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 12-01-2020 , and ending 11-30-2021
Name of foundation
ANDERSON CHILDRENS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1111 E TAHQUITZ CANYON WAY 109
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM SPRINGS, CA92262
A Employer identification number

23-7089096
B Telephone number (see instructions)

(760) 318-8146
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$30,902,942J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 116 116 116
4 Dividends and interest from securities... 143,968 143,968 143,968
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 160,276
b Gross sales price for all assets on line 6a 2,020,418
7 Capital gain net income (from Part IV, line 2)... 160,276
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 1,287,655 1,283,387  
12 Total. Add lines 1 through 11........ 1,592,015 1,587,747 144,084
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,000 54,000   54,000
14 Other employee salaries and wages...... 124,602     124,602
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 28,315 28,315    
c Other professional fees (attach schedule).... Click to see attachment 49,255 49,255    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,760 13,098   14,761
19 Depreciation (attach schedule) and depletion... Click to see attachment 6,341    
20 Occupancy.............. 22,092 22,092    
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 48,710 18,653   30,057
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 455,075 185,413   223,420
25 Contributions, gifts, grants paid....... 1,430,091 1,430,091
26 Total expenses and disbursements. Add lines 24 and 25 1,885,166 185,413   1,653,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -293,151
b Net investment income (if negative, enter -0-) 1,402,334
c Adjusted net income (if negative, enter -0-)... 144,084
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............. 554,015 511,952 511,952
2 Savings and temporary cash investments......... 521,239 298,121 298,121
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) 169,132 Click to see attachment169,132 179,072
b Investments—corporate stock (attach schedule)....... 2,875,897 Click to see attachment2,993,569 4,359,922
c Investments—corporate bonds (attach schedule)....... 935,000 Click to see attachment1,325,000 1,397,490
11 Investments—land, buildings, and equipment: basis bullet10,764
Less: accumulated depreciation (attach schedule) bullet   10,764 Click to see attachment10,764 10,764
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,477,520 Click to see attachment946,475 24,135,262
14 Land, buildings, and equipment: basis bullet105,162
Less: accumulated depreciation (attach schedule) bullet97,831 10,388 Click to see attachment7,331 7,331
15 Other assets (describe bullet) Click to see attachment3,028 Click to see attachment3,033 Click to see attachment3,028
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,556,983 6,265,377 30,902,942
Liabilities 17 Accounts payable and accrued expenses.......... 6,302 7,847
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) Click to see attachment1 Click to see attachment1
23 Total liabilities (add lines 17 through 22)......... 6,303 7,848
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,550,680 6,257,529
29 Total net assets or fund balances (see instructions)..... 6,550,680 6,257,529
30 Total liabilities and net assets/fund balances (see instructions). 6,556,983 6,265,377
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
6,550,680
2
Enter amount from Part I, line 27a .....................
2
-293,151
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,257,529
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,257,529
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 12 Bentley Systems Inc. Class B P 2020-11-25 2021-01-13
b 7 Bentley Systems Inc. Class B P 2020-11-24 2021-01-13
c 13 Bentley Systems Inc. Class B P 2020-11-24 2021-01-14
d 4 Bentley Systems Inc. Class B P 2020-11-20 2021-01-14
e 27 Bentley Systems Inc. Class B P 2020-11-20 2021-01-15
4 Bentley Systems Inc. Class B P 2020-12-01 2021-01-15
15 Bentley Systems Inc. Class B P 2020-12-01 2021-01-19
83 Docusign Inc. P 2018-10-26 2021-02-01
6 Docusign Inc. P 2018-10-26 2021-02-02
15 MSCI Inc. P 2012-10-01 2021-03-03
35 Teradyne Inc. P 2018-10-31 2021-03-05
19 Teradyne Inc. P 2017-08-03 2021-03-05
2 Allegion PLC P 2020-03-11 2021-03-15
1 Aspen Technology Inc. P 2020-04-16 2021-03-15
1 CDW Corp. of Delaware P 2017-02-23 2021-03-15
1 Chemed Corp. P 2020-06-26 2021-03-15
3 Charles River Laboratories P 2019-07-01 2021-03-15
2 Cooper Cos. Inc. P 2020-09-17 2021-03-15
3 Copart Inc. P 2017-06-30 2021-03-15
3 Elanco Animal Health Inc. P 2018-09-24 2021-03-15
18 Elanco Animal Health Inc. P 2018-09-21 2021-03-15
1 Equifax Inc. P 2020-09-04 2021-03-15
9 Flir Systems Inc. P 2018-09-04 2021-03-15
2 Lennox International P 2017-03-13 2021-03-15
1 Nordson Corp. P 2017-02-23 2021-03-15
1 Pool Corp. P 2017-11-28 2021-03-15
2 Scotts Miracle-Gro Co. Class A P 2018-02-02 2021-03-15
7 Siteone Landscape Supply Inc. P 2020-04-16 2021-03-15
5 Teradyne Inc. P 2017-08-03 2021-03-15
2 Thor Industries P 2018-06-04 2021-03-15
2 Zebra Technologies Corp. Class A P 2019-07-05 2021-03-15
213 Flir Systems Inc. P 2018-04-23 2021-05-17
0.2934 Teledyne Technologies Inc. P 2018-09-04 2021-05-17
1 Siteone Landscape Supply Inc. P 2020-04-16 2021-06-25
8 Siteone Landscape Supply Inc. P 2018-10-09 2021-06-25
7 Siteone Landscape Supply Inc. P 2018-10-09 2021-06-28
1 Accenture PLC Ireland Shs Class A P 2020-10-30 2020-12-08
8 Amphenol Corp. Class A P 2018-12-21 2020-12-08
12 Nike Inc. Class B P 2020-10-30 2020-12-08
1 United Parcel Service Inc. Class B P 2020-10-30 2020-12-08
13 United Parcel Service Inc. Class B P 2020-02-10 2020-12-08
9 VF Corp. P 2020-02-10 2020-12-08
3 Apple Inc. P 2020-10-30 2020-12-09
7 VF Corp. P 2020-02-10 2021-01-11
7 Microsoft Corp. P 2020-12-09 2021-02-01
2 Microsoft Corp. P 2020-10-30 2021-02-01
1 Alphabet Inc. Class A P 2020-12-09 2021-02-03
1 Alphabet Inc. Class A P 2020-10-30 2021-02-03
1 Microsoft Corp. P 2020-10-30 2021-03-05
1 Microsoft Corp. P 2016-12-20 2021-03-05
2 Microsoft Corp. P 2016-12-09 2021-03-05
93 VF Corp. P 2020-02-10 2021-03-05
4 Equifax Inc. P 2020-12-09 2021-06-01
6 Equifax Inc. P 2020-09-11 2021-06-01
18 General Mills Inc. P 2020-12-09 2021-06-01
20 General Mills Inc. P 2020-09-11 2021-06-01
23 General Mills Inc. P 2020-02-11 2021-06-01
91 General Mills Inc. P 2020-02-10 2021-06-01
1 Alphabet Inc. Class A P 2020-02-26 2021-08-27
6 Accenture PLC Ireland Shs Class A P 2020-10-30 2021-09-17
8 Accenture PLC Ireland Shs Class A P 2020-02-10 2021-09-17
8 Becton Dickinson & Co. P 2020-02-10 2021-09-17
2 Intuit Inc. P 2020-12-09 2021-09-17
1 Intuit Inc. P 2020-10-30 2021-09-17
5 Intuit Inc. P 2020-02-10 2021-09-17
1 Microsoft Corp. P 2016-12-09 2021-09-17
8 Microsoft Corp. P 2016-12-09 2021-11-03
45 Quest Diagnostics Inc. P 2019-04-11 2020-12-11
52 Applied Materials Inc. P 2018-07-12 2021-01-11
15 Raytheon Technologies Corp. P 2018-01-10 2021-01-15
28 Raytheon Technologies Corp. P 2019-04-03 2021-01-15
30 Raytheon Technologies Corp. P 2018-06-12 2021-01-15
28 Raytheon Technologies Corp. P 2019-06-19 2021-01-15
12 Raytheon Technologies Corp. P 2018-04-19 2021-01-15
13 Raytheon Technologies Corp. P 2017-06-13 2021-01-15
37 Raytheon Technologies Corp. P 2016-08-23 2021-01-15
113 Applied Materials Inc. P 2018-07-12 2021-02-19
8 Applied Materials Inc. P 2019-02-07 2021-02-19
97 Raytheon Technologies Corp. P 2016-08-23 2021-02-19
5 Alphabet Inc. Class C P 2016-08-23 2021-03-15
38 Capital One Financial Corp. P 2018-01-23 2021-03-15
55 Capital One Financial Corp. P 2018-01-31 2021-03-15
71 Capital One Financial Corp. P 2019-04-03 2021-03-15
36 Capital One Financial Corp. P 2017-07-05 2021-03-15
28 Carrier Global Corp. P 2016-03-03 2021-03-24
7 Carrier Global Corp. P 2015-08-13 2021-03-24
8 Carrier Global Corp. P 2015-11-17 2021-03-24
265 Carrier Global Corp. P 2020-04-07 2021-03-24
42 Raytheon Technologies Corp. P 2016-08-23 2021-03-31
2 Raytheon Technologies Corp. P 2016-05-05 2021-03-31
7 Raytheon Technologies Corp. P 2015-08-13 2021-03-31
8 Raytheon Technologies Corp. P 2015-11-17 2021-03-31
30 Raytheon Technologies Corp. P 2016-03-03 2021-03-31
60 Raytheon Technologies Corp. P 2020-04-30 2021-03-31
66 Raytheon Technologies Corp. P 2020-04-30 2021-04-06
13 Raytheon Technologies Corp. P 2020-03-18 2021-04-06
155 Carrier Global Corp. P 2020-04-07 2021-04-12
292 Carrier Global Corp. P 2020-04-07 2021-04-19
160 Carrier Global Corp. P 2020-04-07 2021-05-17
82 Carrier Global Corp. P 2020-03-18 2021-05-17
178 Carrier Global Corp. P 2020-04-14 2021-05-17
0.9615 Vimeo Inc. P 2020-08-27 2021-05-25
38 Applied Materials Inc. P 2019-02-07 2021-07-02
56 Bank of New York Mellon Corp. P 2018-01-11 2021-07-02
8 Capital One Financial Corp. P 2017-07-05 2021-07-02
22 Capital One Financial Corp. P 2017-08-18 2021-07-02
6 Capital One Financial Corp. P 2015-08-07 2021-07-02
22 Capital One Financial Corp. P 2017-06-21 2021-07-02
99 JPMorgan Chase & Co. P 2020-07-07 2021-07-02
9 US Bancorp P 2018-06-20 2021-07-02
86 Wells Fargo & Co. P 2018-01-11 2021-07-02
45 Wells Fargo & Co. P 2017-05-19 2021-07-02
160 New Oriental Education SP ADR P 2018-08-03 2021-07-26
190 New Oriental Education SP ADR P 2019-05-17 2021-07-26
630 New Oriental Education SP ADR P 2018-08-31 2021-07-26
530 New Oriental Education SP ADR P 2018-12-04 2021-07-26
290 New Oriental Education SP ADR P 2018-10-23 2021-07-26
586 New Oriental Education SP ADR P 2021-03-31 2021-07-26
200 New Oriental Education SP ADR P 2021-03-31 2021-07-28
878 New Oriental Education SP ADR P 2021-05-17 2021-07-28
747 New Oriental Education SP ADR P 2018-02-28 2021-07-28
3167 Didi Global Inc. ADR P 2021-07-02 2021-07-29
17 Wells Fargo & Co. P 2017-05-19 2021-08-17
58 Wells Fargo & Co. P 2017-08-18 2021-08-17
76 Wells Fargo & Co. P 2018-04-19 2021-08-17
1 Wells Fargo & Co. P 2016-06-08 2021-08-17
74 Alibaba Group Holding ADR P 2017-11-20 2021-08-23
27 Alibaba Group Holding ADR P 2017-11-29 2021-08-23
12 Alibaba Group Holding ADR P 2019-09-30 2021-08-23
34 Alibaba Group Holding ADR P 2021-01-07 2021-08-23
117 American Express Company P 2016-08-23 2021-11-04
38 American Express Company P 2016-08-23 2021-11-10
179 JD.com Inc. ADR Class A P 2021-07-29 2021-11-10
69 Raytheon Technologies Corp. P 2020-03-18 2021-11-10
2000 Oxford Square Capital Corp. P 2012-03-16 2021-02-05
2000 Ebay Inc. 6% Preferred P 2016-02-23 2021-03-01
1500 Diversified Healthcare 6.25% Preferred P 2016-02-11 2021-04-05
30000 Goldman Sachs Bank USA CD 1.50% 06/01/21 P 2016-11-14 2021-06-01
2000 KKR & Co. Inc. LP 6.75% Pref Ser A P 2016-03-10 2021-06-15
2000 Public Storage 4.95% Pref Ser D P 2016-07-13 2021-07-20
2000 Southern Co. 5.25% Preferred P 2016-09-12 2021-10-18
52 Apple Inc. P 2019-01-22 2021-02-17
9.571 Eaton Vance Atlanta Cap Select Equity Fd I P 2019-01-22 2021-02-17
0.65 Eaton Vance Atlanta Cap Select Equity Fd I P 2019-12-04 2021-02-17
7.1 Eaton Vance Atlanta Cap Select Equity Fd I P 2019-12-04 2021-02-17
46.329 Eaton Vance Atlanta Cap Select Equity Fd I P 2020-04-01 2021-02-17
152.284 Fidelity Advisor Technology Fund Class I P 2018-12-20 2021-02-17
1102.329 Fidelity Advisor Total Bond Fund Inst Class P 2020-06-12 2021-02-17
140 First Trust Enhanced Short Maturity ETF P 2018-03-21 2021-02-17
46.229 Hennessy Focus Fund Inst P 2017-06-07 2021-02-17
39 JPMorgan Chase & Co. P 2020-04-01 2021-02-17
87 Metlife Inc. P 2020-08-11 2021-02-17
13 Medtronic PLC P 2019-01-22 2021-02-17
9 Microsoft Corp. P 2019-01-22 2021-02-17
26 Nextera Energy Inc. P 2019-01-22 2021-02-17
38 Starbucks Corp. P 2020-04-01 2021-02-17
92 Trust Financial Corp. P 2019-01-22 2021-02-17
28 Texas Instruments Inc. P 2019-01-22 2021-02-17
30 VanEck Vectors Morningstar Wide Moat ETF P 2020-04-01 2021-02-17
275 Colgate Palmolive Company P 2020-04-01 2021-03-24
30 Colgate Palmolive Company P 2021-02-17 2021-03-24
125000 Royal Bk Canada 8.15%/KRE & XBI/02/02/2022 P 2020-01-30 2021-02-02
100000 Royal Bk Canada 0%/AMZN/11/29/2022 P 2020-11-24 2021-02-26
100000 Morgan Stanley Fin/KBE & XLI 03/31/2021 P 2018-03-26 2021-03-31
200000 Morgan Stanley Fin/XLE & XLF 02/24/2023 P 2021-02-18 2021-05-21
100000 Royal Bk Canada 0%/AMZN 03/01/2023 P 2021-02-26 2021-05-27
65.46 Boeing Co. P 2019-07-29 2021-07-30
150 Boeing Co. P 2019-07-29 2021-08-10
100000 UBS AG/ MSFT & QCOM 05/25/2023 P 2021-05-24 2021-08-26
70000 Morgan Stanley Fin/EEM 09/02/21 P 2018-08-29 2021-09-02
100000 Morgan Stanley Fin/Russell 2000 09/10/21 P 2019-09-09 2021-09-10
115000 Royal Bk Canada 10.75%/DIS, CVX 02/17/22 P 2020-02-18 2021-11-18
100000 Morgan Stanley Fin/XLE & XLF 05/25/2023 P 2021-05-24 2021-11-26
Capital Gain Dividends      
(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 625   425 200
b 365   248 117
c 687   461 226
d 211   142 69
e 1,383   955 428
205   141 64
751   530 221
19,130   3,401 15,729
1,411   246 1,165
6,214   538 5,676
3,835   1,209 2,626
2,082   632 1,450
235   230 5
150   97 53
159   60 99
454   448 6
875   430 445
764   690 74
329   96 233
103   105 -2
618   620 -2
170   168 2
498   569 -71
598   337 261
201   119 82
343   121 222
458   181 277
1,233   497 736
580   166 414
293   189 104
950   434 516
5,964     5,964
123   258 -135
168   71 97
1,346   550 796
1,182   481 701
248   216 32
1,060   638 422
1,674   1,454 220
167   158 9
2,170   1,348 822
795   745 50
376   329 47
612   580 32
1,688   1,500 188
482   403 79
2,072   1,823 249
2,072   1,639 433
229   202 27
229   63 166
458   124 334
7,182   7,703 -521
935   729 206
1,403   965 438
1,129   1,071 58
1,254   1,172 82
1,443   1,214 229
5,708   4,723 985
2,884   1,386 1,498
2,034   1,298 736
2,712   1,681 1,031
2,090   1,978 112
1,135   739 396
568   323 245
2,838   1,475 1,363
302   62 240
2,650   495 2,155
5,490   4,044 1,446
5,078   2,371 2,707
1,038   1,114 -76
1,938   2,029 -91
2,077   2,120 -43
1,938   1,962 -24
831   821 10
900   860 40
2,561   2,218 343
13,545   5,153 8,392
959   320 639
7,280   5,815 1,465
10,293   3,871 6,422
4,934   4,001 933
7,141   5,729 1,412
9,218   6,073 3,145
4,674   2,987 1,687
1,132   500 632
283   129 154
324   146 178
10,717   4,033 6,684
3,248   2,518 730
155   111 44
541   380 161
619   432 187
2,320   1,580 740
4,639   2,913 1,726
5,125   3,204 1,921
1,010   537 473
6,638   2,359 4,279
12,781   4,444 8,337
6,996   2,435 4,561
3,586   1,146 2,440
7,783   2,482 5,301
42   25 17
5,243   1,520 3,723
2,871   3,215 -344
1,259   664 595
3,461   1,798 1,663
944   487 457
3,461   1,783 1,678
15,445   9,190 6,255
518   464 54
3,878   5,408 -1,530
2,029   2,386 -357
381   1,374 -993
453   1,615 -1,162
1,500   4,963 -3,463
1,262   3,185 -1,923
691   1,530 -839
1,396   8,303 -6,907
468   2,834 -2,366
2,056   10,837 -8,781
1,749   6,717 -4,968
29,756   48,824 -19,068
830   901 -71
2,831   2,994 -163
3,710   3,906 -196
49   50 -1
11,730   13,904 -2,174
4,280   4,784 -504
1,902   2,029 -127
5,389   7,717 -2,328
20,302   7,739 12,563
6,887   2,513 4,374
13,978   12,669 1,309
6,228   2,848 3,380
7,643   19,920 -12,277
50,000   50,000  
36,443   37,500 -1,057
30,000   29,623 377
50,000   48,312 1,688
50,000   50,000  
50,000   50,000  
6,775   2,016 4,759
301   202 99
20   17 3
223   190 33
1,455   1,003 452
15,857   6,539 9,318
12,313   12,444 -131
8,406   8,406  
3,107   3,745 -638
5,649   3,311 2,338
4,838   3,596 1,242
1,534   1,127 407
2,190   955 1,235
2,091   1,145 946
3,964   2,397 1,567
5,143   4,529 614
5,005   2,700 2,305
2,002   1,255 747
21,403   17,762 3,641
2,335   2,354 -19
125,000   125,000  
100,000   100,000  
113,227   100,000 13,227
200,000   200,000  
100,000   100,000  
14,785   22,786 -8,001
35,226   52,214 -16,988
100,000   100,000  
91,420   70,000 21,420
119,000   100,000 19,000
115,000   115,000  
100,000   100,000  
      18,000
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       200
b       117
c       226
d       69
e       428
      64
      221
      15,729
      1,165
      5,676
      2,626
      1,450
      5
      53
      99
      6
      445
      74
      233
      -2
      -2
      2
      -71
      261
      82
      222
      277
      736
      414
      104
      516
      5,964
      -135
      97
      796
      701
      32
      422
      220
      9
      822
      50
      47
      32
      188
      79
      249
      433
      27
      166
      334
      -521
      206
      438
      58
      82
      229
      985
      1,498
      736
      1,031
      112
      396
      245
      1,363
      240
      2,155
      1,446
      2,707
      -76
      -91
      -43
      -24
      10
      40
      343
      8,392
      639
      1,465
      6,422
      933
      1,412
      3,145
      1,687
      632
      154
      178
      6,684
      730
      44
      161
      187
      740
      1,726
      1,921
      473
      4,279
      8,337
      4,561
      2,440
      5,301
      17
      3,723
      -344
      595
      1,663
      457
      1,678
      6,255
      54
      -1,530
      -357
      -993
      -1,162
      -3,463
      -1,923
      -839
      -6,907
      -2,366
      -8,781
      -4,968
      -19,068
      -71
      -163
      -196
      -1
      -2,174
      -504
      -127
      -2,328
      12,563
      4,374
      1,309
      3,380
      -12,277
       
      -1,057
      377
      1,688
       
       
      4,759
      99
      3
      33
      452
      9,318
      -131
       
      -638
      2,338
      1,242
      407
      1,235
      946
      1,567
      614
      2,305
      747
      3,641
      -19
       
       
      13,227
       
       
      -8,001
      -16,988
       
      21,420
      19,000
       
       
       
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 2 160,276
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 -5,156
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 19,492
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  
3 Add lines 1 and 2........................... 3 19,492
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,492
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,870
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,870
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 272
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,894
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCA
    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
    Yes
     
    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 addressbulletANDERSONCHILDRENFOUNDATION.ORG
    14
    The books are in care ofbulletERIC W MARTIN CPA Telephone no.bullet (760) 776-4321

    Located atbullet74000 COUNTRY CLUB DR STE H-2PALM DESERTCA ZIP+4bullet92260
    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
    ROBERTA D SCHLESINGER Trustee
    25.00     		108,000    
    2 SANTA EUGENIA
    IRVINE,CA92606
    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
    NONE
    Total number of other employees paid over $50,000...................bullet  
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    5,595,258
    b
    Average of monthly cash balances.......................
    1b
    1,047,314
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,156,386
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,798,958
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    30,798,958
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    461,984
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    30,336,974
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,516,849
    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
    1,516,849
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,492
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,492
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,497,357
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,497,357
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,497,357
    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
    1,653,511
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    1,653,511
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,653,511
    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 1,497,357
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 774,002
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,653,511
    a Applied to 2019, but not more than line 2a 774,002
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 879,509
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		617,848
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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:
    ANDERSON CHILDREN'S FOUNDATION
    1111 E TAHQUITZ CANYON WAY SUITE 10
    PALM SPRINGS,CA92262
    (760) 318-8146
    bThe form in which applications should be submitted and information and materials they should include:
    FORMAL GRANT APPLICATION
    cAny submission deadlines:
    MAY 5, 2022
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ELIGIBILITY - MUST MEET THE FOLLOWING PREREQUISITES:1) DIRECTLY SERVES THE YOUTH UNDER AGE 18 IN THE COACHELLA VALLEY OF RIVERSIDE COUNTY, CALIFORNIA2) NONPROFIT AGENCY OR ORGANIZATION WITH OFFICIAL 501(C)(3)OR OTHER EXEMPT STATUS OTHER INFORMATION AVAILABLE AT ORGANIZATION'S WEBSITE WWW.ANDERSONCHILDRENSFOUNDATION.ORG
    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
    OLIVE CREST
    72580 CAROLINE CT SUITE A
    PALM DESERT,CA92211     		NONE EXEMPT SAFE FAMILY HOME PROGRAM 20,000
    UNITED CEREBRAL PALSY OF INLAND EMP
    70017 HIGHWAY 111 SUITE 5
    RANCHO MIRAGE,CA92270     		NONE EXEMPT SKILL BUILDERS PROGRAM - HYBRID SUMMER CAMP 5,466
    THE GALILEE CENTER
    66-101 HAMMOND RD
    MECCA,CA92254     		NONE EXEMPT SUPPLEMENTAL FOOD PROGRAM 20,000
    DESERT RECREATION FOUNDATION
    45-305 OASIS ST
    INDIO,CA92201     		NONE EOF EASTERN COACHELLA VALLEY YOUTH PROGRAMS 38,675
    ANGEL VIEW
    67625 E PALM CANYON DR SUITE 7A
    CATHEDRAL CITY,CA92234     		NONE EOF OUTREACH PROGRAM - MEET THE UNMET NEED OF CHILDREN WITH DISABILITIES 34,634
    CHILDREN'S SERVICES OF THE DESERT
    79440 CORPORATE CENTRE STE 113
    LA QUINTA,CA92253     		NONE PC PRAGMATIC LANGUAGE THERAPY 20,000
    LA QUINTA HIGH SCHOOL
    79255 BLACKHAWK WAY
    LA QUINTA,CA92253     		NONE PC CULINARY ARTS PROGRAM 5,000
    ABOUT FAMILIES INC
    78377 HIGHWAY 111
    LA QUINTA,CA92253     		NONE PC MARIPOSA PARENT-CHILD WORKSHOP COOPERATIVE PRESCHOOL 29,660
    ACADEMY OF MUSICAL PERFORMANCE
    82719 MILES AVE
    INDIO,CA92201     		NONE PC AMP SUMMER PROGRAMS 29,870
    CALIFORNIA DESERT LAND CONSERVANCY
    60124 TWENTYNINE PALMS HIGHWAY
    JOSHUA TREE,CA92252     		NONE PC DESERT DISCOVERY FIELD STUDIES PROGRAM 20,000
    CALIFORNIA SCOTTISH RITE FOUNDATION
    2100 N BROADWAY
    SANTA ANA,CA92706     		NONE PC RITECARE CHILDHOOD LANGUAGE CENTER 5,000
    VOICES FOR CHILDREN
    2851 MEADOW LARK DRIVE
    SAN DIEGO,CA92123     		NONE PC COURT APPOINTED SPECIAL ADVOCATE PROGRAM 14,000
    AGUA CALIENTE ELEMENTARY SCHOOL
    30800 SAN LUIS REY DR
    CATHEDRAL CITY,CA92234     		NONE PC CLR BOOKS FOR THE CLASSROOM 3,491
    BIG BROTHERS BIG SISTERS OF THE DES
    42600 COOK ST STE 110
    PALM DESERT,CA92211     		NONE PC YOUTH ONE-TO-ONE MENTORING PROGRAM 15,000
    BIRTH CHOICE OF THE DESERT
    74303 HIGHWAY 111 SUITE 1A
    PALM DESERT,CA92260     		NONE PC MATERIAL ASSISTANCE PROGRAM 26,880
    BOO2BULLYING
    1775 EAST PALM CYN DR SUITE 320
    PALM SPRINGS,CA92264     		NONE PC A BOY AND HIS DOG STAND UP AGAINST BULLYING 19,000
    CREATE CENTER FOR THE ARTS
    73600 ALESSANDRO DR
    PALM DESERT,CA92260     		NONE PC ADVENTURES IN ANIMATION 16,000
    CAHUILLA DESERT ACADEMY MIDDLE SCHO
    82489 AVE 52
    COACHELLA,CA92236     		NONE PC DRAMA4STUDENTS PROGRAM 8,667
    CATHOLIC CHARITIES
    83180 REQUA AVE SUITE 9
    INDIO,CA92201     		NONE PC ESSENTIAL SUPPLIES FOR EASTERN COACHELLA VALLEY CHILDREN 19,383
    COACHELLA VALLEY HIGH SCHOOL
    83-800 AIRPORT BLVD
    THERMAL,CA92274     		NONE PC LIGHT BOARD 11,016
    DESERT BEST FRIENDS CLOSET
    74-040 HIGHWAY 111 SUITE F
    PALM DESERT,CA92260     		NONE PC YOUTH ATTIRE PROGRAM 5,535
    DESERT MIRAGE HIGH SCHOOL
    86150 66TH AVE
    THERMAL,CA92274     		NONE PC AFFECTING SCHOOL CULTURE PROGRAM 6,364
    DESERT SANDS UNIFIED SCHOOL DISTRIC
    47950 DUNE PALMS RD
    LA QUINTA,CA92253     		NONE PC EARLY EDUCATION FAMILY ENGAGEMENT PROGRAM 5,250
    JEWISH FAMILY SERVICES
    490 S FARRELL DR STE C-208
    PALM SPRINGS,CA92262     		NONE PC IMPROVING CHILDREN'S MENTAL HEALTH AND FAMILY STABILITY 30,000
    JEWISH SUNSHINE CIRCLE
    PO BOX 1463
    PALM DESERT,CA92261     		NONE PC ALEPH SCHOOLHOUSE 23,500
    ONEFUTURE COACHELLA VALLEY
    41550 ECLECTIC ST SUITE 200
    PALM DESERT,CA92260     		NONE PC COLLEGE PREPAREDNESS PROGRAMS 25,000
    OLPH CATHOLIC SCHOOL
    82470 BLISS AVE
    INDIO,CA92201     		NONE PC TECHNOLOGY FOR ANGELS PROGRAM 9,477
    READ WITH ME
    PO BOX 1016
    RANCHO MIRAGE,CA92270     		NONE PC OH, THE PLACES WE WILL GO WITH BOOKS PROGRAM 26,600
    RIVERSIDE CNTY SHERIFF EXPLORER POS
    4095 LEMON ST
    RIVERSIDE,CA92501     		NONE PC COMMUNITY PROJECTS 8,000
    2 STYLES RESCUE CORP
    30155 VIA LAS PALMAS
    THOUSAND PALMS,CA92276     		NONE PC CHILDREN'S EQUESTRIAN RIDING 19,000
    ALL DESERT WELLNESS CENTERS
    73-726 ALESSANDRO DR STE 203
    PALM DESERT,CA92260     		NONE PC OPERATION S.A.V.E. OUR YOUTH PROGRAM 8,400
    ANGEL LIGHT ACADEMY
    78365 HIGHWAY 111 342
    LA QUINTA,CA92203     		NONE PC JUNIOR LEADERSHIP TRAINING 15,000
    ANIMAL SAMARITANS SPCA
    72120 PET LAND PLACE
    THOUSAND PALMS,CA92276     		NONE PC HUMANE EDUCATION - CRITTER CAMP PROGRAM 7,250
    AUTISM SOCIETY INLAND EMPIRE INC
    79405 HIGHWAY 111 STE 9-184
    LA QUINTA,CA92253     		NONE PC VIRTUAL SOCIAL ACTIVITIES 19,535
    BARBARA SINATRA CHILDREN'S CTR AT E
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		NONE PC FOSTER CARE CLINIC 30,400
    BASKETS OF LOVE ROMAN CATHOLIC BISH
    52525 OASIS PALM AVE
    COACHELLA,CA92236     		NONE PC CHRISTMAS GIVEAWAY 3,500
    BOBBY DUKE MIDDLE SCHOOL
    85258 BAGDAD AVE
    COACHELLA,CA92236     		NONE PC EDIBLE GARDEN & CAMPUS BEAUTIFICATION 3,232
    BOYS AND GIRLS CLUB OF CATHEDRAL CI
    32141 WHISPERING PALMS TRAIL
    CATHEDRAL CITY,CA92234     		NONE PC SOCIAL EMOTIONAL WELLNESS PROGRAM 4,423
    CAMP OF CHAMPIONS
    64477 SPYGLASS AVE
    DESERT HOT SPRINGS,CA92240     		NONE PC STUDENT INCENTIVES 19,200
    CARILLO RANCH ELEMENTARY SCHOOL
    43775 MADISON STREET
    INDIO,CA92203     		NONE PC SOCIAL AND EMOTIONAL EDUCATION 10,977
    CATHEDRAL CITY ELEMENTARY SCHOOL
    69300 CONVERSE ROAD
    CATHEDRAL CITY,CA92234     		NONE PC SENSORY ROOM 7,902
    CATHEDRAL CITY HIGH SCHOOL BAND BOO
    69250 DINAH SHORE DR
    CATHEDRAL CITY,CA92234     		NONE PC HELP US RECOVER FROM COVID 9,974
    CIELO VISTA CHARTER PARENT TEACHER
    650 S PASEO DOROTEA
    PALM SPRINGS,CA92264     		NONE PC CHAMPIONING DIVERSITY BY EMBRACING THE ARTS 27,500
    CITY OF PALM SPRINGS PARKS RECREATI
    401 S PAVILION WAY
    PALM SPRINGS,CA92262     		NONE GOV TIME TO SWIM 19,910
    COACHELLA VALLEY HOUSING COALITION
    45-701 MONROE ST SUITE G
    INDIO,CA92201     		NONE PC CULTURAL ENRICHMENT 18,890
    COACHELLA VALLEY RESCUE MISSION
    47470 VAN BUREN
    INDIO,CA92202     		NONE PC WOMEN'S & FAMILY HOUSING 25,771
    COACHELLA VALLEY UNIFIED SCHOOL DIS
    87-225 CHURCH ST PO BOX 847
    THERMAL,CA92274     		NONE GOV GRADCON 2022 22,000
    CORAL MOUNTAIN ACADEMY
    51-375 VAN BUREN ST
    COACHELLA,CA92236     		NONE PC FULL IMPLEMENTATION OF PBIS REWARDS PROGRAM 10,868
    CSUSB PHILANTHROPIC FOUNDATION
    37500 COOK STREET
    PALM DESERT,CA92211     		NONE PC NEUROFEEDBACK FOR ANXIETY 20,000
    DESERT ABILITY CENTER
    43900 SAN PABLO
    PALM DESERT,CA92260     		NONE PC THE CYCLE CREW - PARACYCLE TEAM 10,942
    DESERT ART CENTER OF COACHELLA VALL
    550 N PALM CANYON DR
    PALM SPRINGS,CA92261     		NONE PC MIDDLE SCHOOL ART PROGRAM 10,800
    DRONE FLYERS ACADEMY
    240 LEI DRIVE
    PALM SPRINGS,CA92264     		NONE PC MOBILE DRONE EDUCATIONAL TEACHING IN THE FIELD PROGRAM 18,500
    EASTERN COACHELLA VALLEY FOR CHANGE
    50230 MAZATLAN DR
    COACHELLA,CA92236     		NONE PC MENTORSHIP PROGRAM 12,000
    EDGE FOUNDATION
    2017 FAIRVIEW AVENUE EAST SUITE I
    COACHELLA,CA92236     		NONE PC EXECUTIVE FUNCTION COACHING 24,700
    EZEKIEL'S GIFT OF LOVE CV DOWN SYND
    43900 SAN PABLO AVE
    PALM DESERT,CA92260     		NONE PC FITNESS FAIR 6,800
    FAMILY YMCA OF THE DESERT
    49955 MOON RIVER DR
    LA QUINTA,CA92253     		NONE PC LA QUINTA ENRICHED LEARNING 15,156
    FELLOWSHIP OF CHRISTIAN ATHLETES
    57800 DESERT CACTUS DR
    THERMAL,CA92274     		NONE PC SOCCER CLUB SCHOLARSHIPS 10,000
    FOUNDATION THINKAGAIN
    2355 WESTWOOD BLVD 431
    LOS ANGELES,CA90064     		NONE PC THINKAGAIN KIDS - SUCCEEDING AFTER CANCER/BRAIN TUMERS 20,000
    FUTURENOMIC RESOURCES
    67067 DESERT VIEW AVE
    DESERT HOT SPRINGS,CA92240     		NONE PC STEM UKULELE & LIVE PERFORMANCES 21,207
    GENERAL PATTON MEMORIAL MUSEUM
    62510 CHIRIACO ROAD
    CHIRIACO SUMMIT,CA92201     		NONE PC CHILDREN'S EXHIBITS 15,000
    GERALD FORD ELEMENTARY SCHOOL
    44-210 WARNER TRAIL
    INDIAN WELLS,CA92210     		NONE PC DRUM CIRCLES FOR SOCIAL-EMOTIONAL LEARNING 3,933
    GIRLS ON THE RUN RIVERSIDE COUNTY
    PO BOX 30667 PMB 65493
    CHARLOTTE,NC28230     		NONE PC COACHELLA VALLEY PROGRAM 13,760
    GREEN ROOM THEATRE COMPANY
    PO BOX 612
    PALM DESERT,CA92260     		NONE PC GREEN ROOM THEATRE CONSERVATORY 17,000
    HAZELDEN BETTY FORD FOUNDATION
    39000 BOB HOPE DRIVE PO BOX 1560
    RANCHO MIRAGE,CA92270     		NONE PC OVERCOMING ADDICTION AT HOME 20,000
    HEARTBEAT AT 22
    PO BOX 1816
    PALM DESERT,CA92261     		NONE PC MAMA'S HOUSE REFURBISH 13,500
    HOMEAID INLAND EMPIRE
    PO BOX 1406
    RIVERSIDE,CA92502     		NONE PC FULL BELLIES WARM HEARTS 5,000
    INCIGHT
    45480 PORTOLA AVE
    PALM DESERT,CA92260     		NONE PC UNLOCKING STUDENT POTENTIAL 17,500
    INDIO HIGH SCHOOL
    81750 AVENUE 46
    INDIO,CA92201     		NONE PC RAJAH WORKS 22,975
    INDIO MIDDLE SCHOOL
    81-195 MILES AVE
    INDIO,CA92201     		NONE PC BAND AND COLOR GUARD EQUIPMENT 10,574
    JOHN F KENNEDY MEMORIAL FOUNDATION
    73555 SAN GORGONIO WAY
    PALM DESERT,CA92260     		NONE PC OPHELIA PROJECT TEEN MENTORING 7,000
    KING'S SCHOOLS OF THE DESERT
    67675 BOLERO ROAD
    PALM SPRINGS,CA92264     		NONE PC EXTREME CLASSROOM MAKEOVER 31,850
    LA QUINTA HS BLACKHAWK BRIGADE BOOS
    79255 BLACKHAWK WAY
    LA QUINTA,CA92253     		NONE PC PUBLIC SERVICE ACADEMY FITNESS 3,900
    LYNDON B JOHNSON ELEMENTARY SCHOOL
    44640 CLINTON ST
    INDIO,CA92201     		NONE PC JOY READING 6,000
    NEXT GEN DEBATE LEAGUE
    41800 PETERSFIELD RD
    BERMUDA DUNES,CA92203     		NONE PC DEBATE CAMP 13,500
    NICKERSON-ROSSI DANCE COMPANY
    611 SOUTH PALM CANYON
    PALM SPRINGS,CA92264     		NONE PC DANCE PROGRAMS 26,919
    OPERATION SAFE HOUSE
    72-710 E LYNN STREET
    THOUSAND PALMS,CA92276     		NONE PC EMERGENCY SHELTER COUNSELING 34,070
    PALM CANYON THEATRE
    538 N PALM CANYON DRIVE
    PALM SPRINGS,CA92262     		NONE PC KIDS THEATRE SUMMER CAMP 12,825
    PALM DESERT HIGH SCHOOL
    74910 AZTEC RD
    PALM DESERT,CA92260     		NONE PC LUNCH PALS 1,550
    PALM SPRINGS COMMUNITY CONCERT ASSO
    2248 RAMON ROAD
    PALM SPRINGS,CA92262     		NONE PC STUDENT OUTREACH ENRICHMENT 10,690
    PALM SPRINGS HISTORICAL SOCIETY
    221 SOUTH PALM CANYON DR
    PALM SPRINGS,CA92262     		NONE PC MAKE A BOOK PROJECT 9,702
    PEGASUS THERAPEUTIC RIDING
    35-450 B PEGASUS COURT
    PALM DESERT,CA92211     		NONE PC EQUINE ASSISTED THERAPY PROGRAM FOR CHILDREN WITH DISABILITIES 12,000
    PETER PENDLETON ELEMENTARY SCHOOL
    84750 CALLE ROJO
    COACHELLA,CA92236     		NONE PC ACCELERATED READER PROGRAM - CAMPUS SET UP 5,000
    PIRANHA SWIM TEAM
    2791 PINTURA CIRCLE S
    PALM SPRINGS,CA92264     		NONE PC SAFETY AND DRY LAND TRAINING 9,975
    RANCHO MIRAGE HS INSTR MUSIC BOOSTE
    31001 RATTLER ROAD
    RANCHO MIRAGE,CA92270     		NONE PC ORCHESTRA INSTRUMENTS 10,000
    RAYMOND CREE MIDDLE SCHOOL
    1011 E VISTA CHINO
    PALM SPRINGS,CA92262     		NONE PC VOCAL MUSIC AND THEATRE 10,000
    RONALD MCDONALD HOUSE CHARITIES OF
    56400 APPLE CANYON RD
    MOUNTAIN CENTER,CA92561     		NONE PC CAMP AT HOME PROGRAM 5,000
    SATURDAY NIGHT BATH CONCERT FUND
    4558 W 153RD PLACE
    LAWNDALE,CA90260     		NONE PC VIRTUAL SCHOOL MUSIC EDUCATION EVENTS 7,000
    SHADOW HILLS HIGH SCHOOL
    39225 JEFFERSON STREET
    INDIO,CA92203     		NONE PC GIRLS WRESTLING ROOM MATS 16,837
    SHADOW HILLS HIGH SCHOOL BAND BOOST
    39225 JEFFERSON STREET
    INDIO,CA92203     		NONE PC COLORGUARD REVITALIZATION PROJECT 8,859
    SUMMIT SPRINGS EDUCATIONAL FOUNDATI
    81840 AVENUE 46
    INDIO,CA92201     		NONE PC PALM ACADEMY RECORDING STUDIO WITH SOFTWARE 12,500
    TESORO CLUB
    PO BOX 24
    COACHELLA,CA92236     		NONE PC SUMMER CAMP SCHOLARSHIPS 25,155
    THEODORE ROOSEVELT ELEMENTARY SCHOO
    83200 DR CARREON BLVD
    INDIO,CA92201     		NONE PC MATERIALS FOR BUILDING A SUSTAINABLE FUTURE 3,862
    TOOLS FOR TOMORROW
    42600 COOK STREET 132
    PALM DESERT,CA92260     		NONE PC AFTER SCHOOL INTEGRATED ARTS LITERACY 8,493
    VELA YOUTH FUND
    588 ROSA PARKS ROAD
    PALM SPRINGS,CA92262     		NONE PC BLACK YOUTH DEVELOPMENT PROGRAM 29,370
    ZT
    43050 SHASTA PLACE
    INDIO,CA92201     		NONE PC BASEBALL & SOFTBALL COLLEGE PREP PROGRAM 13,487
    Total .................................bullet 3a 1,430,091
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 116  
    4 Dividends and interest from securities....     14 143,968  
    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..... 531110 202,730 16 1,080,657  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 160,276  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		        4,268
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 202,730 1,385,017 4,268
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,592,015
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ERIC W. MARTIN, CPA 28,315 28,315 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    NEW PROJECTOR 2017-03-05 646 484 SL 5.0000 129      
    2017 TOYOTA PRIUS 2017-08-02 26,215 17,477 SL 5.0000 5,243      
    COMPUTER 2018-03-20 1,142 608 SL 5.0000 228      
    LAPTOP 2018-11-19 1,593 638 SL 5.0000 319      
    DIRECTOR OF GRANTS COMPUTER 2020-12-04 1,523   SL 5.0000 305      
    LAPTOP 2021-08-14 1,761   SL 5.0000 117      

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELLS FARGO BK LINKED INDU 0% 10/7/2022 100,000 135,100
    JPMORGAN CHASE LMT, RTN & LHX 9.25% 100,000 101,800
    RBC/CHEVRON CORP. 0% 03/30/23 50,000 85,650
    HSBC USA/XLK & XBI 0% 04/29/2024 100,000 90,990
    JPMORGAN CHASE/XME 9.0% 06/29/2023 100,000 95,040
    MORGAN STANLEY/XLE & XLF 0% 11/30/2023 200,000 200,000
    RBC/BA 0% 08/15/2023 75,000 62,070
    RBC/MXEF 0% 09/26/2024 100,000 98,450
    RBC/XLE 0% 03/01/2023 200,000 225,600
    UBS AG/AAL, UAL & LUV 12.75% 03/23/2023 50,000 49,550
    UBS AG/F 0% 11/24/2023 150,000 150,000
    UBS AG/ QCOM & MSFT 0% 08/31/2023 100,000 103,240

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO. 9,075 23,302
    BERKSHIRE HATHAWAY INC. CLASS B 40,728 74,430
    WELLS FARGO & CO. 56,388 75,492
    LOEWS CORP. 4,531 6,308
    MICROSOFT CORP. 2,881 18,182
    JACK HENRY & ASSOC INC. 1,814 9,553
    BANK OF NEW YORK MELLON CORP. 33,514 46,517
    ANSYS INC. 1,907 12,136
    TEXAS INSTRUMENTS INC. 17,641 44,822
    PROLOGIS TRUST REIT 3,665 20,050
    GENERAL MOTORS CO. 26,615 57,870
    MSCI INC. 1,399 24,549
    NORDSON CORP. 5,826 19,318
    DOUBLELINE OPPORTUNISTIC CREDIT FUND 25,000 19,100
    JPMORGAN CHASE & CO. 21,145 52,255
    AMAZON.COM INC. 9,044 56,113
    AMGEN INC. 10,395 14,916
    GLAXOSMITHKLINE PLC ADR 18,623 16,448
    PFIZER INC. 12,810 21,492
    GLOBAL X ETF SUPERDIVIDEND 47,658 24,420
    ALPHABET INC. CLASS A 11,901 45,407
    ALPHABET INC. CLASS C 13,234 54,132
    CAPITAL ONE FINANCIAL CORP. 28,449 69,422
    ASPEN TECHNOLOGY INC. 3,330 12,618
    BERKLEY W.R. CORP. 10,279 17,014
    CDW CORP. OF DELAWARE 4,132 20,830
    COOPER COMPANIES INC. 9,427 17,318
    ALPHABET INC. CLASS A 7,039 45,407
    MASTERCARD INC. CLASS A 6,081 11,967
    CHUBB LTD. 8,642 12,383
    META PLATFORMS INC. CLASS A 24,702 59,701
    AT&T INC. 36,307 22,830
    CHARLES SCHWAB 5.95% PFD SER D 25,000 25,350
    EXXON MOBIL CORP. 15,394 11,968
    NEXTERRA ENERGY 5.25% PFD 25,000 25,080
    SUNCOR ENERGY INC. 28,204 24,350
    VERIZON COMMUNICATIONS 50,257 50,270
    APPLE INC. 5,496 32,895
    MICROSOFT CORP. 8,772 47,936
    UNITEDHEALTH GROUP INC. 10,127 28,874
    HENNESSY FOCUS FUND 46,230 60,929
    COPART INC. 4,355 20,032
    LENNOX INTERNATIONAL 7,522 13,906
    POOL CORP. 6,236 28,814
    TERADYNE INC. 5,017 23,083
    ALIBABA GROUP HOLDINGS ADR LTD. 17,228 13,773
    FIDELITY ADVISOR II FLOATING RATE HI INC 26,288 25,816
    FIRST TRUST SR FLOATING RATE INCOME II 14,025 12,040
    SKYWEST INC. 18,807 19,585
    US FOODS HOLDINGS CORP. 13,130 15,710
    BECTON DICKINSON & CO. 25,536 26,797
    FIRST TRUST ENHANCED SHORT MATURITY ETF 75,542 75,332
    NORTHERN LIGHTS DEER PEAK TOT RET CR FD 50,296 53,011
    PORT STREET INV SOL QUAL GROWTH 42,779 54,026
    CHARLES RIVER LABORATORIES 9,428 26,709
    ELANCO ANIMAL HEALTH INC. 12,352 10,950
    SCOTTS MIRACLE-GRO CO. CLASS A 11,737 20,574
    SITEONE LANDSCAPE SUPPLY INC. 7,342 27,401
    THOR INDUSTRIES 11,542 16,279
    APPLIED MATERIALS INC. 21,689 83,457
    US BANCORP 31,896 46,098
    BANK OF AMERICA 6% PFD 25,000 26,270
    PGIM GLOBAL SHORT DURATION H/Y FD 20,000 15,020
    ACCENTURE PLC IRELAND CLASS A 15,763 30,379
    3M COMPANY 24,578 22,955
    AMGEN INC. 20,440 20,286
    APPLE INC. 7,133 30,415
    TRUST FINANCIAL CORP. 15,970 25,385
    COCA COLA CO. 22,554 24,966
    EXXON MOBIL CORP. 25,049 27,227
    EATON VANCE ATLANTA CAP SELECT EQ FD 17,626 26,591
    EATON VANCE SHORT DUR STRAT INCOME FD 50,464 50,130
    FIDELITY ADVISORS TECHNOLOGY FUND I 26,141 58,532
    FIDELITY ADVISORS TOTAL BOND FUND INST 67,260 66,103
    HOME DEPOT INC. 18,283 34,052
    JOHNSON & JOHNSON 18,672 22,610
    MEDTRONIC PLC 17,594 21,660
    MICROSOFT CORP. 10,397 32,398
    NEXTERA ENERGY INC. 13,119 25,860
    TEXAS INSTRUMENTS INC. 12,930 25,778
    UNITEDHEALTH GROUP INC. 19,390 32,428
    VAN ECK VECTORS MORNINGSTAR WIDE MOAT 15,818 27,749
    FAIR ISAAC INC. 5,852 6,709
    INTERACTIVE BROKERS GROUP 11,718 14,985
    ROLLINS INC. 5,836 8,586
    ZEBRA TECHNOLOGIES CORP. A 10,935 30,617
    INTEL CORP. 45,565 44,477
    QUEST DIAGNOSTICS INC. 10,596 18,139
    BLACKSTONE GROUP INC. CLASS A 65,881 282,900
    CAPITAL ONE FINL 5.00% PFD NON-CUM 25,000 25,920
    JPMORGAN SER EE PFD FIXED 6.00% 25,000 26,970
    AMPHENOL CORP. 6,371 6,769
    GENERAL DYNAMICS CORP. 18,836 27,401
    JPMORGAN CHASE & CO. 14,010 26,207
    METLIFE INC. 17,813 25,282
    STARBUCKS CORP. 14,445 25,108
    VISA INC.CLASS A 18,346 22,284
    XCEL ENERGY INC. 26,944 25,046
    MARATHON PETROLEUM CORP. 66,436 51,114
    ALLEGION PLC 11,865 13,848
    BENTLEY SYSTEMS INC. CLASS B 8,278 11,374
    BRIGHT HORIZONS FAMILY SOLUTIONS 13,356 11,434
    CHEMED CORP. 10,242 10,706
    EQUIFAX INC. 10,936 19,784
    EXPONENT INC. 7,380 11,068
    IAC/INTERACTIVE CORP. 9,826 14,568
    FORD MOTOR CO. 6.00% PFD 25,000 26,650
    PUBLIC STORAGE 3.875% PFD 25,000 24,640
    SOUTHERN CO. 4.20% PFD 25,000 25,370
    VIATRIS INC. 694 603
    XTRACKERS USD HIGH YIELD CORP. ETF 25,665 24,488
    3M COMPANY 24,366 25,846
    AUTOMATIC DATA PROCESSING 17,021 24,013
    BROADBRIDGE FINANCIAL SOLUTIONS 10,202 14,328
    COGNIZANT TECHNOLOGY SOLUTIONS A 16,024 18,013
    EQUIFAX INC. 6,893 15,326
    GENERAL MILLS INC. 7,837 9,327
    HOME DEPOT INC. 12,224 18,027
    INTUIT INC. 12,097 26,744
    JOHNSON & JOHNSON 29,961 30,874
    NIKE INC. CLASS B 16,855 29,109
    PEPSICO INC. 34,500 37,868
    PFIZER INC. 18,788 27,993
    PROCTER & GAMBLE CO. 13,707 16,048
    STARBUCKS CORP. 14,960 19,077
    STRYKER CORP. 21,811 25,319
    TJX COS. INC. 10,481 12,492
    TEXAS INSTRUMENTS INC. 10,378 14,812
    UPS CLASS B 7,256 13,886
    WASTE MANAGEMENT INC. 9,375 13,175
    HENNESSY SMALL CAP FINANCIAL FUND 50,000 60,376
    MCDONALDS CORP. 23,905 25,928
    DUCK CREEK TECHNOLOGIES INC. 11,702 6,061
    LPL FINANCIAL HOLDINGS INC. 14,335 16,549
    TELEDYNE TECHNOLOGIES INC. 11,143 6,229
    CIGNA CORP. 32,889 29,745
    COUPANG INC. CLASS A 12,049 8,507
    DARLING INGREDIENTS INC. 13,404 13,774
    JD.COM INC. ADR 17,985 21,616
    TECK RESOURCES LTD. CLASS B 14,076 14,278
    VIATRIS INC. 33,759 26,122
    VIMEO INC. 4,537 3,399
    VROOM INC. 12,583 4,661
    BANK OF AMERICA 4.25% PFD 50,000 49,500
    BNY MELLON NATURAL RES FUND C 100,007 97,554
    FEDERATED HERMES HIGH INCOME BOND 77,356 76,116
    WALGREENS BOOTS ALLIANCE INC. 37,723 33,600
    MARSH & MCLENNAN COS. INC. 7,613 9,021
    VERISK ANALYTICS INC. 5,351 7,421

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    169,132
    State & Local Government Securities - End of Year Fair Market Value:


    179,072


    TY 2020 InvestmentsLandSchedule2
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 10,764   10,764 10,764

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LTD PTSHP - CONTINENTALS BELMONT AT COST 255,838 3,960,687
    LLC INT - C.V. STORAGE, LLC AT COST 1,510,468 5,476,757
    LTD PTSHP INT - TIMBERLANE APTS PTSHP AT COST 724,405 4,778,010
    HILLCREST VERITAS L.P. AT COST 115,025 325,000
    LAKE VIEW PARK APARTMENTS, LLC AT COST 2,103,401 9,594,808

    TY 2020 LandEtcSchedule2
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Auto./Transportation Equip. 26,215 22,720 3,495 3,495
    Furniture and Fixtures 35,576 35,576    
    Machinery and Equipment 43,371 39,535 3,836 3,836


    TY 2020 OtherAssetsSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RENT DEPOSIT 2,757 2,757 2,757
    Rounding   5  
    WORKERS COMPENSATION DEPOSIT 271 271 271


    TY 2020 OtherExpensesSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTO EXPENSES 2,629 2,629    
    COMPUTER PROGRAMS 14,178     14,178
    HEALTH INSURANCE 20,680 4,801   15,879
    INSURANCE 6,144 6,144    
    OFFICE EXPENSES 1,582 1,582    
    POSTAGE 110 110    
    SECURITY EXPENSE 423 423    
    TELEPHONE & UTILITIES 2,190 2,190    
    WEB SITE FEES 774 774    


    TY 2020 OtherIncomeSchedule2
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 4,268    
    Other Investment Income 1,283,387 1,283,387  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    ROUNDING   1
    Rounding 1  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RBC WEALTH MANAGEMENT 10,417 10,417 0 0
    WELLS FARGO ADVISORS 38,838 38,838 0 0


    TY 2020 TaxesSchedule
    Name:
    ANDERSON CHILDRENS FOUNDATION
    EIN:
    23-7089096
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CALIFORNIA TAXES 8,180 8,180    
    FEDERAL TAXES 39,901      
    FOREIGN TAXES WITHHELD 170 170    
    PAYROLL TAXES 19,224 4,463   14,761
    PROPERTY TAXES 285 285