
VALPARAISO,IN46383 		N/A PC OPERATING 5,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036 		N/A PC OPERATING 3,000

PINEY WOODS SCHOOL

PO BOX 100 11 WARD LANE
PINEY WOODS,MS391489989 		N/A PC SCHOLARSHIPS 2,000

PINK RIBBON SOCIETY INC

303 E 89TH AVE
MERILLVILLE,IN46410 		N/A PC OPERATING 5,000

PLANNED PARENTHOOD GREAT NWHIAKINKY

200 S MERIDIAN ST STE 400
INDIANAPOLIS,IN46225 		N/A PC OPERATING 15,000

PORTAGE LIVE ENTERTAINMENT

PO BOX 1111
PORTAGE,IN46368 		N/A PC OPERATING 1,500

PORTAGE TOWNSHIP YMCA

3100 WILLOWCREEK RD
PORTAGE,IN46368 		N/A PC OPERATING/CAPITAL 60,000

PORTER COUNTY AGING AND COMMUNITY SERVICES INC

1005 CAMPBELL STREET
VALPARAISO,IN463854262 		N/A PC CAPITAL 15,000

PORTER COUNTY ASSOC FOR HANDICAPPED CHILDREN & ADULTS

1505 ASTER AVE
VALPARAISO,IN46383 		N/A PC EQUIPMENT 4,000

PORTER COUNTY COMMUNITY FOUNDATION INC

1401 CALUMET AVENUE
VALPARAISO,IN46383 		N/A PC OPERATING 30,000

PORTER COUNTY GOVERNMENT

1660 SOUTH STATE ROAD 2
VALPARAISO,IN46385 		N/A GOV OPERATING 10,000

PORTER COUNTY MUSEUM FOUNDATION

20 INDIANA AVENUE
VALPARAISO,IN46383 		N/A PC OPERATING 12,000

PORTER COUNTY PACT

2056 S ST RD 2
VALPARAISO,IN46385 		N/A PC OPERATING 20,000

PORTER COUNTY PARKS FOUNDATION

PO BOX 428
VALPARAISO,IN46384 		N/A PC CAPITAL 10,000

PUBLIC EDUCATION FOUNDATION OF VALPARAISO IN

3801 N CAMPBELL ST
VALPARAISO,IN46385 		N/A PC SCHOLARSHIPS 15,000

PURDUE UNIVERSITY NORTHWEST

2200 169TH STREET
HAMMOND,IN46323 		N/A PC OPERATING 250,000

PURDUE UNIVERSITY

403 W WOOD STREET
WEST LAFAYETTE,IN47907 		N/A PC OPERATING 275,000

REAL SERVICES INC

1151 SOUTH MICHIGAN STREET
SOUTH BEND,IN46601 		N/A PC OPERATING 5,000

REBUILDING TOGETHER - DUNELAND

PO BOX 644
CHESTERTON,IN46304 		N/A PC OPERATING 5,000

REBUILDING TOGETHER OF SOUTH LAKE COUNTY INC

PO BOX 665
CROWN POINT,IN46308 		N/A PC OPERATING 5,000

REGIONAL HEALTH SYSTEMS

1441 E 84TH PLACE
MERRILLVILLE,IN46410 		N/A PC OPERATING 20,000

REGIONAL PERFORMING ARTS COMPANY

2530 PORTAGE MALL
PORTAGE,IN46368 		N/A PC OPERATING 5,000

REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB

355 EAST ERIE
CHICAGO,IL60611 		N/A PC OPERATING 30,000

RESPITE CARE SERVICES INC

9000 INDIANAPOLIS BLVD
HIGHLAND,IN46322 		N/A PC OPERATING 10,000

RESTORING THE PRIDE EDUCATIONAL FOUNDATION INC

PO BOX 222
LAFAYETTE,IN47901 		N/A PC SCHOLARSHIPS 10,000

RILEY CHILDREN'S FOUNDATION

500 NORTH MERIDIAN STREET SUITE 100
INDIANAPOLIS,IN46204 		N/A PC OPERATING 20,000

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL INDIANA

435 LIMESTONE STREET
INDIANAPOLIS,IN46202 		N/A PC OPERATING 25,000

RONALD MCDONALD HOUSE CHICAGOLAND & NWI

TRIPP AVE AT AIRMAIL RD PO BOX 7002
HINES,IL60141 		N/A PC OPERATING 20,000

SAFE COALITION FOR HUMAN RIGHTS INC

9335 CALUMET AVE SUITE D
MUNSTER,IN46321 		N/A PC OPERATING 20,000

SALVATION ARMY

6060 CASTLEWAY W DR
INDIANAPOLIS,IN46250 		N/A PC OPERATING 175,000

SAMARITAN COUNSELING CENTER

8955 COLUMBIA AVE
MUNSTER,IN46303 		N/A PC OPERATING 20,000

SAMARITAN COUNSELING CENTERS INC

340 COMMERCE SQ
MICHIGAN CITY,IN46360 		N/A PC OPERATING 7,500

SAVE THE DUNES

444 BARKER ROAD
MICHIGAN CITY,IN46360 		N/A PC OPERATING/CAPITAL 10,000

SCHOOL CITY OF HOBART

32 EAST 7TH STREET
HOBART,IN463425154 		N/A GOV EQUIPMENT 5,000

SHARE FOUNDATION WITH THE HANDICAPPED

6617 N 300 E
LA PORTE,IN46350 		N/A PC OPERATING 20,000

SHIRLEY HEINZE LAND TRUST

109 W 700 N
VALPARAISO,IN46385 		N/A PC OPERATING 20,000

SHRINERS HOSPITALS FOR CHILDREN CHICAGO

2211 N OAK PARK DRIVE
CHICAGO,IL60707 		N/A PC OPERATING 10,000

SHULTS-LEWIS CHILD & FAMILY SERVICES INC

PO BOX 471 325 S 150 E
VALPARAISO,IN463840471 		N/A PC OPERATING 20,000

SOCIETY FOR THE RESTORATION OF THE GARY BATHING BEACH AQUATORIUM

613 S LAKE ST APT A
GARY,IN46403 		N/A PC OPERATING 7,000

SOCIETY OF INNOVATORS AT PNW

1401 US 421 SCHWARZ HALL 141
WESTVILLE,IN46391 		N/A PC OPERATING 15,000

SOCIETY OF ST VINCENT DE PAUL HOLY SPIRIT WINFIELD INDIANA

7667 109TH
WINFIELD,IN46307 		N/A PC OPERATING 10,000

SOJOURNER TRUTH HOUSE INC

410 W 13TH AVENUE
GARY,IN46407 		N/A PC OPERATING 35,000

SOUTH SHORE ARTS INC

1040 RIDGE ROAD
MUNSTER,IN46321 		N/A PC OPERATING 50,000

SPECIAL OLYMPICS INDIANA

6200 TECHNOLOGY CENTER DRIVE SUITE
105
INDIANAPOLIS,IN46278 		N/A PC OPERATING 5,000

SPORT YOUTH FOUNDATION INC

3567 VILLAGE CT
GARY,IN46408 		N/A PC OPERATING 5,000

ST AGNES ADULT DAY SERVICE CENTER

1859 HARRISON BLVD
VALPARAISO,IN46385 		N/A PC OPERATING 5,000

ST BEDE ACADEMY

24 W US HWY 6
PERU,IL61354 		N/A PC SCHOLARSHIPS/OPERATING 15,000

ST JUDE HOUSE

12490 MARSHALL STREET
CROWN POINT,IN46307 		N/A PC OPERATING 60,000

ST TERESA OF AVILA CATHOLIC STUDENT CENTER

1511 LAPORTE AVENUE
VALPARAISO,IN46383 		N/A PC OPERATING 6,000

THE CEDAR LAKE HISTORICAL ASSOCIATION INC

PO BOX 421
CEDAR LAKE,IN46303 		N/A PC OPERATING 1,000

THE CONGREGATIONS OF MERRILLVILLE INC

7898 TAFT STREET
MERILLVILLE,IN46410 		N/A PC OPERATING 1,000

THE JEWISH FEDERATION OF NORTHWEST INDIANA INC

585 PROGRESS AVE
MUNSTER,IN46321 		N/A PC OPERATING 15,000

THEATRE AT THE CENTER

1040 RIDGE ROAD
MUNSTER,IN46321 		N/A PC OPERATING 10,000

TRADEWINDS SERVICES INC

3198 EAST 83RD PLACE
MERRILLVILLE,IN46410 		N/A PC OPERATING/CAPITAL 175,000

TRUE NORTH TRAINING STABLES

927 N 150 W
CHESTERTON,IN46304 		N/A PC OPERATING 5,000

UNION TOWNSHIP DOLLARS FOR SCHOLARS

599 W 300 N SUITE A
VALPARAISO,IN46385 		N/A PC SCHOLARSHIPS 6,000

UNITED WAY OF NORTHWEST INDIANA

951 EASTPORT CENTRE DRIVE
VALPARAISO,IN46383 		N/A PC OPERATING 500,000

UNIVERSITY OF CHICAGO

130 EAST RANDOLPH SUITE 2500
CHICAGO,IL60601 		N/A PC OPERATING 35,000

VALPARAISO CREATIVE COUNCIL INC

PO BOX 2333
VALPARAISO,IN46384 		N/A PC OPERATING 5,000

VALPARAISO KIWANIS CLUB FOUNDATION INC

PO BOX 1661
VALPARAISO,IN46384 		N/A PC OPERATING 12,500

VALPARAISO PARKS AND RECREATION FDN

3210 N CAMPBELL ST
VALPARAISO,IN46385 		N/A PC OPERATING/CAPITAL 50,000

VALPARAISO UNIVERSITY

1700 CHAPEL DRIVE
VALPARAISO,IN46383 		N/A PC SCHOLARSHIPS 150,000

VALPO FAMILY YMCA

1201 CUMBERLAND CROSSING DRIVE
VALPARAISO,IN46383 		N/A PC OPERATING 80,000

VNA OF NWI

501 MARQUETTE ST
VALPARAISO,IN46383 		N/A PC OPERATING 50,000

WEST SIDE THEATRE GUILD

900 GERRY ST
GARY,IN46406 		N/A PC OPERATING 7,500

WOODLAND CHILD DEVELOPMENT CENTER INC

3027 J F MAHONEY DRIVE
HAMMOND,IN46323 		N/A PC OPERATING 15,000

YOUTH FAMILY COMMUNITY RENEWAL

P O BOX 64541
GARY,IN46401 		N/A PC OPERATING 15,000

YOUTH FOR CHRIST - SOUTH POINTE

PO BOX 1064
VALPARAISO,IN46384 		N/A PC OPERATING 10,000

YOUTH SERVICE BUREAU OF LAPORTE COUNTY INC

906 MICHIGAN AVE
LAPORTE,IN46350 		N/A PC OPERATING 18,000

YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY

2222 LINCOLNWAY WEST
SOUTH BEND,IN46628 		N/A PC OPERATING 15,000

YWCA OF NORTHWEST INDIANA

150 W 15TH AVENUE
GARY,IN46407 		N/A PC OPERATING 120,000
Total .................................right arrow 3a 13,028,500
bApproved for future payment

LEGACY FOUNDATION
370 EAST 84TH DRIVE 100
MERILLVILLE,IN46410 		N/A PC OPERATING 180,000
Total ................................. right arrow 3b 180,000
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 3,298,128  
4 Dividends and interest from securities ....     14 4,235,062  
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 36,286,457  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 43,819,647 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
43,819,647
(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:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 51,400 0   56,625

TY 2024 GeneralExplanationAttachment
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-B, LINES 1A(4) AND 1B PART VI-B, LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE WILLIAM VINOVICH, SCOTT K. STEINWART, CLYDE COMPTON, JOHN DIEDERICH AND TAMARA LYNCH ARE FOUNDATION MANAGERS FOR THE JOHN W. ANDERSON FOUNDATION AND THEREFORE DISQUALIFIED PERSONS. LINE 1B IS ANSWERED "NO" BECAUSE THEIR COMPENSATION IS NOT EXCESSIVE AND IS REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION AS STIPULATED IN TREASURY REGULATIONS SECTION 53.4941(D)-3.

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Name of Bond End of Year Book Value End of Year Fair Market Value
JPMORGAN CORE BOND TRUST FUND 51,285,636 51,285,636
PIMCO FDS PAC INVT MGMT SER FOR FUTURE I INC FD INSTL CL PDIIX 21,644,975 21,644,975

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Name of Stock End of Year Book Value End of Year Fair Market Value
AECOM 301,229 301,229
AIR PROD & CHEM INC COM 1,118,104 1,118,104
AKAMAI TECHNOLOGIES INC COM STK 212,343 212,343
ALPHABET INC CAPITAL STOCK CL A 575,283 575,283
AMAZON COM INC COM 3,108,976 3,108,976
AMERICAN EXPRESS CO 655,609 655,609
AMERICAN INTERNATIONAL GROUP INC COM 617,708 617,708
AMETEK INC NEW COM 405,585 405,585
APTIV PLC COM USD 551,759 551,759
ARAMARK COM 326,463 326,463
ATLASSIAN CORP CL A 1,600,710 1,600,710
AUTODESK INC COM 81,282 81,282
AVANTOR INC COM 788,503 788,503
AXALTA COATING SYSTEMS LTD COM 583,280 583,280
AXON ENTERPRISE INC COM 678,119 678,119
BIO-TECHNE CORP COM 278,756 278,756
BLOCK INC 992,853 992,853
BROADCOM INC COM 171,793 171,793
BROWN-FORMAN INC CL B NON-VTG COM 201,104 201,104
CLOROX CO COMMON STOCK 239,555 239,555
CLOUDFLARE INC COM 953,829 953,829
COGNIZANT TECH SOLUTIONS CORP CL A 410,954 410,954
COMCAST CORP NEW-CL A 762,572 762,572
CRH ORD 825,371 825,371
CULLEN / FROST BANKERS INC COM 374,558 374,558
DATADOG INC COM 1,372,744 1,372,744
DEXCOM INC COM 1,356,464 1,356,464
DOMINOS PIZZA INC COM 197,287 197,287
DOORDASH INC CL A COM 766,282 766,282
EDWARDS LIFESCIENCES CORP COM 330,174 330,174
ELECTR ARTS COM 432,902 432,902
ELEVANCE HEALTH INC 503,180 503,180
ENBRIDGE INC COM 954,675 954,675
ENTEGRIS INC COM 859,048 859,048
ENTERGY CORP NEW COM 1,213,878 1,213,878
EVEREST GROUP LTD 491,133 491,133
EXACT SCIENCES CORP COM 218,579 218,579
FACTSET RESH SYS INC COM STK 252,147 252,147
FIDELITY NATL INFORMATION SVCS INC COM STK 1,011,806 1,011,806
FORTIVE CORP COM MON STOCK 617,325 617,325
FRESHPET INC COM 253,268 253,268
GALLAGHER ARTHUR J & CO COM 154,698 154,698
GRACO INC COM 187,967 187,967
HALLIBURTON CO COM 567,211 567,211
HESS CORP COM STK 545,208 545,208
HORMEL FOODS CORP COM 259,744 259,744
HUNT J B TRANS SVCS INC COM 529,729 529,729
IDEX CORP COM 372,536 372,536
KEURIG DR PEPPER INC COM 1,046,791 1,046,791
KEYSIGHT TECHNOLOGIES INC COM 242,551 242,551
KINSALE CAP GROUP INC COM 237,216 237,216
LAMB WESTON HLDGS INC COM USD5 184,451 184,451
LAS VEGAS SANDS CORP COM STK 982,209 982,209
LITHIA MTRS INC COM CL A 814,940 814,940
M & T BK CORP COM 331,274 331,274
MC CORMICK & CO INC COM NON-VTG 321,352 321,352
MEDTRONIC PLC COMMON STOCK 470,653 470,653
MERCK & CO INC NEW COM 631,599 631,599
META PLATFORMS INC COM 1,729,011 1,729,011
METTLER-TOLEDO INTL INC COM 226,381 226,381
MICROSOFT CORP COM 2,484,743 2,484,743
MONGODB INC CL A 281,700 281,700
NETFLIX INC COM STK 995,604 995,604
NORDSON CORP COM 284,566 284,566
NU HOLDINGS LTD 793,151 793,151
NUTANIX INC CL A CL A 306,818 306,818
NVIDIA CORP COM 3,560,565 3,560,565
OKTA INC CL A 405,032 405,032
ORACLE CORP COM 590,239 590,239
PALO ALTO NETWORKS INC COM 214,713 214,713
PHILIP MORRIS INTL COM STK NPV 1,001,071 1,001,071
PHILLIPS 66 COM 396,818 396,818
PINNACLE W. CAP CORP COM 661,884 661,884
PLANET FITNESS INC CL A 232,345 232,345
PUB STORAGE COM 585,705 585,705
PURE STORAGE INC CL A 354,144 354,144
QUALCOMM INC COM 841,684 841,684
REPLIGEN CORP COM STK 190,721 190,721
ROCKWELL AUTOMATION 384,388 384,388
RYAN SPECIALTY HOLDINGS INC CL A COM 221,352 221,352
SEA LTD ADR 1,044,767 1,044,767
SERVICENOW INC COM 1,918,817 1,918,817
SHOPIFY INC CL A 1,541,360 1,541,360
SMUCKER J M CO COM NEW 227,948 227,948
SNOWFLAKE INC CL A 491,641 491,641
STERIS PLC ORD 177,809 177,809
SYNOPSYS INC COM 237,826 237,826
TOAST INC COM 183,344 183,344
TORO CO COM 195,444 195,444
TRADEWEB MKTS INC CL A 212,090 212,090
UBER TECHNOLOGIES INC COM 631,430 631,430
ULTA BEAUTY INC 387,088 387,088
ULTRAGENYX PHARMACEUTICAL INC COM 474,003 474,003
UNITEDHEALTH GROUP INC COM 630,807 630,807
US BANCORP 331,318 331,318
VEEVA SYS INC CL A COM 342,708 342,708
VICI PPTYS INC COM 678,256 678,256
VISA INC COM CL A STK 712,670 712,670
WATERS CORP COM 281,945 281,945
WELLS FARGO & CO 492,593 492,593
WEST PHARMACEUTICAL SVCS INC COM 229,292 229,292
WILLIS TOWERS WATSON PLC COM 495,232 495,232
WORKDAY INC CL A COM 398,656 398,656
WYNN RESORTS LTD COM 484,133 484,133
XYLEM INC COM 317,895 317,895
ZSCALER INC COM 335,563 335,563
NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING 24,232,256 24,232,256
NTGI COM DAILY S&P500 EQTY INDEX-LENDING 81,873,948 81,873,948
DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP 15,595,564 15,595,564
ASML HLDG NV NY 820,607 820,607
AGILENT TECHNOLOGIES INC COM 159,865 159,865
APPLE INC COM STK 1,495,759 1,495,759
APPLOVIN CORP COM CL A 718,903 718,903
BANK N S HALIFAX COM STK 531,237 531,237
BANK OF AMERICA CORP 1,081,126 1,081,126
BELLRING BRANDS INC COM 79,107 79,107
CARNIVAL CORP COM 1,227,185 1,227,185
CONFLUENT INC CL A 320,142 320,142
E L F BEAUTY INC COM 264,283 264,283
ESAB CORPORATION COM 82,159 82,159
EXXON MOBIL CORP COM 779,667 779,667
FASTENAL CO COM 56,809 56,809
GRAINGER W W INC COM 84,324 84,324
HOLOGIC INC COM 131,925 131,925
INTERCONTINENTAL EXCHANGE INC COM 898,381 898,381
JACOBS SOLUTIONS INC COM 541,963 541,963
JOHNSON CTLS INTL PLC COM 961,683 961,683
LINCOLN ELEC HLDGS INC COM 172,472 172,472
MICROCHIP TECHNOLOGY INC COM 339,913 339,913
MONSTER BEVERAGE CORP NEW COM 190,267 190,267
MSA SAFETY INC COM 167,428 167,428
MSCI INC COM 126,002 126,002
NVENT ELECTRIC PLC COM 136,320 136,320
PENUMBRA INC COM 363,344 363,344
PERMIAN RES CORP CL A 432,579 432,579
PROCORE TECHNOLOGIES INC COM 166,345 166,345
PROLOGIS INC COM 329,890 329,890
ROBLOX CORP COM 559,738 559,738
SAMSARA INC CL A 1,014,700 1,014,700
SANOFI SPONSORED 664,368 664,368
SPOTIFY TECHNOLOGYS 1,105,029 1,105,029
THE COOPER COMPANIES, INC. 254,186 254,186
VERALTO CORP COM 208,793 208,793
WINGSTOP INC COM 125,048 125,048
XCEL ENERGY INC COM 773,374 773,374

TY 2024 InvestmentsOtherSchedule2
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARROWSTREET CAPITAL INTERNATIONAL ALLCAP EQUITY FUND AT COST 23,550,063 23,550,063
BOYD WATTERSON GSA FUND LP AT COST 17,293,106 17,293,106

TY 2024 LandEtcSchedule2
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE AND FIXTURES 538,095 210,723 327,372 327,372


TY 2024 LegalFeesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 23,929 0   34,608


TY 2024 OtherAssetsSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST AND DIVIDENDS 701,068 715,581 715,581
PREPAID TAXES 3,816 0 0
RIGHT OF USE ASSET - OFFICE LEASE 674,856 638,520 638,520


TY 2024 OtherDecreasesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Description Amount
UNREALIZED GAIN/LOSS ON INVESTMENTS 1,828,699
BOOK/TAX DIFFERENCE ON INVESTMENTS 2,461,108


TY 2024 OtherExpensesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 38,900 9,875   29,025
INSURANCE 16,542 0   16,702
UTILITIES 6,512 0   6,512
JANITOR 10,600 0   10,600
TELEPHONE 4,538 0   4,538


TY 2024 OtherLiabilitiesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY - OFFICE LEASE 684,179 652,504


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT COUNSELING 624,148 624,148   0
CUSTODIAL FEES 60,324 60,324   0
CONSULTING FEES 99,371 99,371   0
TRUSTEE EXPENSE 4,453 4,453   0
INVESTMENT EXPENSES 231,115 231,115   0


TY 2024 TaxesSchedule
Name:
JOHN W ANDERSON FOUNDATION
EIN:
35-6070695
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 589,828 0   0
FOREIGN TAXES 183,359 183,359   0