2024-08-29T13:34:26-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 202988084 Anderson Family Foundation Inc % WILLIAM R ANDERSON ANDE 7634432356 1305 Shadyview Lane North Plymouth MN 55447 william anderson president 7634432356 2024-08-15 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 1775254 X 0 X 1927 1927 39381 39381 10133 1265931 10133 51441 51441 0 12261 12261 2879 123 13700 13700 28840 12384 13700 85000 85000 113840 12384 98700 -62399 39057 38553 37511 37511 1414171 1348175 1553750 193969 198608 183993 1646693 1584294 1775254 0 0 X 1646693 1584294 1646693 1584294 1646693 1584294 1646693 -62399 1584294 1584294 Publicly-traded Securities 1265931 1255798 10133 10133 10133 543 543 543 1400 0 1400 X 0 857 857 false false false false false false false true true MD true false false false false true WILLIAM R ANDERSON 7634432356 1305 Shadyview Lane North Plymouth MN 55447 false false false false false false false false false false false false false false false false false false false false false Francis D Anderson 1305 Shadyview Lane North Plymouth MN 55447 Sec, Trustee 1.0 0 0 0 John E Anderson 1305 Shadyview Lane North Plymouth MN 55447 Trustee, VP 1.0 0 0 0 Patricia C Anderson 1305 Shadyview Lane North Plymouth MN 55447 Treas, Trustee 1.0 0 0 0 William R Anderson 1305 Shadyview Lane North Plymouth MN 55447 Pres, Trustee 1.0 0 0 0 1674057 52809 0 1726866 0 1726866 25903 1700963 85048 85048 543 543 84505 84505 84505 98700 0 0 0 0 98700 84505 85901 2021 2020 2019 98700 85901 12799 0 0 71706 0 0 NONE X ALS UNITED GREATER NEW YORK INC 42 BROADWAY STE 1724 NEW YORK NY 10004 N/A PC General & Unrestricted 1000 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC Greater Maryland Chapter 10000 AMERICAN CANCER SOCIETY INC PO BOX 21600 EAGAN MN 55121 N/A PC General & Unrestricted 1000 AMERICAN EXCHANGE PROJECT INC 38 BALCOM RD SUDBURY MA 01776 N/A PC General & Unrestricted 1000 AMES SHALOM COMMUNITY INC 2304 PENNSYLVANIA AVE BALTIMORE MD 21217 N/A PC General & Unrestricted 1500 AUTISM SPEAKS INC 1990 K ST NW 2ND FL WASHINGTON DC 20006 N/A PC General & Unrestricted 500 BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC 2490 GILES RD BROOKLYN MD 21225 N/A PC General & Unrestricted 1000 BALTIMORE CHILDRENS MUSEUM INC 35 MARKET PL BALTIMORE MD 21202 N/A PC General & Unrestricted 1000 BLUE WATER BALTIMORE 2631 SISSON ST BALTIMORE MD 21211 N/A PC General & Unrestricted 500 BUCKNELL UNIVERSITY 301 MARKET ST STE 2 LEWISBURG PA 17837 N/A PC General & Unrestricted 5000 CALVERT SCHOOL INC 105 TUSCANY RD BALTIMORE MD 21210 N/A PC General & Unrestricted 1000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC General & Unrestricted 9000 CHRISTOPHER COFFLAND MEMORIAL FUND INC 2066 YORK RD 205A TIMONIUM MD 21093 N/A PC General & Unrestricted 1500 FEEDING AMERICA 161 N CLARK ST SUITE 700 CHICAGO IL 60601 N/A PC General & Unrestricted 1000 GBMC FOUNDATION INC 6701 N CHARLES ST BALTIMORE MD 21204 N/A SO II General & Unrestricted 30000 GETTYSBURG COLLEGE 300 N WASHINGTON ST CAMPUS BOX 423 GETTYSBURG PA 17325 N/A PC General & Unrestricted 1500 JDRF INTERNATIONAL 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 N/A PC General & Unrestricted 1500 MARYLAND SPCA INC 3300 FALLS RD BALTIMORE MD 21211 N/A PC General & Unrestricted 1000 MCDONOGH SCHOOL INCORPORATED 8600 MCDONOGH RD OWINGS MILLS MD 21117 N/A PC General & Unrestricted 2500 MEALS ON WHEELS OF CENTRAL MARYLAND INC 515 S HAVEN ST BALTIMORE MD 21224 N/A PC General & Unrestricted 500 MOTHER SETON ACADEMY INC 2215 GREENMOUNT AVE BALTIMORE MD 21218 N/A PC General & Unrestricted 2500 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 N/A PC General & Unrestricted 500 PENNSYLVANIA STATE UNIVERSITY 105 OLD MAIN UNIVERSITY PARK PA 16802 N/A GOV Arboretum Fund 1000 REID PARK ZOOLOGICAL SOCIETY 1030 S RANDOLPH WAY TUCSON AZ 85716 N/A PC General & Unrestricted 500 RELEASE RECOVERY FOUNDATION INC 55 W 19TH ST NEW YORK NY 10011 N/A PC General & Unrestricted 500 SPECIAL OLYMPICS MARYLAND INC 3701 COMMERCE DR STE 103 BALTIMORE MD 21227 N/A PC General & Unrestricted 1500 ST ANNE CATHOLIC CHURCH 200 HAMEL RD HAMEL MN 55340 N/A PC General & Unrestricted 2500 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL RD UNIT 801889 DALLAS TX 75380 N/A PC General & Unrestricted 500 UNITED WORLD MISSION INC 205 REGENCY EXECUTIVE PK DR STE 430 CHARLOTTE NC 28217 N/A PC General & Unrestricted 2500 UNIVERSITY OF ROCHESTER 300 E RIVER RD PO BOX 270032 ROCHESTER NY 14627 N/A PC General & Unrestricted 500 WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 500 85000 14 1927 14 39381 18 10133 51441 51441 false false false false false false false false false false AMERICAN HONDA FIN CORP SER A 3999 3677 APPLIED MATERIALS INC - 3.300% 3884 3877 AT&T - 2.250% - 02/01/2032 5014 4962 BOSTON PPTYS LTD PARTNERSHIP N 3182 2784 CAMPBELL SOUP CO NOTE CALL MAK 5610 4900 CHUBB INA HLDGS - 3.350% - 05/ 4255 3967 CITIGROUP INC NOTE - 4.400% - 5499 4936 COMCAST CORP NOTE - 3.300% - 0 5453 4824 CVS HEALTH CORP NOTE CALL MAKE 5347 4781 D R HORTON - 2.500% - 10/15/20 5223 4878 ECOLAB INC - 1.300% - 01/30/20 2770 2456 ENTERGY CORP - 2.400% - 06/15/ 2948 2514 EQUINOR ASA - 2.875% - 04/06/2 3908 3903 FEDEX CORP - 4.250% - 05/15/20 5705 4893 FISERV INC - 2.250% - 06/01/20 5149 4625 GENERAL MOTORS FINL CO - 3.600 5324 4545 HOME DEPOT INC - 3.250% - 04/1 3666 3694 HONEYWELL INTL INC - 5.000% - 2977 3143 KEURIG DR PEPPER - 0.750% - 03 5004 4950 LINCOLN NATL - 3.400% - 01/15/ 5389 4488 LOCKHEED MARTIN CORP NOTE - 5. 3183 3188 LOWES - 3.650% - 04/05/2029 5504 4825 MARATHON PETE CORP - 4.700% - 5118 4966 MARRIOTT INTL INC - 3.500% - 1 3280 3573 META PLATFORMS INC - 4.950% - 3816 4138 METLIFE INC - 4.550% - 03/23/2 4701 4025 NEXTERA ENERGY CAP HLDGS INC B 3881 3358 NORTHROP GRUMMAN CORP - 4.400% 4673 3984 NOVARTIS CAPITAL CORP NOTE - 3 4282 3852 PHILIP MORRIS INTL - 3.375% - 5434 4695 PIEDMONT REIT - 5.400% - 06/15 2924 3090 QUALCOMM NOTE - 2.900% - 05/20 5272 4952 REPUBLIC SERVICES INC - 1.750% 4042 4078 SCHWAB CHARLES CORP - 2.000% - 5072 4452 SHERWIN-WILLIAMS CO - 2.950% - 5279 4605 SIMON PPTY GROUP LP - 3.375% - 5319 4922 T MOBILE USA INC NOTE CALL MAK 4617 5047 TARGET CORP NOTE CALL MAKE WHO 3656 3853 THERMO - 2.000% - 10/15/2031 3389 3384 TOYOTA MOTOR CORP - 1.339% - 0 5036 4661 UNITED PARCEL SERVICE INC - 4. 4717 4044 VERIZON COMMUNICATIONS INC NOT 2975 2787 WASTE MGMT INC - 1.150% - 03/1 2872 2639 WELLS FARGO - 2.393% - 06/02/2 5146 4583 WELLTOWER INC - 2.800% - 06/01 4114 3495 ACADEMY SPORTS AND OUTDOORS IN 2617 3564 ALLSTATE CORP 3781 4199 ALPHABET INC CL A 9446 19557 AMAZON COM 12424 14890 AMERICAN EXPRESS CO 5352 6182 AMERICAN HOMES 4 RENT 1573 1654 AMERICAN TOWER REIT INC 4526 5397 AMERICOLD REALTY TRUST 1941 2028 AMPHENOL CORPORATION 3138 3271 APARTMENT INCOME REIT CORP 92 104 API GROUP CORPORATION 1571 1592 APPLE INC 16272 44282 APPLIED MATERIALS INC 2678 4052 ASTRAZENECA 1025 1010 AUTODESK, INC 3592 4139 BECTON DICKINSON & CO 4838 4633 BERRY PLASTICS GROUP INC 3509 3909 BIOMARIN PHARMACEUTICAL INC 2031 2121 BLACKROCK INC 12725 15424 BLUE OWL CAPITAL 4406 5081 BOEING CO 3931 4692 BOSTON SCIENTIFIC 3673 4336 BOYD GAMING CORP 660 1127 BROADCOM INC 10118 18976 CAMDEN PPTY TR 702 695 CHENIERE ENERGY INC 2335 2561 CHEVRON CORP 1659 1492 COMCAST CORP 3550 3990 COMMUNICATION SVCS SLCT SCTR S 12120 16639 CONOCOPHILLIPS 1180 2321 CONSOLIDATED EDISON INC 5136 5185 COSTCO WHOLESALE CORPORATION 5230 10561 CROWN CASTLE INTL 709 806 CSX CORP 6007 7246 D R HORTON 5024 7447 DATADOG INC 1903 2549 DEERE CO 1083 1200 DIGITAL RLTY TR INC 12407 15073 DYCOM INDS INC 1679 1726 EATON CORP PLC 7367 9874 ELI LILLY & CO 10148 13407 EMERSON ELECTRIC CO 7839 8954 EQUINIX, INC 3477 4027 ESSEX PRTY TR INC 1152 1240 EXTRA SPACE STORAGE 3145 3688 EXXON MOBIL CORP 9229 8198 FASTLY INC 1147 1282 FERRARI NV 4047 5076 FLYWIRE CORP 23 23 GEN DYNAMICS CP 5592 5972 GROUP 1 AUTOMOTIVE INC 3353 3962 H AND E EQUIPMENT SERVICES INC 3236 4029 HARTFORD SCHRODERS INTERNATION 11306 13886 HCA INC 4764 4872 HEALTHCARE REALTY TRUST 878 879 HESS CORP 1553 1874 HEWLETT PACKARD ENTERPRISE CO 6954 7064 HIGHWOODS PRPTY INC 117 138 HILTON WORLDWIDE HOLDINGS, INC 2205 2731 HIMS & HERS HEALTH, INC 2634 2715 HOME DEPOT INC 5669 6238 HONEYWELL INTL 1180 1258 HOST HOTELS & RESORTS INC 682 779 HP INC 4162 4152 INTERNATIONAL BUSINESS MACHINE 8785 9977 INTERPUBLIC GROUP OF COS 1554 1534 INTUIT 1196 3125 INTUITIVE SURGICAL 2407 4048 INVESCO S&P 500 EQUAL WEIGHT E 66211 71168 INVESCO SENIOR LOAN ETF 64022 64451 INVITATION HOMES INC. 1930 1808 IRON MOUNTAIN 3702 4409 ISHARES CORE MSCI EAFE ETF 6619 8090 ISHARES CORE MSCI EMERGING MAR 79320 80119 ISHARES CORE US REIT ETF 35111 34963 ISHARES RUSSELL 2000 22016 22279 ISHARES TRUST RUSSELL 1000 GRO 17779 17887 ISHARES TRUST RUSSELL 1000 VAL 119385 119806 JABIL CIRCUIT INC 2273 3695 JFROG 3428 4465 JP MORGAN CHASE 12614 17350 KENVUE INC 1075 1163 KIMCO RLTY CORP 2287 2515 KINDER MORGAN INC 5895 7021 KRAFT HEINZ CO 1912 1997 LINDE PLC COM 1885 2464 LOWES COMPANIES INC 3837 3783 MAGNA INTERNATIONAL INC 2256 2245 MASTERCARD INC 3654 5971 MATERIALS SELECT SECTOR SPDR 33096 34216 MCDONALD'S CORP 6916 7709 MEDICAL PROPERTIES TRUST, INC 26 25 MEDTRONIC PLC 239 247 META PLATFORMS INC 8212 9557 MICROSOFT CORP 34007 52270 MID-AMERICA APT COMMUNITIES IN 1031 941 MONGODB INC CL A 3371 3680 NETFLIX INC 3773 4382 NUTANIX INC 1641 1669 NVIDIA CORP 12159 21294 O'REILLY AUTOMOTIVE INC 3624 5700 O-I GLASS INC 914 950 PALO ALTO NETWORKS INC 949 1769 PARKER HANNIFIN CP 3881 5528 PATTERSON COMPANIES INC COM 1271 1223 PENSKE AUTOMOTIVE GROUP, INC 2710 3371 PEPSICO INC 6628 6454 PRINCIPAL FINANCIAL GROUP 5110 5743 PROCTER GAMBLE CO 307 293 PROG HOLDINGS INC 3760 3616 PROGRESSIVE CORP OHIO 5596 7008 PROLOGIS 11071 13063 REALTY INCOME CORP 5522 5110 ROCKET PHARMACEUTICALS INC 1069 1109 ROSS STORES, INC 1685 1937 RUSH ENTERPRISES, INC 3289 3873 S&P GLOBAL INC COM 7824 8370 SABRA HEALTHCARE REIT INC 3925 3939 SBA COMMUNICATIONS CORP 1257 1522 SCHLUMBERGER LTD 2067 2498 SCHWAB US DIVIDEND EQUITY ETF 59462 59762 SCORPIO TANKERS INC 2478 3344 SELECT MEDICAL 1273 1152 SERVICE NOW 5166 7771 SIMON PPTY GROUP INC 4592 7703 SPDR S&P 500 ETF TRUST 3770 3802 SPIRIT REALTY CAPITAL, INC 920 917 SUN COMMUNITIES INC 2937 2807 SYNCHRONY FINANCIAL 6226 7867 SYNOPSYS, INC 3202 3604 T-MOBILE US INC 2664 3046 T. ROWE PRICE EMERGING MARKETS 7573 8034 TAKE-TWO INTERACTIVE SOFTWARE 2618 2897 TECHNOLOGY SPDR 39144 53317 TESLA MOTORS INC 8804 9691 TEXAS INSTRUMENTS INC 1016 1023 THERMO FISHER SCIENTIFIC INC 3712 3716 TJX COMPANIES INC 2157 3940 TOLL BROTHERS INC 3319 3289 TOPBUILD CORP 3251 3743 TORONTO DOMINION 1607 1809 TRUIST FINANCIAL CORPORATION 5139 5870 UBER 1921 2524 UDR INC 1172 1034 UNION PACIFIC 8914 9579 UNITED RENTALS INC 2438 2867 UNITEDHEALTH GROUP INC 14854 15794 UNITY SOFTWARE INC 2637 2740 UPBOUND GROUP, INC 2826 2955 VANGRD TEL SVC ETF 34111 34729 VANGUARD FTSE DEVELOPED MARKET 131895 135319 VICI PROPERTIES INC 6148 6567 VICTORY CAPITAL HOLDINGS, INC. 3757 3926 VICTORY FLOATING RATE FUND CLA 1813 1833 VISA INC 7027 9112 VIVID SEATS INC 43 32 W. P. CAREY INC 1138 1361 WAL-MART STORES INC 2244 3626 WELLTOWER INC. 15051 16862 WEYERHAEUSER CO 553 556 WILLIAMS COS 8062 9091 ZOETIS INC 3956 6711 Administrative Fees 7200 7200 Administrative Set-Up Fee 6500 6500 Investment Management Services 12261 12261 4720 Tax for 2022 1044 990-PF Estimated Tax for 2023 600 990-PF Extension for 2022 800 Foreign Tax Paid 123 123 IRS MISCELLANEOUS FEE 312