Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 11-01-2024 , and ending 10-31-2025
Name of foundation
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)3 GARDINER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCITUATE, MA02066
A Employer identification number

31-6034059
B Telephone number (see instructions)

(617) 733-9862
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,685,082J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 202,556 202,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,677
b Gross sales price for all assets on line 6a 1,266,332
7 Capital gain net income (from Part IV, line 2)... 202,677
8 Net short-term capital gain......... 0
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........ 405,233 405,233  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,844 0 0 3,844
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
390 0 0 390
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
62,497 55,939   6,558
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,998 2,005   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,550 0 0 5,550
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,045 1,777   268
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,324 59,721 0 16,610
25 Contributions, gifts, grants paid....... 441,000 441,000
26 Total expenses and disbursements. Add lines 24 and 25 520,324 59,721 0 457,610
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,091
b Net investment income (if negative, enter -0-) 345,512
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 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......... 319,190 372,035 372,035
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 1,954,390 Click to see attachment
List of Attached Documents:
// Content
2,007,896 		7,297,084
c Investments—corporate bonds (attach schedule)....... 2,043,121 Click to see attachment
List of Attached Documents:
// Content
1,800,912 		1,771,835
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 203,790 Click to see attachment
List of Attached Documents:
// Content
203,790 		242,193
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3 		Click to see attachment
List of Attached Documents:
// Content
3 		Click to see attachment
List of Attached Documents:
// Content
1,935
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,520,494 4,384,636 9,685,082
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,520,494 4,384,636
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,520,494 4,384,636
30 Total liabilities and net assets/fund balances (see instructions). 4,520,494 4,384,636
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
4,520,494
2
Enter amount from Part I, line 27a .....................
2
-115,091
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
935
4
Add lines 1, 2, and 3 ..........................
4
4,406,338
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
21,702
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,384,636
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a .477 MAGNERA CORP   2021-05-10 2024-11-07
b 40000. BANK OF AMERICA CORP SER MTN CALL 05/14/2024   2022-11-14 2024-11-14
c 70000. MORGAN STANLEY SER MTN CALL 11/24/2023   2023-09-25 2024-11-25
d 105. APPLE INC   2009-05-08 2024-12-30
e 225. PALO ALTO NETWORKS INC   2012-09-11 2024-12-30
1. CITIBANK ADR SETTLEMENT   2001-01-01 2025-01-14
55. ALPHABET INC/CA-CL C   2024-05-14 2025-02-03
45. ALPHABET INC/CA-CL C   2017-07-25 2025-02-03
35. AMAZON COM INC   2019-11-14 2025-02-03
2. CELANESE CORP   2024-04-30 2025-02-03
385. CELANESE CORP     2025-02-03
100. CISCO SYSTEMS INC   2013-04-18 2025-02-03
15. HOME DEPOT INC   2015-09-04 2025-02-03
20. HONEYWELL INTL INC   2024-08-06 2025-02-03
15. JPMORGAN CHASE & CO   2024-06-28 2025-02-03
10. JPMORGAN CHASE & CO   2011-07-06 2025-02-03
233. MAGNERA CORP     2025-02-03
90. NESTLE S.A.   2007-11-07 2025-02-03
10. PARKER HANNIFIN CORP   2024-08-23 2025-02-03
25. SALESFORCE INC   2013-07-26 2025-02-03
50. STARBUCKS CORP   2013-04-29 2025-02-03
150. US BANCORP DEL   2024-06-11 2025-02-03
10. UNITEDHEALTH GROUP INC   2023-12-22 2025-02-03
20. ACCENTURE PLC CLASS A   2024-05-03 2025-02-03
50000. WW GRAINGER INC   2021-03-25 2025-02-15
740. PEPSICO INC     2025-03-28
90. US BANCORP DEL   2024-06-11 2025-03-28
75000. TOYOTA MOTOR CREDIT CORP     2025-04-28
.25 AMCOR PLC   2021-05-10 2025-05-05
20000. WELLS FARGO & COMPANY   2022-05-27 2025-05-27
90. ORACLE CORP   2006-10-18 2025-06-12
2. BLACKROCK FUNDING INC/DE   2024-06-11 2025-06-20
165. ALPHABET INC/CA-CL C   2017-07-25 2025-07-14
80000. CITIGROUP INC   2023-01-23 2025-07-23
25000. BANK OF AMERICA CORP   2023-01-24 2025-07-25
50000. BANK OF AMERICA CORP   2022-07-26 2025-07-28
45000. WALGREENS BOOTS ALLIANCE   2019-11-14 2025-08-28
40000. WELLS FARGO & COMPANY   2022-08-25 2025-08-29
10000. GOLDMAN SACHS GROUP INC   2024-02-23 2025-09-02
20000. JPMORGAN CHASE & CO   2023-09-08 2025-09-12
30000. CITIGROUP GLOBAL MARKETS   2022-09-13 2025-09-15
30000. GOLDMAN SACHS GROUP INC   2023-07-11 2025-09-15
75000. CAPITAL ONE FINANCIAL CO   2020-01-23 2025-09-30
30. MCDONALD'S CORP     2025-10-02
10. DANAHER CORP   2025-06-05 2025-10-03
60. DANAHER CORP   2024-06-28 2025-10-03
45000. GOLDMAN SACHS GROUP INC   2022-10-27 2025-10-31
55000. JPMORGAN CHASE & CO     2025-10-31
1830. MASCO CORP     2025-10-31
(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 9   10 -1
b 40,000   40,000  
c 70,000   69,986 14
d 26,486   486 26,000
e 41,489   2,498 38,991
3     3
11,184   9,400 1,784
9,150   2,140 7,010
8,325   3,072 5,253
137   309 -172
26,457   57,832 -31,375
6,107   2,071 4,036
6,141   1,707 4,434
4,438   4,007 431
4,012   3,027 985
2,674   405 2,269
4,303   4,783 -480
7,656   4,304 3,352
6,957   5,913 1,044
8,516   1,082 7,434
5,406   1,517 3,889
7,067   5,708 1,359
5,505   5,199 306
7,693   6,086 1,607
50,000   50,000  
111,232   41,341 69,891
3,804   3,425 379
75,000   75,000  
2   2  
20,000   19,998 2
17,422   1,689 15,733
1,966   1,513 453
30,170   7,848 22,322
80,000   80,000  
25,000   24,943 57
50,000   49,688 312
44,705   45,037 -332
40,000   39,840 160
10,000   10,000  
20,000   19,960 40
30,000   29,910 90
30,000   29,941 59
75,000   75,000  
9,021   7,200 1,821
2,154   1,935 219
12,921   15,066 -2,145
45,000   45,000  
55,000   55,000  
118,220   102,777 15,443
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       -1
b        
c       14
d       26,000
e       38,991
      3
      1,784
      7,010
      5,253
      -172
      -31,375
      4,036
      4,434
      431
      985
      2,269
      -480
      3,352
      1,044
      7,434
      3,889
      1,359
      306
      1,607
       
      69,891
      379
       
       
      2
      15,733
      453
      22,322
       
      57
      312
      -332
      160
       
      40
      90
      59
       
      1,821
      219
      -2,145
       
       
      15,443
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 2 202,677
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,803
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,803
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,803
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,292
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,129
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,421
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 618
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow618 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (216) 222-8220

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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 ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L CAMPBELL TRUSTEE
1 		0    
201 EAST 5TH STREET SUITE 800
CINCINNATI,OH45202
GRENVILLE ANDERSON TREASURER
1 		0    
3 GARDINER ROAD
SCITUATE,MA02066
MICHAEL A COOMBE VICE PRESIDENT
1 		0    
8905 OLD INDIAN HILL ROAD
CINCINNATI,OH45243
WILLIAM P ANDERSON TRUSTEE
1 		0    
256 BEAVER CREEK ROAD
SWANSEA,SC29160
POLLY W WHITTAKER TRUSTEE
1 		0    
2497 GRANDIN ROAD
CINCINNATI,OH45208
TUCKER J COOMBE SECRETARY
1 		0    
8905 OLD INDIAN HILL ROAD
CINCINNATI,OH45243
WILLIAM CLAFIN VICE PRESIDENT
1 		0    
11 KINGSBORO PARK
JAMAICA PLAIN,MA02130
DAVID WHITTAKER TRUSTEE
1 		0    
600 MOORING LINE DRIVE
NAPLES,FL34102
SARAH S GRIMMER ADMINISTRATOR
1 		0    
8280 MONTGOMERY ROAD SUITE 102
CINCINNATI,OH45236
REBECCA ANDERSON PRESIDENT
1 		0    
10342 NE FRENCH LANE
BAINBRIDGE ISLAND,WA98110
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,204,125
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,204,125
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,204,125
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,062
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,066,063
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
453,303
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
453,303
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,803
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,803
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
448,500
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
448,500
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
448,500
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
457,610
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
457,610
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 448,500
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 21,596
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 457,610
a Applied to 2023, but not more than line 2a 21,596
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 436,014
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		12,486
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PHYLLIS WAHL
PO BOX 1198
CINCINNATI,OH452739631
(513) 324-5737
WAHL.ANDERSONFDN@FUSE.NET
bThe form in which applications should be submitted and information and materials they should include:
APPLICANT MUST SUBMIT COMPLETED WILLIAM P ANDERSON FOUNDATION GRANT APPLICATION AND A COPY OF APPLICANT'S IRS 501(C)(3) TAX EXEMPTION LETTER. SEE APPLICATION GUIDELINES.
cAny submission deadlines:
OCTOBER 1 OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE APPLICATION GUIDELINES.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHRIST CHURCH CATHEDRAL

318 EAST FOURTH STREET
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 1,000

MAINE AUDUBON SOCIETY

20 GILSLAND FARM ROAD
FALMOUTH,ME04105 		NONE PC GENERAL USE AND PURPOSES 1,500

SAMARITANS INC

41 WEST STREET 4TH FLOOR
BOSTON,MA02111 		NONE PC YOUTH SUICIDE PREVENTION 5,000

REPRODUCTIVE EQUITY NOW FOUNDATION INC

70 FRANKLIN STREET FLOOR 5
BOSTON,MA02110 		NONE PC EDUCATION AND ZINE 6,000

ELLIE FUND

475 HILLSIDE AVENUE
NEEDHAM,MA02494 		NONE PC EQUITABLE PATHWAYS TO 9,000

DEPAUL CRISTO REY HIGH SCHOOL

1133 CLIFTON HILLS AVENUE
CINCINNATI,OH45220 		NONE PC GENERAL USE AND PURPOSES 5,000

SUMMER STARS CAMP FOR THE PERFORMING
ARTS
132 HIGH STREET
NORWELL,MA02061 		NONE PC GENERAL USE AND PURPOSES 9,000

READ TO A CHILD

20 WILLIAMS ST G25
WELLESLEY,MA02481 		NONE PC READ ALOUD MENTORING 5,000

CINCINNATI EYE INSTITUTE FOUNDATION

1945 CEI DRIVE
CINCINNATI,OH45242 		NONE PC GENERAL USE AND PURPOSES 5,000

STRATEGIES TO END HOMELESSNESS

2368 VICTORY PARKWAY SUITE 600
CINCINNATI,OH45206 		NONE PC CENTRAL ACCESS POINT 5,000

FRIENDS OF BOSTON HOMELESS INC

12 WISE STREET
BOSTON,MA02130 		NONE PC BUY A BED PROGRAM 4,000

LIGHTHOUSE YOUTH SERVICES

401 E MCMILLAN STREET
CINCINNATI,OH45203 		NONE PC SHEAKLEY CENTER FOR YOUTH - 6,500

FREESTORE FOODBANK

1141 CENTRAL PARKWAY
CINCINNATI,OH45202 		NONE PC POWER PACK PROGRAM 10,000

EAST END ADULT EDUCATION CENTER

4015 EASTERN AVE - PO BOX 26095
CINCINNATI,OH45226 		NONE PC LITERACY & HSE/GED 5,500

INTER PARISH MINISTRY

3509 DEBOLT ROAD
CINCINNATI,OH45244 		NONE PC REACHING FURTHER & FEEDING 8,000

GREAT PARKS FOREVER

10245 WINTON ROAD
CINCINNATI,OH45231 		NONE PC NATURE EDUCATION 6,000

NEW LIFE FURNITURE

11431 WILLIAMSON RD UNIT D
CINCINNATI,OH45241 		NONE PC FURNISHING HOMES FOR 6,000

1N5

4000 SMITH RD 375
CINCINNATI,OH45209 		NONE PC GENERAL USE AND PURPOSES 7,000

VISIONARIES & VOICES

3841 SPRING GROVE AVENUE
CINCINNATI,OH45223 		NONE PC TEACHING ARTIST PROGRAM 3,500

HER CINCINNATI

2401 READING ROAD
CINCINNATI,OH45202 		NONE PC CINCINNATI SCHOLAR HOUSE 5,000

LEGAL AID SOCIETY OF GREATER CINCINNATI

215 E NINTH STREET SUITE 200
CINCINNATI,OH45202 		NONE PC EDUCATION ADVOCACY/SCHOOL 5,000

PLANNED PARENTHOOD OF SW OHIO

2314 AUBURN AVENUE
CINCINNATI,OH45219 		NONE PC REPRODUCTIVE CARE & 25,000

CITY GOSPEL MISSION

1947 AUBURN AVENUE
CINCINNATI,OH45219 		NONE PC GENERAL USE AND PURPOSES 6,500

GREATER CINCINNATI TELEVISION
EDUCATIONAL FOUNDATION
1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NONE PC GENERAL USE AND PURPOSES 5,500

BIG BROTHERS BIG SISTERS
OF GREATER CINCINNATI
2400 READING RD STE 148
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 7,000

CLOVERNOOK CENTER FOR THE
BLIND & VISUALLY IMPAIRED
7000 HAMILTON AVENUE
CINCINNATI,OH45231 		NONE PC GENERAL USE AND PURPOSES 7,000

CINCINNATI PLAYHOUSE IN THE PARK

962 MT ADAMS CIRCLE
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 2,500

PURCELL MARIAN HIGH SCHOOL

2935 HACKBERRY STREET
CINCINNATI,OH45206 		NONE PC CAREER CAF 5,000

STEPPING STONES CENTER

5650 GIVEN ROAD
CINCINNATI,OH45243 		NONE PC SATURDAY CLUBS 4,500

CENTER FOR ADDICTION TREATMENT

830 EZZARD CHARLES DRIVE
CINCINNATI,OH45214 		NONE PC GENERAL USE AND PURPOSES 7,000

THE CHATFIELD EDGE

20918 OH-251
FAYETTEVILLE,OH45118 		NONE PC GENERAL USE AND PURPOSES 5,000

THE ALPAUGH FAMILY ECONOMIC CENTER
FOR EDUCATION AND RESEARCH
PO BOX 43460
CINCINNATI,OH45243 		NONE PC SUSAN SARGEN STUDENT 5,000

SHELTERHOUSE VOLUNTEER GROUP

217 WEST 12TH STREET
CINCINNATI,OH45202 		NONE PC EMERGENCY SHELTER TO 8,000

CINCINNATI SQUASH COMPANY

1308 RACE STREET
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 6,000

PROKIDS

2605 BURNET AVENUE
CINCINNATI,OH45219 		NONE PC BUILDING BLOCKS 18,000

IMAGO

700 ENRIGHT AVE
CINCINNATI,OH45205 		NONE PC BRANCHING OUT PROGRAM - 2 5,000

BETHANY HOUSE SERVICES

4769 READING ROAD
CINCINNATI,OH45237 		NONE PC GENERAL USE AND PURPOSES 5,000

CINCINNATI THERAPEUTIC RIDING &
HORSEMANSHIP
1342 STATE ROUTE 50
MILFORD,OH45051 		NONE PC GENERAL USE AND PURPOSES 7,500

OUR DAILY BREAD

1730 RACE STREET
CINCINNATI,OH45202 		NONE PC SOUP KITCHEN 8,000

FERNSIDE INC

625 EDEN PARK DRIVE 7TH FLOOR
CINCINNATI,OH45202 		NONE PC SCHOOL PROGRAMS 5,000

HABITAT FOR HUMANITY OF GREATER
CINCINNATI
4910 PARA DRIVE
CINCINNATI,OH45237 		NONE PC AFFORDABLE HOMEOWNERSHIP 5,000

KENTUCKY SYMPHONY ORCHESTRA

PO BOX 72810
NEWPORT,KY41072 		NONE PC EDUCATION OUTREACH SERIES 3,000

CINCINNATI YOUTH COLLABORATIVE

301 OAK STREET
CINCINNATI,OH45219 		NONE PC GENERAL USE AND PURPOSES 2,000

ENSEMBLE THEATRE OF CINCINNATI

1127 VINE STREET
CINCINNATI,OH45202 		NONE PC ETC INCLUSIVE ARTS 4,000

PEASLEE NEIGHBORHOOD CENTER

215 EAST 14TH STREET
CINCINNATI,OH45202 		NONE PC AFTER SCHOOL & SUMMER 7,000

CANCER SUPPORT COMMUNITY

4918 COOPER ROAD
CINCINNATI,OH45242 		NONE PC GENERAL USE AND SUPPORT 10,000

FIRST STEP HOME

2211 FULTON AVENUE
CINCINNATI,OH45206 		NONE PC SCHOLARSHIP FUND 5,000

FOUND HOUSE INTERFAITH HOUSING
NETWORK
990 NASSAU STREET
CINCINNATI,OH45206 		NONE PC EMERGENCY SHELTER & 6,000

MERCY NEIGHBORHOOD MINISTRIES INC

1602 MADISON ROAD
CINCINNATI,OH45206 		NONE PC MY PATHWAY TO A HEALTHCARE 5,500

CINCINNATI SHAKESPEARE COMPANY

719 RACE STREET
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 2,500

UPSPRING

PO BOX 23300
CINCINNATI,OH45223 		NONE PC UPSPRING RESOURCE 7,000

EVERY CHILD SUCCEEDS

3333 BURNET AVENUE
CINCINNATI,OH45229 		NONE PC STARTING EARLY FOR BRIGHTER 5,000

DRESS FOR SUCCESS

4623 WESLEY AVENUE STE H
CINCINNATI,OH45212 		NONE PC GENERAL USE AND PURPOSES 4,000

CINCINNATI WORKS

708 WALNUT STREET FLOOR 2
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 5,500

ARTWORKS

20 E CENTRAL PARKWAY
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 6,000

CINCINNATI OBSERVATORY

3489 OBSERVATORY PLACE
CINCINNATI,OH45208 		NONE PC GENERAL USE AND PURPOSES 4,000

FINDLAY MARKET

1801 RACE STREET
CINCINNATI,OH45202 		NONE PC FOOD ASSISTANCE BENEFITS 6,500

GREEN UMBRELLA

5030 OAKLAWN DRIVE
CINCINNATI,OH45227 		NONE PC COMMON ORCHARD PROJECT 5,000

QUEEN CITY BOOK BANK

1200 GEST STREET
CINCINNATI,OH45203 		NONE PC NEW CURATED BOOK PROGRAM 6,000

UTEC INC

15 WARREN ST 3
LOWELL,MA01852 		NONE PC MADD LOVE MEALS 7,000

MILFORD MIAMI MINISTRY

844 STATE ROUTE 131
MILFORD,OH45150 		NONE PC EMERGENCY FINANCIAL 5,000

CINCINNATI TOOLBANK

1682 E SEYMOUR AVENUE
CINCINNATI,OH45237 		NONE PC GENERAL USE AND SUPPORT 4,500

SQUARE 1

794 LAUREN DR
VILLA HILLS,KY41017 		NONE PC NEXT PROGRAM 2,500

ISAIAH 55 INC

2232 BURNET AVENUE
CINCINNATI,OH45219 		NONE PC KANGGY GARDEN PROJECT 7,000

COMMUNITY MATTERS

2104 SAINT MICHAEL STREET
CINCINNATI,OH45204 		NONE PC GENERAL USE AND PURPOSES 5,000

CASA DE PAZ

3915 TAYLOR AVENUE
CINCINNATI,OH45209 		NONE PC GENERAL USE AND PURPOSES 7,500

COVERED GREATER CINCINNATI

2331 TERHUNE ALLEY
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 2,000

VICTORIAN AT RIVERSIDE

702 GARRARD STREET
COVINGTON,KY41011 		NONE PC MEALS FOR ELDERLY PEOPLE 5,000

CARNEGIE VISUAL & PERFORMING
ARTS CENTER INC
1028 SCOTT BLVD
COVINGTON,KY41011 		NONE PC GENERAL USE AND PURPOSES 3,000

FIRST TEE OF GREATER CINCINNATI
AND NORTHERN KENTUCKY
4747 PLAYFIELD LANE
CINCINNATI,OH45226 		NONE PC BARRIER-FREE PARTICIPATION 4,500

BOYS HOPE GIRLS HOPE CINCINNATI

2400 READING ROAD
CINCINNATI,OH45202 		NONE PC GENERAL USE AND PURPOSES 8,000

WHITNEYSTRONG INC

3044 BARDSTOWN ROAD 125
LOUISVILLE,KY40205 		NONE PC SAVE A LIFE PROGRAMMING 1,000

LAST MILE FOOD RESCUE

1775 MENTOR AVENE
CINCINNATI,OH45212 		NONE PC STRENGTENING OPERATIONS AND 10,000

MASSACHUSETTS COALITION TO PREVENT
GUN VIOLENCE INC
138 TREMONT STREET
BOSTON,MA02111 		NONE PC GUN VIOLENCE EDUCATIONAL 1,000

SCRAP2HOME

PO BOX 43304
CINCINNATI,OH45243 		NONE PC LAUNCHING TO A NEW FACILITY 5,000

TRI-STATE TRAILS

PO BOX 14270
CINCINNATI,OH45250 		NONE PC 2025 POP-UP BIKE SHOP 3,500
Total .................................right arrow 3a 441,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 202,556  
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 ............ 		    18 202,677  
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) ..   405,233  
13Total. Add line 12, columns (b), (d), and (e)..................
13
405,233
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 390     390

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Name of Bond End of Year Book Value End of Year Fair Market Value
95000N3D9 WELLS FARGO & COMPAN 15,000 14,518
95000N2R9 WELLS FARGO & COMPAN 19,999 19,023
17290JDE8 CITIGROUP GLOBAL MAR 24,999 22,680
48126DBX6 JPMORGAN CHASE & CO    
48128GE48 JPMORGAN CHASE & CO 25,000 23,422
680223AK0 OLD REPUBLIC INTL CO 30,261 29,918
931427AQ1 WALGREENS BOOTS ALLI    
48128GQ45 JPMORGAN CHASE & CO 49,999 49,201
89236TEQ4 TOYOTA MOTOR CREDIT    
384802AE4 WW GRAINGER INC CALL    
237194AL9 DARDEN RESTAURANTS I 72,780 74,747
06747PV48 BARCLAYS BANK PLC SE 75,000 71,082
47233JCW6 JEFFERIES GRP LLC / 79,200 71,908
14040HBJ3 CAPITAL ONE FINANCIA    
34959JAG3 FORTIVE CORPORATION 85,043 84,405
38150ADF9 GOLDMAN SACHS GROUP 84,998 76,482
47233JAF5 JEFFERIES GRP LLC / 84,997 88,272
17298CH27 CITIGROUP INC SER MT 94,997 89,395
92346MAC5 VERIZON COMMUNICATIO 99,996 89,520
06048WW71 BANK OF AMERICA CORP    
1730T32D4 CITIGROUP INC SER MT 20,000 17,626
17324C2B1 CITIGROUP GLOBAL MAR 29,999 28,220
17330RAA3 CITIGROUP GLOBAL MAR    
38150APN9 GOLDMAN SACHS GROUP    
47233JBQ0 JEFFERIES GRP LLC / 31,998 32,860
47233JCU0 JEFFERIES GRP LLC / 10,000 9,506
47233JDL9 JEFFERIES GRP LLC / 9,912 8,823
48126DNC9 JPMORGAN CHASE & CO 15,000 14,297
48128GG38 JPMORGAN CHASE & CO 25,000 24,496
95001D2J8 WELLS FARGO & COMPAN 30,000 29,343
95001D4J6 WELLS FARGO & COMPAN 13,000 12,686
95001DBQ2 WELLS FARGO & COMPAN    
95001DC99 WELLS FARGO & COMPAN    
06048W2D1 BANK OF AMERICA CORP    
06055JAB5 BANK OF AMERICA CORP    
097023AU9 BOEING CO NT 51,919 53,768
17290AKQ2 CITIGROUP INC SER MT    
294429AV7 EQUIFAX INC CALL 11/ 24,120 25,441
38150AQL2 GOLDMAN SACHS GROUP    
48130CBX2 JPMORGAN CHASE & CO    
61760QNP5 MORGAN STANLEY SER M    
15089QAX2 CELANESE US HOLDINGS 31,166 30,529
30040WBA5 EVERSOURCE ENERGY CA 20,156 21,132
37045VAK6 GENERAL MOTORS CO CA 37,174 38,037
38150AQB4 GOLDMAN SACHS GROUP    
565849AE6 MARATHON OIL CORP BD 52,189 54,097
573284AJ5 MARTIN MARIETTA MATE 37,254 37,592
10922NAG8 BRIGHTHOUSE FINANCIA 66,947 66,384
172062AE1 CINCINNATI FINL CORP 77,440 81,162
257469AJ5 DOMINION RESOURCES I 41,124 40,976
30040WAW8 EVERSOURCE ENERGY CA 73,354 73,337
38151FCP6 GOLDMAN SACHS GROUP 39,860 40,337
38151FLD3 GOLDMAN SACHS GROUP 49,688 50,254
620076BW8 MOTOROLA SOLUTIONS I 45,141 47,339
68389XCH6 ORACLE CORP CALL 09/ 21,013 21,194
892356AB2 TRACTOR SUPPLY CO CA 70,451 72,452
91159XBA2 US BANCORP SER MTN C 34,738 35,374

TY 2024 InvestmentsCorpStockSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Name of Stock End of Year Book Value End of Year Fair Market Value
594918104 MICROSOFT CORP 51,098 471,207
037833100 APPLE INC 13,258 431,240
437076102 HOME DEPOT INC 57,460 191,693
46625H100 JPMORGAN CHASE & CO 30,750 262,896
G1151C101 ACCENTURE PLC CLASS 22,274 151,311
30303M102 META PLATFORMS INC 51,077 236,648
701094104 PARKER HANNIFIN CORP 83,730 312,996
08579W103 BERRY GLOBAL GROUP I    
718172109 PHILIP MORRIS INTERN 3,016 57,732
91324P102 UNITEDHEALTH GROUP I 41,965 162,924
023135106 AMAZON COM INC 55,077 317,486
574599106 MASCO CORP 102,777 118,511
697435105 PALO ALTO NETWORKS I 23,810 472,415
150870103 CELANESE CORP    
278865100 ECOLAB INC 23,796 70,510
26875P101 EOG RES INC 52,349 68,796
61174X109 MONSTER BEVERAGE COR 84,171 177,100
452308109 ILLINOIS TOOL WORKS 24,535 125,619
032654105 ANALOG DEVICES INC 130,575 201,352
98978V103 ZOETIS INC 63,770 165,704
235851102 DANAHER CORP 31,200 153,997
03027X100 AMERICAN TOWER CORP 30,524 127,076
68389X105 ORACLE CORP 25,529 357,150
502431109 L3 HARRIS TECHNOLOGI 71,972 105,522
855244109 STARBUCKS CORP 34,931 109,175
902973304 US BANCORP DEL COM N 104,614 168,048
79466L302 SALESFORCE INC 35,702 214,838
57636Q104 MASTERCARD INC CL A 31,485 339,474
438516106 HONEYWELL INTL INC 89,199 113,751
580135101 MCDONALD'S CORP 27,772 135,786
17275R102 CISCO SYSTEMS INC 31,065 109,665
713448108 PEPSICO INC    
641069406 NESTLE S.A. SPONSORE 30,285 81,192
166764100 CHEVRON CORPORATION 71,048 108,827
02079K107 ALPHABET INC/CA-CL C 49,416 443,867
02209S103 ALTRIA GROUP INC 2,298 39,466
89832Q109 TRUIST FINANCIAL COR 76,803 100,418
09290D101 BLACKROCK FUNDING IN 54,930 234,970
G0250X107 AMCOR PLC SEDOL BJ1F 52,810 48,395
002824100 ABBOTT LABORATORIS I 75,144 76,644
67066G104 NVIDIA CORP 72,100 141,743
81762P102 SERVICE NOW INC 87,998 84,574
83443Q103 SOLSTICE ADV MATERIA 5,583 6,366

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922908611 VANGUARD SMALL CAP V AT COST 69,932 88,799
922908595 VANGUARD SMALL CAP G AT COST 82,011 95,672
464287804 ISHARES CORE S&P SMA AT COST 51,847 57,722

TY 2024 LegalFeesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 3,844     3,844


TY 2024 OtherAssetsSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX ASSIGNMENT OF W. P. 1 1 700
XXX-XX-XXXX ASSIGNMENT OF M.A.CO 1 1 1,234
XXX-XX-XXXX ASSIGNMENT OF W.P. A 1 1 1


TY 2024 OtherDecreasesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Description Amount
ACCRUED INTEREST ADJUSTMENT 2,164
POSTED NEXT YEAR, EFFECTIVE CURRENT YEAR 946
SALES POSTED NEXT YEAR, EFF CURRENT YEAR 15,443
ADJUSTMENT FOR AMORTIZATION 3,149


TY 2024 OtherExpensesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 268 0   268
TRANSACTION CHARGES 1,260 1,260   0
ACCOUNT MAINTENANCE FEES 500 500   0
ADR SERVICE FEES 17 17   0


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Description Amount
POSTED CURRENT YEAR, EFFECTIVE PRIOR YEA 930
ROUNDING ADJUSTMENT 5


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC AGENT FOR TRUSTEE FEES 10,038 10,038    
NON PNC INVESTMENT MANAGEMENT 45,901 45,901    
NON-PNC CONSULTING FEES 6,558     6,558


TY 2024 TaxesSchedule
Name:
WILLIAM P ANDERSON FOUNDATION CENTRAL TRUST
EIN:
31-6034059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,005 2,005   0
FEDERAL ESTIMATES - PRINCIPAL 2,993 0   0