2024-11-08T14:14:44-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2023-01-01 364332915 JEFFREY R ANDERSON CHARITABLE FOUNDATION JEFF 8156377619 330 SPRING CREEK RD ROCKFORD IL 611071035 JEFFREY R ANDERSON PRESIDENT & DIRECTOR 8156377619 2024-10-23 1 1 BRIAN CARTER P00369660 3122071040 2024-10-14 2023 2024-10-15 13:58:12Z X 3236741 X 78880 54355 54355 6 6 -35 87595 93270 87595 9091 8430 229927 150386 0 0 0 3733 3733 0 104 104 0 28917 27508 907 32754 31345 907 180147 180147 212901 31345 181054 17026 119041 42 69 69 1953119 1938560 3236672 1953161 1938629 3236741 0 0 X 1953161 1938629 0 0 0 0 1953161 1938629 1953161 1938629 1953161 17026 0 1970187 31558 1938629 SHORT TERM - ANDERSON FUND LLC P 10638 10638 10638 LONG TERM - ANDERSON FUND LLC P 82421 82421 82421 SECTION 1231 - ANDERSON FUND LLC P 211 211 211 1256 STRADDLE GAIN - ANDERSON FUND LLC P 5675 -5675 -5675 87595 1655 0 1655 0 1655 3193 0 0 0 3193 0 1538 1538 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A KRISTIN L PECORA 8156377619 330 SPRING CREEK ROAD ROCKFORD IL 61107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY R ANDERSON 330 SPRING CREEK ROAD ROCKFORD IL 61107 PRESIDENT & DIRECTOR 0.00 0 0 0 JOHN R ANDERSON 4151 GULF SHORE BLVD N UNIT 404 NAPLES FL 34103 VICE PRES, SECRETARY, DIR 0.00 0 0 0 KRISTIN L PECORA 330 SPRING CREEK ROAD ROCKFORD IL 61107 TREASURER & DIRECTOR 0.00 0 0 0 TRACY E FITZGERALD 330 SPRING CREEK ROAD ROCKFORD IL 61107 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 SEE PART XIV-3A 0 0 0 6787 3281194 3287981 0 0 3287981 49320 3238661 161933 161933 1655 1655 160278 0 160278 0 160278 181054 0 181054 160278 177147 0 0 181054 177147 0 0 3907 0 0 0 0 0 0 0 0 156371 0 0 0 JEFFREY R ANDERSON JOHN R ANDERSON X ACT FOR AMERICA EDUCATION 869 LYNNHAVEN PKWY STE 113 VIRGINIA BEACH VA 23452 PC EDUCATION 500 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 PC RELIGION 5000 AMERICAN CENTER FOR LAW AND JUSTICE PO BOX 64429 VIRGINIA BEACH VA 23467 PC PHILANTHROPY 2000 ANDERSON JAPANESE GARDENS 318 SPRING CREEK RD ROCKFORD IL 61107 PC CULTURAL 26172 AUDIENCE OF ONE (LENNOX BARNETT MINISTRIES) 7431 E STATE ST 358 ROCKFORD IL 61108 PC RELIGION 2500 BOYS & GIRLS CLUB OF ROCKFORD PO BOX 1716 ROCKFORD IL 611100216 PC YOUTH SERVICES 2500 BRIDGE MINISTRIES 407 SOUTH HIGHLAND AVE ROCKFORD IL 61104 PC RELIGION 1000 BURPEE MUSEUM ASSOC HARRY & DELLA 737 NORTH MAIN ST ROCKFORD IL 61103 PC CULTURAL 1000 CARPENTER'S PLACE 1149 RAILROAD AVE ROCKFORD IL 61104 PC SOCIAL WELFARE 1000 CAST WATER SAFETY FOUNDATION 155 N WACKER DRIVE SUITE 1680 CHICAGO IL 60606 PC PHILANTHROPY 500 CHAMPION WOMEN 3116 ST JOHNS AVENUE JACKSONVILLE FL 32205 PC PHILANTHROPY 300 CHILDREN'S HOME AND AID SOCIETY(BRIGHTPOINT) 200 W MONROE STREET SUITE 2100 CHICAGO IL 60606 PC SOCIAL WELFARE 2000 COVENANT HARBOR 1724 W MAIN ST LAKE GENEVA WI 53147 PC SOCIAL WELFARE 2000 DEERFOOT LODGE PO BOX 228 SPECULATOR NY 12164 PC PHILANTHROPY 1000 DISCOVERY CENTER MUSEUM 711 N MAIN STREET ROCKFORD IL 61103 PC CULTURAL 2000 DIXON CENTER FOR MILITARY & VETERAN SERV FEDCAP-FEMALE SUPPORT 633 THIRD AVE 6TH FLOOR NEW YORK NY 10017 PC VETERAN AFFAIRS 5500 FELLOWSHIP OF CHRISTIAN ATHLETES NORTHERN ILLINOIS 3155 VALLEY WOODS DR CHERRY VALLEY IL 61016 PC RELIGION 2000 FIRST LOVE INTERNATIONAL MINISTRIES PO BOX 15836 LOVES PARK IL 61132 PC RELIGION 1000 FREEDOM ALLIANCE 22570 MARKEY COURT STE 240 DULLES VA 20166 PC VETERAN AFFAIRS 3000 FRIENDS OF BOUNDARY WATERS WILDERNESS 2250 UNIVERSITY AVE W SUITE 180 S ST PAUL MN 55114 PC CONSERVATION 3000 GENEVA LAKE WATER SAFETY COMMITTEE INC PO BOX 548 WILLIAMS BAY WI 53191 PC PHILANTHROPY 5000 HABITAT FOR HUMANITY 5183 HARLEM RD LOVES PARK IL 61111 PC SOCIAL WELFARE 1000 HOLIDAY HOME CAMP (FRESH AIR ASSOC) PO BOX 10 WILLIAMS BAY WI 53191 PC SOCIAL WELFARE 1000 HONOR FLIGHT INC BOX L-4016 COLUMBUS OH 432604016 PC VETERAN AFFAIRS 500 HOO HAVEN INC PO BOX 594 DURAND IL 61024 PC ANIMAL SERVICES 500 INDEPENDENT COUNCIL ON WOMEN'S SPORTS 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HEALTH SERVICES 1000 OUTDOOR OUTREACH INC 4661 YALE BRIDGE RD ROCKTON IL 61072 PC YOUTH SERVICES 2500 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 PC PHILANTHROPY 2000 PRISON FELLOWSHIP MINISTRIES PO BOX 1550 MERRIFIELD VA 221161550 PC RELIGION 1000 REDEEMER CHURCH 5501 WINDSOR RD LOVES PARK IL 61111 PC RELIGION 3000 ROCK HOUSE KIDS 1325 7TH STREET ROCKFORD IL 61104 PC YOUTH SERVICES 1000 ROCK RIVER VALLEY PANTRY 421 SOUTH ROCKTON AVE ROCKFORD IL 61102 PC SOCIAL WELFARE 1000 ROCKFORD CHRISTIAN SCHOOLS 1401 N BELL SCHOOL RD ROCKFORD IL 61107 PC EDUCATION 11000 ROCKFORD RESCUE MISSION PO BOX 1958 ROCKFORD IL 61110 PC SOCIAL WELFARE 2500 ROSECRANCE FOUNDATION 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 PC HEALTH SERVICES 2000 SALVATION ARMY WINNEBAGO COUNTY 500 S ROCKFORD AVE ROCKFORD IL 61104 PC SOCIAL WELFARE 16975 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 286073000 PC SOCIAL WELFARE 6500 SPECIAL OLYMPICS OF ILLINOIS 605 E WILLOW STREET NORMAL IL 61761 PC HEALTH SERVICES 500 STATELINE CHURCH 601 N PERRYVILLE RD ROCKFORD IL 61107 PC RELIGION 15000 STATELINE YOUTH FOR CHRIST 1288 S ALPINE RD ROCKFORD IL 61108 PC RELIGION 2500 THE NATURE CONSERVANCY OF ILLINOIS 400 N MICHIGAN AVE SUITE 1100 CHICAGO IL 60611 PC CONSERVATION 1000 THE PREGNANCY CARE CENTER OF ROCKFORD 4108 MORSAY DR ROCKFORD IL 61107 PC PHILANTHROPY 1000 THE WINGMAN FOUNDATION 2248 MERIDIAN BLVD STE H MINDEN NV 89423 PC VETERAN AFFAIRS 2000 TRUE THE VOTE INC PO BOX 3109 19128 HOUSTON TX 772533109 PC PHILANTHROPY 2000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 PC VETERAN AFFAIRS 5000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 PC PHILANTHROPY 9000 UNIVERSITY OF ILLINOIS FOUNDATION 1601 PARKVIEW AVENUE ROCKFORD IL 61107 PC EDUCATION 1000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 666758516 PC VETERAN AFFAIRS 2000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DR 6TH FLOOR RESTON VA 20191 PC YOUTH SERVICES 4000 180147 0 14 54355 16 -35 14 10465 18 87595 ORDINARY INCOME/LOSS 901101 14 -656 ORDINARY LOSS - UBTI 901101 -718 -718 151724 0 151006 0 0 0 0 0 0 0 0 0 0 X X 1 RALPH AND ELIZABETH ANDERSON CHARITABLE FOUNDATION 330 SPRING CREEK ROAD ROCKFORD IL 61107 78880 X 1 TRANSFER OF PARTNER CAPITAL IN ANDERSON FUND LLC 78880 2023-12-31 PURSUANT TO IRS REGULATION 53.4942(A)-3(D)(2), I, JEFFREY R. ANDERSON, A FOUNDATION MANAGER WITHIN THE MEANING OF IRC SECTION 4946(B)(1), HEREBY ELECTS TO TREAT $1,926 OF THE REMAINING QUALIFYING DISTRIBUTIONS WHICH ARE NOT DEEMED MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATE PRECEDING TAXABLE YEAR AS MADE OUT OF THE UNDISTRBUTED INCOME FOR THE PRIOR TAXABLE YEAR ENDING DECEMBER 31, 2011.____________________________________________JEFFREY R. ANDERSON, FOUNDATION MANAGER____________________________________________ DATE ANDERSON FUND LLC AT COST 1938560 3236672 MARKET TO COST ADJUSTMENT 31558 INVESTMENT FEES 6809 6809 0 2% FLOOR DEDUCTIONS 18126 18126 0 BANK FEES 71 71 0 SEC 59(E)(2) EXPENDITURES 78 78 0 NONDEDUCTIBLE EXPENSES 502 0 0 CONTRIBUTIONS 907 0 907 OTHER DEDUCTIONS 2383 2383 0 OTHER RENTAL LOSS 41 41 0 ROYALTY INCOME 38 38 38 OTHER PORTFOLIO INCOME 8307 8307 8307 OTHER INCOME/(LOSS) - INVESTMENT 2120 741 2120 ORDINARY INCOME/LOSS -656 -656 -656 ORDINARY LOSS - UBTI -718 -718 FOREIGN TAXES 104 104 0