2024-05-10T13:58:41-05:00 2023-12-31 273305747 BAKEWELL & MULHARE LLC 19 MAIN STREET NEW MILFORD CT 06776 990PF 2023-01-01 272075790 LEROY ANDERSON FOUNDATION INC LERO 2032630696 PO BOX 447 WOODBURY CT 06798 JANE M ANDERSON PRESIDENT 2032630696 2024-05-08 1 JANE ANDERSON 999009999 0 CHERYL A BAKEWELL CPA P00379923 8603554076 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 32505 X 9279 X 1194 1194 1194 2474 22281 2474 1179 12947 3668 2373 0 0 0 0 2225 1113 0 1112 194 194 194 0 1261 24 24 1237 52 0 0 67 33 0 34 37823 589 0 37234 41622 1953 218 39617 0 0 41622 1953 218 39617 -28675 1715 2155 1299 578 578 9478 618 618 35780 20337 21985 3000 2741 311 259 259 9065 9065 9065 55933 30857 32505 9000 9000 0 3599 9000 12599 X 46933 18258 46933 18258 55933 30857 46933 -28675 0 18258 0 18258 ISHARES CORE MSCI 2020-06-16 2023-02-09 1759 1654 105 105 ISHARES CORE MSCI EAF 2020-06-16 2023-02-09 2685 2314 371 371 ISHARES TR IS 1-5 YR 2018-07-27 2023-02-09 755 779 -24 -24 PARNASSUS CORE EQUITY 2021-01-26 2023-02-09 977 997 -20 -20 T ROWE PRICE EMERGING 2020-06-25 2023-02-09 800 913 -113 -113 T ROWE PRICE QM US S 2020-06-16 2023-02-09 1000 998 2 2 DODGE & COX INTERNATIONAL 2021-01-26 2023-04-06 1587 1592 -5 -5 ISHARES CORE MSCI EMER 2020-06-16 2023-04-06 732 709 23 23 ISHARES CORE MSCI EAF 2020-06-16 2023-04-06 2692 2314 378 378 ISHARES RUSSELL 2000 2010-10-14 2023-04-06 2089 854 1235 1235 ROYCE SMALL-CAP SPEC 2021-06-18 2023-04-06 1524 2000 -476 -476 T ROWE PRICE EMERGING 2020-06-25 2023-04-06 1033 1214 -181 -181 DODGE & COX STOCK 2023-09-18 4648 3469 1179 1179 2474 1179 24 0 24 0 24 0 0 0 0 0 0 24 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 1 0 0 0 1 HTTP://WWW.LEROYANDERSONFOUNDATION.ORG THE FOUNDATION 2032630696 PO BOX 447 WOODBURY CT 06798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROLF F ANDERSON 614 VT RTE 242 PO BOX 479 MONTGOMERY CENTER VT 05471 VICE PRESIDENT 1.00 0 0 0 JANE M ANDERSON 376 THOMPSON HILL ROAD PO BOX 433 THOMPSON CT 06277 PRESIDENT 1.00 0 0 0 KURT A ANDERSON 18 HICKORY LANE ROXBURY CT 06783 TREASURER 1.00 0 0 0 NONE 0 NONE 0 THE LEROY ANDERSON FOUNDATION HONORS THE LIFE AND WORK OF LEROY ANDERSON, THE AMERICAN COMPOSER OF LIGHT CONCERT MUSIC, WHO LIVED FROM 1908 TO 1975. SOME OF HIS BEST KNOWN COMPOSITIONS INCLUDE SLEIGH RIDE, BLUE TANGO, THE TYPEWRITER, THE SYNCOPATED CLOCK, BUGLER'S HOLIDAY AND FIDDLE-FADDLE. THE FOUNDATION WAS CREATED TO PROMOTE MR. ANDERSON'S MUSIC. 0 0 26915 5812 0 32727 0 0 32727 491 32236 1612 X 39617 0 39617 X 1612 0 6305 2236 10153 1370 0 5359 1901 8630 39617 64728 38630 23964 166939 0 0 0 0 0 39617 64728 38630 23964 166939 0 0 1075 2595 4203 4663 12536 0 0 0 0 X 0 0 14 1194 18 2474 0 3668 0 3668 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2225 1113 0 1112 EQUIPMENT 2018-06-05 3000 2689 200DB 5.000000000000 52 0 0 ISHARES MSCI EAFE VALUE AT COST 3110 3908 ISHARES RUSSELL 2000 VALUE AT COST 2142 2330 IHSARES TR IS 1-5 YR IN AT COST 2579 2564 VANGUARD TOTAL BOND MARKET ETF AT COST 2784 2574 T ROWE PRICE FLOATING RATE AT COST 4435 4420 PARNASSUS CORE EQUITY INSTITUTIONAL AT COST 1200 1208 T ROWE PRICE MID-CAP VALUE AT COST 2610 3374 T ROWE PRICE QM US SMALL-CAP GR EQ AT COST 1477 1607 EQUIPMENT 3000 2741 259 259 ORGANIZATIONAL COSTS 4930 4930 4930 LEASEHOLD EXPENSES 2550 2550 2550 MUSEUM EQUIPMENT 1585 1585 1585 BANK SERVICE CHARGE 225 225 0 0 CONCERT EXPENSES 10050 0 0 10050 BOOKKEEPER 729 364 0 365 INSURANCE 3641 0 0 3641 UTILITIES 9641 0 0 9641 REPAIRS AND MAINTENANCE 12759 0 0 12759 FACILITIES AND EQUIPMENT 238 0 0 238 LICENSES AND PERMITS 200 0 0 200 MARKETING 190 0 0 190 MISCELLANEOUS 150 0 0 150 LOAN FROM WOODBURY MUSIC 0 3599 MANAGEMENT FEES 194 194 194 0 PROPERTY 1237 0 0 1237 EXCISE TAX 24 24 24 0