Form990-PF
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Click to see list of attachmentsClick to see list of attachments

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
Carl C Anderson Sr and Marie Jo Anderson
Charitable Foundation
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dallas, TX75265
A Employer identification number

74-6078530
B Telephone number (see instructions)

(888) 866-3275
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$97,878,799J 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      
4 Dividends and interest from securities... 1,274,565 1,274,565  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,751,762
b Gross sales price for all assets on line 6a 57,269,932
7 Capital gain net income (from Part IV, line 2)... 19,751,762
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 292,397 292,397  
12 Total. Add lines 1 through 11........ 21,318,724 21,318,724  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 722,247 199,168   523,079
14 Other employee salaries and wages...... 299,800     299,800
15 Pension plans, employee benefits....... 114,519     114,519
16a Legal fees (attach schedule)......... Click to see attachment 242,530     242,530
b Accounting fees (attach schedule)....... Click to see attachment 27,600     27,600
c Other professional fees (attach schedule).... Click to see attachment 46,598 46,598    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 250,674 54,390   36,284
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 67,076     67,076
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 176,246 126,020   50,226
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,947,290 426,176   1,361,114
25 Contributions, gifts, grants paid....... 5,325,100 5,325,100
26 Total expenses and disbursements. Add lines 24 and 25 7,272,390 426,176   6,686,214
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,046,334
b Net investment income (if negative, enter -0-) 20,892,548
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............. 173,427 79,804 79,804
2 Savings and temporary cash investments......... 1,509,939 1,890,651 1,890,752
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)   Click to see attachment1,363,572 1,360,640
b Investments—corporate stock (attach schedule)....... 38,193,444 Click to see attachment23,066,360 28,916,880
c Investments—corporate bonds (attach schedule)....... 10,165,646 Click to see attachment2,374,650 2,374,290
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,956,467 Click to see attachment44,099,318 63,254,303
14 Land, buildings, and equipment: basis bullet45,705
Less: accumulated depreciation (attach schedule) bullet45,705 331    
15 Other assets (describe bullet) Click to see attachment2,130 Click to see attachment2,130 Click to see attachment2,130
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,001,384 72,876,485 97,878,799
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
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........... 58,001,384 72,876,485
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)..... 58,001,384 72,876,485
30 Total liabilities and net assets/fund balances (see instructions). 58,001,384 72,876,485
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
58,001,384
2
Enter amount from Part I, line 27a .....................
2
14,046,334
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
828,767
4
Add lines 1, 2, and 3 ..........................
4
72,876,485
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
72,876,485
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 P 2021-12-31 2021-12-31
b Common Trust Fund P 2021-12-31 2021-12-31
c Capital Gain Distributions P 2021-12-31 2021-12-31
d Forms K-1 P 2021-12-31 2021-12-31
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 54,924,342   37,395,435 17,528,907
b     122,735 -122,735
c 68,893     68,893
d 2,276,697     2,276,697
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       17,528,907
b       -122,735
c       68,893
d       2,276,697
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 19,751,762
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 19,751,762
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  
3 Add lines 1 and 2........................... 3 290,406
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 290,406
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 189,594
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 114,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 303,594
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 19
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 13,169
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet13,169 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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)
    bulletNM, TX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletwww.theandersonfoundation.org
    14
    The books are in care ofbulletBrad Robb Executive Director Telephone no.bullet (512) 694-9399

    Located atbulletPO Box 40536AustinTX ZIP+4bullet78704
    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
    Carl Anderson III Chairman
    20.00     		50,000    
    PO Box 40536
    Austin,TX78704
    Stacey Anderson Vice Chair
    5.00     		20,000    
    PO Box 40536
    Austin,TX78704
    Elliott Anderson Trustee
    5.00     		20,000    
    PO Box 40536
    Austin,TX78704
    Seth Anderson Trustee
    5.00     		20,000    
    PO Box 40536
    Austin,TX78704
    Bank of AmericaClick to see attachment Trustee
    1.00     		331,947    
    PO Box 653067
    Dallas,TX752653067
    Jennifer Bird Trustee
    0.00     		0    
    PO Box 40536
    Austin,TX78704
    Brad Robb Exec Director
    40.00     		280,300 41,402  
    PO Box 40536
    Austin,TX78704
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Karen Kahan Prog Officer
    40.00     		137,500 37,224  
    PO Box 40536
    Austin,TX78704
    Catherine Sitton Grants Mgr
    40.00     		86,700 32,175  
    PO Box 40536
    Austin,TX78704
    Justin Ito Grants Mgr
    40.00     		75,600 7,551  
    PO Box 40536
    Austin,TX78704
    Total number of other employees paid over $50,000...................bullet  
    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
    Graves Dougherty Hearon & Moody PC Legal services 238,022
    401 Congress Ave 2700
    Austin,TX78701
    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  
    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)
    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
    91,500,810
    b
    Average of monthly cash balances.......................
    1b
    1,619,961
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    93,120,771
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    93,120,771
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,396,812
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    91,723,959
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,586,198
    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
    4,586,198
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    290,406
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    290,406
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,295,792
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    4,295,792
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,295,792
    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 4,295,792
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 1,890,804
    d From 2019...... 2,396,474
    e From 2020...... 1,858,601
    f Total of lines 3a through e ........ 6,145,879
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,686,214
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 4,295,792
    e Remaining amount distributed out of corpus 2,390,422
    5 Excess distributions carryover applied to 2021.    
    (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 8,536,301
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		8,536,301
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 1,890,804
    c Excess from 2019.... 2,396,474
    d Excess from 2020.... 1,858,601
    e Excess from 2021.... 2,390,422
    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:
    Karen Kahan
    PO Box 40536
    Austin,TX78704
    (512) 458-2285
    kkahan@theandersonfoundation.org
    bThe form in which applications should be submitted and information and materials they should include:
    Use the Foundation's online grant application portal:www.grantinterface.com/Home/Logon?urlkey=andersonfoundation
    cAny submission deadlines:
    No application deadlines.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Foundation funds state-wide in the three states in which Carl and Marie Jo Anderson lived, worked and retired: New Mexico, Oklahoma and Texas. Preference is given to non-profits serving rural counties in all three states. Funding for non-profit organizations located in the Dallas/Ft. Worth area and Houston area is not a focus of the Foundation at this time.
    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
    A Gift of Time
    116 W 18th St 102
    Georgetown,TX78626     		None PC Dementia education/General operations 20,000
    A New Leaf
    PO Box 35903
    Tulsa,OK74012     		None PC Behavior support program/General operations 35,000
    Abigail E Keller Foundation
    PO Box 341359
    Austin,TX78734     		None PC General operations 5,000
    Abrazos Family Support Services
    PO Box 788
    Bernalillo,NM87004     		None PC Capacity bldg project/General operations 30,000
    Achievers Center for Education
    5084 DeZavala Rd
    San Antonio,TX78249     		None PC General operations 5,000
    Air Force Villages Charitable Found
    5100 John D Ryan Blvd
    San Antonio,TX78245     		None PC Blue Skies Pet program 5,000
    Albuquerque Christian Children's Ho
    5700 Winter Haven Rd NW
    Albuquerque,NM87120     		None PC General operations 25,000
    Albuquerque Community Foundation
    PO Box 25266
    Albuquerque,NM87125     		None PC University of New Mexico evaluation lab outcomes 19,000
    Albuquerque Health Care for the Hom
    PO Box 25445
    Albuquerque,NM87125     		None PC General operations 3,000
    Albuquerque Speech LanguageHearing
    9500 Montgomery Blvd NE 215
    Albuquerque,NM87111     		None PC Hearing aid bank 10,000
    Alta Mira Specialized Family Servic
    1605 Carlisle Blvd NE
    Albuquerque,NM87110     		None PC General operations 10,000
    Amarillo Wesley Community Center
    1615 S Roberts St
    Amarillo,TX79102     		None PC Senior citizens program/General operations 25,000
    Any Baby Can
    6207 Sheridan Ave
    Austin,TX78723     		None PC Early childhood intervention program/General operations 35,000
    Any Baby Can of San Antonio
    217 Howard St
    San Antonio,TX78212     		None PC General operations 20,000
    Arthur Nagel Community Clinic
    PO Box 519
    Bandera,TX78003     		None PC Making Bandera County a healthier community 20,000
    Assistance League of Albuquerque
    PO Box 35910
    Albuquerque,NM87176     		None PC Operation School Bell 15,000
    Austin Child Guidance Center
    810 W 45th St
    Austin,TX78751     		None PC Mental health services for underserved children/General operations 30,000
    Austin Diaper Bank
    2210 Denton Dr 103
    Austin,TX78758     		None PC Diaper distribution program and COVID-19 relief 20,000
    Austin Ed Fund
    4000 S IH35 Frontage Rd
    Austin,TX78704     		None PC General operations 10,000
    Austin Groups for the Elderly
    3710 Cedar St
    Austin,TX78705     		None PC General operating support for AGE of Central Texas/General operations 35,000
    Austin Palliative Care
    4107 Spicewood Springs Rd 100
    Austin,TX78759     		None PC General operations 20,000
    Austin Police Dept Operation Blue S
    PO Box 689001
    Austin,TX78768     		None PC 2021 Blue Santa Program 2,000
    Austin Speech Labs
    7800 Shoal Creek Blvd 136-S
    Austin,TX78757     		None PC Storytelling initiative/General operations 13,500
    AVANCE
    824 Broadway 204
    San Antonio,TX78215     		None PC Supporting AVANCE families in rural Texas/General operations 30,000
    Avenues Early Childhood Services
    821 S Ford Dr
    Gallup,NM87301     		None PC Capacity bldg/Home visiting/General operations 35,500
    Bandera County Committee on Aging
    PO Box 1416
    Bandera,TX78003     		None PC Continuation of nutrition programs and operations 20,000
    Bandera United Methodist Church
    1103 Cedar St
    Bandera,TX78003     		None PC Snacpac4kids/General operatons 10,000
    Bastrop Co Emerg Food Pantry Supp C
    PO Box 953
    Bastrop,TX78602     		None PC Food security initiative pilot-Bastrop County 5,000
    Bethel Community Storehouse
    PO Box 968
    Moriarty,NM87035     		None PC General operations-KurtRager discretionary/Emergency Food Box Program/General operations 42,000
    Boys Girls Clubs of San Antonio
    123 Ralph Ave
    San Antonio,TX78204     		None PC BGCSA learning pods 15,000
    Brain Injury Recovery Foundation
    1611 S Utica Ave 146
    Tulsa,OK74104     		None PC Brain injury recovery 5,000
    Brazoria County Dream Center
    PO Box 715
    Clute,TX77531     		None PC Food security initiative pilot 5,000
    Bread of Life Community Services
    PO Box 1302
    Commerce,TX75429     		None PC North side retainer wall 15,000
    CAMP University
    4200 N Main St
    McAllen,TX78504     		None PC General operations 10,000
    Cancer Services of New Mexico
    PO Box 51735
    Albuquerque,NM87181     		None PC General cancer education & assistance programs 5,000
    Candlelighters of El Paso
    1400 Hardaway St 206
    El Paso,TX79903     		None PC Enhanced food pantry 15,000
    Casa de Peregrinos
    999 West Amador Ave F
    Las Cruces,NM88005     		None PC Leadership program travel expenses/Nutrition for seniors/General operations 35,000
    CASA of Central Texas
    1619 E Common St 301
    New Braunfels,TX78130     		None PC COVID-19 critical support for CASA operations 15,000
    CASA of Lea County
    501 N Linam
    Hobbs,NM88240     		None PC General operations 15,000
    CASA of LibertyChambers Counties
    PO Box 9027
    Liberty,TX77575     		None PC General operations 15,000
    CASA of Williamson County
    2100 Scenic Drive 110
    Georgetown,TX78626     		None PC Foster child advocacy 15,000
    CASA Partners 4NMKIDS
    PO Box 44184
    Rio Rancho,NM87174     		None PC Increasing organizational capacity 15,000
    Catholic Charities - NM
    2010 Bridge Blvd SW
    Albuquerque,NM87105     		None PC General operations 20,000
    Catholic Charities of Southern NM
    125 West Mountain Ave
    Las Cruces,NM88005     		None PC General operations 2,000
    Catron Food Pantries
    PO Box 604
    Datil,NM87821     		None PC Food purchases and new equipment 20,000
    Center Against Sexual Family Violen
    580 Giles Rd
    El Paso,TX79915     		None PC Children's programs for family violence survivors 10,000
    Center for Creative Living Corp
    3501 SW Dr Elsie Hamm Dr
    Lawton,OK73505     		None PC Emergency assistance 10,000
    Centers for Children Families
    3701 Andrews Hwy
    Midland,TX79703     		None PC Senior centered 15,000
    Central Texas Children's Home
    13200 Crane Rd
    Buda,TX78610     		None PC General support - challenge grant 20,000
    Childhaven
    807 W Apache St
    Farmington,NM87401     		None PC General operations 50,000
    Children's Assoc for Maximum Potent
    PO Box 27086
    San Antonio,TX78227     		None PC Strengthening and inspiring 2021 5,000
    ChildSafe
    3730 IH-10 East
    San Antonio,TX78220     		None PC Change the life stories of abused children 20,000
    Christina Kent Early Childhood Ctr
    423 3rd St SW
    Albuquerque,NM87102     		None PC General operations 20,000
    Ciudad Nueva Community Outreach
    810 N Campbell St
    El Paso,TX79902     		None PC Community nutrition and elderly relief program/General operations 30,000
    Clarity Child Guidance Ctr
    8535 Tom Slick
    San Antonio,TX78229     		None PC Mental health treatment for low-income, uninsured and under-insured children/Mental health care for children 40,000
    Comedor de San Pascual
    PO Box 2
    Las Vegas,NM87701     		None PC General operations 3,000
    Coming Home Connection
    418 Cerrillos Rd 27
    Santa Fe,NM87501     		None PC General operations 20,000
    Communities in Schools of Central T
    3000 S IH-35 200
    Austin,TX78704     		None PC CIS student and family assistance fund 25,000
    Community Action Agency of Southern
    3880 Foothills Rd A
    Las Cruces,NM88011     		None PC Coats for Kids for rural Southern New Mexico 15,000
    Community Food Bank of Eastern OK
    1304 N Kenosha Ave
    Tulsa,OK74106     		None PC Senior feeding 20,000
    Connections Individual Family Srvcs
    1414 West San Antonio St
    New Braunfels,TX78130     		None PC Children's shelter and transitional living program/General operations 30,000
    Cookson Hills Christian School
    60416 Hwy 10
    Kansas,OK74347     		None PC Challenge grant request/General operations 35,000
    Court Apptd Special Advocs of Travi
    7600 Chevy Chase Dr 200
    Austin,TX78752     		None PC General operations 25,000
    CRRC of Canyon Lake
    PO Box 1472
    Canyon Lake,TX78133     		None PC General operations 10,000
    Cuidando Los Ninos
    1500 Walter St SE
    Albuquerque,NM87102     		None PC General operations 27,000
    Dental Care in Your Home
    1776 Montano Rd NW
    Albuquerque,NM87110     		None PC Fundraising capacity bldg/Dental Care/General operations 21,000
    Domestic Violence Intervention Serv
    3124 E Apache St
    Tulsa,OK74110     		None PC Children's theraputic counseling program 15,000
    Down Home Ranch
    20250 FM 619
    Elgin,TX78621     		None PC Driving into the Future/General operations 58,000
    Down Syndrome Assoc of South Texas
    1127 Patricia
    San Antonio,TX78213     		None PC General operations 10,000
    Eagles Treasures in Heaven
    6472 Calle Vista Dr
    El Paso,TX79912     		None PC Project Volar 5,000
    East Texas Sheltering Arms Coalitio
    405 County Rd 3111
    Jacksonville,TX75766     		None PC General operations support 30,000
    Education Based Housing
    PO Box 800731
    Houston,TX77280     		None PC Quail Ridge children services 7,000
    El Paso Child Guidance Ctr
    2701 East Yandell Dr
    El Paso,TX79903     		None PC General operations 10,000
    El Pasoans Fighting Hunger Food Ban
    9541 Plaza Circle
    El Paso,TX79927     		None PC General operations 15,000
    El Ranchito de los Ninos
    PO Box 2400
    Los Lunas,NM87031     		None PC General operating 10,000
    El Valle Community Ctr
    PO Box 61
    Villanueva,NM87583     		None PC General operations 10,000
    Everyones Dream Come True
    PO Box 5809
    Austin,TX78763     		None PC The Dream Achiever Program 15,000
    Exch Club Ctr for the Prev of Child
    PO Box 42286
    Oklahoma City,OK73123     		None PC General operations 10,000
    Family Children's Services
    5310 E 31st St 800
    Tulsa,OK74135     		None PC Child abuse and trauma services program 20,000
    Family Promise of Albuquerque
    1516 San Pedro Dr NE
    Albuquerque,NM87110     		None PC General operations 3,500
    Family Promise of East Bell Co
    1018 E Ave A
    Temple,TX76501     		None PC Family services support 15,000
    Family Srvc Assoc of San Antonio
    702 San Pedro Ave
    San Antonio,TX78212     		None PC In-home personal care for seniors 25,000
    Food Bank of West Central Texas
    5505 N 1st St
    Abilene,TX79603     		None PC COVID-19 response: Mobile pantry program 20,000
    Food on the Move
    PO Box 1626
    Tulsa,OK74101     		None PC D&D COVID-19 Food Distribution 10,000
    Fortis Therapy Center
    120 Frog Pond Ln
    Dripping Springs,TX78620     		None PC Project Walk 15,000
    Foster Angels of Central Texas
    PO Box 152575
    Austin,TX78715     		None PC Direct Assistance Children & Youth in Foster Care 20,000
    Fostering Hope Austin
    PO Box 171298
    Austin,TX78750     		None PC General operations - Stacey Anderson Discretionary 3,000
    Friend for Life
    PO Box 23491
    Waco,TX76702     		None PC General operations 10,000
    Gateway Community Partners
    417 S E Loop 456
    Jacksonville,TX75766     		None PC Operations request 10,000
    Geary Girls Ranch North
    210 Kiowa Dr North
    Lake Kiowa,TX76240     		None PC General operations 15,000
    Giving Hope San Marcos
    1620 W McCarty Ln
    San Marcos,TX78666     		None PC General operations 6,000
    God's Garage
    2106 E Davis St
    Conroe,TX77301     		None PC Restoring Lives with Reliable Rides/General Operations 25,000
    Golden Age Home
    1505 South Main St
    Lockhart,TX78644     		None PC General Operations/Capacity Bldg - Director of Community Relations 45,000
    Golden Crescent Ct Apptd Special Ad
    PO Box 1627
    Victoria,TX77902     		None PC A Volunteer for Every Foster Child in Need 10,000
    Good Samaritan Community Services
    1600 Saltillo St
    San Antonio,TX78207     		None PC Senior Center Program/General Operations Support 40,000
    Good Shepherd Center
    218 Iron SW
    Albuquerque,NM87102     		None PC Sanitize/Repair 25,000
    Good Shepherd Ministries of OK
    222 NW 12th St
    Oklahoma City,OK73103     		None PC Pediatric Oral Health Care for Children in Poverty 20,000
    Greater Albuquerque Habitat for Hum
    4900 Menaul Blvd NE
    Albuquerque,NM87110     		None PC Home Repair: Low Income/Senior Homeowners in Albuquerque/Home Repairs to Support Aging in Place for Seniors 30,000
    Growing Up NM The Early Childhood P
    440 Cerrillos Road A
    Santa Fe,NM87501     		None PC General operations 15,000
    Guardian House
    1818 San Pedro Ave
    San Antonio,TX78212     		None PC General Operations 10,000
    Habitat for Humanity of El Paso
    1400 Hardaway 329
    El Paso,TX79903     		None PC General Operations/Tub to Shower Program 27,000
    HFH of Roosevelt and Curry Co
    620 West First St
    Portales,NM88130     		None PC General operations 12,500
    Habitat for Humanity of Smith Co
    822 West Front St
    Tyler,TX75702     		None PC Housing Plus Aging in Place 20,000
    HACA Scholarship Fdn
    1124 S IH35
    Austin,TX78704     		None PC General operations 20,000
    Half Helen Foundation
    7801 N Lamar Blvd F34
    Austin,TX78752     		None PC General Operations 10,000
    HARTH Foundation
    3307 Sunset Cliff Rd
    Burnet,TX78611     		None PC EAS: Therapeutic Riding Sessions 5,000
    Haven for Hope of Bexar Co
    1 Haven for Hope Way
    San Antonio,TX78207     		None PC Haven for Hope Transformational Services 15,000
    Hays County Brown Santa
    PO Box 1475
    San Marcos,TX78667     		None PC 2021 Brown Santa Program 2,000
    Heading Home
    PO Box 27636
    Albuquerque,NM87125     		None PC Lexigton Hotel - Stacey Anderson Discretionary/Lexington Hotel 27,000
    Hearts for Hearing
    11500 N Portland Ave
    Oklahoma City,OK73112     		None PC Operating Expenses for Core Services 25,000
    Helping Hand Home for Children
    3804 Avenue B
    Austin,TX78751     		None PC General Operations Support 30,000
    Highland Church of Christ
    425 Highland Ave
    Abilene,TX79605     		None PC Abilene Big Country Hunger Coalition 5,000
    Highland Lakes Crisis Network
    1000 Ridge Point Dr
    Marble Falls,TX78654     		None PC Food Security Initiative Pilot - Burnet County 5,000
    Hill Country Daily Bread Ministries
    38 Cascade Caverns Rd
    Boerne,TX78006     		None PC Family Mentoring Resource Program 25,000
    Hill Country Family Services
    114 W Advogt St
    Boerne,TX78006     		None PC Storytelling Initiative/General Operations 13,500
    Hill Country Youth Ranch
    PO Box 67
    Ingram,TX78025     		None PC Children's Clothing & Shoes 15,000
    Home of Hope
    PO Box 903
    Vinita,OK74301     		None PC Home of Hope Expanded Day Program Project/General Operations 65,000
    Honor Veterans Now
    PO Box 1024
    Fredericksburg,TX78624     		None PC Meals for Vets 20,000
    Hospice of Midland
    911 West Texas Ave
    Midland,TX79701     		None PC Rays of Hope - Stacey Anderson Discretiionary 12,000
    House of Neighborly Service
    407 N Calaveras St
    San Antonio,TX78207     		None PC General Operating/General Operating Support 35,000
    Human Milk Repository of NM
    6208 Montgomery Blvd NE D
    Albuquerque,NM87109     		None PC Mother's Milk Bank Support for Fragile Babies/End of Year Award 35,000
    I Care San Antonio
    1 Haven for Hope Way
    San Antonio,TX78207     		None PC End of Year Award/Senior Vision Healthcare Program 25,000
    IGW Children's Hope Foundation
    PO Box 1353
    Farmington,NM87499     		None PC Family Care and Support 20,000
    Infant Crisis Services
    4224 N Lincoln Blvd
    Oklahoma City,OK73105     		None PC Infant Crisis Services' Feed Babies Challenge/End of Year Award 35,000
    Jasper County Committee on Aging
    409 North Fletcher
    Jasper,TX75951     		None PC General Operating Request 20,000
    La Familia Medical Center
    1035 Alto St
    Santa Fe,NM87501     		None PC Healthy Children Program 40,000
    La Plaza de Encuentro Gathering Pla
    714 4th St SW
    Albuquerque,NM87102     		None PC Storytelling Initiative/End of Year Award/Encuentro Donor Match Challenge, Capital Campaign 53,500
    La Vida Felicidad
    PO Box 2040
    Los Lunas,NM87031     		None PC End of Year Award/La Vida Felicidad Services/Capacity Bldg (Board Development) 27,500
    Laredo Stroke Support Group
    3408 E Frost St
    Laredo,TX78043     		None PC Program Funding 10,000
    Las Cumbres Community Services
    102 N Coronado
    Espanola,NM87532     		None PC Adult Services Roof Replacement and Other Repairs/End of Year Award 40,000
    LIFE Senior Services
    5950 East 31st St
    Tulsa,OK74135     		None PC Program Support 25,000
    Limbs for Life Foundation
    9604 N May Ave
    Oklahoma City,OK73120     		None PC Prosthetic Limbs for Texas Amputees 15,000
    Lions Club of Taos
    PO Box 199
    Taos,NM87571     		None PC Taos Elder Benevolent Services 5,000
    Little Sisters of the Poor of NM
    1900 Mark Ave
    Gallup,NM87301     		None PC Dining Room HVAC Replacement/End of Year Award 48,750
    Living Transparent
    PO Box 3172
    Pflugerville,TX78691     		None PC Living Transparent Inc. Prosperity's Child/Everybody Eats 10,000
    Locker 505 Students Clothing Bank
    PO Box 94735
    Albuquerque,NM87199     		None PC General operations 5,000
    Los Alamos Juvenile Justice Advy Bo
    PO Box 4716
    Los Alamos,NM87547     		None PC Case Management System 7,000
    Loving Thunder Therapeutic Riding
    PO Box 44517
    Rio Rancho,NM87174     		None PC Program Development & Marketing Director/End of Year Award 25,000
    Low Vision Resource Center
    1250 NE Loop 410 800
    San Antonio,TX78209     		None PC Low Vision Resource Center 5,000
    Lubbock Children's Health Clinic
    PO Box 12103
    Lubbock,TX79452     		None PC General Operations - Stacey Anderson Discretionary 3,000
    Mainspring Schools
    1100 West Live Oak St
    Austin,TX78704     		None PC High Quality Nutrition and General Support 30,000
    Mandy's Farm
    PO Box 9346
    Albuquerque,NM87119     		None PC Mandy's Farm General Operating Support/End of Year Award 30,000
    Marbridge Foundation
    PO Box 2250
    Manchaca,TX78652     		None PC Financial Assistance to Prevent Homelessness 10,000
    Mary Lee Foundation
    1339 Lamar Square Dr
    Austin,TX78704     		None PC Strategic Plan 12,500
    McLennan County Hunger Coalition
    300 S 15th St
    Waco,TX76701     		None PC McLennan County Hunger Coalition VISTA Support 4,500
    Meals on Wheels of Albuquerque
    PO Box 92614
    Albuquerque,NM87119     		None PC General operations 25,000
    Meals on Wheels of Metro Tulsa
    12620 E 31st St
    Tulsa,OK74146     		None PC General Operations - Meals 30,000
    Meals on Wheels of Norman
    PO Box 1371
    Norman,OK73070     		None PC General Operations/End of Year Award 45,000
    Meals on Wheels Plus
    PO Box 903
    Abilene,TX79604     		None PC Meals for Clients on the Waiting List 15,000
    Meals on Wheels Senior Services
    PO Box 910
    Rockwall,TX75087     		None PC Feed the Need Challenge Grant 30,000
    Mental Health Assoc Oklahoma
    5330 East 31st St 1000
    Tulsa,OK74135     		None PC Walker Hall: Transitional Living for At-Risk Youth 20,000
    Mental Health Resources
    1100 W 21st St
    Clovis,NM88101     		None PC Bonem Home 5,000
    Mesilla Valley Community of Hope
    PO Box 16526
    Las Cruces,NM88004     		None PC Desert Hope Apartments 15,000
    Midland Children's Rehabilitation C
    802 Ventura Ave
    Midland,TX79705     		None PC General Operations 25,000
    Mission Capital
    2028 E Ben White Blvd 240-7723
    Austin,TX78741     		None PC Good Measure Program 2,500
    Mission Center Adult Day Service
    3500 N A St 1300
    Midland,TX79705     		None PC General operations 10,000
    Mission Road Developmental Center
    8706 Mission Rd
    San Antonio,TX78214     		None PC End of Year Award 15,000
    Mobile Loaves Fishes
    9301 Hog Eye Rd 950
    Austin,TX78724     		None PC Match Funds from GETMAD Event 25,000
    Moody Clinic
    1901 E 22nd St
    Brownsville,TX78521     		None PC Endd of Year Award 10,000
    Mother's Milk Bank of Austin
    5925 Dillard Circle
    Austin,TX78752     		None PC Charitable Care Program 10,000
    Navajo Ministries
    2103 W Main St
    Farmington,NM87499     		None PC End of Year Award 10,000
    Navajo United Methodist Center
    1200 W Apache Bldg 17
    Farmington,NM87401     		None PC Fundraising Capacity Building/NUMC New Beginnings Childcare Center 13,000
    Neighborhood Services Organization
    431 SW 11th St
    Oklahoma City,OK73109     		None PC NSO Oral Health Outreach Program 25,000
    New Day
    2305 Renard Place SE 200
    Albuquerque,NM87106     		None PC General operations 56,000
    NM Dream Center of Albuquerque
    126 General Chennault NE
    Albuquerque,NM87123     		None PC General Operations - Kurt Rager Discretionary 3,500
    New Mexico Foundation
    8 Calle Medico
    Santa Fe,NM87505     		None PC General operations 10,000
    NM Fdn for Dental Health Research E
    PO Box 16854
    Albuquerque,NM87191     		None PC Donated Dental Services 20,000
    New Mexico Kids Matter
    2340 Alamo Ave SE 112
    Albuquerque,NM87106     		None PC CASA Program 15,000
    New Mexico Ramp Project
    PO Box 90354
    Albuquerque,NM87199     		None PC Ramps for New Mexico 20,000
    NewView Oklahoma
    501 N Douglas Ave
    Oklahoma City,OK73106     		None PC Comprehensive Low Vision Services Program 15,000
    NMCAN
    625 Silver Ave SW 345
    Albuquerque,NM87102     		None PC NMCAN partners with young people to build community, promote equity and lead change. 15,000
    nonPareil Institute
    PO Box 260652
    Plano,TX75026     		None PC Dedicated to building better futures for adults with autism. 20,000
    Nonprofit Exchange
    PO Box 27160
    El Paso,TX79915     		None PC Help Action Volunteer Network/Tree Chharm Virtual Giving Tree 15,000
    Nurturing Change
    PO Box 81026
    Austin,TX78708     		None PC General Operations 5,000
    Nutrition and Services for Seniors
    4590 Concord Rd
    Beaumont,TX77703     		None PC Life-Sustaining Meals for the Elderly and Disabled 20,000
    Oaks Indian Mission
    PO Box 130
    Oaks,OK74359     		None PC General Operations Grant from Carl Anderson 5,000
    Odessa Family YMCA
    3001 E University Blvd
    Odessa,TX79762     		None PC Various programs to members/All day child care 35,000
    OK Foundation for the Disabled
    8421 N Walker Ave
    Oklahoma City,OK73114     		None PC Client Scholarship Program 15,000
    Open Door Preschools
    3804 Cherrywood Rd
    Austin,TX78722     		None PC To nurture and inspire young children of diverse needs, economic levels, and family backgrounds in an engaging educational enviroment. 10,000
    Paso del Norte Children's Dev Ctr
    1101 E Schuster Ave
    El Paso,TX79902     		None PC End of Year Award 10,000
    People's Community Clinic
    1101 Camino La Costa
    Austin,TX78752     		None PC Senior safety net program 20,000
    Peppers Ranch
    3172 Peppers Ranch Dr
    Guthrie,OK73044     		None PC Learning Center Expansion/End of Year Award 72,500
    Permian Basin Rehab Center
    620 N Alleghaney
    Odessa,TX79762     		None PC End of Year Award/Operations Request 25,000
    Phoenix Center
    PO Box 732
    Marble Falls,TX78654     		None PC To provide the highest level of mental health care to children and their families through innovative trauma-informed therapy and education. 10,000
    Pink Warrior House Foundation
    1116 Marble Ave NW
    Albuquerque,NM87102     		None PC End of Year Award 10,000
    Pivot
    201 NE 50th St
    Oklahoma City,OK73105     		None PC End of Year Award 10,000
    Pleasant Hills Children's Home
    PO Box 1177
    Fairfield,TX75840     		None PC General Operations - Carl Anderson III Discretionary 2,500
    Presbyterian Ear Institute
    415 Cedar St SE
    Albuquerque,NM87106     		None PC End of Year Award 10,000
    Presbyterian Home for Children
    3400 S Bowie St
    Amarillo,TX79109     		None PC Provide a loving home for children from backgrounds of abuse, neglect and trauma. 10,000
    Project Healing Waters Fly Fishing
    PO Box 695
    La Plata,MD20646     		None PC Texas Operations - Carl Anderson III Discretionary 2,500
    Project MEND
    1111 Austin St
    San Antonio,TX78208     		None PC General Operations - Stacey Anderson Discretionary/Medical Equipment Reuse Program 47,000
    Rainbow Senior Center
    PO Box 1039
    Boerne,TX78006     		None PC Kendall County Nutrition Program 20,000
    Refuge Services
    PO Box 53684
    Lubbock,TX79453     		None PC Program Funds 10,000
    Refugee Services of Texas
    9330 LBJ Freeway 350
    Dallas,TX75243     		None PC Emergency Assistance for Afghan Refugee Families 12,000
    Regional East Texas Food Bank
    3201 Robertson Rd
    Tyler,TX75701     		None PC Senior Box Program 20,000
    ReMerge of Oklahoma County
    PO Box 2845
    Oklahoma City,OK73101     		None PC To restore mothers and families tthrough a comprehensive diversion program of treatment, recovery, and hope. 10,000
    Respite Care of San Antonio
    PO Box 12633
    San Antonio,TX78212     		None PC End of Year Award/General Operations 30,000
    RestoreOKC
    2222 NE 27th
    Oklahoma City,OK73111     		None PC Restore OKC - The Market at NE 23rd/End of Year Award 40,000
    Rio Grande Comm Dev Corp Teeniors
    318 Isleta Blvd SW
    Albuquerque,NM87105     		None PC Teeniors: 2020 10,000
    Rio Grande Food Project
    PO Box 66498
    Albuquerque,NM87193     		None PC End of Year Award/Technology Support for Hunger Relief 13,000
    ROCK Ride on Center for Kids
    2050 Rockride Ln
    Georgetown,TX78626     		None PC Equine assisted activities and therapies to children, adults and veterans. Improving independence and life skills in partnership with the horse. 20,000
    Ronald McDonald Hse Chari of Cen Tx
    1315 Barbara Jordan Blvd
    Austin,TX78723     		None PC End of Year Award 10,000
    Ronald McDonald Hse Chari of NM
    1011 Yale Blvd NE
    Albuquerque,NM87106     		None PC End of Year Award 10,000
    Sacramento Mountains Senior Service
    PO Box 609
    Cloudcroft,NM88317     		None PC End of Year Award/General Operations/SMSSI General Operations 57,500
    Samaritan House
    PO Box 1687
    Las Vegas,NM87701     		None PC General Operations - Kurt Rager Discretionary 3,000
    San Antonio Food Bank
    5200 Enrique M Barrera Pkwy
    San Antonio,TX78227     		None PC Persall Packing Shed 10,000
    San Antonio Hope Center
    321 N General MCullen Dr
    San Antonio,TX78237     		None PC Empower individuals and families in crisis and mentoring. 30,000
    San Antonio Metro Ministry
    1919 NW Loop 410 100
    San Antonio,TX78213     		None PC End of Year Award/Stable Housing to Keep San Antonio Strong. 30,000
    San Juan Medical Foundation
    PO Box 110
    Farmington,NM87499     		None PC Building Wings Children's Fund 5,000
    San Marcos Lion's Charities
    PO Box 994
    San Marcos,TX78667     		None PC General Operations - Carl Anderson III Discretionary 5,000
    San Marcos Police
    2300 IH 35 South
    San Marcos,TX78666     		None PC 2021 Blue Santa Program 2,000
    Sarah Roberts French Home
    1315 Texas Ave
    San Antonio,TX78201     		None PC Fund to Aid Residents: Caring for the Elderly 5,000
    Saranam
    1028 Eubank NE F
    Albuquerque,NM87112     		None PC Westside Campus Expansion 235,000
    School Fuel
    102 Wonder World Dr 304-120
    San Marcos,TX78666     		None PC School Fuel Weekend Food for Hungry Children/Capacity Building 24,000
    Scott's House
    634 Garcia St 25
    Santa Fe,NM87505     		None PC Provide Housing to Individuals in Need of Hospice Care 15,000
    Senior Access
    2498 E Palm Valley Blvd
    Round Rock,TX78665     		None PC End of Year Award 10,000
    Senior Life Midland
    PO Box 80519
    Midland,TX79708     		None PC Meals on Wheels and Homebound Service 25,000
    Sharing Hands A Respite Experience
    3500 N A St 2500
    Midland,TX79705     		None PC SHARE the Journey 20,000
    Silver Horizons New Mexico
    1913 Eubank Blvd NE
    Albuquerque,NM87112     		None PC Emergency Assistance 10,000
    SJRC Texas
    1400 Ridge Creek Ln
    Bulverde,TX78163     		None PC To offer healing and hope to children and families affected by abuse,abandonment or neglect. 25,000
    Sleep in Heavenly Peace
    1560 Eldridge Ave
    Twin Falls,ID83301     		None PC No Kid Sleeps on the Floor in Our Town!Ok City 10,000
    Snack Pak 4 Kids SA
    PO Box 6494
    San Antonio,TX78209     		None PC General operations 10,000
    Soar Arena Therapeutic Riding
    318 El Camino Way Dr
    San Marcos,TX78666     		None PC General Operations 3,500
    Society of St Vincent de Paul-Wimbe
    14711 Ranch Road 12
    Wimberely,TX78676     		None PC St. Vincent de Paul Christmas Project 2021 3,000
    South Central Industries
    PO Box 3766
    Shawnee,OK74802     		None PC Better Together 75,000
    South Texas Juvenile Diabetes Assoc
    313 W Nolana Ave
    McAllen,TX78504     		None PC Food Security Initiative Pilot - Weslaco 5,000
    South Tulsa Community House
    5780 S Peoria Ave
    Tulsa,OK74105     		None PC End of Year Award 15,000
    Southeastern NM Down Syndrome Fdn
    PO Box 4365
    Roswell,NM88202     		None PC The SENM Step Up 4 Down Syndrome Walk 10,000
    Spectrum of Solutions
    2701 N A St
    Midland,TX79705     		None PC To provide highly personalized programs and services to individuals who have intelectual and developmental disabilities by helping them make life choices based on their individual interests and dreams. 20,000
    St Elizabeth Shelter
    804 Alarid St
    Santa Fe,NM87505     		None PC Moving clients from homelessness into housing 20,000
    St Felix Pantry
    4020 Barbara Loop SE
    Rio Rancho,NM87124     		None PC End of Year Award/Hunger relief and homelessness prevention in New Mexico 40,000
    St Paul Children's Services
    PO Box 1238
    Tyler,TX75710     		None PC Food security initiative pilot - Smith County 4,850
    Storehouse West
    1030-F Veranda Dr SE
    Rio Rancho,NM87124     		None PC General Operations 3,000
    Sunshine House
    402 E Holland Ave
    Alpine,TX79830     		None PC General Operations 25,000
    Sunshine Industries
    PO Box 1729
    Ardmore,OK73402     		None PC End of Year Award 20,000
    Tarrant County Food Policy Council
    1101 S Main St
    Fort Worth,TX76104     		None PC Food security initiative pilot TX - North 5,000
    TEAMability
    1711 North Trinity
    San Antonio,TX78201     		None PC General Operations/End of Year Award 35,000
    Texas Baptist Children's Home
    1101 North Mays
    Round Rock,TX78664     		None PC End of Year Award 10,000
    Texas Diaper Bank
    1803 Grandstand Dr 150
    San Antonio,TX78238     		None PC General Operations 25,000
    Texas Ramp Project
    PO Box 832065
    Richardson,TX75083     		None PC East Texas Ramp Project 25,000
    Texas Veterinary Medical Foundation
    8104 Exchange Dr
    Austin,TX78754     		None PC LEAP ((Lending Economic Assistance for Pets) 5,000
    The Arc of Oklahoma
    2516 East 71st St A
    Tulsa,OK74136     		None PC Ensuring a high quality of life for individuals with developmental disabilities and their families through education, empowerment, support and advocacy. 10,000
    The Arc of San Antonio
    13430 West Ave
    San Antonio,TX78216     		None PC End of Year Award/General Operating Support 35,000
    The Athens Samaritan
    PO Box 350
    Athens,TX75751     		None PC General operations 25,000
    The Austin Center for Grief Loss
    2413 Greenlawn Pkwy
    Austin,TX78757     		None PC End of Year Award 10,000
    The Austin Geriatric Center
    21 Waller St
    Austin,TX78702     		None PC To provide low income housing for the elderly 20,000
    The CART House
    PO Box 1424
    El Reno,OK73036     		None PC To provide a safe, child-friendly enviroment for abused children 15,000
    The Ctr for Indivs with Phys Challe
    815 S Utica Ave
    Tulsa,OK74104     		None PC End of Year Award/General Operations 20,000
    The Children's Shelter
    2939 W Woodlawn Ave
    San Antonio,TX78228     		None PC Basic Needs: Emergency Shelter (Matching Grant) 20,000
    The Community Pantry
    PO Box 520
    Gallup,NM87305     		None PC Providing food to the needy through various programs in the Gallup and Grants, New Mexico areas 35,000
    The Journey Home
    900 NE Washington Blvd
    Bartlesville,OK74006     		None PC 2021 General Operations Project 15,000
    The Junior League of Austin
    5330 Bluffstone Ln
    Austin,TX78759     		None PC Exclusively educational and charitable 40,000
    The Little Light House
    5120 E 36th St
    Tulsa,OK74135     		None PC Active Learning Tools and Supplies 20,000
    The Memory Care Alliance
    8 Calle Medico
    Santa Fe,NM87505     		None PC To steward community resources, build partnerships, and create opportunities that transform lives throughout New Mexico by managing donor funds and by awarding grants to develop new initiatives or support existing programs. 20,000
    The Right Path Riding Academy Inc
    16620 Old Shamrock Hwy
    Drumright,OK74030     		None PC End of Year Award/William's Walk - Therapeutic Riding Program 20,000
    The SAFE Alliance
    PO Box 19454
    Austin,TX78760     		None PC End of Year Award/Address COVID-19 Impacts on SAFE's Services/Transitional Living Program 70,000
    The Salvation Army Austin Area Comm
    4700 Manor Rd
    Austin,TX78723     		None PC Shelter for Homeless Children 20,000
    The Settlement Home for Children
    1600 Payton Gin Rd
    Austin,TX78758     		None PC Residential Care for Survivors of Child Abuse 25,000
    Titus County Cares
    310 N Edwards Ave
    Mount Pleasant,TX75455     		None PC Coordinates resources and services to meet the needs of our neighbors and to provide food and promote literacy to families in need. 35,000
    Together We Rise
    580 West Lambert Rd A
    Brea,CA92821     		None PC Resources for Falls County Foster Youth 20,000
    Travis Co Sheriff Dept Brown Santa
    PO Box 207
    Austin,TX78767     		None PC 2021 Brown Santa Program 2,000
    Truchas Services Center
    PO Box 330
    Truchas,NM87578     		None PC Truchas Services Center Entry and Ramp 30,000
    Turn Center
    1250 Wallace Blvd
    Amarillo,TX79106     		None PC Pediatric Therapy for Children with Special Needs 10,000
    Turtle Wing Foundation
    PO Box 631
    Schulenburg,TX78956     		None PC Operations/End of Year Award 25,000
    Undies For Everyone
    3610 Willowbend Blvd 1000
    Houston,TX77054     		None PC End of Year Award/UFE Capacity Building 50,000
    Waco Foundation
    1227 N Valley Mills Dr 235
    Waco,TX76710     		None PC Texas Rural Funders Membership Dues 2021 3,500
    Wayfinders Church of the Nazarene
    5401 FM 1626 170-204
    Kyle,TX78640     		None PC Bethlehem Project - Seth, Elliott and Carl Anderson III Discretionary 3,000
    WovenLife
    701 NE 13th St
    Oklahoma City,OK73104     		None PC Direct Services Program for Adults and Seniors 5,000
    YMCA of Greater San Antonio
    231 E Rhapsody
    San Antonio,TX78216     		None PC YMCA Early Learning 15,000
    Youth Services of Tulsa
    311 S Madison Ave
    Tulsa,OK74120     		None PC Transitional Living Program for Homeless Youth 25,000
    Basin Dream Center for Orphans
    PO Box 52473
    Midland,TX79710     		None PC General Operations 10,000
    Total .................................bullet 3a 5,325,100
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    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 19,751,762  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aO&G royalty inc     		    15 290,226  
    bOther inc     14 1,479  
    cPartnership inc (K-1)     14 692  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   21,318,724  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    21,318,724
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CPA services 27,600 0 0 27,600

    TY 2021 CompensationExplanation
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Person Name Explanation
    Bank of America The compensation shown on the return that is paid to Bank of America, N.A. as corporate trustee is not calculated based upon an hourly rate for time spent by the trustee; rather, Bank of America's compensation as corporate trustee is calculated using a market value fee schedule. The trust officer's time spent performing administrative responsibilities for this foundation averages one hour per week. In addition, time is spent by other staff members for recordkeeping, investment management, income collection, rendering statements and accountings, regulatory reporting, regulatory compliance, and tax services.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate Bonds (Attach A) 2,374,650 2,374,290

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stocks (Attach A) 23,066,360 28,916,880

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    US Government Securities - End of Year Book Value:

    1,363,572
    US Government Securities - End of Year Fair Market Value:

    1,360,640
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Hedge Funds (Attach A) AT COST   358
    Private Equity (Attach A) AT COST 4,724,998 11,081,578
    Commodities (Attach A) AT COST 1 1,397,994
    NB Private Mkts Fund II (K-1) AT COST 1,037,774  
    NB Private Mkts Fund III (K-1) AT COST 1,249,507  
    NB Crossroads Priv Mkts Fund IV (K-1) AT COST 2,438,523  
    NB Crossroads Priv Mkts Fund V (K-1) AT COST 2,068,926  
    NB Crossroads Part Fund 23 (K-1) AT COST 594,369  
    Less Private Equity from Attach A AT COST 4,724,998  
    Exchange Traded Funds (Attach A) AT COST 32,798,956 46,912,104
    Mutual Funds (Attach A) AT COST 3,911,262 3,862,269

    TY 2021 LandEtcSchedule2
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 45,705 45,705    


    TY 2021 LegalFeesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal services 242,530 0 0 242,530


    TY 2021 OtherAssetsSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Security deposit 2,130 2,130 2,130


    TY 2021 OtherExpensesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Forms K-1 investment expenses 102,812 102,812    
    Insurance 10,811     10,811
    Memberships 4,700     4,700
    Mineral expenses 10,715 10,715    
    Other allocable expense - CTF 9,498 9,498    
    Other expenses 22,505     22,505
    Other investment fee 2,995 2,995    
    Payroll processing 4,030     4,030
    Travel 8,180     8,180


    TY 2021 OtherIncomeSchedule2
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    O&G royalty inc 290,226 290,226  
    Other inc 1,479 1,479  
    Partnership inc (K-1) 692 692  


    TY 2021 OtherIncreasesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Amount
    Net timing differences 58,360
    To adjust 12/31/20 to Forms K-1 capital account balances 770,407


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advisory fees 46,598 46,598 0 0


    TY 2021 TaxesSchedule
    Name:
    Carl C Anderson Sr and Marie Jo Anderson
     
    Charitable Foundation
    EIN:
    74-6078530
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise taxes 160,000      
    Foreign taxes 54,390 54,390    
    Payroll taxes 36,284     36,284