Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CARL C ANDERSON SR AND MARIE JO ANDERSON
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)BANK OF AMERICA NA PO BOX 8310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752831041
A Employer identification number

74-6078530
B Telephone number (see instructions)

(800) 357-7094
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$86,711,553J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,842
2 Check bullet.............
3 Interest on savings and temporary cash investments 101,700 101,829  
4 Dividends and interest from securities... 1,110,829 1,111,086  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,908,450
b Gross sales price for all assets on line 6a 28,160,481
7 Capital gain net income (from Part IV, line 2)... 2,282,790
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 235,641 235,641  
12 Total. Add lines 1 through 11........ 3,457,462 3,731,346  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 664,820 169,476   495,344
14 Other employee salaries and wages...... 311,718 0   311,718
15 Pension plans, employee benefits....... 157,429 0   157,429
16a Legal fees (attach schedule)......... Click to see attachment 128,269 0   128,269
b Accounting fees (attach schedule)....... Click to see attachment 27,612 16,567   11,045
c Other professional fees (attach schedule).... Click to see attachment 55,020 42,574   12,446
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 42,329 41,953   376
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 80,826 0   80,826
21 Travel, conferences, and meetings....... 7,674 0   7,674
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,697 64,108   37,689
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,513,394 334,678   1,242,816
25 Contributions, gifts, grants paid....... 4,400,600 4,400,600
26 Total expenses and disbursements. Add lines 24 and 25 5,913,994 334,678   5,643,416
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,456,532
b Net investment income (if negative, enter -0-) 3,396,668
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 107,851 173,427 173,427
2 Savings and temporary cash investments......... 1,356,892 1,509,939 1,509,939
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 43,070,393 Click to see attachment38,193,444 63,187,718
c Investments—corporate bonds (attach schedule)....... 8,188,853 Click to see attachment10,165,646 10,243,521
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,629,862 Click to see attachment7,956,467 11,594,487
14 Land, buildings, and equipment: basis bullet45,513
Less: accumulated depreciation (attach schedule) bullet45,182 331 Click to see attachment331 331
15 Other assets (describe bullet) Click to see attachment2,130 Click to see attachment2,130 Click to see attachment2,130
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,356,312 58,001,384 86,711,553
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 60,356,312 58,001,384
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 60,356,312 58,001,384
30 Total liabilities and net assets/fund balances (see instructions). 60,356,312 58,001,384
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
60,356,312
2
Enter amount from Part I, line 27a .....................
2
-2,456,532
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
101,604
4
Add lines 1, 2, and 3 ..........................
4
58,001,384
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,001,384
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a LTCG - NB PRIVATE MARKET FUND II (TE), LLC P    
b LTCG - NB PRIVATE MARKET FUND III (TE), LLC P    
c US TRUST - LTCG P    
d 1250 GAIN DIVIDENDS P    
e SALE OF PUBLICLY TRADED SECURITIES P    
LTCG - CROSSROADS PRIVATE MARKET FUND IV P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 210,651     210,651
b 145,475     145,475
c 17,285     17,285
d 14     14
e 28,143,182   26,252,031 1,891,151
18,214     18,214
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       210,651
b       145,475
c       17,285
d       14
e       1,891,151
      18,214
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,282,790
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 47,214
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 47,214
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 47,214
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 76,808
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,808
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 29,594
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet29,594 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNM, TX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRADFORD H ROBB Telephone no.bullet (512) 458-2285

    Located atbullet114 W 7TH STREET SUITE 1200AUSTINTX ZIP+4bullet78701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CARL C ANDERSON III TRUSTEE
    1.00     		30,000 0 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    BRADFORD H ROBB EXECUTIVE DIRECTOR
    40.00     		272,360 16,342 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    KURT AUSTIN RAGER ASSOCIATE TRUSTEE
    1.00     		20,000 0 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    STACEY ANDERSON ASSOCIATE TRUSTEE
    1.00     		20,000 0 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    BANK OF AMERICA NA TRUSTEE
    1.00     		282,460 0 0
    901 MAIN ST FL 19
    DALLAS,TX752023714
    ELLIOTT ANDERSON TRUSTEE
    1.00     		20,000 0 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    SETH ANDERSON TRUSTEE
    1.00     		20,000 0 0
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KAREN KAHAN CHIEF PROGRAM OFFICE
    40.00     		133,300 7,998 0
    114 WEST 7TH STREET SUITE 1200
    AUSTIN,TX78701
    CATHERINE SITTON GRANT MANAGER
    40.00     		84,000 5,040 0
    114 WEST 7TH STREET SUITE 1200
    AUSTIN,TX78701
    SHERRILL GERATY GRANT MANAGER
    40.00     		50,085 3,005 0
    114 WEST 7TH STREET SUITE 1200
    AUSTIN,TX78701
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GRAVES DOUGHERTY HEARON & MOODY LEGAL 89,054
    401 CONGRESS AVE SUITE 2200
    AUSTIN,TX78701
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    75,122,029
    b
    Average of monthly cash balances.......................
    1b
    1,239,495
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,446,180
    d
    Total (add lines 1a, b, and c).........................
    1d
    77,807,704
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    77,807,704
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,167,116
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    76,640,588
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,832,029
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,832,029
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    47,214
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    47,214
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,784,815
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,784,815
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,784,815
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,643,416
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,643,416
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,643,416
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,784,815
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 1,890,804
    e From 2019...... 2,396,474
    fTotal of lines 3a through e........ 4,287,278
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,643,416
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 3,784,815
    e Remaining amount distributed out of corpus 1,858,601
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,145,879
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,145,879
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 1,890,804
    d Excess from 2019.... 2,396,474
    e Excess from 2020.... 1,858,601
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    C M ANDERSON CHARITABLE FOUNDATION
    114 W 7TH STREET SUITE 1200
    AUSTIN,TX78701
    (512) 458-2285
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT THE FOUNDATION OFFICE FOR CURRENT APPLICATION INFORMATION.
    cAny submission deadlines:
    CONTACT THE FOUNDATION OFFICE FOR CURRENT INFORMATION.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTACT THE FOUNDATION OFFICE FOR CURRENT APPLICATION INFORMATION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A NEW LEAF INC
    2306 S 1ST PL
    BROKEN ARROW,OK740127137     		  PC GENERAL OPERATIONS ( YEAR TWO) 40,000
    A NEW LEAF INC
    2306 S 1ST PL
    BROKEN ARROW,OK740127137     		  PC THE VILLAGE - A PATH TO INDEPENDENCE 100,000
    A NEW LEAF INC
    2306 S 1ST PL
    BROKEN ARROW,OK740127137     		  PC THE VILLAGE - A PATH TO INDEPENDENCE (2 OF 2) 100,000
    ALBUQUERQUE COMMUNITY FOUNDATION
    624 TIJERAS AVE NW
    ALBUQUERQUE,NM87108     		  PC UNIVERSITY OF NEW MEXICO EVALUATION LAB 19,000
    ALBUQUERQUE COMMUNITY FOUNDATION
    624 TIJERAS AVE NW
    ALBUQUERQUE,NM87108     		  PC NEW MEXICO COUNTS 2020 2,000
    ALBUQUERQUE HEALTH CARE FOR THE HOMELESS
    1217 1ST STREET NW
    ALBUQUERQUE,NM87102     		  PC GENERAL OPERATIONS 2,000
    ALBUQUERQUE MEALS ON WHEELS INC
    PO BOX 92614
    ALBUQUERQUE,NM871992614     		  PC LOW INCOME FOOD INSECURITY PROGRAM 25,000
    ALL FAITHS
    1709 MOON ST NE
    ALBUQUERQUE,NM871123935     		  PC CAPITAL EXPANSION (2:1 CHALLENGE) 250,000
    ALONGSIDE MINISTRIES ALBUQUERQUE INC
    4808 SAN TIMOTEO AVE NW
    ALBUQUERQUE,NM871143833     		  PC GENERAL OPERATIONS (CCA) 2,500
    ALTA MIRA SPECIALIZED FAMILY SERVICES INC
    1605 CARLISLE BLVD NE
    ALBUQUERQUE,NM871105619     		  PC GENERAL OPERATIONS 20,000
    ALZHEIMERS TEXAS
    3520 EXECUTIVE CENTER DR STE 140
    AUSTIN,TX787311623     		  PC ALZHEIMER'S ASSOCIATION OUTREACH TO CENTRAL 15,000
    AMARILLO WESLEY COMMUNITY CENTER INC
    1615 S ROBERTS ST
    AMARILLO,TX79102     		  PC COVID-19 EMERGENCY GRANT 5,000
    AMONG FRIENDS ACTIVITY CENTER INC
    1185 E MAIN ST
    NORMAN,OK73071     		  PC AMONG FRIENDS SCHOLARSHIP PROGRAM 15,000
    ANY BABY CAN INC
    6207 SHERIDAN AVE
    AUSTIN,TX78723     		  PC EARLY CHILDHOOD INTERVENTION PROGRAM 35,000
    ANY BABY CAN INC
    6207 SHERIDAN AVE
    AUSTIN,TX78723     		  PC COVID-19 EMERGENCY GRANT 10,000
    ANY BABY CAN OF SAN ANTONIO INC
    217 HOWARD ST
    SAN ANTONIO,TX78212     		  PC COMPREHENSIVE FAMILY SUPPORT SERVICES 20,000
    ASCENSION DEPAUL SERVICES (FORMERLY DAUGHTERS OF CHARITY
    7607 SOMERSET RD
    SAN ANTONIO,TX78211     		  PC COVID-19 EMERGENY GRANT 5,000
    ASSISTANCE LEAGUE OF AUSTIN TEXAS INC
    4901 BURNET RD
    AUSTIN,TX787562609     		  PC OPERATION SCHOOL BELL - UNIFORM CLOSETS 5,000
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    3305 STECK AVE
    AUSTIN,TX787578154     		  PC PHILANTHROPY DAY 2021 2,500
    ATHENS SAMARITANS INC
    PO BOX 350
    ATHENS,TX757510350     		  PC MAJOR HOME REPAIRS FOR THE HANDICAPPED AND 10,000
    AUSTIN CHILD GUIDANCE CENTER
    810 W 45TH STREET
    AUSTIN,TX78751     		  PC MENTAL HEALTH SERVICES FOR CHILDREN (PAYMENT 30,000
    AUSTIN COMMUNITY FOUNDATION
    4312 GUADALUPE ST STE 300
    AUSTIN,TX78751     		  PC CAPACITY BUILDING 30,000
    AUSTIN DIAPER BANK
    8711 BURNET RD SUITE B-34
    AUSTIN,TX787577045     		  PC GENERAL OPERATIONS 15,000
    AUSTIN GROUPS FOR THE ELDERLY
    3710 CEDAR STREET BOX 2
    AUSTIN,TX78705     		  PC ADULT DAY HEALTH CENTER (2ND PAYMENTS) 30,000
    AUSTIN POLICE OPERATION BLUE SANTA
    PO BOX 689001
    AUSTIN,TX787689001     		  PC 2020 CHRISTMAS PROGRAM GRANT FROM CARL 1,000
    AUSTIN POLICE OPERATION BLUE SANTA
    PO BOX 689001
    AUSTIN,TX787689001     		  PC 2020 BLUE SANTA PROGRAM 2,000
    AUSTIN PUBLIC EDUCATION FOUNDATION
    1111 W 6TH ST STE D-300
    AUSTIN,TX787035338     		  PC AISD CRISIS SUPPORT FUND 5,000
    AUSTIN RECOVERY INC
    4201 S CONGRESS AVE STE 202
    AUSTIN,TX787451156     		  PC ARN YOUTH PROGRAMS 10,000
    AUSTIN SPEECH LABS
    7800 SHOAL CREEK BLVD SUITE 136-S
    AUSTIN,TX78757     		  PC CAPACITY BUILDING: JUMPSTART FUNDRAISING 6,800
    AUSTIN SPEECH LABS
    7800 SHOAL CREEK BLVD SUITE 136-S
    AUSTIN,TX78757     		  PC INTENSIVE COMMUNICATION THERAPY FOR STROKE 25,000
    AUSTIN SPEECH LABS
    7800 SHOAL CREEK BLVD SUITE 136-S
    AUSTIN,TX78757     		  PC INTENSIVE SPEECH THERAPY FOR STROKE SURVIVORS 25,000
    AVANCE - AUSTIN
    4900 GONZALES STREET
    AUSTIN,TX78702     		  PC EMERGENCY ASSISTANCE 10,000
    BAPTIST COMMUNITY SERVICES
    701 PARK PLACE 2ND FLOOR
    AMARILLO,TX791014064     		  PC SENIOR PAK 20,000
    BARRETT FOUNDATION INC
    10300 CONSTITUTION AVE NE
    ALBURQUERQUE,NM87112     		  PC PROGRAMS FOR CHILDREN 15,000
    BASTROP COUNTY EMERGENCY FOOD PANTRY INC
    PO BOX 953
    BASTROP,TX78602     		  PC FOOD DISTRIBUTION CAPACITY BUILDING 15,000
    BASTROP COUNTY EMERGENCY FOOD PANTRY INC
    PO BOX 953
    BASTROP,TX78602     		  PC COVID-19 EMERGENCY FOOD ASSISTANCE 25,000
    BEST BUDDIES NEW MEXICO
    3507 WYOMING BLVD NE SUITE A
    ALBUQUERQUE,NM87111     		  PC BEST BUDDIES JOBS 10,000
    BETHEL COMMUNITY STOREHOUSE
    PO BOX 968
    MORIARTY,NM870350968     		  PC EMERGENCY FOOD BOX PROGRAM 15,000
    BETHEL COMMUNITY STOREHOUSE
    PO BOX 968
    MORIARTY,NM870350968     		  PC COVID-19 RESPONSE 7,500
    BETHEL COMMUNITY STOREHOUSE
    PO BOX 968
    MORIARTY,NM870350968     		  PC GENERAL OPERATIONS 2,500
    BETHEL COMMUNITY STOREHOUSE
    PO BOX 968
    MORIARTY,NM870350968     		  PC 2020 HOLIDAY FOOD BOXES 2,000
    BLESSINGS IN A BACKPACK - BOERNE TEXAS CHAPTER
    8735 TURNING LEAF
    BOERNE,TX78015     		  PC WEEKEND MEAL PROGRAM FOR THE BOERNE 17,500
    BOYS & GIRLS CLUB OF CENTRAL NEW MEXICO
    3333 TRUMAN ST NE
    ALBUQUERQUE,NM87110     		  PC ALL DAY PROGRAMS 15,000
    BOYS & GIRLS CLUBS OF CENTRAL TEXAS
    304 W AVE B
    KILLEEN,TX76541     		  PC COVID-19 RELIEF FOR BOYS & GIRLS CLUB OF FALLS 15,000
    BOYS AND GIRLS CLUBS OF SAN ANTONIO
    123 RALPH AVE
    SAN ANTONIO,TX78204     		  PC BGCSA FROM RESPONSE TO RECOVERY 10,000
    BOYS CLUB OF PHARR INC
    1026 S FIR ST
    PHARR,TX785776047     		  PC COVID-19 SUPPORT FOR CHILDREN AND FAMILIES 20,000
    BREAD OF LIFE FOOD PANTRY
    301 N HWY 224 PO BOX 1302
    COMMERCE,TX75428     		  PC BREAD OF LIFE FOOD PANTRY DOCK AND 10,000
    BROOKWOOD IN GEORGETOWN VOCATIONAL
    905 N CHURCH ST
    GEORGETOWN,TX78626     		  PC CAPACITY BUILDING: JUMPSTART FUNDRAISING 6,800
    BROOKWOOD IN GEORGETOWN VOCATIONAL
    905 N CHURCH ST
    GEORGETOWN,TX78626     		  PC COVID-19 OPERATIONS RESPONSE 20,000
    BROOKWOOD IN GEORGETOWN VOCATIONAL
    905 N CHURCH ST
    GEORGETOWN,TX78626     		  PC CAPACITY BUILDING (SOFTWARE) 2,000
    BULVERDE SENIOR CENTER
    30280 COUGAR BEND
    BULVERDE,TX78163     		  PC MEAL PROGRAM 10,000
    BURKE FOUNDATION
    PO BOX 40
    DRIFTWOOD,TX786190040     		  PC GENERAL OPERATIONS 5,000
    BURKE FOUNDATION
    PO BOX 40
    DRIFTWOOD,TX786190040     		  PC GENERAL OPERATING GRANT FROM CARL ANDERSON 3,000
    BYNUM SCHOOL
    PO BOX 80175
    MIDLAND,TX79708     		  PC SUPPORT FOR GENERAL PROGRAM EXPENSES 25,000
    CAMP PHOENIX
    PO BOX 732
    MARBLE FALLS,TX786540732     		  PC CRITICAL MENTAL HEALTH CARE FOR FAMILIES 20,000
    CAMP UNIVERSITY
    PO BOX 2294
    MCALLEN,TX785022294     		  PC GENERAL OPERATIONS 15,000
    CANCER SERVICES OF NEW MEXICO
    PO BOX 51735
    ALBUQUERQUE,NM871811735     		  PC LEGAL INSURANCE AND PAPERWORK ASSISTANCE 5,000
    CARING FOR CHILDREN FOUNDATION OF TEXAS INC
    1001 E LOOKOUT RD
    RICHARDSON,TX75082     		  PC EL PASO CARE VAN EXPANSION 15,000
    CARITAS OF AUSTIN
    PO BOX 1947
    AUSTIN,TX78767     		  PC HOUSING STABILITY FOR FAMILIES 15,000
    CASA DE PEREGRINOS INC
    999 W AMADOR STE F
    LAS CRUCES,NM880052739     		  PC NUTRITION FOR LOW INCOME SENIORS (PAYMENT 2 11,500
    CASA DE PEREGRINOS INC
    999 W AMADOR STE F
    LAS CRUCES,NM880052739     		  PC COVID-19 EMERGENCY GRANT 10,000
    CASA DE PEREGRINOS INC
    999 W AMADOR STE F
    LAS CRUCES,NM880052739     		  PC NUTRITION FOR SENIORS 20,000
    CASA ESPERANZA INC
    PO BOX 457
    LIBERTY HILL,TX78642     		  PC HELP SAVE OUR CHILDREN'S HOME 25,000
    CASA OF CENTRAL TEXAS INC
    1619 E COMMON ST STE 301
    NEW BRAUNFELS,TX781303455     		  PC TRANSITION PROGRAMS FOR OLDER FOSTER YOUTH 15,000
    CASA OF TRAVIS COUNTY
    7600 CHEVY CHASE DR SUITE 200
    AUSTIN,TX787521554     		  PC TRANSITIONING YOUTH SERVICES FOR TEENS AGING 20,000
    CASA OF WILLIAMSON COUNTY TEXAS
    PO BOX 1904
    GEORGETOWN,TX786271904     		  PC FOSTER CHILD ADVOCACY 10,000
    CATRON FOOD PANTRIES
    PO BOX 43
    DATIL,NM87821     		  PC COVID-19 RESPONSE 5,000
    CENTER FOR CHILD PROTECTION
    8509 FM 969 BLDG 2
    AUSTIN,TX787245769     		  PC GENERAL OPERATING 10,000
    CENTRAL TEXAS CHILDREN'S HOME
    13200 CRANE ROAD
    BUDA,TX78610     		  PC GENERAL OPERATIONS (PAYMENT 2 OF 2) 30,000
    CENTRAL TEXAS TABLE OF GRACE
    PO BOX 52
    ROUND ROCK,TX78680     		  PC GENERAL OPERATIONS 5,000
    CHILD WELFARE CITIZENS BOARD OF OKLAHOMA INC
    PO BOX 1424
    EL RENO,OK730368424     		  PC GENERAL OPERATIONS 10,000
    CHILDHAVEN INC
    807 W APACHE STREET
    FARMINGTON,NM874015527     		  PC GENERAL OPERATIONS (2 YEARS AT $35K EACH YEAR) 35,000
    CHILDHAVEN INC
    807 W APACHE STREET
    FARMINGTON,NM874015527     		  PC GENERAL OPERATIONS 35,000
    CHILDSAFE
    3730 IH-10 E
    SAN ANTONIO,TX78220     		  PC PROGRAMS OF HEALING GENERAL OPERATIONS - 20,000
    CHRISTINA KENT EARLY CHILDHOOD CENTER
    423 3RD ST SW
    ALBUQUERQUE,NM871023315     		  PC GENERAL OPERATIONS 20,000
    CHRISTMAS IN ACTION - ODESSA
    PO BOX 15075
    ODESSA,TX78768     		  PC GENERAL OPERATIONS - WORKDAYS AND EMERGENCY 20,000
    CLNKIDS INC
    PO BOX 12786
    ALBUQUERQUE,NM871950786     		  PC CLNKIDS GENERAL OPERATING 15,000
    CLNKIDS INC
    PO BOX 12786
    ALBUQUERQUE,NM871950786     		  PC EMERGENCY GRANT FOR VIRTUAL LEARNING 5,000
    COMEDOR DE SAN PASCUAL
    PO BOX 2
    LAS VEGAS,NM877010002     		  PC GENERAL OPERATIONS - COVID 19 RESPONSE 7,000
    COMMUNITY AGAINST VIOLENCE INC
    PO BOX 169
    TAOS,NM875710169     		  PC SUPPORTING CHILD SURVIVORS OF DOMESTIC 10,000
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC
    1304 N KENOSHA AVE
    TULSA,OK741065940     		  PC SENIOR SERVINGS 20,000
    COMMUNITY PANTRY
    PO BOX 520
    GALLUP,NM873050520     		  PC COVID-19 EMERGENCY ASSISTANCE 5,000
    COMMUNITY RESOURCE CENTERS OF TEXAS INC
    1610 BROADWAY
    MARBLE FALLS,TX78654     		  PC OLDER ADULT RURAL SERVICES TRANSPORTATION 10,000
    CONNECTIONS INDIVIDUAL AND FAMILY SERVICES INC
    PO BOX 311268
    NEW BRAUNFELS,TX781311268     		  PC GENERAL OPERATIONS 10,000
    COOKSON HILLS CHRISTIAN SCHOOL
    60416 HIGHWAY 10
    KANSAS,OK743477042     		  PC GENERAL OPERATIONS MATCHING GRANT 20,000
    CRRC OF CANYON LAKE INC
    P0 1472
    CANYON LAKE,TX781330000     		  PC THE ABC'S OF 1,2,3 20,000
    DAUGHTERS OF CHARITY OF CANOSSA
    2532 VERMONT ST NE
    ALBUQUERQUE,NM871104638     		  PC EMERGENCY ASSISTANCE 10,000
    DENTAL CARE IN YOUR HOME INC
    PO BOX 65310
    ALBUQUERQUE,NM871935310     		  PC COVID-19 EMERGENCY GRANT 5,000
    DENTAL CARE IN YOUR HOME INC
    PO BOX 65310
    ALBUQUERQUE,NM871935310     		  PC CAPACITY BUILDING 3,000
    DENTAL CARE IN YOUR HOME INC
    PO BOX 65310
    ALBUQUERQUE,NM871935310     		  PC CAPACITY BUILDING - FUNDRAISING 4,000
    DOMESTIC VIOLENCE INTERVENTION SERVICES INC
    3124 E APACHE STREET
    TULSA,OK74110     		  PC CHILDREN'S PROGRAM 15,000
    EAST TEXAS SHELTERING ARMS COALITION
    405 COUNTY ROAD 3111
    JACKSONVILLE,TX757665909     		  PC SHELTERING ARMS COMMISSARY 15,000
    EDMOND MOBILE MEALS INC
    25 W 3RD ST
    EDMOND,OK730035558     		  PC EDMOND MOBILE MEALS GENERAL OPERATIONS 15,000
    EL PASO CHILD GUIDANCE CENTER INC
    2701 E YANDELL DR
    EL PASO,TX79903     		  PC OUTPATIENT MENTAL HEALTH CLINIC 20,000
    EL PASOANS FIGHTING HUNGER
    9541 PLAZA CIRCLE
    EL PASO,TX79927     		  PC HEALTHY AND NUTRITIOUS FOOD FOR SENIORS 25,000
    EMERGENCY INFANT SERVICES
    222 S HOUSTON AVENUE
    TULSA,OK74127     		  PC DIRECT CLIENT SERVICES PROGRAM 15,000
    ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER
    1030 SALAZAR RD
    TAOS,NM875718211     		  PC ENSUENOS Y LOS ANGELITOS DEVELOPMENT CENTER 15,000
    EXCHANGE CLUB CENTER FOR THE PREVENTION OF CHILD ABUSE
    PO BOX 42286
    OKLAHOMA CITY,OK731233200     		  PC COVID-19 PANDEMIC OPERATIONS 15,000
    EXCHANGE CLUB CENTER FOR THE PREVENTION OF CHILD ABUSE
    PO BOX 42286
    OKLAHOMA CITY,OK731233200     		  PC COVID-19 EMERGENCY ASSISTANCE FOR CLIENT 5,000
    FAMILY ELDERCARE INC
    1700 RUTHERFORD LN
    AUSTIN,TX787545104     		  PC CARING FOR AGING CENTRAL TEXAS 25,000
    FAMILY PROMISE OF ALBUQUERQUE INC
    808 EDITH AVENUE
    ALBUQUERQUE,NM87102     		  PC GENERAL OPERATIONS 2,000
    FAMILY PROMISE OF EAST BELL COUNTY
    1018 E AVENUE A
    TEMPLE,TX76501     		  PC GENERAL OPERATIONS 2,000
    FEED MY SHEEP
    PO BOX 141
    TEMPLE,TX76503     		  PC GENERAL OPERATIONS 2,000
    FOOD BANK OF ABILENE INC
    5505 N 1ST ST
    ABILENE,TX796036426     		  PC BACKPACK FOR KIDS PROGRAM 20,000
    FOOD BANK OF EASTERN NEW MEXICO INC
    2217 EAST BRADY ST
    CLOVIS,NM88101     		  PC CAPACITY BUILDING - FUNDRAISING (AMY 1,000
    FOOD DEPOT
    1222 SILER ROAD
    SANTA FE,NM875074106     		  PC THE FOOD DEPOT'S HUNGER RELIEF PROGRAM 20,000
    FOOD DEPOT
    1222 SILER ROAD
    SANTA FE,NM875074106     		  PC 2020 CHRISTMAS GIFT 2,000
    FORT SUMNER COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 453
    FT SUMNER,NM881190453     		  PC HELPING HANDS FOR SENIOR CITIZENS 7,500
    FOSTER ANGELS OF CENTRAL TEXAS FOUNDATION
    PO BOX 152575
    AUSTIN,TX787152575     		  PC ASSISTANCE TO CHILDREN & YOUTH IN FOSTER CARE 5,000
    FOUNDATION COMMUNITIES
    3000 S IH-35 STE 300
    AUSTIN,TX787046536     		  PC COVID-19 RELIEF FOR VULNERABLE PSH RESIDENTS 15,000
    FRIENDS FOR LIFE
    PO BOX 23491
    WACO,TX767023491     		  PC 30 YEAR ANNIVERSARY MATCHING GRANT 30,000
    FRIENDS FOR LIFE
    PO BOX 23491
    WACO,TX767023491     		  PC EMERGENCY ASSISTANCE 10,000
    GARDEN OF HOPE OF CENTRAL TEXAS
    PO BOX 2141
    HARKER HEIGHTS,TX76548     		  PC GENERAL OPERATIONS - KURT RAGER DISCRETIONARY 2,000
    GEARY GIRLS RANCH NORTH
    210 KIOWA DRIVE NORTH
    LAKE KIOWA,TX76240     		  PC BUILD A HOME. BUILD A LIFE 15,000
    GOLDEN AGE HOME ASSISTED LIVING
    1505 N MAIN
    LOCKHART,TX78644     		  PC GENERAL OPERATIONS 15,000
    GOOD SHEPHERD CENTER INC
    PO BOX 749
    ALBUQUERQUE,NM87103     		  PC GENERAL OPERATIONS 35,000
    GOOD SHEPHERD CENTER INC
    PO BOX 749
    ALBUQUERQUE,NM87103     		  PC FUNDRAISING CAPACITY BUILDING 2,000
    GOOD SHEPHERD CENTER INC
    PO BOX 749
    ALBUQUERQUE,NM87103     		  PC TEHNOLOGY GRANT 5,000
    GOOD SHEPHERD CENTER INC
    PO BOX 749
    ALBUQUERQUE,NM87103     		  PC CAPACITY BUILDING (FUNDRAISING) 4,000
    GOOD SHEPHERD MINISTRIES OF OKLAHOMA INC
    1201 N HARVEY AVE
    OKLAHOMA CITY,OK731033712     		  PC PEDIATRIC DENTAL FOR CHILDREN LIVING IN POVERTY 15,000
    GRANTMAKERS IN AGING INC
    2001 JEFFERSON DAVIS HIGHWAY
    ARLINGTON,VA22202     		  PC 2020 GRANTMAKERS IN AGING ANNUAL CONFERENCE 10,000
    GUARDIAN HOUSE
    1818 SAN PEDRO
    SAN ANTONIO,TX78212     		  PC GUARDIAN HOUSE 2019 GENERAL OPERATIONS 10,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    4900 MENAUL NE NO E
    ALBUQUERQUE,NM871100000     		  PC GENERAL OPERATIONS 2,500
    HABITAT FOR HUMANITY OF EL PASO
    1400 HARDAWAY ST STE 329
    EL PASO,TX799033128     		  PC TUB TO SHOWER RENOVATION 10,000
    HABITAT FOR HUMANITY OF SMITH COUNTY
    822 W FRONT STREET
    TYLER,TX75702     		  PC CRITICAL REPAIR & EMERGENCY ASSISTANCE 10,000
    HALF HELEN FOUNDATION
    PO BOX 14011
    AUSTIN,TX78761     		  PC OPTICAL PRIME: TRANSFORMING VISION CARE FOR 10,000
    HALF HELEN FOUNDATION
    PO BOX 14011
    AUSTIN,TX78761     		  PC GENERAL OPERATING SUPPORT TO TRANSFORM VISION 15,000
    HAYS COUNTY BROWN SANTA PROGRAM
    PO BOX 1475
    SAN MARCOS,TX78667     		  PC 2020 BROWN SANTA PROGRAM GRANT FROM CARL 1,000
    HAYS COUNTY BROWN SANTA PROGRAM
    PO BOX 1475
    SAN MARCOS,TX78667     		  PC 2020 BROWN SANTA PROGRAM 2,000
    HAYS COUNTY FOOD BANK
    220 HERNDON STREET
    SAN MARCOS,TX786665415     		  PC COVID-19 EMERGENCY GRANT 7,000
    HEARTS FOR HEARING FOUNDATION
    11500 N PORTLAND AVE
    OKLAHOMA CITY,OK731124548     		  PC GENERAL OPERATIONS 30,000
    HELPING HAND HOME FOR CHILDREN
    3804 AVENUE B
    AUSTIN,TX787514906     		  PC GENERAL OPERATING SUPPORT FOR HELPING HAND 20,000
    HELPING HANDS MINISTRY
    2210 HOLLAND ROAD
    BELTON,TX76513     		  PC GENERAL OPERATIONS 2,500
    HELPING THE AGING NEEDY AND DISABLED INC
    1640-B EAST SECOND ST
    AUSTIN,TX787020000     		  PC MEALS ON WHEELS CENTRAL TEXAS IN-HOME CARE 25,000
    HIGH MOUNTAIN YOUTH PROJECT
    PO BOX 2646
    RUIDOSO,NM883552646     		  PC EVENING DROP IN CENTER 5,000
    HILL COUNTRY FAMILY SERVICES INC
    118 W ADVOGT ST
    BOERNE,TX780061606     		  PC HCFS CLIENT SERVICES 10,000
    HIWAY 80 RESCUE MISSION
    PO BOX 3223
    LONGVIEW,TX75606     		  PC GENERAL OPERATIONS 2,500
    HIWAY 80 RESCUE MISSION
    PO BOX 3223
    LONGVIEW,TX75606     		  PC GENERAL OPERATING GRANT FROM CARL ANDERSON 3,000
    HOME OF HOPE INC
    PO BOX 903
    VINITA,OK743010903     		  PC RESIDENTIAL CARE FOR ADULTS WITH DISABILITIES 25,000
    HONOR VETERANS NOW
    103 INDUSTRIAL LOOP SUITE 1050
    FREDERICKSBURG,TX78624     		  PC MEALS FOR VETS AND MEALS FOR STUDENT VETS 10,000
    HOPE ALLIANCE
    1011 GATTIS SCHOOL ROAD SUITE 100
    ROUND ROCK,TX78664     		  PC EMERGENCY SHELTERED NIGHTS OF SAFETY FOR 15,000
    HOPEAUSTIN
    13809 RESEARCH BLVD SUITE 810
    AUSTIN,TX787501211     		  PC ENDING CHILDHOOD HUNGER ONE MEAL AND ONE 5,000
    HOSPICE AUSTIN
    4107 SPICEWOOD SPRINGS RD SUITE 100
    AUSTIN,TX78759     		  PC GENERAL OPERATIONS 4,000
    HOSPICE AUSTIN
    4107 SPICEWOOD SPRINGS RD SUITE 100
    AUSTIN,TX78759     		  PC PEDIATRIC HOSPICE PROGRAM 20,000
    HOUSE OF NEIGHBORLY SERVICE
    407 N CALAVERAS
    SAN ANTONIO,TX78207     		  PC SENIOR HEALTH PROGRAM 20,000
    HOUSE OF NEIGHBORLY SERVICE
    407 N CALAVERAS
    SAN ANTONIO,TX78207     		  PC COVID-19 EMERGENCY ASSISTANCE 10,000
    I CARE SAN ANTONIO INC
    1 HAVEN FOR HOPE WAY
    SAN ANTONIO,TX78207     		  PC SENIOR VISION HEALTHCARE PROGRAM 10,000
    IGW THE CHILDREN'S HOPE FOUNDATION
    PO BOX 1353
    FARMINGTON,NM87499     		  PC FAMILY CARE AND SUPPORT PROGRAM 15,000
    INDIAN PUEBLO CULTURAL CENTER INC
    2401 12TH ST NW
    ALBUQUERQUE,NM871042302     		  PC PUEBLO RELIEF FUND 7,000
    INDIGENOUS LIFE WAYS
    259 2418 E HWY 66 STE 259
    GALLUP,NM873050000     		  PC MCKINELY MUTUAL AID FOR COVID-19 RELIEF 7,000
    INFANT CRISIS CENTER
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105     		  PC INFANT CRISIS SERVICES: EMERGENCY FOOD, 25,000
    INFANT CRISIS CENTER
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105     		  PC ICS FEED BABIES MATCHING INVESTMENT 20,000
    JASPER CO COMMITTEE ON AGING INC
    409 N FLETCHER ST
    JASPER,TX759513805     		  PC GENERAL OPERATING EXPENSES 15,000
    KITCHEN ANGELS INC
    1222 SILER RD
    SANTA FE,NM875074106     		  PC GENERAL OPERATIONS 10,000
    LA VIDA FELICIDAD INC
    530 SUN RANCH VILLAGE ROAD
    LOS LUNAS,NM87031     		  PC HOMECARE PROGRAM (2ND YEAR CHALLENGE 15,000
    LAGUNA COMMUNITY FOUNDATION
    P O BOX 62
    LAGUNA,NM870260000     		  PC COVID-19 COMMUNITY RELIEF FUND 3,500
    LAGUNA MADRE YOUTH CENTER
    190 PORT RD
    PORT ISABEL,TX785783706     		  PC GENERAL OPERATIONS 5,000
    LIFE CIRCLE
    PO BOX 6022
    SANTA FE,NM875026022     		  PC LIFE CIRCLE CENTER OF HEALTHY AGING - ADULT DAY 20,000
    LITTLE SISTERS OF THE POOR OF NEW MEXICO
    1900 MARK AVE
    GALLUP,NM873014822     		  PC GENERAL OPERATIONS 20,000
    LITTLE SISTERS OF THE POOR OF NEW MEXICO
    1900 MARK AVE
    GALLUP,NM873014822     		  PC COVID-19 RESPONSE 10,000
    LORDS WAY INC
    2659 EISENHAUER RD
    SAN ANTONIO,TX782093456     		  PC MEETING WEEKEND HUNGER NEEDS DURING COVID- 15,000
    LOW VISION RESOURCE CENTER
    1250 NE LOOP 410 SUITE 630
    SAN ANTONIO,TX78209     		  PC LOW VISION RESOURCE CENTER 5,000
    LUBBOCK CHILDRENS HEALTH CLINIC
    PO BOX 12103
    LUBBOCK,TX794522103     		  PC LCHC OPERATIONAL EXPENSES 20,000
    LUFKIN NEIGHBORHOOD STRONG
    201 SONTERRA DR
    LUFKIN,TX759017760     		  PC REVITALIZATION PROGRAM - RENOVATE HOMES OF 10,000
    MAIN STREET RESOURCES - EASTLAND INC
    PO BOX 324
    EASTLAND,TX764480324     		  PC MEALS ON WHEELS EASTLAND 10,000
    MANDY'S SPECIAL FARM
    PO BOX 9346
    ALBUQUERQUE,NM87119     		  PC 20TH ANNIVERSARY GENERAL OPERATIONS FUNDING 20,000
    MANNA HOUSE
    210 W AVE F
    MIDLOTHIAN,TX76065     		  PC SENIOR CARE ADVOCATE PROGRAM 15,000
    MAVERICK BOYS AND GIRLS CLUB OF AMARILLO INC
    1923 S LINCOLN ST
    AMARILLO,TX79109     		  PC GENERAL OPERATIONS 15,000
    MEALS ON WHEELS & SENIOR SERVICES
    950 WILLIAMS STREET BLDG C SUITE
    200
    ROCKWALL,TX75087     		  PC MEALS ON WHEELS SENIOR SERVICES EMERGENCY 20,000
    MEALS ON WHEELS CENTRAL TEXAS
    3227 E 5TH ST
    AUSTIN,TX78702     		  PC GENERAL OPERATIONS - 2 YEAR CG 40,000
    MEALS ON WHEELS MINISTRY INC
    3001 ROBERTSON RD
    TYLER,TX757012507     		  PC TOGETHER WE CAN DELIVER 10,000
    MEALS ON WHEELS MONTGOMERY COUNTY
    1202 CANDY CANE LN
    CONROE,TX773010000     		  PC MOWMC - HOME DELIVERED MEALS 5,000
    MEALS ON WHEELS MONTGOMERY COUNTY
    1202 CANDY CANE LN
    CONROE,TX773010000     		  PC MOWMC - HOME DELIVERED MEALS 10,000
    MEALS ON WHEELS OF METRO TULSA INC
    12620 E 31ST ST
    TULSA,OK74146     		  PC GENERAL OPERATIONS 30,000
    MEALS ON WHEELS OF PALESTINE INC
    PO BOX 1365
    PALESTINE,TX758021365     		  PC KEEP THE WHEELS TURNING 20,000
    MERCY CHEFS INC
    711 WASHINGTON STREET
    PORTSMOUTH,VA23704     		  PC MERCY CHEFS OSAGE NATION COVID-19 RESPONSE 10,000
    METROPORT MEALS ON WHEELS INC
    PO BOX 204
    ROANOKE,TX76262     		  PC HOME DELIVERED MEALS 20,000
    MIRACLE FLIGHTS FOR KIDS
    2764 N GREEN VALLEY PARKWAY 115
    LAS VEGAS,NV89119     		  PC MEDICAL FLIGHTS FOR CHILDREN IN TEXAS, NEW 10,000
    MISSION CAPITAL
    8303 N MOPAC EXPRESSWAY STE A-201
    AUSTIN,TX78759     		  PC MEASURE WHAT MATTERS 2,500
    MISSION HEALTH CARE INC
    3500 N A STREET STE 1300
    MIDLAND,TX79705     		  PC CLIENT SERVICES PROGRAM 10,000
    MISSION ROAD DEVELOPMENTAL CENTER
    8706 MISSION ROAD
    SAN ANTONIO,TX78214     		  PC COVID-19 PROFESSIONAL GRADE SANITATION 20,000
    MODUS INC
    1519 S HARVARD AVE
    TULSA,OK74112     		  PC MODUS FUNDING REQUEST FY-21 15,000
    MOODY CLINIC
    1901 E 22ND ST
    BROWNSVILLE,TX785212956     		  PC OUTPATIENT REHABILITATIVE SERVICES FOR CHILDREN 10,000
    MOVIES 4 KIDS
    123 W MILLS SUITE 440
    EL PASO,TX799011339     		  PC MASKS 4 ALL 5,000
    NAVAJO MINISTRIES INC
    2103 WEST MAIN STREET
    FARMINGTON,NM87499     		  PC GENERAL OPERATIONS COVID-19 5,000
    NAVAJO MINISTRIES INC
    2103 WEST MAIN STREET
    FARMINGTON,NM87499     		  PC GENERAL OPERATIONS 2,500
    NEIGHBORHOOD SERVICE ORGANIZATION
    8101 WALKER AVE STE C
    OKLAHOMA CITY,OK73139     		  PC IMPROVING THE DENTAL HEALTH OF CHILDREN 15,000
    NEW MEXICO ASSOCIATION OF GRANTMAKERS
    PO BOX 9280
    SANTA FE,NM875049280     		  PC MEMBERSHIP 2020 2,000
    NEW MEXICO CHILD ADVOCACY NETWORKS
    625 SILVER AVE SW STE 345
    ALBUQUERQUE,NM871023111     		  PC PROGRAMMING TO SUPPORT YOUNG PEOPLE 15,000
    NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH AND
    PO BOX 16854
    ALBUQUERQUE,NM871916854     		  PC DONATED DENTAL SERVICES 10,000
    NEW MEXICO FOUNDATION FOR DENTAL HEALTH RESEARCH AND
    PO BOX 16854
    ALBUQUERQUE,NM871916854     		  PC DONATED DENTAL SERVICES 10,000
    NEW MEXICO KIDS MATTER
    2340 ALAMO AVE SE STE 112
    ALBUQUERQUE,NM87106     		  PC GENERAL OPERATIONS FOR CASA PROGRAM 15,000
    NEWGATE METHODIST MISSION OF LONGVIEW INC
    207 S MOBBERLY AVE
    LONGVIEW,TX75062     		  PC GENERAL OPERATIONS GRANT FROM CARL ANDERSON 3,000
    NUTRITION AND SERVICES FOR SENIORS
    4590 CONCORD RD
    BEAUMONT,TX777031806     		  PC MEALS ON WHEELS 20,000
    OKLAHOMA FOUNDATION FOR THE DISABLED
    8421 N WALKER AVENUE
    OKLAHOMA CITY,OK73114     		  PC CLIENT SCHOLARSHIP PROGRAM 50,000
    OPEN DOOR PRESCHOOL
    3804 CHERRYWOOD RD
    AUSTIN,TX787221218     		  PC OPEN DOOR CRISIS RESPONSE 10,000
    OPPORTUNITY CENTER INC
    2225 NORTH UNION
    PONCA CITY,OK74601     		  PC REPLACING SCREEN PRINT BURN UNIT AND 15,000
    PASO DEL NORTE CHILDREN'S DEVELOPMENT CENTER
    1101 E SCHUSTER AVE
    EL PASO,TX79902     		  PC GENERAL OPERATIONS 15,000
    PAWS AND STRIPES
    617 TRUMAN ST NE
    ALBUQUERQUE,NM87110     		  PC HELPING DOGS, HELPING HEROES 25,000
    PEGASUS SCHOOLS INC
    PO BOX 577
    LOCKHART,TX786440577     		  PC GENERAL OPERATIONS GRANT FROM CARL ANDERSON 3,000
    PEOPLE ASSISTING THE HOMELESS INC
    520 HYDRO PLANT RD
    FARMINGTON,NM874018575     		  PC DAILY BREAD 5,000
    PINK WARRIOR HOUSE FOUNDATION
    1116 MARBLE AVE NW
    ALBUQUERQUE,NM871021858     		  PC PINK WARRIOR HOUSE DIGITAL PROGRAM CONVERSION 5,000
    PIVOT INC
    201 NE 50TH ST
    OKLAHOMA CITY,OK731051811     		  PC SUPPORTING YOUTH IN 2021 10,000
    PLEASANT HILLS CHILDRENS HOME OF THE ASSEMBLIES OF GOD
    PO BOX 1177
    FAIRFIELD,TX75840     		  PC GENERAL OPERATING GRANT FROM CARL ANDERSON 3,000
    PRESBYTERIAN CHILDRENS HOMES AND SERVICES
    5920 W WILLIAM CANNON DRIVE
    BUILDING 3 SUITE 100
    AUSTIN,TX78749     		  PC TEXAS TRANSITIONAL LIVING PROGRAM 25,000
    PRESBYTERIAN HEALTHCARE FOUNDATION
    PO BOX 26666
    ALBUQUERQUE,NM871256666     		  PC PRESBYTERIAN COMMUNITY HEALTH FOOD FARMACY 5,000
    PROJECT HEALING WATERS FLY FISHING INC
    PO BOX 695
    LA PLATA,MD206460695     		  PC TEXAS OPERATIONS GRANT FROM CARL ANDERSON 1,000
    PROYECTO JUAN DIEGO
    3910 PAREDES LINE ROAD
    BROWNSVILLE,TX78526     		  PC MENTAL HEALTH SERVICES FOR CHILDREN WITHIN THE 10,000
    R O C K RIDE ON CENTER FOR KIDS
    PO BOX 2422
    GEORGETOWN,TX786272422     		  PC GENERAL SUPPORT FOR ROCK 20,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE ST
    OKLAHOMA CITY,OK731797640     		  PC FOOD FOR SENIORS PROGRAM 30,000
    RESTORE OKC INC
    2222 NE 27TH
    OKLAHOMA CITY,OK73111     		  PC COVID-19 RESPONSE 5,000
    RIO GRANDE FOOD PROJECT
    PO BOX 66498
    ALBUQUERQUE,NM871936498     		  PC RIO GRANDE FOOD PROJECT HUNGER RELIEF FOR 25,000
    RIO GRANDE FOOD PROJECT
    PO BOX 66498
    ALBUQUERQUE,NM871936498     		  PC CAPACITY BUILDING (FUNDRAISING) 4,000
    RIO GRANDE FOOD PROJECT
    PO BOX 66498
    ALBUQUERQUE,NM871936498     		  PC GENERAL OPERTIONS 20,000
    RIO GRANDE FOOD PROJECT
    PO BOX 66498
    ALBUQUERQUE,NM871936498     		  PC CAPACITY BUILDING - FUNDRAISING 4,000
    RONALD MCDONALD HOUSE CHARITIES OF AUSTIN & CENTRAL INC
    1315 BARBARA JORDAN BLVD
    AUSTIN,TX787233054     		  PC GENERAL OPERATIONS 15,000
    RONALD MCDONALD HOUSE CHARITIES OF EL PASO
    300 E CALIFORNIA AVENUE
    EL PASO,TX799024200     		  PC GENERAL OPERATIONS 15,000
    RONALD MCDONALD HOUSE CHARITIES OF EL PASO
    300 E CALIFORNIA AVENUE
    EL PASO,TX799024200     		  PC GENERAL OPERATIONS 15,000
    SA HOPE CENTER
    321 N GENERAL MCMULLEN DRIVE
    SAN ANTONIO,TX78237     		  PC GENERAL OPERATIONS 10,000
    SACRAMENTO MOUNTAIN SENIOR SERVICES
    PO BOX 602
    CLOUDCROFT,NM883170602     		  PC GENERAL OPERATIONS 12,500
    SAMMINISTRIES
    1919 NW LOOP 410
    SAN ANTONIO,TX78213     		  PC GENERAL OPERATING 20,000
    SAN ANTONIO LIGHTHOUSE FOR THE BLIND
    2305 ROOSEVELT AVENUE
    SAN ANTONIO,TX78210     		  PC BLIND SENIORS PROGRAM 15,000
    SAN JUAN NURSING HOME INC
    300 N NEBRASKA AVE
    SAN JUAN,TX785893040     		  PC SAFE RESIDENT LIFTING PROGRAM 15,000
    SAN JUAN NURSING HOME INC
    300 N NEBRASKA AVE
    SAN JUAN,TX785893040     		  PC GENERAL OPERATIONS 10,000
    SAN MARCOS CITIZENS POLICE ACADEMY ALUMNI ASSOCIATION
    2300 S IH 35
    SAN MARCOS,TX786665919     		  PC 2020 BLUE SANTA PROGRAM GRANT FROM CARL 1,000
    SAN MARCOS CITIZENS POLICE ACADEMY ALUMNI ASSOCIATION
    2300 S IH 35
    SAN MARCOS,TX786665919     		  PC 2020 BLUE SANTA PROGRAM 2,000
    SAN MARCOS GIVING HOPE
    1620 W MCCARTY LN
    SAN MARCOS,TX786661040     		  PC GENERAL OPERATIONS FROM CARL ANDERSON 1,000
    SAN MARCOS LIONS CHARITIES INC
    PO BOX 994
    SAN MARCOS,TX786670994     		  PC GRANTS FOR BASIC NEEDS FROM THE ANDERSON 40,000
    SANTA FE COMMUNITY FOUNDATION
    PO BOX 1827
    SANTA FE,NM875041827     		  PC KURT RAGER DISCRETIONARY GRANT MOGRO LOCAL 2,000
    SARANAM LLC
    1100 EUBANK NE STE A
    ALBUQUERQUE,NM87112     		  PC HOUSING AND BASIC NEEDS FOR CHILDREN 20,000
    SARANAM LLC
    1100 EUBANK NE STE A
    ALBUQUERQUE,NM87112     		  PC SARANAM IT UPGRADE 10,000
    SCHOOL FUEL
    102 WONDER WORLD DRIVE SUITE 304
    120
    SAN MARCOS,TX78666     		  PC GENERAL OPERATIONS 15,000
    SENIOR ACCESS
    2498 E PALM VALLEY BLVD
    ROUND ROCK,TX78665     		  PC SENIOR CONNECTIONS 15,000
    SENIOR LINK MIDLAND
    PO BOX 80519
    MIDLAND,TX79708     		  PC MEALS ON WHEELS AND HOMEBOUND SERVICES 20,000
    SHARING HANDS A RESPITE EXPERIENCE INC
    3500 N A ST SUITE 2500
    MIDLAND,TX79705     		  PC GENERAL OPERATIONS 25,000
    SHARING HANDS A RESPITE EXPERIENCE INC
    3500 N A ST SUITE 2500
    MIDLAND,TX79705     		  PC EMERGENCY ASSISTANCE 10,000
    SHEPHERDS HEART FOOD PANTRY & COMMUNITY MINISTRIES
    121 E 2ND ST
    TAYLOR,TX765743608     		  PC GENERAL OPERATIONS 10,000
    SILVER HORIZON NEW MEXICO INC
    PO BOX 6879
    ALBUQUERQUE,NM87197     		  PC COVID-19 EMERGENCY GRANT 10,000
    SOAR ARENA THERAPEUTIC RIDING
    318 EL CAMINO WAY DR
    SAN MARCOS,TX786668950     		  PC GENERAL OPERATIONS 15,000
    SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF AUSTIN
    PO BOX 81511
    AUSTIN,TX787081511     		  PC ST. VINCENT DE PAUL WIMBERLY, TX - CHRISTMAS 2,000
    SOUTH PEORIA NEIGHBORHOOD
    5780 S PEORIA AVE
    TULSA,OK741057857     		  PC COVID-19 EMERGENCY GRANT 15,000
    SOUTHWEST INDIAN FOUNDATION
    100 W COAL AVE
    GALLUP,NM873016206     		  PC COVID-19 EMERGENCY GRANT FOR NEW MEXICO 5,000
    SPECIAL CARE INCORPORATED
    12201 N WESTERN AVE
    OKLAHOMA CITY,OK731148022     		  PC SPECIAL CARE INC 30,000
    SPECIAL CARE INCORPORATED
    12201 N WESTERN AVE
    OKLAHOMA CITY,OK731148022     		  PC OPERATING SUPPORT 25,000
    ST BONAVENTURE INDIAN MISSION & SCHOOL
    PO BOX 610
    THOREAU,NM873230610     		  PC COVID-19 RELIEF 20,000
    ST ELIZABETH SHELTER CORPORATION
    804 ALARID STREET
    SANTA FE,NM87505     		  PC COVID-19 EMREGENCY GRANT 5,000
    ST ELIZABETH SHELTER CORPORATION
    804 ALARID STREET
    SANTA FE,NM87505     		  PC MOVING INDIVIDUALS AND FAMILIES FROM 15,000
    ST FELIX PANTRY INC
    4020 BARBARA LOOP SE
    RIO RANCHO,NM871241023     		  PC GENERAL OPERATIONS 10,000
    ST FELIX PANTRY INC
    4020 BARBARA LOOP SE
    RIO RANCHO,NM871241023     		  PC GENERAL OPERATIONS COVID-19 SUPPORT 7,500
    ST JUDE'S CENTER FOR YOUNG CHILDREN INC
    1400 RIDGE CREEK LANE
    BULVERDE,TX78163     		  PC THERAPEUTIC RESIDENTIAL FOSTER CARE 20,000
    ST MARTIN'S HOPE WORKS
    PO BOX 27258
    ALBUQUERQUE,NM87125     		  PC HOPE FOUND ( TRUCK/TRAILER) 20,000
    STARRY INC
    1301 N MAYS ST
    ROUND ROCK,TX786642945     		  PC STARRY FOSTER CARE 25,000
    STOREHOUSE NEW MEXICO
    PO BOX 94810
    ALBUQUERQUE,NM87199     		  PC STOREHOUSE NEW MEXICO 22,000
    STOREHOUSE WEST INC
    1030 VERANDA SE STE F
    RIO RANCHO,NM87124     		  PC GENERAL OPERATIONS 2,500
    STOREHOUSE WEST INC
    1030 VERANDA SE STE F
    RIO RANCHO,NM87124     		  PC 2020 HOLIDAY FOOD BOXES 2,000
    SU CASA DE EXPERANZA
    PO BOX 1333
    PHARR,TX78577     		  PC SU CASA DE ESPERANZA'S EARLY CHILDHOOD 10,000
    SUNBEAM FAMILY SERVICES INC
    PO BOX 61237
    OKLAHOMA CITY,OK731461237     		  PC PROVIDE HELP, HOPE AND OPPORTUNITY TO SENIORS 20,000
    SUNSHINE HOUSE INC
    402 E HOLLAND AVE
    ALPINE,TX798304826     		  PC GENERAL OPERATIONS 7,500
    SUNSHINE HOUSE INC
    402 E HOLLAND AVE
    ALPINE,TX798304826     		  PC COVID-19 RESPONSE 5,000
    SUNSHINE HOUSE INC
    402 E HOLLAND AVE
    ALPINE,TX798304826     		  PC GENERAL OPERATIONS 7,500
    SUNSHINE INDUSTRIES INC
    PO BOX 1729
    ARDMORE,OK73402     		  PC COVID-19 RESPONSE 20,000
    SUSTAINABLE FOOD CENTER INC
    2921 E 17TH STREET BLDG C
    AUSTIN,TX78702     		  PC DOUBLE UP FOOD BUCKS PROGREAM 5,000
    TAOS FEEDS TAOS INC
    PO BOX 234
    TAOS,NM87571     		  PC 2020 HOLIDAY FOOD BOXES 2,000
    TEAMABILITY INC
    1711 N TRINITY
    SAN ANTONIO,TX78201     		  PC GENERAL OPERATIONS 20,000
    TEXAS ADVOCACY PROJECT
    1524 S IH 35 BOX 19
    AUSTIN,TX78704     		  PC COVID-19 SUPPORTING SURVIVORS OF DOMESTIC 10,000
    TEXAS BAPTIST CHILDRENS HOME INC
    1101 N MAYS ST
    ROUND ROCK,TX786642945     		  PC INDEPENDENT & TRANSITIONAL LIVING SERVICES 10,000
    TEXAS DIAPER BANK
    1803 GRANDSTAND DR SUITE 150
    SAN ANTONIO,TX78238     		  PC COVID-19 PREPAREDNESS 15,000
    TEXAS RAMP PROJECT
    PO BOX 832065
    RICHARDSON,TX75083     		  PC TX RAMP PROJECT GENERAL OPERATIONS 25,000
    TEXAS RAMP PROJECT
    PO BOX 832065
    RICHARDSON,TX75083     		  PC GENERAL OPERATIONS 25,000
    THE ABILITY CENTER
    715 E IDAHO AVE
    LAS CRUCES,NM880014703     		  PC PORJECT ABILITY RESPONSE 5,000
    THE ARC OF SAN ANGELO INC
    PO BOX 1922
    SAN ANGELO,TX76902     		  PC GUARDIANSHIP ALLIANCE 15,000
    THE ARC OF SAN ANTONIO
    13430 WEST AVENUE
    SAN ANTONIO,TX78216     		  PC GENERAL OPERATIONS 25,000
    THE AUSTIN CENTER FOR GRIEF & LOSS
    2413 GREENLAWN PARKWAY
    AUSTIN,TX78757     		  PC GENERAL OPERATIONS 5,000
    THE CHILDREN'S SHELTER
    2939 W WOODLAWN AVENUE
    SAN ANTONIO,TX78228     		  PC INTEGRATED DENTAL & MEDICAL SERVICES 10,000
    THE DIGDEEP RIGHT TO WATER PROJECT
    PO BOX 26779
    LOS ANGELES,CA90026     		  PC NAVAJO WATER PROJECT NEW MEXICO 15,000
    THE JOURNEY HOME INC
    900 NE WASHINGTON BLVD
    BARTLESVILLE,OK740061219     		  PC GENERAL OPERATIONS 10,000
    THE LITTLE LIGHT HOUSE INC
    5120 E 36TH ST
    TULSA,OK741355228     		  PC OPERATING FUNDS 5,000
    THE MONTAGUE COUNTY CARPENTERS SHOP INC
    400 BOSTON ST
    NOCONA,TX762553531     		  PC MEALS ON WHEELS FEED THE INSECURE 2020 10,000
    THE NATIONAL CENTER FOR FRONTIER COMMUNITIES
    301 W COLLEGE AVENUE SUITE 16
    SILVER CITY,NM88061     		  PC SW NEW MEXICO FOOD HUB (2ND PAYMENT) 50,000
    THE REFUGE FOR DMST
    500 E ST JOHNS AVENUE
    AUSTIN,TX78752     		  PC THE REFUGE FOR DMST CIRCLE OF CARE PROGRAM 15,000
    THE SAFE ALLIANCE
    PO BOX 19454
    AUSTIN,TX787609454     		  PC GENERAL OPERATIONS - EMERGENCY SHELTER AT 30,000
    THE SALVATION ARMY AUSTIN METROPOLITAN AREA COMMAND
    4700 MANOR ROAD
    AUSTIN,TX78723     		  PC KIDS CARE CONNECTION (CONTINUED SUPPORT) 30,000
    THE SALVATION ARMY AUSTIN METROPOLITAN AREA COMMAND
    4700 MANOR ROAD
    AUSTIN,TX78723     		  PC RENT RELIEF FUNDS 10,000
    THE URBAN MISSION INC
    3737 N PORTLAND AVE
    OKLAHOMA CITY,OK731122904     		  PC THE URBAN MISSION'S KIDS IN NEED PROGRAM 15,000
    THE URBAN MISSION INC
    3737 N PORTLAND AVE
    OKLAHOMA CITY,OK731122904     		  PC THE URBAN MISSION'S KIDS IN NEED PROGRAMS 15,000
    TRANSITIONAL LIVING CENTERS OF OKLAHOMA INC
    601 S ELGIN AVENUE
    TULSA,OK74120     		  PC LINDSEY HOUSE 10,000
    TRAVIS COUNTY SHERIFFS DEPT BROWN SANTA CONTINGENCY
    PO BOX 207
    AUSTIN,TX787670207     		  PC 2020 CHRISTMAS PROGRAM GRANT FROM CARL 1,000
    TRAVIS COUNTY SHERIFFS DEPT BROWN SANTA CONTINGENCY
    PO BOX 207
    AUSTIN,TX787670207     		  PC 2020 BROWN SANTA PROGRAM 2,000
    TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH
    2516 EAST 71ST ST SUITE A
    TULSA,OK741365531     		  PC PANDEMIC FAMILY SUPPORT 10,000
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE STE 600
    TULSA,OK741365749     		  PC R&G FAMILY GROCERS: PYTHIAN MARKET 5,000
    UNDIES FOR EVERYONE
    4019 S BRAESWOOD BLVD
    HOUSTON,TX77025     		  PC CENTRAL TEXAS COVID RESPONSE 15,000
    UNITED WAY OF CENTRAL NEW MEXICO
    2340 ALAMO AVE SE 2ND FLOOR
    ALBUQUERQUE,NM871063820     		  PC FEEDING FAMILIES FUND 5,000
    VARIETY THE CHILDREN'S CHARITY OF TEXAS
    5555 N LAMAR BLVD SUITE K113
    AUSTIN,TX78751     		  PC HEART OF VARIETY NAVIGATION & FINANCIAL 15,000
    WASHINGTON COUNTY ELDER CARE
    1223 SWAN DRIVE
    BARTLESVILLE,OK74006     		  PC SUPPORT FOR ELDER CARE'S CARE MANAGEMENT 20,000
    WEST TEXAS FOOD BANK
    PO BOX 4242
    ODESSA,TX79760     		  PC MONTHLY MOBILE OUTREACH FOR PRESIDIO, TEXAS 20,000
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF OKLAHOMA CITY
    2460 NW 39TH EXPY
    OKLAHOMA CITY,OK731128799     		  PC PROGRAMS FOR CHILDREN 5,000
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF OKLAHOMA CITY
    2460 NW 39TH EXPY
    OKLAHOMA CITY,OK731128799     		  PC GENERAL OPERATIONS 5,000
    YOUTH AND FAMILY ALLIANCE DBA LIFEWORKS
    3700 S 1ST STREET
    AUSTIN,TX787047046     		  PC LIFEWORKS TRANSITIONAL LIVING PROGRAM 15,000
    YOUTH SERVICES OF TULSA INC
    311 SOUTH MADISON
    TULSA,OK74120     		  PC TRANSTIONAL LIVING PROGRAM 30,000
    YWCA SAN ANTONIO
    503 CASTROVILLE ROAD
    SAN ANTONIO,TX78237     		  PC YWCA OLGA MADRID CHILD DEVELOPMENT CENTER 10,000
    Total .................................bullet 3a 4,400,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 101,700  
    4 Dividends and interest from securities....     14 1,110,829  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 235,641  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,908,450  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,356,620 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,356,620
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    CARL C ANDERSON SR AND MARIE JO ANDERSON
    CHARITABLE FOUNDATION
    Employer identification number

    74-6078530
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    CARL C ANDERSON SR AND MARIE JO ANDERSON
    CHARITABLE FOUNDATION         		Employer identification number
    74-6078530
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SMALL BUSINESS ADMINISTRATION
     
    409 3RD ST SW
     
    WASHINGTON, DC20416

    		$ 100,842


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    CARL C ANDERSON SR AND MARIE JO ANDERSON
    CHARITABLE FOUNDATION         		Employer identification number

    74-6078530
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    CARL C ANDERSON SR AND MARIE JO ANDERSON
    CHARITABLE FOUNDATION         		Employer identification number

    74-6078530
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX REVIEW FEE - BOA 2,062 1,237   825
    AUDIT AND TAX PREP 25,550 15,330   10,220

    TY 2020 GeneralExplanationAttachment
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Identifier Return Reference Explanation
    AVG. HRS/WEEK DEVOTED TO POSITION: FORM 990-PF - PART VIII, LINE 1(B) THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS A CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE AND TAX SERVICES.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENT GRADE TAXABLE BONDS 8,137,426 8,273,503
    GLOBAL HIGH YIELD TAXABLE BONDS 1,763,402 1,700,901
    INTERNATIONAL DEVELOPED BONDS 264,818 269,117

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Name of Stock End of Year Book Value End of Year Fair Market Value
    US LARGE CAP 19,563,343 35,344,592
    INTERNATIONAL DEVELOPED 7,214,749 9,797,410
    US MID CAP 5,381,284 8,777,291
    US SMALL CAP 4,190,604 6,632,146
    EMERGING MARKETS 1,843,464 2,636,279

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE EQUITY FUND OF FUNDS AT COST 5,004,107 7,359,887
    HEDGE FUNDS SPECIFIC STRATEGY AT COST 2,710,217 2,825,725
    MINERAL INTERESTS/COMMODITIES AT COST 242,143 1,408,875

    TY 2020 LandEtcSchedule2
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BREAKROOM TABLE SE 317 317 0  
    FILE CABINET 420 420 0  
    FURNITURE & FIXTURES 5,684 5,684 0  
    BIZ PHONE SYSTEM 2,093 2,093 0  
    LANIER DIG LD122 C 5,092 5,092 0  
    COMPUTER 4,738 4,738 0  
    PRINTER 1,463 1,463 0  
    COMPUTER 2,400 2,400 0  
    DESK-SHERRILL 3,004 3,004 0  
    DESK-CATE 3,222 3,222 0  
    DESK-BRAD 3,649 3,649 0  
    DESK-JENNIFER 3,145 3,145 0  
    CONFERENCE TABLE 2,390 2,390 0  
    LOVE SEAT-BRAD 1,750 1,750 0  
    RECEPTION CHAIRS 2,630 2,630 0  
    COMPUTER-BRAD 1,599 1,599 0  
    OFFICE APPLIANCE 318 318 0  
    COMPUTER 1,599 1,268 331  


    TY 2020 LegalFeesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL GOVERNANCE AND COUNSEL 128,269 0   128,269


    TY 2020 OtherAssetsSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 2,130 2,130 2,130


    TY 2020 OtherExpensesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE CONTRACT/ MAINT. 971 0   971
    INSURANCE 9,957 0   9,957
    OTHER ROYALTY EXPENSE 8 8   0
    SOFTWARE EXPENSE 12,791 0   12,791
    BUSINESS DEVELOPMENT 3,066 0   3,066
    PARTNERSHIP - PORTFOLIO DEDUCTIONS 0 64,100   0
    WORKERS' COMPENSATION INSURANCE 552 0   552
    DUES, SUBSCRIPTIONS 843 0   843
    TELEPHONE & INTERNET 5,661 0   5,661
    POSTAGE 231 0   231
    OFFICE EXPENSE 2,310 0   2,310
    FIXED ASSET REPLACEMENT 1,307 0   1,307


    TY 2020 OtherIncomeSchedule2
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTY INCOME 222,891 222,891 222,891
    LEASE BONUS 12,750 12,750 12,750


    TY 2020 OtherIncreasesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Description Amount
    NET TIMING DIFFERENCE 101,604


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL FEES 4,049 0   4,049
    INVESTMENT MANAGEMENT FEES 42,294 42,294   0
    OTHER PROFESSIONAL FEES 8,397 0   8,397
    OTHER INVESTMENT FEES 280 280   0


    TY 2020 TaxesSchedule
    Name:
    CARL C ANDERSON SR AND MARIE JO ANDERSON
     
    CHARITABLE FOUNDATION
    EIN:
    74-6078530
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 17,343 17,343   0
    FOREIGN TAXES ON QUALIFIED 7,430 7,430   0
    FOREIGN TAXES ON NON-QUALIFIED 2,107 2,107   0
    PROPERTY TAXES 376 0   376
    O&G AD VALOREM TAXES 15,073 15,073   0