TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

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

Name of foundation
Bradbury and Janet Anderson Family Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

20-3851797

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$4,491,421J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	17,281		17,281
4	Dividends and interest from securities...	42,573		42,573
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		334,772
b	Gross sales price for all assets on line 6a 763,350
7	Capital gain net income (from Part IV, line 2)...			327,686
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	27,956	24,364
12	Total. Add lines 1 through 11........	422,582		411,904
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	13,697	13,697
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,897	7,497
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	52,802	27,536		21,995
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	76,396		48,730		21,995
25	Contributions, gifts, grants paid.......	150,000				150,000
26	Total expenses and disbursements. Add lines 24 and 25	226,396		48,730		171,995
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	196,186
b	Net investment income (if negative, enter -0-)			363,174
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	270,149	266,172	266,172
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,123,763	List of Attached Documents: // Content 1,414,827	1,742,981
	c	Investments—corporate bonds (attach schedule).......	318,277	List of Attached Documents: // Content 317,017	305,715
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	884,888	List of Attached Documents: // Content 795,247	2,176,553
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,597,077	2,793,263	4,491,421
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	2,597,077	2,793,263
	29	Total net assets or fund balances (see instructions).....	2,597,077	2,793,263
	30	Total liabilities and net assets/fund balances (see instructions).	2,597,077	2,793,263

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,597,077

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

196,186

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

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

2,793,263

Decreases not included in line 2 (itemize) right arrow

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

2,793,263

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
1 a	Publicly-traded Securities
b	Passthrough K1 Capital Gain/(Loss)
c	DIST IN EXCESS OF BASIS -PRIVATE EQUITY MANAGERS 2013 OFFSHORE LP	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	763,350	631,177	132,173
b			15,341
c			180,172
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			132,173
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	327,686
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,048
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	5,048
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	5,048
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	2,775
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,800
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,575
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	527
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax527	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

FL, MN

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

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

Yes

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

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

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

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

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

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

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

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

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

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

Yes

Website address right arrow

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

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

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

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

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

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

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

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Bradbury H Anderson	Chairman of the Board 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Chairman of the Board 1.0	0	0	0
Erik E Anderson	Pres 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Pres 1.0	0	0	0
Janet R Anderson	Sec 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Sec 1.0	0	0	0
Jeremy R Anderson	Treas 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Treas 1.0	0	0	0
Kathleen P Day	Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0	0	0

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


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










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

Form 990-PF (2024)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

1,843,069

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

341,334

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

2,176,553

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

4,360,956

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

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

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

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

4,360,956

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

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

65,414

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

4,295,542

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

214,777

Part X

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

and do not complete this part.)

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

214,777

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

5,048

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

702

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

5,750

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

209,027

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

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

209,027

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

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

209,027

Part XI

Qualifying Distributions (see instructions)

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

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

171,995

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

171,995

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			209,027
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......	984,606
b From 2020......	3,491,317
c From 2021......	721,669
d From 2022......	463,847
e From 2023......
f Total of lines 3a through e ........		5,661,439
4Qualifying distributions for 2024 from Part
XI, line 4: $ 171,995
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....			171,995
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		37,032	37,032
(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		5,624,407
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		947,574
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		4,676,833
10 Analysis of line 9:
a Excess from 2020....	3,491,317
b Excess from 2021....	721,669
c Excess from 2022....	463,847
d Excess from 2023....
e Excess from 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 4942(j)(3) or4942(j)(5)

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

Bradbury H Anderson

Janet R Anderson

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
EMMANUEL EVANGELICAL LUTHERAN CHURCH 777 MOORING LINE DR NAPLES,FL34102	N/A	PC	General & Unrestricted	150,000
Total ................................. 3a				150,000

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	17,281
4 Dividends and interest from securities ....			14	42,573
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 ............	525990	7,086	18	327,686
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aK-1 Inc/Loss	525990	2,692	14	23,259
bFederal Tax Refund			01	900
cCLASS ACTION LAWSUIT PROCEEDS			01	1,105
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		9,778		412,804

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

422,582

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2024 DepreciationSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2024 GeneralExplanationAttachment

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Identifier	Return Reference	Explanation
form 8865	form 8865	The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
PART I LINE 6A (990-PF)	PART I LINE 6A (990-PF)	RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $327,686 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $7,086 TOTAL PART I, LINE 6A: $334,772 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $763,350 BOOK BASIS: $631,177 NET GAIN/(LOSS): $132,173 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $15,341 DISTRIBUTION IN EXCESS OF BASIS NET GAIN/(LOSS): $180,172

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3M CO SER F - 3.375% - 03/01/2	4,602	4,716
3M CO SER F MTN - 2.875% - 10/	1,868	1,915
ABBOTT LABORATORIES - 1.400% -	7,327	7,606
ADVANCE AUTO PATRS INC NOTE -	2,990	2,678
AIR LEASE CORP - 3.625% - 04/0	1,961	1,933
ALLY FINL INC NOTE - 5.800% -	2,044	2,002
ALPHABET INC - 1.100% - 08/15/	7,627	7,494
AMERICAN TOWER CORP - 3.600% -	1,896	1,923
APPLE INC - 1.250% - 08/20/203	1,708	1,671
ASTRAZENECA PLC NOTE CALL MAKE	9,960	9,541
AT&T INC - 4.350% - 03/01/2029	3,571	2,937
BANK NEW YORK MELLON - 3.442%	2,996	2,923
BANK OF NY MELLON - 4.596% - 0	1,965	1,976
BAT CAPITAL CORP MTN CALL MAKE	10,000	9,187
BB&T CORP - 3.700% - 06/05/202	9,980	9,954
BNY MELLONC ORP SER J - 4.410%	1,013	997
BOEING CO NT - 3.100% - 05/01/	2,136	1,950
BP CAP MKTD AMER - 4.699% - 04	2,006	1,990
BP CAP MKTS P L C NOTE CALL MA	3,821	3,846
BRISTOL-MYERS SQUIBB - 1.450%	1,627	1,657
BUNGE LTD FIN CORP NOTE CALL M	5,000	4,905
CANADIAN IMPERIAL BANK COMM TO	5,999	6,048
CAPITAL ONE FINL CORP NOTE - 3	7,016	6,834
CBOE GLOBAL MKTS - 1.625% - 12	5,686	5,808
CITIGROUP INC NOTE - 4.600% -	10,958	9,972
COCA COLA CO - 2.125% - 09/06/	1,744	1,792
COMCAST CORP - 2.650% - 02/01/	4,406	4,478
COSTCO - 1.600% - 04/20/2030	4,120	4,279
CROWN CASTLE INTL CORP NOTE CA	4,984	4,724
DOW CHEMICAL CO SER B - 4.800%	5,019	4,972
DUKE ENERGY CORP - 3.400% - 06	5,663	4,695
ENTERPRISE PRODS OPER LLC - 2.	5,343	5,426
GENERAL MOTORS FINL CO - 2.400	1,984	1,813
GENERAL MTRS CO - 4.200% - 10/	4,472	3,924
INTEL CORP NOTE - 5.125% - 02/	4,048	3,965
JP MORGAN CHASE - 3.540% - 05/	6,086	5,830
KEYSIGHT - 4.600% - 04/06/2027	5,783	4,975
KIMCO REALTY CORP NOTE CALL MA	9,955	9,135
MARSH &MCLENNAN COS INC - 4.37	1,961	1,965
MCKESSON CORP NOTE - 1.300% -	3,668	3,791
MERCK &CO INC NT - 1.900% - 12	6,949	7,217
MITSUBISHI UFJ FINANCIAL GROUP	5,908	5,852
MORGAN STANLEY - 5.000% - 11/2	7,546	7,012
MPLX LP - 1.750% - 03/01/2026	4,989	4,827
NISOURCE FINANCE CORP NOTE - 3	5,473	4,867
NORTHROP GRUMMAN CORP - 2.930%	6,951	6,994
ONEOK INC - 5.000% - 03/01/202	3,262	3,005
PEPSICO - 1.400% - 02/25/2031	3,359	3,267
PNC FIN SVCS - 2.550% - 01/22/	2,609	2,664
PRAXAIR INC NT - 1.100% - 08/1	5,902	5,791
PROCTER & GAMBLE - 1.200% - 10	7,612	7,433
REALTY INCOME CORP - 4.875% -	5,756	5,013
REGIONS FINANCIAL CORP NEW NOT	1,956	1,781
ROYAL BANK OF CANADA - 4.650%	2,049	1,997
SCHWAB CHARLES CORP NOTE CALL	9,988	9,568
SIMON PPTY GROUP LP NOTE CALL	1,738	1,875
SOUTHERN CO - 3.250% - 07/01/2	10,777	9,797
SRS CCD - 3.750% - 06/01/2026	3,185	2,954
STATE STR CORP - 4.141% - 12/0	5,742	5,832
SUMITOMO MITSUI FINANCIAL GROU	1,933	1,927
SUMITOMO MITSUI FINANCIAL GROU	4,031	3,926
SYNCHRONY FINANCIAL NOTE CALL	2,725	2,900
T-MOBILE USA, INC - 2.050% - 0	3,936	3,673
U S BANCORP - 3.000% - 07/30/2	1,860	1,833
VERIZON COMMS - 4.329% - 09/21	2,270	1,962
VISA - 1.100% - 02/15/2031	2,483	2,428
WALMART INC - 1.500% - 09/22/2	6,040	6,288
WELLTOWER - 2.700% - 02/15/202	4,995	4,805

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	11,167	11,650
ABBVIE INC	7,111	10,129
AIA GROUP LTD ADR	4,223	2,940
AIR PRODS & CHEM INC	5,116	7,541
ALLIANZ SE	6,285	9,101
ALPHABET INC CL A	43,303	52,815
AMAZON COM	38,216	53,312
AMERICAN EXPRESS CO	3,604	8,310
AMERICAN TOWER REIT INC	8,306	6,786
AMGEN INC	5,246	5,213
APOLLO GLOBAL MANAGEMENT, INC	5,647	7,597
APPLE INC	43,635	55,092
ARKEMA S/ADR	3,588	2,123
ASCENDIS PHARMA	13,511	14,868
ASHTEAD GROUP PLC	2,649	2,690
ASM INTERNATIONAL NV	1,768	1,707
ASML HOLDING NV NY REG SHS	1,883	2,079
AVANTOR HOLDINGS INC	4,399	4,067
BAE SYSTEMS PLC	3,072	3,087
BANCO SANTANDER CEN	3,458	6,908
BANK OF AMERICA CORP	16,928	20,964
BECTON DICKINSON & CO	9,086	8,167
BERKSHIRE HATHAWAY INC. CLASS	7,845	12,692
BLACKROCK INC	9,088	14,352
BLOCK INC	6,585	6,119
BOSTON SCIENTIFIC	6,999	13,577
BOUYGUES SA UNSP	4,853	4,424
BP PLC SPONSORED ADR	4,640	4,966
BRITISH AMERICAN TOBACCO PLC	4,090	3,995
BROADCOM INC	13,992	28,053
CANADIAN PACIFIC RAILWAY LTD	3,916	3,329
CAP GEMINI SA UNSP/ADR	2,637	2,175
CARRIER GLOBAL	6,091	8,669
CATERPILLAR INC	4,375	9,432
CELESTICA INC. SV	2,280	3,877
CENCORA INC	3,577	6,516
CGI INC	3,606	4,810
CHECK POINT SOFTWARE TECHNOLOG	6,438	6,348
CHIPOTLE MEX GRILL	5,883	6,452
CISCO SYSTEMS INC	8,615	10,419
CK HUTCHISON HLDGS	5,244	4,227
COLOPLAST AS ADR	2,711	2,389
COMCAST CORP	6,661	6,718
COMPAGNIE FINANCIERE RICHEMONT	2,299	2,778
CONOCOPHILLIPS	4,708	9,520
CONTL AG SPONS ADR	3,144	2,565
COSTCO WHOLESALE CORPORATION	6,535	11,912
CRH PLC	2,858	4,441
CSL LTD	1,428	1,313
CSX CORP	7,894	7,713
DARDEN RESTAURANTS INC	4,414	8,028
DELTA AIR LINES INC	7,940	9,680
DEUTSCHE BOERSE ADR	1,688	2,324
DEUTSCHE POST AG - OLD	7,262	6,003
DEUTSCHE TELE AG ADS	1,816	1,940
DEXCOM, INC	9,108	7,933
DU PONT DE NEMOURS	6,210	6,405
DUKE ENERGY CO	10,173	11,097
ELI LILLY & CO	10,884	10,036
ENEL SOCIETA PER AZI	6,739	7,441
EOG RESOURCES INC	3,807	7,845
EQUITY LIFESTYLE PRP	3,751	3,929
EXPAND ENERGY CORP	1,614	1,891
EXXON MOBIL CORP	12,900	13,877
FANUC LIMITED UNSPONSORED	2,568	2,217
FLUTTER ENTMT PLC ADR	1,455	2,326
FOX CORP CL A	4,854	6,850
FREEPORT-MCMORAN COPPER & GOLD	5,599	5,902
FUJIFILM HOLDINGS ADR NPV	3,790	5,341
FUJITSU LTD ADR OTC	5,426	6,532
GE VERNOVA	6,322	6,250
GENERAL MOTORS	5,213	6,446
GILEAD SCIENCES INC	7,661	8,498
GOLDMAN SACHS HIGH YIELD FUND	116,969	121,408
GSK PLC	7,342	6,865
HALEON PLC	3,054	3,692
HARTFORD FINANCIALSERVICES GRO	6,248	10,940
HDFC BANK LTD ADR	5,305	5,173
HEINEKEN N V S ADR	2,927	1,911
HITACHI LTD	2,432	5,441
HONDA MOTOR CO LTD	4,123	4,111
HONEYWELL INTL	9,862	11,520
HOYA CORP SPONS ADR	1,506	2,480
ICON PLC - AMERICAN DEPOSITARY	12,005	9,227
IMPERIAL BRANDS PL	4,722	6,538
INTERCONTINENTAL EXCHANGE, INC	6,884	10,580
JOHNSON & JOHNSON	6,580	6,508
JP MORGAN CHASE	13,333	26,848
KAO CORP	3,323	3,612
KDDI CP UNSP ADR	4,635	4,497
KERING UNSPON ADR EA REPR 0.1	5,532	3,399
KINGSPAN GROUP	2,393	2,182
KONINKLIJKE AHOLD DELHAIZE NV	3,493	3,617
KONINKLIJKE PHILIPS ELECTRONIC	3,930	6,026
L'AIR LIQUIDE ADR OTC	2,478	2,774
LAM RESEARCH CORP	6,188	5,995
LEGEND BIOTECH CORP	6,686	5,337
LINDE PLC COM	2,099	2,512
LLOYDS BANKING GROUP PLC	4,813	6,756
LONDON STK EXCHANGE GROUP	3,648	4,283
LOWES COMPANIES INC	7,891	10,612
LVMH MOET HENN UNSP	3,704	3,659
M3 INC	1,469	1,052
MARTIN MARIETTA MATLS INC	4,530	8,264
MERCADOLIBRE, INC	1,405	3,401
MERCK & CO INC	6,568	6,466
META PLATFORMS INC	32,601	43,913
MICRON TECHNOLOGY	4,397	6,228
MICROSOFT CORP	45,610	56,480
MITSUBISHI ELEC UNSP/ADR	4,379	5,524
MONDELEZ INTERNATIONAL INC	6,806	6,749
MONDI PLC ADR	4,657	2,472
MOTOROLA SOLUTIONS INC	6,745	11,556
NESTLE S.A	6,191	4,902
NETFLIX INC	11,414	15,152
NEW ORIENTAL ED & TECHNOLOGY G	1,366	1,284
NEXTERA ENERGY, INC	9,008	8,459
NORTHROP GRUMMAN CORP	3,024	4,224
NOVARTIS AG ADR	2,722	3,309
NOVO NORDISK A S	2,490	4,387
NVIDIA CORP	35,405	64,190
NXP SEMICONDUCTORS	7,086	5,612
ON SEMICONDUCTOR	1,131	3,153
ORACLE CORP	13,445	16,497
OWENS CORNING	3,468	8,175
PARKER HANNIFIN CP	3,806	12,085
PAYPAL HOLDINGS, INC	8,306	8,194
PEPSICO INC	6,544	7,451
PERNOD RICARD S A SPONSORED AD	3,430	2,226
PHILLIPS 66	4,090	4,899
PROCTER GAMBLE CO	5,712	7,209
PROGRESSIVE CORP OHIO	11,589	13,179
PROLOGIS	4,212	6,553
PRUDENTIAL FINCL INC	2,849	3,674
PT BANK RAKYAT ADR	2,862	2,592
PUBLIC STORAGE INC	7,231	7,486
PUBLICIS GROUPE S.A	3,494	4,324
QUANTA SVCS INC	2,574	10,430
RAYTHEON TECHNOLOGIES CORP	10,202	11,688
REGAL REXNORD CORP	4,446	4,499
RELX PLC	4,229	6,132
RENTOKIL INITIAL PLC SPON ADR	1,894	1,671
RITCHIE BROS AUCTIONEERS	2,985	4,240
ROCHE HOLDING LTD ADR	2,023	2,058
ROYAL BANK OF CANADA	2,500	3,495
S&P GLOBAL INC COM	13,068	15,937
SALESFORCE.COM	10,875	12,370
SANOFI-AVENTIS SPONSORED ADR	5,361	5,643
SCHLUMBERGER LTD	6,677	8,128
SCHNEIDER ELEC UNSP/ADR	2,569	4,765
SECOM CO LTD ADR OTC	3,636	3,578
SERVICE NOW	7,643	20,142
SGS SA UNSP ADR	1,937	1,786
SHELL ADR EACH REPRESENTING 2	5,904	8,708
SHIMANO INC UNSP ADR EACH REPR	4,489	3,693
SINGAPORE TELE ADR	3,821	3,357
SMC CORPORATION	3,011	2,616
SNAM SPA ADR	7,986	6,403
SONY GROUP CORP	9,968	11,553
SSE PLC SPON ADR	5,459	6,178
STATE STREET CORPORATION	2,108	3,239
STMICROELECTRONICS	1,669	949
SVENSKA HANDELSBK UNS ADR	1,821	2,085
TAIWAN SEMICONDUCTOR MFG CO LT	11,179	17,379
TARGET CORPORATION	14,009	14,194
TECHTRONIC INDS SPD ADR	2,856	3,477
TESCO PLC S ADR	1,181	1,500
TESLA MOTORS INC	10,737	18,173
TEVA PHARMACEUTICAL INDUSTRIES	3,189	4,033
TEXTRON INC	3,255	6,502
THERMO FISHER SCIENTIFIC INC	6,294	10,405
TOKYO ELECTRON LTD	2,373	3,020
TOTALENERGIES SE	2,715	2,671
TOYOTA INDUSTRIES CORPORATION	3,281	4,709
TRANSDIGM GRP INC	19,306	19,009
TRAVELERS COMPANIES INC	6,211	9,154
TRIP COM GROUP ADR	1,872	2,952
TRUIST FINANCIAL CORPORATION	2,977	2,516
TTVSY	3,623	2,603
TYSON FOODS INC CL A	5,094	4,021
UNION PACIFIC	8,547	7,981
UNITED OVRSEAS BK LTD ADR	8,732	11,415
UNITEDHEALTH GROUP INC	22,332	23,775
UPM KYMMENE CORP	918	774
VERIZON COMMUNICATIONS	8,425	6,278
VERTIV CL A	10,902	11,702
VINCI SA ADR	4,575	4,004
VISA INC	17,419	24,967
WAL-MART DE MEX V SP/ADR	3,718	3,062
WALT DISNEY HOLDINGS CO	13,824	12,026
WELLS FARGO & CO	8,400	13,416
WH GROUP LIMITED SPON ADR EACH	4,535	3,955
WOLTERS KLUWER S/ADR	1,846	3,797
WPP PLC	5,113	4,626

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category/ Item	Book Value	End of Year Fair Market Value
PETERSHILL PRIVATE EQUITY OFFS	96,984	125,844
PETERSHILL PRIVATE EQUITY SEED	234,805	395,975
PRIVATE EQUITY MANAGERS 2013 O		557,344
THE TALANTON IMPACT FUND, LLC	145,381	170,414
VINTAGE VII AIV OFFSHORE SCSP	20,206	26,794
VINTAGE VII OFFSHORE - 772	12,971	271,264
VINTAGE VIII OFFSHORE SCSP LP	284,900	628,918

- TIN:

TY 2024 OtherExpensesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	21,908		21,908
Bank Charges	752	752
K-1 Exp PETERSHILL PRIVATE EQU	1,185	1,185
K-1 Exp PETERSHILL PRIVATE EQU	17,061	13,790
K-1 Exp THE TALANTON IMPACT FU	10,534	10,534
K-1 Exp VINTAGE VII AIV OFFSHO	1,275	1,275
State or Local Filing Fees	87		87

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Description	Revenue And Expenses Per Books	Net Investment Income
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY OFFSHORE L	1,432	1,432
K-1 Inc/Loss PETERSHILL PRIVATE EQUITY SEEDING OF	13,471	10,779
K-1 Inc/Loss THE TALANTON IMPACT FUND, LLC	10,130	10,130
K-1 Inc/Loss VINTAGE VII AIV OFFSHORE SCSP	918	918
Class Action Lawsuit Proceeds	1,105	1,105
Federal Tax Refund	900

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	13,697	13,697

- TIN:

TY 2024 TaxesSchedule

Name:

Bradbury and Janet Anderson Family Foundation

EIN:

20-3851797

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2024	1,900
990-PF Extension for 2023	500
Foreign Tax Paid	7,497	7,497