2025-11-10T14:47:48-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 364332915 JEFFREY R ANDERSON CHARITABLE FOUNDATION JEFF 8156377622 330 SPRING CREEK RD ROCKFORD IL 611071035 JEFFREY R ANDERSON PRESIDENT & DIRECTOR 8156377622 2025-10-28 1 1 RACHELLE JESELNIK P01332768 3122071040 2025-10-28 2024 2025-03-06 01:10:19Z X 3443669 X 25116 58440 58440 -71 66881 66881 66881 10990 11735 161427 137056 0 0 0 3831 3831 0 405 405 0 27257 27224 5 31493 31460 5 159550 159550 191043 31460 159555 -29616 105596 69 25189 25189 1938560 1883824 3418480 1938629 1909013 3443669 0 0 X 1938629 1909013 0 0 0 0 1938629 1909013 1938629 1909013 1938629 -29616 0 1909013 0 1909013 SHORT TERM - ANDERSON FUND LLC P 9205 9205 9205 LONG TERM - ANDERSON FUND LLC P 41193 41193 41193 SECTION 1231 - ANDERSON FUND LLC P 6676 6676 6676 1256 STRADDLE GAIN - ANDERSON FUND LLC P 18 18 18 SALE OR EXCHANGE OF QSB STOCK P 9789 9789 9789 66881 1468 0 1468 0 1468 1538 0 1300 0 2838 0 1370 1370 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 8156377622 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 12837 3244247 3257084 0 0 3257084 48856 3208228 160411 160411 1468 1468 158943 0 158943 0 158943 159555 0 159555 158943 156371 0 0 159555 156371 0 0 3184 0 0 0 0 0 0 0 0 155759 0 0 0 JEFFREY R ANDERSON JOHN R ANDERSON X SALVATION ARMY WINNEBAGO COUNTY 500 S ROCKFORD AVE ROCKFORD IL 61104 PC SOCIAL WELFARE 1500 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 PC RELIGION 3000 ROCKFORD RESCUE MISSION PO 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HEARING 2421 AZTEC ROAD NE ALBUQUERQUE NM 87107 PC RELIGION 1000 FELLOWSHIP OF CHRISTIAN ATHLETES NORTHERN ILLINOIS 3155 VALLEY WOODS DR CHERRY VALLEY IL 61016 PC RELIGION 2000 CAST WATER SAFETY FOUNDATION 7628 MADISON STREET FOREST PARK IL 60130 PC PHILANTHROPY 500 FREEDOM ALLIANCE 25 WEST PICCADILLY ST WINCHESTER VA 22601 PC VETERAN AFFAIRS 3600 NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 PC SOCIAL WELFARE 2000 MOMS FOR LIBERTY FOUNDATION INC 981 E EAU GALLIE BLVD STE E MELBOURNE FL 32937 PC PHILANTHROPY 300 MAKE A WISH FOUNDATION 640 NORTH LASALLE DRIVE SUITE 280 CHICAGO IL 60654 PC PHILANTHROPY 600 DISCOVERY CENTER MUSEUM 711 N MAIN STREET ROCKFORD IL 61103 PC CULTURAL 2000 ROCKFORD CHRISTIAN SCHOOLS 1401 BELL SCHOOL RD ROCKFORD IL 61107 PC EDUCATION 5000 NORTHERN ILLINOIS HOSPICE FOUNDATION 4751 HARRISON AVE ROCKFORD IL 61108 PC HEALTH SERVICES 1000 SALVATION ARMY WINNEBAGO COUNTY 520 HOLLISTER AVE ROCKFORD IL 61108 PC SOCIAL WELFARE 500 STATELINE YOUTH FOR CHRIST 1288 S ALPINE RD ROCKFORD IL 61108 PC RELIGION 2500 HONOR FLIGHT INC BOX L-4016 COLUMBUS OH 432604016 PC VETERAN AFFAIRS 500 PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BLVD 552 SHERMAN OAKS CA 91403 PC PHILANTHROPY 2000 GENEVA LAKE WATER SAFETY COMMITTEE INC PO BOX 548 WILLIAMS BAY WI 53191 PC PHILANTHROPY 2000 AUDIENCE OF ONE (LENNOX BARNETT MINISTRIES) 7431 E STATE ST 358 ROCKFORD IL 61108 PC RELIGION 1000 JUDICIAL WATCH INC PO BOX 96234 WASHINGTON DC 200906234 PC PHILANTHROPY 1000 SALVATION ARMY WINNEBAGO COUNTY 520 HOLLISTER AVE ROCKFORD IL 61108 PC SOCIAL WELFARE 2000 UNIVERSITY OF ILLINOIS FOUNDATION-COLLEGE OF MEDICINE 1601 PARKVIEW AVENUE ROCKFORD IL 61107 PC EDUCATION 1000 TRUE THE VOTE INC PO BOX 3109 19128 HOUSTON TX 772533109 PC PHILANTHROPY 2000 GENEVA LAKE CONSERVANCY PO BOX 588 FONTANA WI 53125 PC CONSERVATION 1000 BOYS & GIRLS CLUB OF ROCKFORD 1040 NORTH 2ND STREET SUITE 100 ROCKFORD IL 61107 PC YOUTH SERVICES 4000 ILLINOIS POLICY INSTITUTE 300 S RIVERSIDE PLAZA SUITE 1650 CHICAGO IL 60606 PC EDUCATION 1000 BURPEE MUSEUM ASSOC HARRY & DELLA 737 NORTH MAIN ST ROCKFORD IL 61103 PC CULTURAL 1000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 286073000 PC SOCIAL WELFARE 1000 ETERNAL WORD MINISTRIES PO BOX 3136 MUNSTER IN 46321 PC RELIGION 1500 SPECIAL OLYMPICS OF ILLINOIS 605 E WILLOW STREET NORMAL IL 61761 PC HEALTH SERVICES 500 OPEN ARMS FREE CLINIC PO BOX 678 ELKHORN WI 531210678 PC HEALTH SERVICES 2000 LAURENT HOUSE FOUNDATION 4646 SPRING BROOK ROAD ROCKFORD IL 61114 PC PHILANTHROPY 1000 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 CARPENTER'S PLACE 1149 RAILROAD AVE ROCKFORD IL 61104 PC SOCIAL WELFARE 1000 HOLIDAY HOME CAMP (FRESH AIR ASSOC) PO BOX 10 WILLIAMS BAY WI 53191 PC SOCIAL WELFARE 1000 LIFESCAPE COMMUNITY SERVICES 705 KILBURN AVE ROCKFORD IL 61101 PC SOCIAL WELFARE 1000 BRIDGE MINISTRIES 407 SOUTH HIGHLAND AVE ROCKFORD IL 61107 PC RELIGION 500 COVENANT HARBOR 1724 W MAIN ST LAKE GENEVA WI 53147 PC SOCIAL WELFARE 2000 DIXON CENTER FOR MILITARY & VETERAN SERV FEDCAP-FEMALE SUPPORT 633 THIRD AVE 6TH FLOOR NEW YORK NY 10017 PC VETERAN AFFAIRS 2000 SALVATION ARMY WINNEBAGO COUNTY 520 HOLLISTER AVE ROCKFORD IL 61104 PC SOCIAL WELFARE 3000 INDEPENDENT COUNCIL ON WOMEN'S SPORTS 10624 S EASTERN AVE STE A-1052 HENDERSON NV 89052 PC PHILANTHROPY 2000 STATELINE CHURCH 604 N PERRYVILLE RD ROCKFORD IL 61107 PC RELIGION 15000 BIBLE STUDY FELLOWSHIP PO BOX 675241 DALLAS TX 752675274 PC RELIGION 2500 MILESTONE INC 4060 MCFARLAND ROAD ROCKFORD IL 61111 PC SOCIAL WELFARE 1000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 666758519 PC VETERAN AFFAIRS 2000 ROSECRANCE FOUNDATION 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 PC HEALTH SERVICES 2000 THE NATURE CONSERVANCY OF ILLINOIS 400 N MICHIGAN AVE SUITE 1100 CHICAGO IL 60611 PC CONSERVATION 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 PC VETERAN AFFAIRS 4000 HOO HAVEN INC PO BOX 594 DURAND IL 61024 PC ANIMAL SERVICES 500 THE PREGNANCY CARE CENTER OF ROCKFORD 4108 MORSAY DR ROCKFORD IL 61107 PC PHILANTHROPY 1000 CHILDREN'S HOME AND AID SOCIETY(BRIGHTPOINT) 200 W MONROE STREET SUITE 2100 CHICAGO IL 60606 PC SOCIAL WELFARE 2000 FELLOWSHIP OF CHRISTIAN ATHLETES NORTHERN ILLINOIS 3155 VALLEY WOODS DR CHERRY VALLEY IL 61016 PC RELIGION 1000 REDEEMER CHURCH 5501 WINDSOR RD LOVES PARK IL 61111 PC RELIGION 5000 RONALD MCDONALD HOUSE CHARITIES INC 110 N CARPENTER ST CHICAGO IL 60607 PC PHILANTHROPY 2000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 PC SOCIAL WELFARE 4000 OSF HEALTHCARE FOUNDATION 124 W ADAMS ST PEORIA IL 61602 PC HEALTH SERVICES 200 ANDERSON JAPANESE GARDENS 318 SPRING CREEK RD ROCKFORD IL 61107 PC CULTURAL 10000 SALVATION ARMY WINNEBAGO COUNTY 500 S ROCKFORD AVE ROCKFORD IL 61107 PC SOCIAL WELFARE 1000 MIKEROWEWORKS FOUNDATION 1207 4TH STREET PH-1 SANTA MONICA CA 904011340 PC PHILANTHROPY 3200 SAVE THE BOUNDARY WATERS PO BOX 625 ELY MN 55732 PC CONSERVATION 3200 159550 0 14 58440 16 -71 14 12144 18 66881 ORDINARY INCOME/LOSS 901101 14 -401 ORDINARY LOSS - UBTI 901101 -753 -753 136993 0 136240 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFERY R ANDERSON TRUST 330 SPRING CREEK ROAD ROCKFORD IL 61107 25000 X 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 1883824 3418480 INVESTMENT FEES 6621 6621 0 2% FLOOR DEDUCTIONS 18805 18805 0 BANK FEES 56 56 0 SEC 59(E)(2) EXPENDITURES 45 45 0 NONDEDUCTIBLE EXPENSES 28 0 0 CONTRIBUTIONS 5 0 5 OTHER DEDUCTIONS 1623 1623 0 179 DEPRECIATION 3 3 0 OTHER RENTAL LOSS 71 71 0 ROYALTY INCOME 39 39 39 OTHER PORTFOLIO INCOME 12104 12104 12104 OTHER INCOME/(LOSS) - INVESTMENT 1 -7 1 ORDINARY INCOME/LOSS -401 -401 -401 ORDINARY LOSS - UBTI -753 -753 FOREIGN TAXES 405 405 0