Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 12-01-2023 , and ending 11-30-2024
Name of foundation
THE ANSCHUTZ FOUNDATION
 
% THE ANSCHUTZ FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)555 17TH STREET SUITE 2400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80202
A Employer identification number

74-2316617
B Telephone number (see instructions)

(303) 308-8220
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,864,978,332J 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) 298,605
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,445,498 4,445,498  
4 Dividends and interest from securities... 58,085,381 63,145,466  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 57,297,069
b Gross sales price for all assets on line 6a 805,215,535
7 Capital gain net income (from Part IV, line 2)... 52,645,363
8 Net short-term capital gain.........  
9 Income modifications........... 551,506
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)....... Click to see attachment
List of Attached Documents:
// Content
-19,582 -1,046,637  
12 Total. Add lines 1 through 11........ 120,106,971 119,189,690 551,506
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,110,417     1,110,417
14 Other employee salaries and wages...... 864,581     864,581
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,293     3,293
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,180 0 0 12,180
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
83,975     83,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
288,887     288,887
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,315    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,867     2,867
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,849,462 13,030,166   280,236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,220,977 13,030,166 0 2,646,436
25 Contributions, gifts, grants paid....... 55,414,440 70,370,780
26 Total expenses and disbursements. Add lines 24 and 25 74,635,417 13,030,166 0 73,017,216
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,471,554
b Net investment income (if negative, enter -0-) 106,159,524
c Adjusted net income (if negative, enter -0-)... 551,506
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 105,947,249 214,649,156 214,649,156
3 Accounts receivable right arrow8,123,192
Less: allowance for doubtful accounts right arrow   10,325,741 8,123,192 8,123,192
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 arrow212,221,985
Less: allowance for doubtful accounts right arrow   164,927,154 Click to see attachment
List of Attached Documents:
// Content
212,221,985 		212,221,985
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 259,843 10,592 10,592
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 45,510,580 Click to see attachment
List of Attached Documents:
// Content
48,331,268 		48,331,268
c Investments—corporate bonds (attach schedule)....... 352,815,080 Click to see attachment
List of Attached Documents:
// Content
369,169,456 		369,169,456
11 Investments—land, buildings, and equipment: basis right arrow31,059,377
Less: accumulated depreciation (attach schedule) right arrow   31,059,377 Click to see attachment
List of Attached Documents:
// Content
31,059,377 		31,059,377
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 845,421,080 Click to see attachment
List of Attached Documents:
// Content
979,202,310 		979,202,310
14 Land, buildings, and equipment: basis right arrow88,199
Less: accumulated depreciation (attach schedule) right arrow71,615 21,899 Click to see attachment
List of Attached Documents:
// Content
16,584 		16,584
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,164,467 		Click to see attachment
List of Attached Documents:
// Content
2,194,412 		Click to see attachment
List of Attached Documents:
// Content
2,194,412
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,558,452,470 1,864,978,332 1,864,978,332
Liabilities 17 Accounts payable and accrued expenses.......... 10,455,111 75,155,530
18 Grants payable................. 47,027,500 32,622,666
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
35,872,900 		Click to see attachment
List of Attached Documents:
// Content
103,904,874
23 Total liabilities (add lines 17 through 22)......... 93,355,511 211,683,070
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 863,290,809 863,290,809
28 Retained earnings, accumulated income, endowment, or other funds 601,806,150 790,004,453
29 Total net assets or fund balances (see instructions)..... 1,465,096,959 1,653,295,262
30 Total liabilities and net assets/fund balances (see instructions). 1,558,452,470 1,864,978,332
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,465,096,959
2
Enter amount from Part I, line 27a .....................
2
45,471,554
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
142,726,749
4
Add lines 1, 2, and 3 ..........................
4
1,653,295,262
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,653,295,262
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICILY TRADED SECURITIES - ST P    
b PUBLICILY TRADED SECURITIES - LT P    
c CAPITAL GAIN FROM LT BANK DEBT- DETAIL AVAIL UPON REQUEST P    
d PUBLICLY TRADED PARTNERSHIP PASS-THROUGHS- ST P    
e PUBLICLY TRADED PARTNERSHIP PASS-THROUGHS- LT P    
OTHER PASS-THROUGH ACTIVITIES- ST- DETAIL UPON REQUEST P    
OTHER PASS-THROUGH ACTIVITIES- LT - DETAIL UPON REQUEST P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -2,652,513
b       62,832,480
c       -9,287,248
d       4,005
e       216,430
      -1,073,240
      2,605,449
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 52,645,363
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 1,475,617
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 1,475,617
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 1,475,617
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,054,230
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,054,230
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 10 578,613
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow578,613 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see list of attachments
List of Attached Documents:
// Content
....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see list of attachments
List of Attached Documents:
// Content
....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowTHEANSCHUTZFOUNDATION.ORG
14
The books are in care ofright arrowTHE ANSCHUTZ FOUNDATION Telephone no.right arrow (303) 308-8220

Located atright arrow555 17TH STREET SUITE 2400DENVERCO ZIP+4right arrow80202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHRISTIAN P ANSCHUTZ PRESIDENT / DIRECTOR
20.0 		131,667 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
ELIZABETH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
8.0 		30,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
DONALD J HOPKINS DIRECTOR - NOMINAL
0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
PHILIP F ANSCHUTZ NONEXECUTIVE CHAIRMAN/DIRECTOR
8.0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
NANCY P ANSCHUTZ VICE PRESIDENT / DIRECTOR
8.0 		20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
CANNON Y HARVEY DIRECTOR - NOMINAL
0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
CRAIG D SLATER SECRETARY/DIRECTOR - NOMINAL
0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
SARAH S ANSCHUTZ VICE PRESIDENT / DIRECTOR
40.0 		95,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
TED E HARMS Executive VP and CFO/Director
32.0 		370,833 7,375 0
555 17TH STREET SUITE 2400
DENVER,CO80202
JEFFREY T ALLEN DIRECTOR
8.0 		20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
JILL H ANSCHUTZ DIRECTOR
8.0 		20,000 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
DAVID RYAN EXECUTIVE DIRECTOR
40.0 		422,917 8,938 0
555 17TH STREET SUITE 2400
DENVER,CO80202
AFSOON KELLY TREASURER
8.0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
WILLIAM P A HUNT DIRECTOR
0.0 		0 0 0
555 17TH STREET SUITE 2400
DENVER,CO80202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
GARY DIXON 0
32.0 		265,641 7,500 0
555 17TH ST STE 2400
DENVER,CO80202
BROOKE JONES 0
40.0 		124,392 7,464 0
555 17TH ST STE 2400
DENVER,CO80202
Total number of other employees paid over $50,000...................right arrow 6
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SILCHESTER INTERNATIONAL INVESTORS INC INVESTMENT ADVISOR 412,849
780 THIRD AVE 42ND FLOOR
NEW YORK,NY10017
MARATHON-LONDON INTERNATIONAL INVESTMENT INVESTMENT ADVISOR 241,648
801 S CANAL STREET
CHICAGO,IL60607
THE ANSCHUTZ CORPORATION INVESTMENT ADVISOR 11,503,987
555 17TH STREET SUITE 2400
DENVER,CO80202
WELLS FARGO INVESTMENT ADVISOR 365,648
420 MONTGOMERY STREET
SAN FRANCISCO,CA94104
MORGAN STANLEY INVESTMENT ADVISOR 387,573
1585 BROADWAY
NEW YORK,NY10036
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2 N/A  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,463,550,367
b
Average of monthly cash balances.......................
1b
82,599,557
c
Fair market value of all other assets (see instructions)................
1c
32,115,796
d
Total (add lines 1a, b, and c).........................
1d
1,578,265,720
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,578,265,720
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,673,986
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,554,591,734
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
77,729,587
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
77,729,587
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,475,617
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,475,617
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
76,253,970
4
Recoveries of amounts treated as qualifying distributions................
4
551,506
5
Add lines 3 and 4............................
5
76,805,476
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
76,805,476
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
73,017,216
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
73,017,216
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 76,805,476
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 70,631,406
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 73,017,216
a Applied to 2022, but not more than line 2a 70,631,406
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 2,385,810
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		74,419,666
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE ANSCHUTZ FOUNDATION
555 17TH STREET SUITE 2400
DENVER,CO80202
TAC-INFO@TAC-DENVER.COM
bThe form in which applications should be submitted and information and materials they should include:
Realizing that the cost of preparing a grant proposal can be a major expense, the Foundation recommends that new applicants send a one to two page letter of inquiry. The Foundation will use this letter as part of its screening process. Upon review of your letter, a member of the Foundation staff may contact you for further information and provide access to our on-line application which will ask you to provide additional information. Your request will remain under consideration until you receive notification that it has been either denied or awarded.
cAny submission deadlines:
Proposal deadlines are January 15, March 30, July 15, and September 30. Dates may change annually, p
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Anschutz Foundation operates as a general purpose foundation and provides grants to causes and organizations primarily in Colorado that support youth development and education, health and wellness, human services and improving quality of life-with special focus on promoting personal values and responsibilities. The Foundation does not make donations directly to individuals or to any organization that does not qualify as a 501(c)(3) organization under the Internal Revenue Service.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SEE ATTACHMENT

SEE ATTACHEMENT
ATTACHED,CO80202 		    GENERAL SUPPORT 70,370,780
Total .................................right arrow 3a 70,370,780
bApproved for future payment

SEE ATTACHMENT
SEE ATTACHMENT
ATTACHED,CO80202 		    GENERAL SUPPORT -14,956,340
Total ................................. right arrow 3b 6,484,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,445,498  
4 Dividends and interest from securities ....     14 58,085,381  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 57,297,069  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		900001   14 -26,022  
bFOREIGN CURRENCY EXCHANGE GAIN/LOSS 900001   14 6,440  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   119,808,366  
13Total. Add line 12, columns (b), (d), and (e)..................
13
119,808,366
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE ANSCHUTZ FOUNDATION
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE ANSCHUTZ FOUNDATION
  		Employer identification number
74-2316617
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ANSCHUTZ CORPORATION
555 17TH STREET SUITE 2400
 
DENVER, CO80202

$ 298,605


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE ANSCHUTZ FOUNDATION
  		Employer identification number

74-2316617
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE ANSCHUTZ FOUNDATION
  		Employer identification number

74-2316617
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT/ACCOUNTING SERVICES 12,180     12,180

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount
NONE  

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

TY 2023 DepreciationSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
RESERVE LAND INVES 2019-12-19 31,021,444   L          
FIXED ASSETS 2018-11-30 88,199 66,299 M7 7 5,315      
SI SOUTH LAND 2021-12-30 37,933   L          

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TY 2023 ExpenditureResponsibilityStmt
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
AMERICAN MUSEUM OF WESTERN ART
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  1,893,000 GENERAL OPERATING SUPPORT 1,893,000 NO MONTHLY 2024-11-30 VERIFIED
FOUNDATION FOR A BETTER LIFE
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  1,334,000 GENERAL OPERATING SUPPORT 1,334,000 NO MONTHLY 2024-11-30 VERIFIED
LIBBY ANSCHUTZ FOUNDATION
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  150,000 GENERAL SUPPORT 150,000 NO MONTHLY 2024-11-30 VERIFIED
RANDOM ACTS OF KINDNESS FOUNDATION
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  309,000 GENERAL OPERATING SUPPORT 309,000 NO MONTHLY 2024-11-30 VERIFIED
CHRISTIAN P ANSCHUTZ FOUNDATION
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  296,000 GENERAL SUPPORT 296,000 NO MONTHLY 2024-11-30 VERIFIED
THE SARAH SHAW ANSCHUTZ FOUNDATION
  		555 17TH STREET SUITE 2400
DENVER,CO80202 		  290,000 GENERAL SUPPORT 290,000 NO MONTHLY 2024-11-30 VERIFIED

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Name of Bond End of Year Book Value End of Year Fair Market Value
ACUSHNET 679,140 679,140
ADVANCE AUTO PARTS 3,622,323 3,622,323
ADVGRO 77,869 77,869
AHEAD DB HOLDINGS 2,043,424 2,043,424
ALGONQUIN PWR & UTILITY 3,979,154 3,979,154
ALTAGAS LTD 663,796 663,796
AMERIGAS 2,004,256 2,004,256
AMGEN 4,550,512 4,550,512
ANTARAES HOLDINGS 4,644,315 4,644,315
APOLLO COMMERCIAL REAL ESTATE 10,656,334 10,656,334
ARES MANAGEMENT CORP 3,432,194 3,432,194
ARES CAPITAL CORP 673,221 673,221
ARES STRATEGIC INCOME FUND 3,481,034 3,481,034
ARROW ELECTRONICS INC 3,254,308 3,254,308
ASSURANT INC 655,691 655,691
ATHENE HOLDING LTD 3,250,530 3,250,530
BAUSCH & LOMB ESCROW CORP 2,038,170 2,038,170
BELLRING BRANDS INC 3,894,818 3,894,818
BGC GROUP INC 1,662,714 1,662,714
BGC PARTNERS INC 3,480,614 3,480,614
BLACKROCK TCP CAP 670,937 670,937
BLACKSTONE MORTGAGE TR 6,936,380 6,936,380
BLACKSTONE PRIVATE CREDIT 7,794,725 7,794,725
BLACKSTONE SECURED LEND 2,283,127 2,283,127
BLOCK INC 5,335,069 5,335,069
BLUE OWL CREDIT INCOME 3,464,309 3,464,309
BOEING CO 1,402,148 1,402,148
BOSTON PROPERTIES 652,158 652,158
BRAND INDUSTRIAL SERVICE 3,447,968 3,447,968
BROOKFIELD CAPITAL FIN 4,815,827 4,815,827
BURFORD CAPITAL GLBL FIN 5,842,723 5,842,723
CANTOR FITZGERALD 683,445 683,445
CBRE SERVICES INC 685,353 685,353
CIGNA GROUP 4,550,081 4,550,081
CONDOR MERGER SUB INC 3,500,535 3,500,535
CVS HEALTH GROUP 650,764 650,764
CAPSTONE BORROWER INC 2,030,330 2,030,330
CELANESE US HOLDINGS LLC 510,852 510,852
CHEMOURS CO 4,055,982 4,055,982
CHOBANI HOLD CO II LLC 2,746,334 2,746,334
CHOBANI LLC/FINANCE CORP 68,421 68,421
CITADEL FINANCE LLC 3,653,009 3,653,009
COINBASE GLOBAL INC 3,255,304 3,255,304
COUSINS PROPERTIES 331,662 331,662
CREDIT ACCEPTANCE 3,462,052 3,462,052
CROCS INC 3,017,863 3,017,863
CUSHMAN & WAKEFIELD US 5,090,327 5,090,327
DAVITA INC 2,341,703 2,341,703
DELEK LOG PARTNERS 6,777,163 6,777,163
EPR PROPERTIES 1,233,297 1,233,297
EBAY INC 757,685 757,685
ELDORADO GOLD CORP 3,564,743 3,564,743
EMERALD DEBT MERGER 1,314,366 1,314,366
ENACT HOLDINGS INC 1,999,691 1,999,691
ENBRIDGE INC 7,238,654 7,238,654
ENLINK MIDSTREAM PARTNER 1,491,218 1,491,218
ENTEGRIS ESCROW CORP 3,756,304 3,756,304
ESSENT GROUP LTD 2,008,095 2,008,095
EVERGREEN ACQCO/TVI INC 1,401,267 1,401,267
FS KKR CAPITAL CORP 11,640,901 11,640,901
FEDERAL REALTY INVS TRUST 330,569 330,569
FIESTA PURCHASER INC 685,632 685,632
FOX CORP 1,794,538 1,794,538
GARRETT MOTION HOLDINGS 3,276,441 3,276,441
GARTNER INC 4,539,394 4,539,394
GENUINE PARTS CO 344,045 344,045
GLOBAL PART/GLP FINANCE 682,222 682,222
GOLUB CAPITAL BDC 1,361,105 1,361,105
GREAT CANADIAN GAMING CO 3,380,534 3,380,534
HARLEY-DAVIDSON FINL SER 3,351,404 3,351,404
HPS CORPORATE LENDING FUND 2,322,366 2,322,366
HYATT HOTELS CORP 1,986,400 1,986,400
IIP OPERATING PARTNER 5,468,479 5,468,479
JONES LANG LASALLE INC 1,393,923 1,393,923
KEHE DIST 2,041,515 2,041,515
KENNEDY-WILSON INC 5,895,991 5,895,991
KEVLAR SPA 3,704,688 3,704,688
LABORATORY CORP OF AMER 4,001,557 4,001,557
LADDER CAP FIN LLLP/CORP 3,784,197 3,784,197
MAGNA INTERNATIONAL INC 1,299,975 1,299,975
MAIN STREET CAPITAL CORP 1,983,458 1,983,458
MASTEC INC 333,539 333,539
MATCH GROUP HLD II LLC 3,167,880 3,167,880
MICRON TECHNOLOGY 807,259 807,259
MOWAWK INDUSTRIES INC 336,008 336,008
NEW MOUNTAIN FINANCE 3,278,623 3,278,623
NEW MOUNTAIN FINANCE CORP 1,295,088 1,295,088
NEWMARK GROUP INC 344,639 344,639
NMG HLDCO/NEIMAN MARCUS 3,735,215 3,735,215
OAKTREE STRATEGIC CREDIT 2,338,354 2,338,354
OWL ROCK CORE INCOME COR 6,510,407 6,510,407
PBF HOLDING CO LLC 6,671,675 6,671,675
PREMIER ENTERTAINMENT SUB 2,730,000 2,730,000
RAILWORKS HOLDINGS LP/R 2,926,441 2,926,441
RAISING CANE'S RESTAURANT 698,810 698,810
REDWOOD STAR MERGER SUB 3,712,727 3,712,727
REGAL REXNORD CORP 1,266,952 1,266,952
RENT-A-CENTER INC 183,343 183,343
RESORTS WORLD/RWLV CAP 4,755,423 4,755,423
REYNOLDS AMERICAN INC 2,320,522 2,320,522
RITHM CAPITAL CORP 6,515,171 6,515,171
ROYALTY PHARMA PLC 3,644,705 3,644,705
SANDS CHINA INC 1,437,845 1,437,845
SEADRILL FINANCE LTD 2,163,450 2,163,450
SIX FLAGS ENTERTAINMENT 2,013,045 2,013,045
SIXTH STREET SPECIALTY 340,843 340,843
SNAP INC 2,796,625 2,796,625
SOUTH BOW CAN INFRA HOLDINGS 508,421 508,421
STANLEY BLACK & DECKER 8,930,469 8,930,469
STENA INTERNATIONAL 1,340,768 1,340,768
T-MOBILE USA INC 5,222,318 5,222,318
TGS ASA 1,999,045 1,999,045
TRANSDIGM INC 2,957,881 2,957,881
VERDE PURCHASER LLC 6,968,449 6,968,449
VIKING BAKED GOODS 3,189,311 3,189,311
WARNERMEDIA HOLDINGS INC 650,011 650,011
WYNN RESORTS FINANCE LLC 528,088 528,088
WAYFAIR INC 2,208,750 2,208,750
WAYFAIR LLC 2,041,987 2,041,987
WEBSTER FINANCIAL CORP 4,885,541 4,885,541
XPO ESCROW SUB LLC 3,173,421 3,173,421
TREASURY BILL 19,404,785 19,404,785

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Name of Stock End of Year Book Value End of Year Fair Market Value
ADVANCE AUTO PARTS INC 1,343,875 1,343,875
APOLLO COMMERCIAL REAL ESTATE 616,050 616,050
ARES COMMERCIAL REAL ESTATE 304,684 304,684
BOEING CO 4,507,760 4,507,760
ENBRIDGE INC 3,231,810 3,231,810
ENERGY TRANSFER LP 12,273,480 12,273,480
ENTERPRISE PRODUCTS PARTNERS 11,182,864 11,182,864
MPLX LP 7,490,700 7,490,700
ORION SA 838,110 838,110
PAYPAL HOLDINGS INC 2,820,025 2,820,025
READY CAPITAL CORP 868,871 868,871
TPG RE FINANCE TRUST INC 26,477 26,477
UNDER ARMOUR INC 570,050 570,050
WAYFAIR INC 2,256,512 2,256,512

TY 2023 InvestmentsLandSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
RESERVE LAND INVES 31,021,444   31,021,444 31,021,444
SI SOUTH LAND 37,933   37,933 37,933

TY 2023 InvestmentsOtherSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASSET BACKED SECURITIES FMV 28,684,934 28,684,934
CUMMULATIVE PREFERRED FMV 34,749,009 34,749,009
DEPOSITORY RECEIPT FMV 6,519,348 6,519,348
EXCHANGE TRADED FUNDS FMV 554,978,229 554,978,229
MUTUAL FUNDS FMV 304,955,950 304,955,950
PRIVATE EQUITY FMV 49,197,840 49,197,840
LISTED OPTIONS FMV 117,000 117,000

TY 2023 LandEtcSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FIXED ASSETS 88,199 71,614 16,585 16,584


TY 2023 OtherAssetsSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ASSETS FOR EXEMPT PURPOSES 2,164,467 2,194,412 2,194,412


TY 2023 OtherExpensesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS FEES/PERMITS 311     311
BUSINESS MEALS 1,472     1,472
INVESTMENT MANAGEMENT FEES 13,030,166 13,030,166    
MAINTENANCE SERVICE CONTRACTS 1,619     1,619
PROFESSIONAL MEMBERSHIPS 9,150     9,150
PUBLICATIONS & SUBSCRIPTIONS 526     526
REPAIRS AND MAINTENANCE 16,964     16,964
SOFTWARE AND HARDWARE 16,795     16,795
SUPPLIES 6,046     6,046
TELEPHONE 3,998     3,998
TRAINING AND EDUCATION 1,548     1,548
OTHER MISCELLANEOUS EXPENSES 5,363     5,363
EMPLOYER 401K MATCH 54,221     54,221
OFFICE RENT 162,223     162,223
FEDERAL EXCISE BOOK ACCRUAL 3,539,060      


TY 2023 OtherIncomeSchedule2
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME -26,022 -26,022  
FOREIGN CURRENCY EXCHANGE GAIN/LOSS 6,440 6,440  
OTHER INCOME FROM PASS-THROUGHS   -1,027,055  


TY 2023 OtherIncreasesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Amount
UNREALIZED GAINS/LOSSES 142,726,749


TY 2023 OtherLiabilitiesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Description Beginning of Year - Book Value End of Year - Book Value
SHORT SALE LIABILITY 35,872,900 103,904,874


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

TY 2023 OtherNotesLoansRcvblLongSch
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
TRADE ME GROUP     1,837,266       0 %        
KESTRA     1,964,333       0 %        
CROSBY     6,542,811       0 %        
COREL CORPORATION     725,512       0 %        
TENEO     10,043,331       0 %        
WOMEN'S CARE 2ND LIEN     1,667,194       0 %        
S&S HOLDINGS 1ST LIEN     3,659,744       0 %        
S&S HOLDINGS 2ND LIEN     3,496,875       0 %        
FIRST BRANDS 1ST LIEN     3,507,901       0 %        
FIRST BRANDS 2ND LIEN     2,793,750       0 %        
SAVERS TL     2,436,866       0 %        
ORAVEL STAYS     2,287,781       0 %        
ARCHKEY SOLUTIONS     4,708,635       0 %        
GIBSON BRANDS INC     4,990,748       0 %        
RESOURCE LABEL GROUP     3,409,688       0 %        
DIRECTV FINANCING     1,174,625       0 %        
AZURITY PHARMACEUTICALS     1,896,961       0 %        
EYECARE PARTNERS L     921,340       0 %        
HEUBACH     30,186       0 %        
AUTHENTIC BRANDS 1ST LIEN     5,297,812       0 %        
HOUGHTON MILFFLIN HARCOURT     3,618,773       0 %        
CHEF'S WAREHOUSE     1,789,012       0 %        
PATAGONIA     2,960,016       0 %        
EYE CARE PARTNERS T     198,348       0 %        
COVERTUS     3,518,869       0 %        
BOWLERO     3,581,663       0 %        
PAR PACIFIC     3,185,244       0 %        
UGI ENERGY SERVICES     2,573,917       0 %        
SUBCOM     4,256,582       0 %        
TRICOR GROUP     1,944,620       0 %        
QUALTRICS     3,235,598       0 %        
CVENT     2,859,753       0 %        
OMNIA PARTNERS     653,374       0 %        
CENTROMOTION     4,391,688       0 %        
TRONOX     3,261,132       0 %        
FOGO DE CHAO     4,425,558       0 %        
BAUSCH & LOMB     1,295,250       0 %        
ALPHIA CJ FOODS     4,323,524       0 %        
CHOBANI     4,582,093       0 %        
ASPIRE BAKERIES     5,216,201       0 %        
SHEARER'S FOODS     1,303,234       0 %        
EUC     4,463,550       0 %        
ALTER DOMUS     609,302       0 %        
GRANT THORNTON     4,468,853       0 %        
ASSETMARK     327,363       0 %        
AUSTIN POWDER     3,282,500       0 %        
TENCATE     6,567,048       0 %        
INSTRUCTURE 1ST LIEN     1,959,750       0 %        
INSTRUCTURE 2ND LIEN     2,639,000       0 %        
TAIT 1ST LIEN     5,239,000       0 %        
JANNEY MONTGOMERY     4,509,143       0 %        
NVENT THERMAL     2,626,000       0 %        
J CREW     3,302,813       0 %        
PLUSGRADE     5,258,500       0 %        
ALPHAGEN     327,902       0 %        
JAGGAER 1ST LIEN     4,585,081       0 %        
JAGGAER 2ND LIEN     6,467,500       0 %        
KIDDIE GLOBAL SERVICES     7,829,250       0 %        
FNZ     6,386,250       0 %        
FORM TECHNOLOGIES     640,250       0 %        
EMG UTICA     2,622,750       0 %        
1440 FOODS     2,476,500       0 %        
TPC GROUP     7,761,000       0 %        
BLACKSTONE MORTGAGE     1,304,872       0 %        

TY 2023 OtherProfessionalFeesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL CONSULTANTS 83,975     83,975


TY 2023 TaxesSchedule
Name:
THE ANSCHUTZ FOUNDATION
EIN:
74-2316617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAX 125,106     125,106
PAYROLL TAXES 142,880     142,880
SALARY BURDEN 20,901     20,901