2024-04-25T14:04:11-05:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990PF 2023-01-01 824568270 THE ANNA EMERY HANSON CHARITABLE FOUNDATION 1 ANNA 3025735837 1 RIGHTER PARKWAY 120 WILMINGTON DE 19803 ERIC DAUFENBACH VP, TAX DIRECTOR 3025735837 2024-04-08 1 ERIC DAUFENBACH 999009999 0 JULIANA KREUL P01204534 3217516200 2024-04-08 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1993306 X X 47093 47093 28631 211236 28631 7 7 75731 75731 1764 1588 176 4600 2300 2300 13977 13977 0 1081 1081 0 15 0 15 21437 18946 2491 193000 193000 214437 18946 195491 -138706 56785 135373 16327 16327 0 29636 29877 947742 952015 1947102 53484 0 0 1136599 997978 1993306 0 0 X 1136599 997978 0 0 0 0 1136599 997978 1136599 997978 1136599 -138706 85 997978 0 997978 PUBLICLY TRADED SECURITIES 188962 160405 28557 28557 PUBLICLY TRADED SECURITIES 22274 22200 74 74 28631 789 0 789 0 789 182 0 0 0 182 2 609 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A FIRST STATE TRUST COMPANY 3025735837 1 RIGHTER PARKWAY 120 WILMINGTON DE 19803 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST STATE TRUST COMPANY 1 RIGHTER PARKWAY SUITE 120 WILMINGTON DE 19803 TRUSTEE 2.00 1764 0 0 NONE 0 NONE 0 0 1824191 71443 0 1895634 0 0 1895634 28435 1867199 93360 93360 789 789 92571 0 92571 0 92571 195491 0 195491 92571 0 0 114841 82603 67574 265018 195491 0 0 0 92571 102920 0 0 367938 0 0 0 0 0 0 0 367938 114841 82603 67574 102920 X ARC COMMUNITY FOUNDATION 2001 W BELTLINE HWY 102 MADISON WI 537132366 PC HELPING WOMEN RECLAIM THEIR LIVES, GAIN AWARENESS OF THEIR PERSONAL SELF-WORTH, AND BE EMPOWERED TO MAKE THE CHANGES NECESSARY TO IMPROVE THEIR WELFARE ALONG WITH THAT OF THEIR CHILDREN AND FAMILIES 500 ARGRACE HOSPICECARE FOUNDATION 5395 E CHERYL PARKWAY FITCHBURG WI 53711 PC DEVELOP, STEWARD AND DISTRIBUTE CHARITABLE GIFTS FROM THE COMMUNITY 500 BEIT T'SHUVAH ADDICTION TREATMENT CENTER 8831 VENICE BLVD LOS ANGELES CA 900343223 PC SUPPORT THE RESIDENTIAL THERAPEUTIC COMMUNITY FOR THOSE WHO ARE RECOVERING FROM SUBSTANCE ABUSE 1500 BLUE SKY BRIDGE 2617 IRIS HOLLOW PLACE BOULDER CO 80304 PC MAKE THE COMMUNITY SAFER FOR ALL CHILDREN AND FAMILIES THROUGH CHILD ABUSE INTERVENTION AND EDUCATION 3000 BOULDER BALLET SCHOOL 2590 WALNUT STREET SUITE 10 BOULDER CO 80302 PC SUPPORT EXCELLENCE IN ARTISTIC EXPRESSION AND IGNITE A PASSION FOR DANCE THROUGH CUTTING-EDGE PERFORMANCE, HIGH-CALIBER TRAINING, INCLUSIVITY, AND COMMUNITY OUTREACH 1000 BOULDER SBDC FOUNDATION 1001 ARAPHOE AVENUE BOULDER CO 80302 PC TO SUPPORT THE GROWTH AND RESILIENCY OF SMALL BUSINESS IN BOULDER COUNTY BY PROVIDING FREE BUSINESS CONSULTING, PRACTICAL WORKSHOPS AND EVENTS, AND CONNECTION TO RESOURCES, INCLUDING FINANCING 10000 CHILDREN'S BURN FOUNDATION 5000 VAN NUYS BOULEVARD 210 SHERMAN OAKS CA 91403 PC TO PREVENT THE PAIN AND TRAUMA OF BURN INJURIES TO CHILDREN, AND TO HEAL AND GIVE CHILDREN WHO HAVE SUFFERED SEVER BURNS THE OPPORTUNITY TO REACH THEIR FULL POTENTIAL, PHYSICALLY, PSYCHOLOGICALLY, AND SOCIALLY 1500 COLORADO OVARIAN CANCER ALLIANCE 8801 E HAMPDEN AVENUE 104 DENVER CO 80231 PC SUPPORT PEOPLE AFFECTED BY OVARIAN CANCER 4000 DAISY CHAIN SANCTUARY 891 EAST EGBERT STREET BRIGHTON CO 80601 PC TO SUPPORT THE ADOPTION OF RETIRED AND HANDICAPPED HORSES AND USE THEM FOR EDUCATION AND THERAPY 5000 FRIENDS OF CASCO BAY 43 SLOCUM DRIVE SOUTH PORTLAND ME 04106 PC SUPPORT THE ENVIRONMENTAL HEALTH OF CASCO BAY, MAINE 1000 FRIENDS OF KISHWAUKETOE NATURE CONSERVANCY PO BOX 580 WILLIAMS BAY WI 53191 PC TO FURTHER IMPROVE AND MAINTAIN THE KISHWAUKETOE NATURE CONSERVANCY 5000 GENEVA LAKE CONSERVANCY PO BOX 588 FONTANA WI 531250588 PC TO SUPPORT THE PRESERVATION AND ADVOCACY FOR WALWORTH COUNTY WATERWAYS, NATURAL AREA, AND WORKING LANDS 5000 GENEVA LAKE MUSEUM 255 MILL STREET LAKE GENEVA WI 531470522 PC SUPPORT THE PRESERVATION AND PROMOTION OF THE HISTORY OF THE GENEVA LAKES AREA 500 GENEVA LAKE WATER SAFETY PO BOX 548 WILLIAMS BAY WI 53191 PC TO SUPPORT THE PROVISION OF SAFETY PATROL PERSONNEL FOR RECREATIONAL USERS OF GENEVA LAKE 5000 GENEVA LAKES ASSOCIATION PO BOX 412 LAKE GENEVA WI 53147 PC SUPPORT CONSERVATION, PRESERVATION, ENVIRONMENTAL INTEGRITY AND GENERAL WELFARE 1500 HOW WOMEN LEAD 1947 VISTA CAUDAL NEWPORT BEACH CA 92660 PC TO SUPPORT DIVERSE WOMEN LEADERS IN THE CORPORATE, PUBLIC, PHILANTHROPIC, AND NONPROFIT SECTORS 10000 IGNITE ADAPTIVE SPORTS 2861 ELDORA SKI ROAD NEDERLAND CO 80466 PC SUPPORT YOUTH SPORTS 2500 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 PC SUPPORT THE INSPIRATION AND PREPARATION OF YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY 2000 LAKE GENEVA FRESH AIR ASSOCIATION PO BOX 10 WILLIAMS BAY WI 53194 PC TO SUPPORT THE ORGINZATION'S MISSION OF PROVIDING AN OPPORTUNITY FOR LESS FORTUNATE INNER-CITY CHILDREN TO EXPERIENCE A CAMPING AND OUTDOOR RECREATION PROGRAM 5000 LOVE FOR LILY PO BOX 18957 BOULDER CO 80308 PC SUPPORT PROGRAMMING FOR FAMILIES IN THE NEONATAL INTENSIVE CARE UNIT 2000 MAINE PRESERVATION 233 WEST MAIN STREET YARMOUTH ME 04096 PC TO SUPPORT DOWNTOWN REVITALIZATION, NEIGHBORHOOD REHABILITATION, AND SAVING LANDMARK BUILDINGS 5000 MERCURY FREE MINING INC 4070 SW FAIRHAVEN DRIVE CORVALLIS OR 973331430 PC TO SUPPORT THE INSPIRATION OF THE GLOBAL JEWELRY INDUSTRY TO SUPPORT MERCURY FREE MINING 20000 MORGAN ADAMS FOUNDATION 5303 E EVANS AVENUE 202 DENVER CO 80222 PC SUPPORT FUNDING FOR CRITICALLY NEEDED PEDIATRIC ONCOLOGY RESEARCH 2000 OPPORTUNITY ALLIANCE 50 LYDIA LANE SOUTH PORTLAND ME 04106 PC TO BUILD BETTER LIVES AND STRONGER COMMUNITIES ACROSS MAINE 1000 OUR HOUSE GRIEF SUPPORT CENTER 21860 BURBANK BOULEVARD NORTH BUILDING 1 WOODLAND HILLS CA 91367 PC TO SUPPORT THE COMMUNITY WITH GRIEF SUPPORT SERVICES, EDUCATION, AND RESOURCES 10000 PLANNED PARENTHOOD OF WISCONSIN 302 NORTH JACKSON STREET MILWAUKEE WI 35202 PC TO SUPPORT THE EMPOWERMENT OF ALL INDIVIDUALS TO MANAGE THEIR SEXUAL AND REPRODUCTIVE SERVICES, EDUCATION, AND ADVOCACY 5000 SAVE THE POND AT FAMILY ICE CENTER 20 HAT TRICK DRIVE PO BOX 6127 FALMOUTH ME 04105 PC TO SUPPORT THE OPERATION OF A REGIONAL SKATING CENTER THAT CATERS TO YOUNGER CHILDREN AND THEIR FAMILIES 10000 TARA INSTITUTE OF THE PERFORMING ARTS 4180 19TH STREET BOULDER CO 80304 PC SUPPORT FOR DAILY OPERATION OF THE SCHOOL 6000 THE BELFRY MUSIC THEATRE FOUNDATION PO BOX 356 WALWORTH WI 53184 PC SUPPORT THE PERFORMING ARTS IN THE COMMUNITY'S SURROUNDING AREA 5000 THE ENVIRONMENAL EDUCATION FOUNDATION INC PO BOX 244 LAKE GENEVA WI 53147 PC SUPPORT ENVIRONMENTAL STUDENT SCHOLARSHIPS 1000 THE FAMILY LEARNING CENTER 3164 34TH STREET BOULDER CO 80301 PC TO SUPPORT ALTERNATIVE EDUCATIONAL PROGRAMMING FOR LOW-INCOME FAMILIES, ESPECIALLY THOSE WHOSE FIRST LANGUAGE IS NOT ENGLISH 45000 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 275 DENVER CO 80203 PC TO SUPORRT THE MANAGEMENT AND INVESTMENT OF PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF COLORADO 5000 WHOLE WOMAN'S ADVOCACY ALLIANCE 1001 EAST MARKET STREET 200 CHARLOTTESVLE VA 22902 PC SUPPORT THE PRESERVATION AND ENHANCE THE QUALITY AND ACCESSIBILITY OF ABORTION SERVICES TO THE PUBLIC 1000 WOMEN'S JEWELRY OBSERVATION 125 PARK AVENUE SUITE 2511 NEW YORK NY 10017 PC SUPPORT WOMEN EMPOWERMENT IN THE WATCH AND JEWELRY INDUSTRY 4000 YERKES FUTURE FOUNDATION PO BOX 346 WILLIAMS BAY WI 53191 PC SUPPORT THE MISSION OF PRESERVING AND PROTECTION THE ARCHITECTURAL TREASURE KNOWN AS YERKES OBSERVATORY 1000 YMCA MONTGOMERY PO BOX 2336 MONTGOMERY AL 361042336 PC TO SUPPORT THE STRENGTHENING THE FOUNDATIONS OF COMMUNITY THROUGH PROGRAMS THAT ARE BASED ON THREE AREAS OF FOCUS: YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY 2500 YMCA OF NORTHERN COLORADO 2500 DAGNY WAY LAFAYETTE CO 800268011 PC TO SUPPORT STRENGTHENING THE FOUNDATIONS OF COMMUNITY THROUGH PROGRAMS THAT ARE BASED ON THREE AREAS OF FOCUS: YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY 2500 YWCA OF MADISON 101 E MIFFLIN STREET MADISON WI 537032824 PC TO SUPPORT LEADERSHIP IN OUR COMMUNITY, NATION, AND WORLD IN THE STRUGGLE FOR PEACE, JUSTICE, FREEDOM, AND DIGNITY FOR ALL PEOPLE 500 193000 0 14 47093 18 28631 MONEY MARKET REFUND 14 7 0 75731 0 75731 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 4600 2300 2300 ABBOTT LABORATORIES 2603 10787 ABBVIE INC COM 2851 15342 ALLSTATE CORP 12928 26876 ALPHABET INC CL A 7650 64257 ALPHABET INC CL C 15263 107107 AMERICAN TOWER CORP 9964 29576 APPLE INC 1547 87794 CHEVRON CORP 11715 14916 COCA COLA CO 15924 21333 COSTCO WHOLESALE CORP NEW 2529 36964 CVS HEALTH CORP COM 17730 22583 HOME DEPOT INC 11592 65151 INTERCONTINENTAL EXCHANGE INC 14244 54197 ISHARES MSCI EAFE ETF 122103 176696 ISHARES RUSSELL 2000 VALUE ETF 127663 155330 JPMORGAN CHASE & CO 19631 74334 KENVUE INC 344 10528 MASCO CORP 12780 31213 MCDONALDS CORP 5796 32616 MONDELEZ INTL INC COM 12980 28900 NEXTERA ENERGY INC 22680 24296 NORFOLK SOUTHER CORP 4672 15601 NORTHERN EMERG MKTS EQ INDEX 119924 133944 ORACLE CORP 7899 30153 PROCTER & GAMBLE 924 24179 QUALCOMM INC 12753 33265 SALESFORCE INC 12961 59470 SCHLUMBERGER LTD 21069 31224 SPDR PORTFOLIO S&P 600 SMALL 56338 63270 SPDR S&P MIDCAP 400 ETF TRUST 30269 142066 STARBUCKS CORP WASHINGTON 6624 27075 VANGUARD INTL EQUITY INDEX FD 175748 230174 WALT DISNEY CO HLDG CO 28445 33498 WELLS FARGO & CO NEW 23872 32387 29636 29877 0 0 STATE FILING FEE 15 0 15 MONEY MARKET REFUND 7 7 7 BOOK/TAX DIFFERENCE IN 1099 VS. MONTHLY STMTS 85 INVESTMENT FEES 13977 13977 0 FOREIGN TAX 1081 1081 0