Form990-PF


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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
MD Anderson Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 2558
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77252
A Employer identification number

30-0129656
B Telephone number (see instructions)

(713) 216-3773
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$148,902,674J 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 623 623  
4 Dividends and interest from securities... 3,298,278 3,298,278  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,969,995
b Gross sales price for all assets on line 6a 9,672,430
7 Capital gain net income (from Part IV, line 2)... 7,969,995
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 338,972 338,780  
12 Total. Add lines 1 through 11........ 11,607,868 11,607,676  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,000 76,800   115,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,749 0   1,749
b Accounting fees (attach schedule)....... Click to see attachment 6,500 3,250   3,250
c Other professional fees (attach schedule).... Click to see attachment 402,220 294,220   108,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 93,703 3,703   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 125,690 108,216   16,262
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 821,862 486,189   244,461
25 Contributions, gifts, grants paid....... 5,627,433 5,627,433
26 Total expenses and disbursements. Add lines 24 and 25 6,449,295 486,189   5,871,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,158,573
b Net investment income (if negative, enter -0-) 11,121,487
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 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.............      
2 Savings and temporary cash investments......... 596,289 783,430 783,430
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 59,711,564 Click to see attachment62,878,706 103,253,654
c Investments—corporate bonds (attach schedule)....... 29,353,904 Click to see attachment30,912,616 30,773,314
11 Investments—land, buildings, and equipment: basis bullet70,560
Less: accumulated depreciation (attach schedule) bullet   70,560 70,560 294,471
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,489,459 Click to see attachment12,735,037 13,797,805
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,221,776 107,380,349 148,902,674
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 102,221,776 107,380,349
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    
29 Total net assets or fund balances (see instructions)..... 102,221,776 107,380,349
30 Total liabilities and net assets/fund balances (see instructions). 102,221,776 107,380,349
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
102,221,776
2
Enter amount from Part I, line 27a .....................
2
5,158,573
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
107,380,349
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
107,380,349
Form 990-PF (2021)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities      
b Capital gain distributions      
c Passthrough K-1 capital gain      
d
e
(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 9,672,430   5,007,965 4,664,465
b       3,055,279
c       250,251
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       4,664,465
b       3,055,279
c       250,251
d
e
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 7,969,995
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  
Form 990-PF (2021)
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 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 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........................... 3 154,589
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- ..... 5 154,589
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 101,249
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 79,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 180,249
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,660
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet25,660 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletStephany Lewis Telephone no.bullet (713) 216-3773

    Located atbulletPO Box 2558HoustonTX ZIP+4bullet77252
    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 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
    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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)
     
    No
    (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)
     
    No
    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
    c
    ........bullet
    d
    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? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    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.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (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)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (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)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    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
    Charles W Hall President
    10.00     		48,000 0 0
    1301 McKinney
    Houston,TX77010
    Uriel E Dutton Vice President
    5.00     		48,000 0 0
    1301 McKinney
    Houston,TX77010
    James W Crownover Vice President
    5.00     		48,000 0 0
    1301 McKinney
    Houston,TX77010
    Carter Crow Vice President
    5.00     		48,000 0 0
    1301 McKinney
    Houston,TX77010
    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 0
    Form 990-PF (2021)
    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
    MPC Capital Advisors LLC Investment management 124,664
    622 Third Ave 38th Floor
    New York,NY10017
    JPMorgan Chase Bank NA Grants administration 108,000
    707 Travis St Floor 11
    Houston,TX77002
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    140,988,862
    b
    Average of monthly cash balances.......................
    1b
    3,204,092
    c
    Fair market value of all other assets (see instructions)................
    1c
    294,471
    d
    Total (add lines 1a, b, and c).........................
    1d
    144,487,425
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    144,487,425
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,167,311
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    142,320,114
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,116,006
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    7,116,006
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    154,589
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    154,589
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,961,417
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,961,417
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,961,417
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    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 6,961,417
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 5,828,099
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,871,894
    a Applied to 2020, but not more than line 2a 5,828,099
    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..... 43,795
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 ..........     		6,917,622
    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)
    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 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Stephany Lewis JP Morgan Chase
    PO Box 2558
    Houston,TX772528037
    (713) 216-3773
    bThe form in which applications should be submitted and information and materials they should include:
    An original and four copies of each grant application should be submitted in letter form. If the application is for a matching grant, the application should disclose the other foundations involved.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Grants are made pursuant to the requirements of the bylaws of the M.D. Anderson Foundation. Thus, grants are made for the following purposes: 1.) To the improvement of working class conditions among workers generally, as well as among particular classes of unskilled, skilled, and agricultural workers; 2.) To the establishment, support, and maintenance of hospitals, homes, and institutions for the care of the sick, the young, the aged, the incompetent, and the helpless among the people; 3.) To the improvement of living conditions among people generally, as well as in particular sections or localities; and 4.) To the promotion of health, science, education, and advancement and diffusion of knowledge and understanding among the people.
    Form 990-PF (2021)
    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)
    aPaid during the year
    Agape Development Ministries
    PO Box 460061
    Houston,TX77056     		N/A PC Capital campaign 100,000
    Aishel House Inc
    1955 University Blvd
    Houston,TX77030     		N/A PC To serve those in need at the Texas Medical Center 25,000
    Alley Theatre
    615 Texas Ave
    Houston,TX77002     		N/A PC Education and operating support, and COVID-19 recovery efforts 150,000
    Asian American Health Coalition of the Greater Houston Area
    7001 Corporate Dr Ste 120
    Houston,TX77036     		N/A PC The Mabee Foundation Challenge 50,000
    BakerRipley
    PO Box 231808
    Houston,TX77223     		N/A PC Holistic health and wellness programs 50,000
    Baylor College of Medicine
    One Baylor Plaza St 143A
    Houston,TX77030     		N/A PC Operating support 250,000
    Baylor University
    One Bear Place No 97288
    Waco,TX76798     		N/A PC Mock trial and moot court competition program 50,000
    Baylor University
    One Bear Place No 97288
    Waco,TX76798     		N/A PC Operating support 50,000
    Belong Bakery
    9655 Katy Fwy Ste 3105
    Houston,TX77024     		N/A PC Building construction 50,000
    Bo's Place
    10050 Buffalo Speedway
    Houston,TX77054     		N/A PC Operating support 15,000
    Boys & Girls Country of Houston Inc
    18806 Roberts Rd
    Hockley,TX77447     		N/A PC Operating support 12,500
    Briarwood School
    12207 Whittington Dr
    Houston,TX77077     		N/A PC Professional staff development 15,000
    Camp For All Foundation
    3701 Kirby Dr Ste 570
    Houston,TX77098     		N/A PC Operating support 10,000
    Casa de Esperanza de los Ninos Inc
    PO Box 301209
    Houston,TX77230     		N/A PC Residental Program 25,000
    Center for Houston's Future Inc
    701 Avenida de las Americas Ste 900
    Houston,TX77010     		N/A PC Operating support 50,000
    Central Houston Civic Improvement Inc
    1221 McKinney St Ste 4250
    Houston,TX77010     		N/A PC Capital campaign 50,000
    Child Advocates Inc
    3701 Kirby Dr Ste 400
    Houston,TX77098     		N/A PC Court Services Program 15,000
    Chinquapin Preparatory School
    2615 East Wallisville Rd
    Highlands,TX77562     		N/A PC Programs, services, scholarships and operating support 100,000
    CHRISTUS Foundation for HealthCare
    PO Box 1919
    Houston,TX77251     		N/A PC Nutrition education services 25,000
    Cristo Rey Jesuit College Preparatory School of Houston
    6700 Mount Carmel St
    Houston,TX77087     		N/A PC Scholarship 10,000
    DePelchin Children's Center
    4950 Memorial Dr
    Houston,TX77007     		N/A PC New mental health service program, entitled Families COUNT 100,000
    El Centro de Corazon
    PO Box 230209
    Houston,TX77223     		N/A PC To increase oral health care for 2,800 underserved individuals 25,000
    Evelyn Rubenstein Jewish Community Center of Houston
    5601 S Braeswood Blvd
    Houston,TX77096     		N/A PC Renovation and construction project 150,000
    Genesys Works
    3100 Main St Ste 702
    Houston,TX77002     		N/A PC Meaningful High School Internship program 25,000
    Good Reason Houston Inc
    8 Greenway Plaza Ste 900
    Houston,TX77046     		N/A PC To launch the first year of Early Learning Fund 100,000
    Good Samaritan Foundation of Texas Inc
    3262 Westheimer Rd Ste 764
    Houston,TX77098     		N/A PC Nursing scholarship programs 30,000
    Guide Dogs for the Blind Inc
    PO Box 151200
    San Rafael,CA94915     		N/A PC In-Home Training Program 25,000
    Halo House Foundation
    2940 Corder St
    Houston,TX77054     		N/A PC Operating support 25,000
    His Father's Heart Ministries
    2103 N Main St
    Houston,TX77009     		N/A PC Building Automation System 25,000
    Holocaust Museum Houston
    5401 Caroline St
    Houston,TX77004     		N/A PC Operating support 20,000
    Houston Achievement Place
    245 W 17th St
    Houston,TX77008     		N/A PC Project CLASS 15,000
    Houston Arboretum & Nature Center
    4501 Woodway Dr
    Houston,TX77024     		N/A PC Guided Field Experience program 25,000
    Houston Area Women's Center Inc
    1010 Waugh Dr
    Houston,TX77019     		N/A PC Survive and Thrive, HAWC's Campaign for Courage and Counseling and Advocacy program 25,000
    Houston Ballet Foundation
    601 Preston St
    Houston,TX77002     		N/A PC Program support 25,000
    Houston Botanic Garden
    8205 N Bayou Dr
    Houston,TX77017     		N/A PC Garden recovery from freeze 25,000
    Houston Food Bank
    535 Portwall St
    Houston,TX77029     		N/A PC Program support 25,000
    Houston Grand Opera Association Inc
    510 Preston St
    Houston,TX77002     		N/A PC Program support 135,000
    Houston Grand Opera Association Inc
    510 Preston St
    Houston,TX77002     		N/A PC Special COVID-19 recovery 125,000
    Houston Habitat for Humanity Inc
    3750 N McCarty St
    Houston,TX77029     		N/A PC Robins Landing 150,000
    Houston Hospice
    1905 Holcombe Blvd
    Houston,TX77030     		N/A PC End of life care 50,000
    Houston Museum of Natural Science
    5555 Hermann Park Dr
    Houston,TX77030     		N/A PC Youth Science Education Programming 25,000
    Houston Symphony Society
    615 Louisiana St Ste 102
    Houston,TX77002     		N/A PC Program support and Covid Relief Support 160,000
    Houston Zoo Inc
    1513 Cambridge St
    Houston,TX77030     		N/A PC Zoo's Centennial Campaign 250,000
    Institute for Rehabilitation & Research Foundation
    3355 West Alabama St Ste 950
    Houston,TX77098     		N/A PC Expansion in Houston 100,000
    John P McGovern Museum of Health & Medical Science
    1515 Hermann Dr
    Houston,TX77004     		N/A PC Program support 50,000
    Joy Development School
    One Chelsea Blvd
    Houston,TX77006     		N/A PC Dream Big Campaign 200,000
    JUST Community
    PO Box 153188
    Austin,TX78715     		N/A PC Expansion in Houston 50,000
    JDRF International Houston Gulf Coast Chapter
    1776 Yorktown Ste 560
    Houston,TX77056     		N/A PC Research support 100,000
    Kids' Meals Inc
    330 Garden Oaks Blvd
    Houston,TX77018     		N/A PC Education Success Feeding Program 20,000
    KIPP Texas Inc
    10711 Kipp Way Drive
    Houston,TX77099     		N/A PC Program support 100,000
    Methodist Hospital Foundation
    1707 Sunset Blvd
    Houston,TX77005     		N/A PC Research support 150,000
    Museum of Fine Arts Houston
    1001 Bissonnet St
    Houston,TX77005     		N/A PC Fall 2021 exhibiton Calder-Picasso 50,000
    Neuhaus Education Center
    4433 Bissonnet St
    Bellaire,TX77401     		N/A PC Operating support 20,000
    New Hope Housing Inc
    3315 Harrisburg Blvd Ste 400
    Houston,TX77003     		N/A PC Operating support 40,000
    Palmer Drug Abuse Program - Houston Inc
    840 Gessner Rd Ste 1200
    Houston,TX77024     		N/A PC Operating support 20,000
    Project GRAD Houston
    3100 Main St Ste 701A
    Houston,TX77002     		N/A PC College Access and Success Programming 50,000
    Project Row Houses
    2521 Holman St
    Houston,TX77004     		N/A PC Eldorado Ballroom restoration 100,000
    reMIND
    PO Box 27607
    Houston,TX77227     		N/A PC Free confidential facilitated support group services for depression and bipolar disorders 12,500
    Sam Houston Area Council Boy Scouts of America
    2225 North Loop W
    Houston,TX77008     		N/A PC Scouting programs 25,000
    San Jose Clinic
    2615 Fannin St
    Houston,TX77002     		N/A PC Patient care support 100,000
    Sight Into Sound
    3935 Essex Ln
    Houston,TX77027     		N/A PC Program support 10,000
    Society For The Performing Arts
    615 Louisiana St Ste 100
    Houston,TX77002     		N/A PC Operating support 25,000
    St Dominic Village
    2401 Holcombe Blvd
    Houston,TX77021     		N/A PC Project Renovare, renovation and modernization of the care campus 20,000
    Strake Jesuit College Preparatory
    8900 Bellaire Blvd
    Houston,TX77036     		N/A PC Financial Aid Program 50,000
    Teach for America Inc
    2 Greenway Plaza Ste 500
    Houston,TX77046     		N/A PC Operating support 25,000
    The Ballard House
    21421 Cinco Park Rd
    Katy,TX77450     		N/A PC Appliances and ventilation systems replacement 10,000
    The Beta Foundation
    9701 Almeda Genoa Rd
    Houston,TX77075     		N/A PC Operating support 50,000
    The Center for Pursuit
    PO Box 130564
    Houston,TX77219     		N/A PC Health Services program 50,000
    The Parish School
    11001 Hammerly Blvd
    Houston,TX77043     		N/A PC Operating support 10,000
    The Rise School of Houston
    5618 H Mark Crosswell Jr St
    Houston,TX77021     		N/A PC Operating support 50,000
    The Rose
    12700 N Featherwood Dr Ste 260
    Houston,TX77034     		N/A PC Ultrasound system and examination bed replacement 85,433
    The Rothko Chapel
    1409 Sul Ross St
    Houston,TX77006     		N/A PC Opening Spaces Campaign 100,000
    The Salvation Army Greater Houston Area
    1500 Austin St
    Houston,TX77002     		N/A PC Near Northside Campus Project 100,000
    The Westview School Inc
    1900 Kersten Dr
    Houston,TX77043     		N/A PC Westview School Scholarship Fund 50,000
    The Women's Resource of Greater Houston
    730 N Post Oak Rd Ste 203
    Houston,TX77024     		N/A PC Program support 10,000
    The Workfaith Connection
    4555 Dacoma St Ste 200
    Houston,TX77092     		N/A PC WorkFaith Expansion program 50,000
    Theatre Under The Stars Inc
    800 Bagby St Ste 200
    Houston,TX77002     		N/A PC 2021-2022 Homecoming Season 50,000
    Today's Harbor for Children
    514 Bayridge Rd
    La Porte,TX77571     		N/A PC Operating support 10,000
    Trees For Houston
    PO Box 270477
    Houston,TX77277     		N/A PC Tree planting and maintenance 5,000
    United Negro College Fund Inc
    2101 Crawford St Ste 307
    Houston,TX77002     		N/A PC Last Dollars Scholarship 30,000
    University of Houston
    4302 University Dr Room 221
    Houston,TX77204     		N/A GOV M.D. Anderson Foundation Endowed Professorship in Medicine 500,000
    Vecino Health Centers
    424 Hahlo St
    Houston,TX77020     		N/A PC Operating support 12,000
    William Marsh Rice University
    PO Box 1892
    Houston,TX77251     		N/A PC Engineering and Science Building 250,000
    Yellowstone Academy Inc
    3000 Trulley St
    Houston,TX77004     		N/A PC Yellowstone Forever Campaign 125,000
    Yes Prep Public Schools Inc
    5455 South Loop E
    Houston,TX77033     		N/A PC Program support 100,000
    Total .................................bullet 3a 5,627,433
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    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
    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 ...........     		    14 623  
    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 ............     		    18 7,969,995  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPassthrough K-1 income     		    14 240,815  
    bRoyalty income     15 98,157  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 11,607,868 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    11,607,868
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 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)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit and tax fees 6,500 3,250   3,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Name of Bond End of Year Book Value End of Year Fair Market Value
    317,175 shs Vanguard Dev Mkt Indx-Adm 3,788,853 5,214,350
    710,353 shs Eaton Vance Inc Fd Bostn-Ins 4,006,763 3,977,976
    752,191 shs PIMCO All Assets All Auth-Is 7,349,179 6,205,573
    90,896 shs Vanguard S/T Infl Prot-Adm 2,251,500 2,339,666
    1,088,894 shs Vanguard Short Term Co Fund 11,749,246 11,727,384
    148,005 shs Templeton Global Bond-A 1,767,075 1,308,365

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JPM GMO Benchmark-Free III 7,246,414 7,001,268
    DFA Portfolio Institutional 9,437,298 13,714,028
    77,689 shs Vanguard Inst Index-Inst 11,761,370 31,525,477
    63,911 shs Vanguard Growth Index-Adm 2,515,290 10,554,899
    164,706 shs Artisan International-Inv 4,329,283 5,020,253
    202,490 shs Causeway Internatl Val-Inst 2,692,230 3,521,312
    295,793 shs Hartford Glbl Rl Asst-I 2,984,600 2,602,983
    684,657 shs Westwood Income Opportun - I 8,909,001 8,743,074
    3,508 shs Altria Group Inc 98,967 166,244
    7,305 shs AT&T Inc 192,668 179,703
    7,572 shs Bank of America Corp 214,379 336,878
    508 shs Broadcom Inc 179,738 338,028
    2,696 shs Chevron Corp 221,025 316,375
    4,289 shs Cisco Systems Inc 110,946 271,794
    2,790 shs Citigroup Inc 217,774 168,488
    2,779 shs Conocophillips 117,711 200,588
    3,057 shs Dow Inc 136,722 173,393
    2,046 shs Duke Energy Corp 171,661 214,625
    870 shs Eli Lilly & Co 24,346 240,311
    2,309 shs Exxon Mobil Corp 168,847 141,288
    990 shs General Dynamics Corp 165,560 206,385
    2,420 shs Genuine Parts Co 107,078 339,284
    4,530 shs Intel Corp 143,637 233,295
    1,890 shs Johnson & Johnson 115,273 323,322
    2,125 shs JPMorgan Chase & Co 98,202 336,494
    1,400 shs Kimberly-Clark Corp 71,668 200,088
    999 shs Lowe's Cos Inc 86,751 258,221
    3,249 shs Merck & Co Inc 116,184 249,003
    618 shs Microsoft Corp 11,657 207,846
    3,631 shs Morgan Stanley 144,589 356,419
    4,104 shs Nextera Energy Inc 45,259 383,149
    5,106 shs Pfizer Inc 142,785 301,509
    3,175 shs Philip Morris International 171,014 301,625
    3,295 shs Raytheon Tech Corp 111,816 283,568
    1,311 shs Target Corp 94,147 303,418
    988 shs Travelers Cos Inc 39,987 154,553
    4,400 shs Truist Financial Corp 209,396 257,620
    1,352 shs United Parcel Svc-CL B 227,259 289,788
    6,083 shs Vici Properties Inc 189,380 183,159
    2,906 shs Walgreens Boots Alliance Inc 181,872 151,577
    1,247 shs 3M Co 135,019 221,505
    5,685 shs BCE Inc 246,431 295,847
    1,775 shs Chubb Ltd 189,326 343,125
    983 shs Diageo Plc-Spons ADR 42,136 216,398
    4,538 shs Johnson Controls International PLC 194,525 368,985
    2,129 shs Medtronic PLC 210,899 220,245
    3,199 shs Novartis AG-Sponsored ADR 216,091 279,817
    3,670 shs Siemens AG-Spons ADR 241,761 317,822
    3,450 shs Unilever N V -NY Shares 62,122 185,576
    5,529 shs Healthpeak Properties Inc 142,033 199,542
    2,518 shs Welltower Inc 65,632 215,969
    3,020 shs ABM Industries Inc 94,579 123,367
    5,350 shs Adapthealth Corp 121,881 130,861
    2,380 shs Altra Industrial Motion Corp 60,295 122,737
    1,330 shs AMN Healthcare Services Inc 51,385 162,699
    1,925 shs Arcosa Inc 77,568 101,448
    792 shs Absbury Automotive Group 146,120 136,802
    2,800 shs Avient Corp 116,085 156,660
    1,975 shs Belden Inc 130,676 129,817
    2,590 shs Brink's Co 120,303 169,826
    8,555 shs Cadence Bank 171,895 254,853
    1,930 shs Casella Waste Systems Inc-A 66,794 164,861
    4,070 shs CBIZ Inc 105,093 159,218
    2,990 shs Central Garden And Pet Co-A 88,547 143,072
    9,190 shs CVB Financial Corp 162,032 196,758
    6,240 shs Element Solutions Inc 152,744 151,507
    2,280 shs Envista Holdings Corp 57,074 102,737
    1,440 shs Esco Technologies Inc 55,226 129,586
    3,190 shs Formfactor Inc 121,084 145,847
    2,140 shs Forward Air Corp 148,025 259,133
    2,380 shs Gibraltar Industries Inc 101,072 158,698
    4,500 shs Glacier Bancorp Inc 164,892 255,150
    2,360 shs HB Fuller Co 109,254 191,160
    544 shs ICU Medical Inc 63,924 129,113
    3,140 shs Independent Bank Corp 118,246 256,004
    1,097 shs Installed Building Products 140,467 153,273
    1,890 shs Integer Holdings Corp 145,143 161,765
    1,590 shs Lakeland Financial Corp 57,848 127,423
    756 shs Lancaster Colony Corp 93,719 125,194
    10,220 shs Magnolia Oil & Gas Corp 105,657 192,851
    7,075 shs Matador Resources Co 154,511 261,209
    1,145 shs MGE Energy Inc 44,275 94,176
    3,295 shs Millerknoll Inc 143,036 129,131
    1,066 shs Modivcare Inc 135,221 158,077
    1,560 shs One Gas Inc 82,127 121,040
    1,183 shs Perficient Inc 62,146 152,950
    1,390 shs Plexus Corp 81,242 133,287
    5,560 shs Rambus Inc 81,789 163,408
    2,580 shs Selective Insurance Group 124,313 211,405
    985 shs Semtech Corp 40,389 87,596
    4,070 shs Simply Good Foods Co 92,597 169,190
    2,010 shs Skyline Champion Corp 92,714 158,750
    2,630 shs Southstate Corp 182,490 210,689
    3,037 shs Stifel Financial Corp 165,560 213,866
    1,575 shs Syneos Health Inc 146,078 161,721
    4,415 shs United Bankshares Inc 175,274 160,176
    4,385 shs Willscot Mobile Mini Holdings 78,606 179,083
    4,910 shs Wolverine World Wide Inc 121,429 141,457
    1,480 shs Addus Homecare Corp 121,152 138,395
    1,920 shs Brinker International Inc 127,823 70,253
    7,340 shs Harsco Corp 112,990 122,651
    2,910 shs Horace Mann Educators 67,933 112,617
    1,660 shs ICF International Inc 134,912 170,233
    1,254 shs Kaiser Aluminum Corp 100,936 117,801
    3,910 shs La-Z-Boy Inc 68,458 141,972
    5,150 shs Lantheus Holdings Inc 138,501 148,784
    2,320 shs Methode Electronics Inc 66,066 114,074
    1,825 shs Oxford Industries Inc 135,591 185,274
    3,915 shs Selectquote Inc 112,534 35,470
    1,320 shs Standex International Corp 75,612 146,071
    2,080 shs US Ecology Inc 59,321 66,435
    3,860 shs Flowers.com Inc 119,309 90,208
    6,255 shs Pebblebrook Hotel Trust 151,743 139,924
    4,820 shs Physicians Realty Trust 52,659 90,761
    2,440 shs Potlatchdeltic Corp 131,982 146,937

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Aspect US Inst Ltd Div Fund AT COST 2,382,168 3,884,019
    Davidson Kempner Inst Ptrs LP AT COST 4,992,495 5,102,892
    Double Black Diamond Ltd AT COST 3,500,000 4,355,611
    GS Distressed Opportunities Fund IV AT COST 131,725 98,834
    GS Vintage Fund V Offshore AT COST 201,829 159,883
    GS West Street Spc Series 6 AT COST 156,198 58,994
    GSCP V Inst'l AIV LP AT COST 37,222 19,323
    Mount Kellett Capital Ptrs (Cayman) AT COST 483,970 17,374
    MSREF V Offshore Investors Intl AT COST 842,383 92,061
    THL Equity VI Access Offshore LP AT COST 2,469 3,058
    Whitehall Street Int'l RE Corp 2005 AT COST 4,578 5,756

    TY 2021 LegalFeesSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General governance and counsel 1,749 0   1,749


    TY 2021 OtherExpensesSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 16,262 0   16,262
    K-1 expenses 109,204 107,992   0
    Royalty production costs 224 224   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Passthrough K-1 income 240,815 240,623 240,815
    Royalty income 98,157 98,157 98,157


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management fees 294,220 294,220   0
    Grants administration 108,000 0   108,000


    TY 2021 TaxesSchedule
    Name:
    MD Anderson Foundation
    EIN:
    30-0129656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax 90,000 0   0
    Ad valorem tax 294 294   0
    Production tax 250 250   0
    Foreign tax 3,159 3,159   0