TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
Anchorage Foundation of Texas

Number and street (or P.O. box number if mail is not delivered to street address)10 Waverly Court
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77005

A Employer identification number

74-2071804

B Telephone number (see instructions)

(713) 521-2811

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$10,543,100J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	376,190
2	Check .............
3	Interest on savings and temporary cash investments	53		53
4	Dividends and interest from securities...	206,335		206,335
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		412,242
b	Gross sales price for all assets on line 6a 3,436,238
7	Capital gain net income (from Part IV, line 2)...			406,620
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).......		-61,745	9,793
12	Total. Add lines 1 through 11........	933,075		622,801
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......	31,900		0	31,900
15	Pension plans, employee benefits.......	6,393		0	6,393
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		4,500	1,950	2,250
c	Other professional fees (attach schedule)....		44,186	44,186	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,588	2,588	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	133		0	133
22	Printing and publications..........
23	Other expenses (attach schedule).......		42,009	38,627	1,699
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	131,709		87,351	42,375
25	Contributions, gifts, grants paid.......	196,667			196,667
26	Total expenses and disbursements. Add lines 24 and 25	328,376		87,351	239,042
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	604,699
b	Net investment income (if negative, enter -0-)			535,450
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	15,545	36,350	36,350
	2	Savings and temporary cash investments.........	713,046	464,493	464,493
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	8,486,926	9,129,990	7,974,508
	c	Investments—corporate bonds (attach schedule).......	50,000	50,000	63,020
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,181,764	1,371,147	2,004,729
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	10,447,281	11,051,980	10,543,100
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	10,447,281	11,051,980
	29	Total net assets or fund balances (see instructions).....	10,447,281	11,051,980
	30	Total liabilities and net assets/fund balances (see instructions).	10,447,281	11,051,980

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

10,447,281

Enter amount from Part I, line 27a .....................

604,699

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

11,051,980

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,051,980

Form 990-PF (2021)

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
1 a	Publicly traded securities	P
b	Passthrough K-1 capital gain	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,436,238	3,033,037	403,201
b			3,419
c
d
e

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			403,201
b			3,419
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	406,620
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 ...................		3

Form 990-PF (2021)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	7,443
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	7,443
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	2,800
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	2,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	4,800
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.......		9	2,643
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

None

The books are in care of bullet

Patsy Guerrero Telephone no. bullet

(713) 521-2811

Located at bullet

10 Waverly CourtHoustonTX ZIP+4 bullet

77005

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

16 At any time during calendar year 2021, 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 VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 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 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
Marc C Melcher	President 1.00	0	0	0
10 Waverly Court Houston,TX77005	President 1.00	0	0	0
C LeRoy Melcher	Secretary 1.00	0	0	0
10 Waverly Court Houston,TX77005	Secretary 1.00	0	0	0
Jody Blazek CPA	Treasurer 1.00	0	0	0
10 Waverly Court Houston,TX77005	Treasurer 1.00	0	0	0
Pierre S Melcher	Director 1.00	0	0	0
10 Waverly Court Houston,TX77005	Director 1.00	0	0	0

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...................				0

Form 990-PF (2021)

Page 7

Part VII

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 VIII-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	Architectural History Program - Foundation Fellow, Stephen Fox, contributed to Rice Design Alliance magazine, the Architectural Record, and Houston Chronicle.Stephen provided presentations and lectures at colleges and other public forums. Stephen is a visiting lecturer in Architecture at the University of Houston and Rice University and provides consultations on architectural history to city visitors, educators, students, writers, artists, and many others.	38,475
2


3


4

Part VIII-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 (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,635,417

Average of monthly cash balances.......................

480,029

Fair market value of all other assets (see instructions)................

2,004,729

Total (add lines 1a, b, and c).........................

10,120,175

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

10,120,175

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

151,803

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

9,968,372

Minimum investment return. Enter 5% (0.05) of line 5................

498,419

Part X

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.)

Minimum investment return from Part IX, line 6..................

498,419

Tax on investment income for 2021 from Part V, line 5.......

7,443

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

7,443

Distributable amount before adjustments. Subtract line 2c from line 1............

490,976

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

490,976

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

490,976

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					490,976
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	17,995
b From 2017......
c From 2018......
d From 2019......	24,698
e From 2020......
f Total of lines 3a through e ........		42,693
4Qualifying distributions for 2021 from Part
XI, line 4: $ 239,042
a Applied to 2020, 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 2021 distributable amount.....					239,042
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		42,693			42,693
(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		0
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					209,241
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 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Asia Society Texas Center 1370 Southmore Blvd Houston,TX77004	N/A	PC	Program support	10,000
Boy Scouts of America Troop 540 4213 Mangum Rd Houston,TX77092	N/A	PC	Program support	4,000
Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston,TX77002	N/A	PC	Program support	5,000
Colorado College 14 E Cache La Poudre St Colorado Springs,CO80903	N/A	PC	General support	31,667
Farm and City PO Box 171 Austin,TX78767	N/A	PC	General support	15,000
Headwaters at the Comal 333 E Klingmann St New Braunfels,TX78130	N/A	PC	Program support	15,000
Heart of America Patriot Foundation 13725 Metcalf Ave Ste 364 Overland Park,KS66223	N/A	PC	General support	25,000
Houston Arts Alliance 5280 Caroline St Ste 100 Houston,TX77004	N/A	PC	General support	5,000
Houston Grand Opera Association Inc 510 Preston St Houston,TX77002	N/A	PC	Program support	10,000
Houston Museum African American Culture PO Box 667129 Houston,TX77266	N/A	PC	General support	10,000
Houston Public Media Foundation PO Box 3626 Houston,TX77253	N/A	PC	General support	10,000
James Dick Foundation for the Performing Arts PO Drawer 89 Round Top,TX78954	N/A	PC	Round Top Festival Institute	2,500
Museum of Fine Arts Houston PO Box 6826 Houston,TX77265	N/A	PC	Core Salon & Glassell School of Art	20,000
SHAPE Community Center PO Box 8428 Houston,TX77288	N/A	PC	Program support	2,500
St John's School 2401 Claremont Ln Houston,TX77019	N/A	PC	General support	15,000
Tanglewood Foundation 5757 Woodway Dr Houston,TX77057	N/A	PC	Community preservation	1,000
The Orange Show Foundation PO Box 230309 Houston,TX77223	N/A	PC	General support	15,000
Total ................................. 3a				196,667

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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	53
4 Dividends and interest from securities ....
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 .....
8 Gain or (loss) from sales of assets other than inventory ............	525990	5,622	18	406,620
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aTax refund			01	10,690
bPassthrough K-1 income	525990	-82,622	14	10,187
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		-77,000		633,885	0

13Total. Add line 12, columns (b), (d), and (e)..................

556,885

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

Anchorage Foundation of Texas

Employer identification number

74-2071804

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization Anchorage Foundation of Texas

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	Godfather Charitable Trust PO Box 1524 Pennington, NJ08534	$ 376,190	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization Anchorage Foundation of Texas		Employer identification number 74-2071804

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) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization Anchorage Foundation of Texas			Employer identification number 74-2071804
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Tax compliance	4,500	1,950		2,250

- TIN:

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

TY 2021 GainLossSaleOtherAssetsSch

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Name	Date Acquired	How Acquired	Date Sold	Purchaser Name	Gross Sales Price	Basis	Basis Method	Sales Expenses	Total (net)	Accumulated Depreciation
Passthrough K-1 capital gain (UBTI)		Purchased					Cost	0	5,622

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3,000 shs Intl Bkt Note ISS BNS	30,000	37,500
2,000 shs SP500 Clirns Issuer Bns	20,000	25,520

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Name of Stock	End of Year Book Value	End of Year Fair Market Value
4,000 shs Brookfield BRP Holdings	100,000	97,960
4,000 shs Capital One Fincl Corp	100,000	101,680
2,600 shs First Horizon Corp	65,000	65,728
4,000 shs Huntington Bancshares	100,000	105,120
2,000 shs JPMorgan Chase & Co	50,000	52,220
4,000 shs Partnerre Ltd	100,000	108,400
4,000 shs Regions Financial Corp	100,000	101,600
5,000 shs Blackrock Innovation And	100,000	72,700
92,541 shs Schlumberger Ltd	4,982,658	2,771,603
5,209 shs Transocean Ltd	147,633	14,377
1,127 shs Abb Ltd Spon Adr	30,965	43,018
219 shs Abbott Labs	17,734	30,822
74 shs Accenture Plc Shs	22,336	30,677
32 shs Alphabet Inc Shs CL A	40,631	92,705
28 shs Amazon Com Inc Com	57,507	93,362
37 shs Anthem Inc	10,971	17,151
99 shs Aon Plc Reg Shs	18,013	29,755
667 shs Apple Inc	31,620	118,439
33 shs ASML Hldg Nv Ny Reg Shs	9,845	26,273
720 shs Astrazeneca Plc Spnd Adr	40,418	41,940
49 shs Atlassian Corp Plc	6,522	18,683
621 shs Bank Of Nova Scotia	30,481	44,519
2,070 shs Barclays Plc Adr	20,880	21,425
39 shs Blackrock Inc	16,501	35,707
1,040 shs C.H. Robinson Worldwide	96,736	111,935
309 shs Canadian Pacific Railway	21,839	22,229
164 shs Capital One Finl	19,593	23,795
505 shs Carrier Global Corp Reg	22,801	27,391
215 shs Chevron Corp	18,162	25,230
487 shs Cisco Systems Inc Com	24,147	30,861
505 shs Citigroup Inc Com New	31,124	30,497
474 shs Conocophillips	28,750	34,213
78 shs Costco Wholesale Crp Del	21,550	44,281
173 shs Danaher Corp Del Com	28,269	56,919
230 shs Diageo Plc Spsd Adr New	28,801	50,632
214 shs Disney (Walt) Co Com Stk	27,010	33,146
100 shs Eaton Corp Plc	16,726	17,282
1,130 shs Emerson Elec Co	83,135	105,056
1,651 shs Equinor Asa	35,875	43,471
331 shs Equity Residential	24,628	29,956
93 shs Expedia Group Inc	16,358	16,807
88 shs Ferrari Nv	24,047	22,776
1,064 shs Ford Motor Co	14,559	22,099
837 shs Garmin Ltd	109,278	113,974
518 shs Genl Dynamics Corp Com	82,757	107,987
574 shs HDFC Bank Ltd Adr	35,643	37,350
110 shs Hilton Worldwide	10,115	17,159
94 shs Home Depot Inc	11,947	39,011
182 shs Honeywell Intl Inc Del	25,849	37,949
208 shs International Paper Co	12,518	9,772
239 shs JPMorgan Chase & Co	28,714	37,846
147 shs Linde Plc Reg Shs	28,268	50,925
49 shs Lululemon Athletica Inc	15,228	19,181
155 shs L3Harris Technologies	35,169	33,052
824 shs Marvell Tech Inc	40,973	72,092
262 shs Medtronic Plc Shs	28,178	27,104
22 shs Mercadolibre Inc	37,317	29,665
304 shs Microchip Technology Inc	14,036	26,466
388 shs Microsoft Corp	48,186	130,492
441 shs National Grid Plc Shs	26,716	31,893
358 shs Nextera Energy Inc Shs	16,609	33,423
364 shs Norfolk Southern Corp	97,267	108,366
195 shs Novo Nordisk As Adr	11,826	21,840
684 shs Nutrien Ltd Reg Shs	41,387	51,437
75 shs NXP Semiconductors N.V.	16,606	17,084
754 shs Packaging Corp America	110,765	102,657
108 shs Parker Hannifin Corp	31,165	34,357
671 shs Procter & Gamble Co	97,111	109,762
225 shs Prologis Inc	16,348	37,881
648 shs Quest Diagnostics Inc	83,734	112,110
517 shs Relx Plc	12,256	16,859
280 shs Ryanair Holdings Plc Shs	29,061	28,652
573 shs Sanofi Adr	26,627	28,707
75 shs Sea Ltd	10,233	16,778
117 shs Sherwin Williams	34,065	41,203
812 shs Sk Telecom Adr	19,611	21,656
456 shs Sony Group Corp	27,782	57,638
73 shs Spotify Tech S.A. Reg	21,742	17,084
497 shs Taiwan S Manufctring Adr	25,475	59,794
408 shs Target Corp Com	100,416	94,428
512 shs Texas Instruments	90,011	96,497
43 shs Thermo Fisher Scientific	5,640	28,691
140 shs Thomson Reuters Corp Reg	11,144	16,747
467 shs Toronto Dominion Bank	34,268	35,810
472 shs Totalenergies SE	21,422	23,345
215 shs Toyota Motor Corp Adr	31,341	39,840
450 shs Truist Finl Corp	22,164	26,348
1,247 shs Tyson Foods Inc CL A	104,410	108,689
103 shs Union Pacific Corp	17,079	25,949
189 shs Visa Inc CL A Shrs	24,036	40,958
237 shs Walmart Inc	25,619	34,292
119 shs Wix Com Ltd	19,716	18,777
193 shs Zoetis Inc	21,942	47,098
4,358 shs Invesco Oppenheimer	173,499	197,897
668 shs Ishares Msci Japan ETF	42,655	44,729
373 shs Vanguard Information	39,177	170,897
1,926 shs Vanguard Energy ETF	160,113	149,477
741 shs Vanguard Industrial ETF	80,951	150,393

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Alkeon Growth Offshore	AT COST	299,998	611,504
Ironwood Multi-Strategy	AT COST	558,624	608,571
Renaissance Access	AT COST	194,338	466,265
EIV Capital Fund III-A LP	AT COST	132,252	132,454
EIV Capital Fund IV LP	AT COST	185,935	185,935

- TIN:

TY 2021 OtherExpensesSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Bank fees	629	0	629
Insurance	1,021	0	1,021
K-1 expenses	40,310	38,627	0
Payroll processing fees	49	0	49

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Tax refund	10,690		10,690
Passthrough K-1 income	-72,435	9,793	-72,435

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment management fees	44,186	44,186		0

- TIN:

TY 2021 TaxesSchedule

Name:

Anchorage Foundation of Texas

EIN:

74-2071804

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Foreign tax	2,588	2,588		0