GEORGE AND KATHLEEN ANDERSON CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND KATHLEEN ANDERSON CHARITABLE TR (EIN 92-6274337)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-05
- IRS object ID
- 202421269349100817
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-05T14:01:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 926274337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND KATHLEEN ANDERSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 8776342968 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8776342968 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-04-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,261,492 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,961,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $255,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $947,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $8,207,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,549 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,331 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,218 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $17,565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,565 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $118,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,964,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,429,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,343 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOY | $10,213,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,082,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,429,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,393,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,261,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,429,004 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,393,158 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,429,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,393,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,429,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,393,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,429,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,964,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,393,162 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,393,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 892. CAMECO CORP | 2023-02-02 | 2023-06-01 | $27,341 | $25,381 | $1,960 | $1,960 | |
| 723. CAMECO CORP | 2023-02-02 | 2023-09-26 | $29,299 | $20,572 | $8,727 | $8,727 | |
| 200. CUMMINS INC | 2023-09-26 | $45,896 | $48,555 | -$2,659 | -$2,659 | ||
| 167. DOLLAR GENERAL CORP | 2023-04-05 | $35,518 | $38,215 | -$2,697 | -$2,697 | ||
| 540. DOMINION RES INC VA NEW | 2023-04-05 | $31,042 | $33,058 | -$2,016 | -$2,016 | ||
| 312. FREEPORT-MCMORAN INC | 2023-01-19 | 2023-06-01 | $11,148 | $13,669 | -$2,521 | -$2,521 | |
| 166. HOME DEPOT INC | 2023-06-01 | $47,766 | $53,043 | -$5,277 | -$5,277 | ||
| 1301. HOST HOTELS & RESORTS INC | 2023-06-01 | $21,629 | $23,313 | -$1,684 | -$1,684 | ||
| 273. INVITATION HOMES INC | 2023-02-02 | 2023-06-01 | $9,195 | $9,241 | -$46 | -$46 | |
| .07 KENVUE INC | 2023-01-19 | 2023-09-11 | $2 | $2 | |||
| 1318. KRAFT HEINZ CO | 2023-09-26 | $45,425 | $51,982 | -$6,557 | -$6,557 | ||
| 18430.93 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | 2023-12-06 | $308,902 | $325,835 | -$16,933 | -$16,933 | ||
| 341. NEXTERA ENERGY INC | 2023-06-01 | $24,787 | $26,309 | -$1,522 | -$1,522 | ||
| 59. NVIDIA CORP | 2023-06-01 | 2023-09-26 | $24,757 | $23,379 | $1,378 | $1,378 | |
| 449. RAYTHEON TECHNOLOGIES CORP | 2023-09-26 | $32,322 | $43,804 | -$11,482 | -$11,482 | ||
| 75. ROPER TECHNOLOGIES INC | 2023-04-05 | $32,666 | $32,603 | $63 | $63 | ||
| 93. UNITEDHEALTH GROUP INC | 2023-06-01 | $46,307 | $44,548 | $1,759 | $1,759 | ||
| 3162. VANGUARD FTSE EMERGING MKTS ETF $1.05000 | 2023-12-06 | $127,475 | $130,230 | -$2,755 | -$2,755 | ||
| 81. ZOETIS INC | 2023-04-18 | $14,113 | $13,499 | $614 | $614 | ||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,081 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,899 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,899 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,863 | OverpaymentAmt |
| Applied To ES Tax | $2,863 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166894548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATON | ||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | CO-TRUSTEE | 1 | $45,775 |
| KENNETH SIMPSON | ||||||
| 4007 NE 3RD ST | GRESHAM | OR | 97030 | CO-TRUSTEE | 1 | $45,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,644,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,644,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,644,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,484,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $524,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $524,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,036 | TotalTaxAmt |
| Distributable Before Adj | $521,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $521,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $521,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $200,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,866 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,866 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $328,242 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HUMANE SOCIETY FOR SOUTHWEST WASHINGTON | |||||||
| 1100 NE 192ND AVENUE | VANCOUVER | WA | 98684 | NONE | PC | GENERAL OPERATING | $6,000 |
| UNION GOSPEL MISSION | |||||||
| 221 SOUTH FOURTH AVENUE | PASCO | WA | 99301 | NONE | PC | GENERAL OPERATING | $4,000 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 972111411 | NONE | PC | GENERAL OPERATING | $20,000 |
| DOVE LEWIS EMERGENCY ANIMAL HOSPITAL INC | |||||||
| 1945 NW PETTYGROVE ST | PORTLAND | OR | 972091688 | NONE | PC | GENERAL OPERATING | $6,000 |
| OREGON CAMBODIAN BUDDHIST SOCIETY INC | |||||||
| 19940 SW STAFFORD RD | WEST LINN | OR | 970689359 | NONE | PC | GENERAL OPERATING | $4,000 |
| VEDANTA SOCIETY OF PORTLAND OREG | |||||||
| 1157 SE 55TH AVE | PORTLAND | OR | 972152659 | NONE | PC | GENERAL OPERATING | $30,000 |
| KROTONA INSTITUTE OF THEOSOPHY | |||||||
| 2 KROTONA ST | OJAI | CA | 930233901 | NONE | PC | GENERAL OPERATING | $7,500 |
| CENTRAL CITY CONCERN | |||||||
| 232 NW SIXTH AVE | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING | $20,000 |
| THE THEOSOPHICAL SOCIETY IN PORTLAND | |||||||
| 9725 SW BEAVERTON HILLSDALE HWY 11 | BEAVERTON | OR | 97005 | NONE | PC | GENERAL OPERATING | $20,000 |
| YOUNG AMERICANS FOUNDATION | |||||||
| 11480 COMMERCE PARK DR SUITE 600 | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $245,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,754 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE ANDERSON TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4007 NE 3RD ST | AddressLine1Txt |
| City | GRESHAM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,961,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (66 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00771X419 GQG PART EMERG MKTS | AT COST | $260,000 | $261,486 |
| 020002101 ALLSTATE CORP | AT COST | $41,720 | $47,733 |
| 02079K305 ALPHABET INC | AT COST | $123,973 | $166,371 |
| 023135106 AMAZON COM INC | AT COST | $83,219 | $119,729 |
| 025816109 AMERICAN EXPRESS CO | AT COST | $57,059 | $66,318 |
| 025816CC1 AMERICAN EXPRESS CO | AT COST | $492,850 | $499,435 |
| 02665WBP5 AMERICAN HONDA FINAN | AT COST | $492,750 | $498,110 |
| 030420103 AMERICAN WATER WORKS | AT COST | $41,275 | $38,013 |
| 032095101 AMPHENOL CORP | AT COST | $84,548 | $105,078 |
| 037833100 APPLE INC | AT COST | $222,520 | $279,169 |
| 060505104 BANK OF AMERICA CORP | AT COST | $56,431 | $57,172 |
| 09061G101 BIOMARIN PHARMACEUTI | AT COST | $85,185 | $77,618 |
| 09260C307 BLACKROCK SYSTEMATIC | AT COST | $129,000 | $131,064 |
| 11135F101 BROADCOM INC | AT COST | $112,200 | $206,506 |
| 13321L108 CAMECO CORP | AT COST | $104,553 | $170,073 |
| 166764100 CHEVRON CORP | AT COST | $68,747 | $60,708 |
| 22160K105 COSTCO WHOLESALE COR | AT COST | $36,737 | $48,186 |
| 229663109 CUBESMART | AT COST | $39,788 | $41,530 |
| 235851102 DANAHER CORP DEL | AT COST | $37,443 | $37,477 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $250,000 | $242,325 |
| 337738108 FISERV INC | AT COST | $39,598 | $45,830 |
| 35671D857 FREEPORT-MCMORAN INC | AT COST | $97,727 | $98,252 |
| 36266G107 GE HEALTHCARE TECHNO | AT COST | $87,651 | $86,289 |
| 38142V845 GOLDMAN SACHS INTL E | AT COST | $497,112 | $540,102 |
| 42809H107 HESS CORP | AT COST | $118,269 | $120,950 |
| 438516106 HONEYWELL INTERNATIO | AT COST | $41,190 | $43,410 |
| 46137V357 INVESCO S&P 500 EQUA | AT COST | $557,092 | $594,906 |
| 46187W107 INVITATION HOMES INC | AT COST | $40,826 | $43,047 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $172,343 | $176,979 |
| 46637K281 JPMORGAN HEDGED EQUI | AT COST | $129,000 | $140,654 |
| 46653M849 JOHCM INTERNATIONAL | AT COST | $237,691 | $254,257 |
| 478160104 JOHNSON & JOHNSON | AT COST | $77,269 | $74,608 |
| 49177J102 KENVUE INC | AT COST | $40,217 | $42,070 |
| 550021109 LULULEMON ATHLETICA | AT COST | $59,620 | $87,431 |
| 589509207 MERGER FUND $0.156 | AT COST | $129,000 | $130,930 |
| 594918104 MICROSOFT CORP | AT COST | $155,122 | $218,103 |
| 60871R209 MOLSON COORS BREWING | AT COST | $51,995 | $59,312 |
| 62947QBC1 NXP B V / NXP FUNDIN | AT COST | $396,404 | $411,604 |
| 67066G104 NVIDIA CORP | AT COST | $96,215 | $188,184 |
| 69331C108 PG&E CORP | AT COST | $34,045 | $36,745 |
| 701094104 PARKER HANNIFIN CORP | AT COST | $65,114 | $91,219 |
| 713448108 PEPSICO INC | AT COST | $52,477 | $51,292 |
| 72201U455 PIMCO TRENDS MANAGED | AT COST | $129,000 | $126,479 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $410,467 | $469,325 |
| 760759AQ3 REPUBLIC SERVICES IN | AT COST | $480,265 | $488,310 |
| 78409V104 S&P GLOBAL INC | AT COST | $49,960 | $59,911 |
| 808513CG8 CHARLES SCHWAB CORP | AT COST | $199,682 | $205,130 |
| 84756NAD1 SPECTRA ENERGY PARTN | AT COST | $199,370 | $199,606 |
| 865622BJ2 SUMITOMO MITSUI BANK | AT COST | $198,036 | $199,926 |
| 872590104 T-MOBILE US INC | AT COST | $80,434 | $88,502 |
| 892356106 TRACTOR SUPPLY CO | AT COST | $57,823 | $54,618 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $448,568 | $460,542 |
| 9128285U0 UNITED STATES TREAS | AT COST | $490,059 | $500,000 |
| 9128285Z9 UNITED STATES TREAS | AT COST | $195,672 | $199,540 |
| 91282CGN5 UNITED STATES TREAS | AT COST | $498,223 | $499,705 |
| 91324P102 UNITEDHEALTH GROUP I | AT COST | $38,542 | $43,697 |
| 921943858 VANGUARD FTSE DEV MK | AT COST | $320,645 | $335,779 |
| 92338C103 VERALTO CORP | AT COST | $4,943 | $4,442 |
| 929160109 VULCAN MATERIALS CO | AT COST | $57,635 | $72,416 |
| 949746101 WELLS FARGO CO | AT COST | $109,593 | $122,656 |
| 955306105 WEST PHARMACEUTICAL | AT COST | $23,191 | $27,465 |
| 962879102 WHEATON PRECIOUS MET | AT COST | $58,523 | $63,797 |
| 983134107 WYNN RESORTS LTD | AT COST | $47,009 | $40,726 |
| 98419M100 XYLEM INC | AT COST | $37,586 | $42,999 |
| G8473T100 STERIS PLC | AT COST | $59,901 | $69,253 |
| H8817H100 TRANSOCEAN LTD | AT COST | $22,713 | $17,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $17,565 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,565 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE ANDERSON TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4007 NE 3RD ST | AddressLine1Txt |
| City | GRESHAM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97030 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,538 | $1,538 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,899 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $895 | $895 | $0 |
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