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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Anderson Family Foundation Inc
 
% 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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

20-2988084
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,125,258
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 3,065 3,065  
4 Dividends and interest from securities... 42,692 42,692  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 165,444
b Gross sales price for all assets on line 6a 828,816
7 Capital gain net income (from Part IV, line 2)... 165,444
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 211,201 211,201  
Operating and Administrative Expenses 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).... 14,579 14,579    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,502 44    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,809 5   11,804
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,890 14,628   11,804
25 Contributions, gifts, grants paid....... 98,000 98,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 127,890 14,628   109,804
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 83,311
b Net investment income (if negative, enter -0-) 196,573
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 71,774 213,075 213,075
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)....... 1,363,752 Click to see attachment
List of Attached Documents:
// Content
1,306,793
1,693,348
c Investments—corporate bonds (attach schedule)....... 224,489 Click to see attachment
List of Attached Documents:
// Content
223,458
218,835
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,660,015 1,743,326 2,125,258
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,660,015 1,743,326
29 Total net assets or fund balances (see instructions)..... 1,660,015 1,743,326
30 Total liabilities and net assets/fund balances (see instructions). 1,660,015 1,743,326
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
1,660,015
2
Enter amount from Part I, line 27a .....................
2
83,311
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,743,326
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,743,326
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 828,816   663,372 165,444
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       165,444
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 2 165,444
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 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 2,732
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,732
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,732
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,600
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 68
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax68 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MD
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Francis D Anderson Sec, Trustee
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John E Anderson Trustee, VP
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Patricia C Anderson Treas, Trustee
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
William R Anderson Pres, Trustee
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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 (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,950,328
b
Average of monthly cash balances.......................
1b
94,606
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,044,934
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
2,044,934
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,674
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,014,260
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
100,713
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
100,713
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,732
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,732
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
97,981
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
97,981
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
97,981
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, line 26, column (d) ..........
1a
109,804
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
109,804
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 97,981
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 54,517
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 109,804
a Applied to 2024, but not more than line 2a 54,517
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 2025 distributable amount..... 55,287
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
42,694
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 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

ALS UNITED GREATER NEW YORK INC

42 BROADWAY STE 1724
NEW YORK,NY10004
N/A   General & Unrestricted 1,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601
N/A   General & Unrestricted 10,000

AMERICAN CANCER SOCIETY INC

PO BOX 21600
EAGAN,MN55121
N/A   General & Unrestricted 1,000

AMES SHALOM COMMUNITY INC

2304 PENNSYLVANIA AVE
BALTIMORE,MD21217
N/A   General & Unrestricted 2,000

BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC

2490 GILES RD
BROOKLYN,MD21225
N/A   General & Unrestricted 500

BALTIMORE CHILDRENS MUSEUM INC

35 MARKET PL
BALTIMORE,MD21202
N/A   General & Unrestricted 1,000

BALTIMORE HUNGER PROJECT LLC

9596 DEERECO RD
LUTHVLE TIMON,MD21093
N/A   General & Unrestricted 1,000

BLUE WATER BALTIMORE

2631 SISSON ST
BALTIMORE,MD21211
N/A   General & Unrestricted 500

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD21741
N/A   General & Unrestricted 1,000

BUCKNELL UNIVERSITY

301 MARKET ST STE 2
LEWISBURG,PA17837
N/A   General & Unrestricted 5,000

CALVERT SCHOOL INC

105 TUSCANY RD
BALTIMORE,MD21210
N/A   General & Unrestricted 1,000

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVE
ANNAPOLIS,MD21403
N/A   General & Unrestricted 8,000

CHRISTOPHER COFFLAND MEMORIAL FUND INC

2066 YORK RD STE 205A
TIMONIUM,MD21093
N/A   General & Unrestricted 1,500

COOL KIDS CAMPAIGN FOUNDATION INC

8422 BELLONA LN STE 102
TOWSON,MD21204
N/A   General & Unrestricted 1,000

CUENCA DE LOS OJOS

5470 E BROADWAY BLVD
TUCSON,AZ85711
N/A   General & Unrestricted 2,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090
N/A   General & Unrestricted 500

GBMC FOUNDATION INC

6701 N CHARLES ST
BALTIMORE,MD21204
N/A   General & Unrestricted 30,000

GETTYSBURG COLLEGE

300 N WASHINGTON ST CAMPUS BOX 423
GETTYSBURG,PA17325
N/A   General & Unrestricted 1,500

GRAND HARBOR COMMUNITY OUTREACH PROGRAM INC

PO BOX 644017
VERO BEACH,FL32964
N/A   General & Unrestricted 500

HUNTSMAN CANCER FOUNDATION

500 S HUNTSMAN WAY
SALT LAKE CTY,UT84108
N/A   General & Unrestricted 10,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD STE N4327B
BALTIMORE,MD21211
N/A   General & Unrestricted 1,000

LAKE ROLAND NATURE COUNCIL INC

1000 LAKESIDE DR
BALTIMORE,MD21210
N/A   General & Unrestricted 1,500

MARYLAND FOOD BANK INC

2200 HALETHORPE FARMS RD
BALTIMORE,MD21227
N/A   General & Unrestricted 1,000

MARYLAND SPCA INC

3300 FALLS RD
BALTIMORE,MD21211
N/A   General & Unrestricted 500

MCDONOGH SCHOOL INCORPORATED

8600 MCDONOGH RD
OWINGS MILLS,MD21117
N/A   General & Unrestricted 1,000

MEALS ON WHEELS OF CENTRAL MARYLAND INC

515 S HAVEN ST
BALTIMORE,MD21224
N/A   General & Unrestricted 1,000

MOTHER SETON ACADEMY INC

2215 GREENMOUNT AVE
BALTIMORE,MD21218
N/A   General & Unrestricted 2,500

OREGON RIDGE NATURE CENTER COUNCIL

13555 BEAVER DAM RD
COCKEYSVILLE,MD21030
N/A   General & Unrestricted 1,500

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951
N/A   General & Unrestricted 500

PENNSYLVANIA STATE UNIVERSITY

105 OLD MAIN
UNIVERSITY PARK,PA16802
N/A   Arboretum fund 1,500

REID PARK ZOOLOGICAL SOCIETY

1030 S RANDOLPH WAY
TUCSON,AZ85716
N/A   General & Unrestricted 500

RELEASE RECOVERY FOUNDATION INC

55 W 19TH ST
NEW YORK,NY10011
N/A   General & Unrestricted 1,500

SAVE THE CHIMPS INC

16891 CAROLE NOON LN
FORT PIERCE,FL34945
N/A   General & Unrestricted 500

ST ANNE CATHOLIC CHURCH

200 HAMEL RD
HAMEL,MN55340
N/A   General & Unrestricted 2,500

THE MARYLAND ZOOLOGICAL SOCIETY INC

1876 MANSION HOUSE DR
BALTIMORE,MD21217
N/A   General & Unrestricted 500

UNIVERSITY OF ROCHESTER

300 E RIVER RD PO BOX 270032
ROCHESTER,NY14627
N/A   General & Unrestricted 500

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090
N/A   General & Unrestricted 500

WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256
N/A   General & Unrestricted 500
Total ................................. 3a 98,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 3,065  
4 Dividends and interest from securities ....     14 42,692  
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 ............
    18 165,444  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   211,201  
13Total. Add line 12, columns (b), (d), and (e)..................
13
211,201
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2025 DepreciationSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP SER A MTN CALL 4,762 4,926
ALCAN INC - 5.750% - 06/01/203 4,349 4,261
AMERICAN HONDA FIN CORP SER A 3,999 3,929
ANHEUSER-BUSCH INBEV WLDW INC 4,117 4,134
APPLIED MATERIALS INC - 3.300% 3,884 3,979
AT&T - 2.250% - 02/01/2032 5,014 5,271
CAMPBELL SOUP CO NOTE CALL MAK 5,611 4,999
CSX CORP - 4.250% - 03/15/2029 3,898 4,032
CVS HEALTH CORP NOTE CALL MAKE 5,347 4,967
D R HORTON INC - 5.500% - 10/1 4,005 4,175
DELL INTL LLC - 5.400% - 04/15 3,995 4,108
EATON CORP OHIO - 4.150% - 03/ 4,892 4,920
ECOLAB INC - 1.300% - 01/30/20 2,770 2,608
ENTERGY CORP - 2.400% - 06/15/ 2,948 2,694
EXPEDIA GROUP INC SER B NOTE C 4,689 4,799
FEDEX CORP - 4.250% - 05/15/20 5,705 5,023
FIFTH THIRD BANCORP - 0.000% - 4,876 4,905
FISERV INC - 2.250% - 06/01/20 5,149 4,867
GENERAL MOTORS FINL CO - 3.600 5,324 4,816
GEORGIA PWR CO - 5.250% - 03/1 4,004 4,130
HOME DEPOT INC - 3.250% - 04/1 3,666 3,765
HONEYWELL INTL INC - 5.000% - 2,977 3,090
KEYCORP - 6.400% - 03/06/2035 4,209 4,352
KINDER MORGAN INC - 5.850% - 0 4,210 4,242
KLA CORP NOTE - 4.700% - 02/01 3,875 4,020
LINCOLN NATL - 3.400% - 01/15/ 5,389 4,753
LOCKHEED MARTIN CORP NOTE - 5. 3,183 3,157
LOWES - 3.650% - 04/05/2029 5,504 4,935
MARATHON PETROLEUM CORP - 5.70 3,892 4,124
MARRIOTT INTL INC - 3.500% - 1 3,280 3,735
MARSH & MCLENNAN COS INC - 5.1 4,006 4,132
META PLATFORMS INC - 4.950% - 3,816 4,124
METLIFE INC - 4.550% - 03/23/2 4,701 4,086
NEXTERA ENERGY CAP HLDGS INC B 3,881 3,562
NORTHROP GRUMMAN CORP - 4.400% 4,673 4,034
NOVARTIS CAPITAL CORP NOTE - 3 4,282 3,970
OCCIDENTAL PETE CORP - 6.375% 4,188 4,190
PHILIP MORRIS INTL - 3.375% - 5,434 4,878
PIEDMONT REIT - 5.400% - 06/15 2,924 3,117
REALTY INCOME CORP - 5.130% - 4,113 4,069
REPUBLIC SERVICES INC - 1.750% 4,042 4,319
SCHWAB CHARLES CORP - 2.000% - 5,072 4,810
SHERWIN-WILLIAMS CO - 2.950% - 5,279 4,790
SIMON PROPERTY GROUP LP - 4.75 3,977 3,978
T MOBILE USA INC NOTE CALL MAK 4,617 5,103
TARGET CORP NOTE CALL MAKE WHO 3,656 3,930
THERMO - 2.000% - 10/15/2031 3,389 3,570
TOYOTA MOTOR CORP - 1.339% - 0 5,036 4,971
UNITED PARCEL SERVICE - 4.450% 4,717 4,071
WASTE MGMT INC - 1.150% - 03/1 2,872 2,829
WELLS FARGO - 2.393% - 06/02/2 5,146 4,877
WELLTOWER INC - 2.800% - 06/01 4,114 3,709

TY 2025 InvestmentsCorpStockSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3,366 3,884
AGNICO EAGLE MINES LTD 522 1,356
AGREE REALTY CORP 2,170 2,089
ALIGNMENT HEALTHCARE INC 4,152 4,780
ALLSTATE CORP 5,663 7,702
ALPHABET INC CL A 26,831 43,194
AMAZON COM 17,698 23,774
AMERICAN EXPRESS CO 2,346 3,700
AMERICAN HOMES 4 RENT 1,384 1,252
AMERICAN TOWER REIT INC 4,256 3,863
AMERICOLD REALTY TRUST 581 270
AMPHENOL CORPORATION 1,652 4,324
ANALOG DEVICES INC 8,867 9,492
APPLE INC 30,369 43,769
APPLOVIN CORP 2,719 5,391
ASTRAZENECA PLC SP ADR 2,644 3,401
AT&T, INC 17,132 16,047
AXON ENTERPRISE 2,698 2,840
BANK NEW YORK MELLON CORP COM 2,552 3,367
BLACKROCK INC 11,007 16,055
BOEING CO 2,111 2,605
BOSTON PPTYS INC 1,972 1,889
BOSTON SCIENTIFIC 7,127 7,247
BOYD GAMING CORP 4,416 5,285
BREAD FINANCIAL HOLDINGS 3,999 5,182
BROADCOM INC 14,608 26,996
CAESARS ENTERTAINMENT INC 1,627 1,053
CAMTEK ORD SHS 5,236 4,892
CARETRUST REIT, INC 1,090 1,229
CATALYST PHARMACEUTICALS INC 4,296 4,645
CATERPILLAR INC 7,793 8,593
CENCORA INC 1,649 2,364
CLOUDFLARE, INC. 2,881 2,760
COMMUNICATION SVCS SLCT SCTR S 38,352 63,921
CONOCOPHILLIPS 1,467 1,685
CONSTELLATION ENERGY GROUP INC 1,757 2,826
COSTCO WHOLESALE CORPORATION 5,886 8,623
CROWN CASTLE INTL 8,409 7,376
CSX CORP 6,516 6,670
DELL TECHNOLOGIES INC CLASS C 6,980 5,790
DICK'S SPORTING GDS 2,036 1,782
DIGITAL RLTY TR INC 14,104 16,090
DOLLAR GENERAL CORP 2,643 3,718
DYCOM INDS INC 2,579 4,393
EATON CORP PLC 3,451 3,822
ELI LILLY & CO 17,171 23,643
EMERSON ELECTRIC CO 7,672 9,025
ENTERGY CORP 1,788 2,496
EQUINIX, INC 3,655 3,831
EQUITY LIFESTYLE PRP 791 788
EQUITY RESIDENTIAL PPTYS TR 1,262 1,261
ESSEX PRTY TR INC 2,977 3,140
EXTRA SPACE STORAGE 5,424 4,818
EXXON MOBIL CORP 16,118 18,653
FERRARI NV 4,060 4,435
FIRST BANCORP P.R. 4,268 4,561
FREEPORT-MCMORAN COPPER & GOLD 5,350 5,993
GAMING AND LEISURE PROPERTIES, 788 804
GEN DYNAMICS CP 5,027 6,397
GENERAL ELECTRIC CO 2,184 2,156
GILEAD SCIENCES INC 7,734 9,942
GOLDMAN SACHS GROUP 3,663 4,395
GRANITE RIDGE RES 1,897 1,678
HARTFORD SCHRODERS INTERNATION 75,484 99,408
HEALTHCARE REALTY TRUST 1,977 1,966
HEWLETT PACKARD ENTERPRISE CO 7,600 10,136
HIGHWOODS PRPTY INC 1,085 1,162
HILTON WORLDWIDE HOLDINGS, INC 1,124 2,011
HOME DEPOT INC 7,900 7,914
HOST HOTELS & RESORTS INC 2,414 2,766
HOWMET AEROSPACE ORD SHS 1,031 3,280
HP INC 3,299 2,429
HUDSON PACIFIC PROPERTIES INC 706 401
INTERNATIONAL BUSINESS MACHINE 4,990 9,479
INTUITIVE SURGICAL 2,597 3,965
INVESCO S&P 500 EQUAL WEIGHT E 64,021 82,178
INVITATION HOMES INC. 3,360 2,862
IRON MOUNTAIN 3,203 3,401
ISHARES CORE MSCI EAFE ETF 62,435 81,139
JFROG 3,715 4,685
JOHNSON CONTROLS INTERNATIONAL 1,995 3,114
JP MORGAN CHASE 11,203 22,878
KILROY REALTY CP 359 411
KIMCO RLTY CORP 2,033 2,149
KINDER MORGAN INC 6,865 9,182
KITE RLTY GROUP TRUST 1,496 1,654
LAM RESEARCH CORP 4,840 5,307
LAMAR ADVERTISING CO CL A REIT 468 506
LIFE TIME GROUP HOLDINGS 4,705 4,758
LINDE PLC COM 1,837 2,132
LIQUIDIA TECHNOLOGIES, INC. 3,613 5,242
LIVE NATION INC COM 1,715 1,710
MARTIN MARIETTA MATLS INC 2,973 3,113
MASTERCARD INC 2,766 3,425
MATERIALS SELECT SECTOR SPDR 38,810 41,994
MCDONALD'S CORP 6,483 6,418
MEDTRONIC PLC 7,208 7,973
META PLATFORMS INC 17,881 16,502
MICROSOFT CORP 37,440 52,231
NETFLIX INC 5,258 5,251
NEUBERGER BERMAN LARGE CAP VAL 111,743 138,060
NMI HOLDINGS, INC 4,543 4,895
NVIDIA CORP 32,917 56,323
O-I GLASS INC 4,671 4,812
OMEGA HEALTHCARE INV 1,044 1,153
ONE GAS INC 4,778 4,635
ORACLE CORP 2,818 2,924
OSI SYSTEMS, INC 4,094 4,846
OUTFRONT MEDIA INC 518 675
PACS GROUP INC 766 768
PALO ALTO NETWORKS INC 2,621 3,500
PARKER HANNIFIN CP 2,367 6,153
PEPSICO INC 4,906 4,449
PRINCIPAL FINANCIAL GROUP 4,481 5,116
PROCTER GAMBLE CO 3,187 2,723
PROGRESSIVE CORP OHIO 4,733 5,465
PROLOGIS 6,108 6,766
PTC THERAPEUTICS INC 3,373 4,710
PUBLIC STORAGE INC 1,854 1,557
PUBLIC SVC ENTERPRISE GROUP IN 9,201 9,395
QUANTA SVCS INC 2,791 2,954
RAYTHEON TECHNOLOGIES CORP 4,598 6,786
REALTY INCOME CORP 7,487 7,441
ROSS STORES, INC 2,957 3,963
RUSH ENTERPRISES, INC 4,233 4,855
S&P GLOBAL INC COM 2,611 3,136
SABRA HEALTHCARE REIT INC 4,416 4,754
SANMINA-SCI CORPORATION 4,170 4,652
SAP AKTIENGESELL ADS 1,735 1,457
SBA COMMUNICATIONS CORP 2,340 2,128
SEAGATE TECHNOLOGY HOLDINGS PL 2,120 3,855
SELECT MEDICAL 3,659 3,371
SERVICE NOW 4,062 3,217
SHOPIFY INC 3,138 3,058
SIMON PPTY GROUP INC 9,800 11,847
SL GREEN REALTY CORP 645 596
SNOWFLAKE INC 2,470 2,632
SPOTIFY TECHNOLOGY SA 2,534 2,904
SUN COMMUNITIES INC 2,828 2,726
SYNCHRONY FINANCIAL 5,717 9,344
SYNDAX PHARMACEUTICALS INC 3,940 5,400
T. ROWE PRICE EMERGING MARKETS 77,095 103,187
TAKE-TWO INTERACTIVE SOFTWARE 2,632 3,328
TECHNOLOGY SPDR 29,515 60,179
TESLA MOTORS INC 6,812 11,243
THE COCA-COLA CO 4,682 4,614
THERMO FISHER SCIENTIFIC INC 2,540 2,897
TJX COMPANIES INC 9,171 11,982
TOPBUILD CORP 2,678 3,338
TPG INC CL A 1,812 2,043
TRUIST FINANCIAL CORPORATION 7,648 10,482
U.S. PHYSICAL THERAPY INC 5,230 4,920
UBER 2,180 2,288
UDR INC 1,842 1,761
UNION PACIFIC 2,252 2,313
VERIZON COMMUNICATIONS 2,963 2,770
VISA INC 3,632 5,261
WAL-MART STORES INC 7,635 8,801
WELLS FARGO & CO 9,885 12,489
WELLTOWER INC. 14,333 23,758
WESTERN DIGITAL CORP 4,041 8,269
WEYERHAEUSER CO 3,203 2,464
WILLIAMS COS 5,665 8,956
WORKDAY INC 2,174 1,933
XCEL ENERGY INC 7,887 8,937

TY 2025 OtherExpensesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 11,804     11,804
Bank Charges 5 5    


TY 2025 OtherProfessionalFeesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 14,579 14,579    


TY 2025 TaxesSchedule
Name:
Anderson Family Foundation Inc
EIN:
20-2988084
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 2,600      
990-PF Excise Tax for 2024 858      
Foreign Tax Paid 44 44