Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$88,174,888J 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 right arrow.............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 1,505,557 1,505,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 475,128
b Gross sales price for all assets on line 6a 31,717,818
7 Capital gain net income (from Part IV, line 2)... 475,128
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
List of Attached Documents:
// Content
1,225,747 1,225,747  
12 Total. Add lines 1 through 11........ 3,206,443 3,206,443  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 769,321 198,180   571,141
14 Other employee salaries and wages...... 346,354     346,354
15 Pension plans, employee benefits....... 132,103     132,103
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
153,495     153,495
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,650     41,650
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
78,068 78,068    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
120,007 55,080   40,427
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 list of attachments
List of Attached Documents:
// Content
253,669 195,846   57,823
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,894,667 527,174   1,342,993
25 Contributions, gifts, grants paid....... 4,348,865 4,348,865
26 Total expenses and disbursements. Add lines 24 and 25 6,243,532 527,174   5,691,858
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,037,089
b Net investment income (if negative, enter -0-) 2,679,269
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 75,089 113,979 113,979
2 Savings and temporary cash investments......... 4,349,262 7,194,991 7,194,991
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,846,968 Click to see attachment
List of Attached Documents:
// Content
1,649,667 		1,659,252
b Investments—corporate stock (attach schedule)....... 27,468,592 Click to see attachment
List of Attached Documents:
// Content
24,154,787 		31,382,112
c Investments—corporate bonds (attach schedule)....... 2,572,031 Click to see attachment
List of Attached Documents:
// Content
4,675,652 		4,658,330
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,819,930 Click to see attachment
List of Attached Documents:
// Content
26,315,643 		43,166,224
14 Land, buildings, and equipment: basis right arrow45,705
Less: accumulated depreciation (attach schedule) right arrow45,705      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,131,872 64,104,719 88,174,888
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 67,131,872 64,104,719
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 67,131,872 64,104,719
30 Total liabilities and net assets/fund balances (see instructions). 67,131,872 64,104,719
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
67,131,872
2
Enter amount from Part I, line 27a .....................
2
-3,037,089
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,936
4
Add lines 1, 2, and 3 ..........................
4
64,104,719
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
64,104,719
Form 990-PF (2023)
Form 990-PF (2023)
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 2023-12-31 2023-12-31
b Common Trust Fund P 2023-12-31 2023-12-31
c Capital Gain Distributions P 2023-12-31 2023-12-31
d Forms K-1 P 2023-12-31 2023-12-31
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 31,551,166   31,219,824 331,342
b     22,866 -22,866
c 13,601     13,601
d 153,051     153,051
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       331,342
b       -22,866
c       13,601
d       153,051
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 2 475,128
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 37,242
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 37,242
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 37,242
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 32,475
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,475
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,233
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,233 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowwww.theandersonfoundation.org
14
The books are in care ofright arrowBrad Robb Exec Director Telephone no.right arrow (512) 694-9399

Located atright arrowPO Box 40536AustinTX ZIP+4right arrow78704
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Nolan Anderson Trustee
5.00 		30,000    
PO Box 40536
Austin,TX78704
Bank of AmericaClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		330,300    
PO Box 653067
Dallas,TX752653067
Brad Robb Exec Director
40.00 		299,021 45,617  
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 		140,570 40,098  
PO Box 40536
Austin,TX78704
Catherine Sitton Grants Mgr
40.00 		84,925 34,358  
PO Box 40536
Austin,TX78704
Justin Ito Grants Mgr
40.00 		83,801 10,682  
PO Box 40536
Austin,TX78704
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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 153,495
401 Congress Ave 2700
Austin,TX78701
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
81,792,014
b
Average of monthly cash balances.......................
1b
2,416,493
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
84,208,507
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
84,208,507
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,263,128
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,945,379
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,147,269
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
4,147,269
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
37,242
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
37,242
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,110,027
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,110,027
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
4,110,027
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
5,691,858
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
5,691,858
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,110,027
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,890,804
b From 2019...... 2,396,474
c From 2020...... 1,858,601
d From 2021...... 2,390,422
e From 2022...... 1,989,829
f Total of lines 3a through e ........ 10,526,130
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,691,858
a Applied to 2022, 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 2023 distributable amount..... 4,110,027
e Remaining amount distributed out of corpus 1,581,831
5 Excess distributions carryover applied to 2023.    
(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 12,107,961
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,890,804
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,217,157
10 Analysis of line 9:
a Excess from 2019.... 2,396,474
b Excess from 2020.... 1,858,601
c Excess from 2021.... 2,390,422
d Excess from 2022.... 1,989,829
e Excess from 2023.... 1,581,831
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Cate Sitton
PO Box 40536
Austin,TX78704
(512) 240-2438
csitton@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 (2023)
Form 990-PF (2023)
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 New Leaf


2306 S 1st Pl
Broken Arrow,OK74012 		None PC Bldg Pathways of Indpendence 20,000
Air Force Villages Charitable Found


12455 Freedom Way Rd
San Antonio,TX78245 		None PC Blue Skies of Texas Pet Program 5,000
Albuquerque Community Foundation


624 Tijeras Ave NW
Albuquerque,NM87108 		None PC University of NM Eval Lab Summer Institute 2023 / U of NM Eval Lab Outcomes / Great Gift Giveaway 2023 61,600
Alta Mira Specialized Family Servic


1605 Carlisle Blvd NE
Albuquerque,NM87110 		None PC Alta Mira General operations Grant 25,000
Any Baby Can


6207 Sheridan Ave
Austin,TX78723 		None PC Any Baby Can early childhood intervention prgm 30,000
Assistance League of Albuquerque


PO Box 35910
Albuquerque,NM87176 		None PC Operation School Bus 15,000
Austin Child Guidance Center


810 W 45th St
Austin,TX78751 		None PC General Operations 15,000
Austin Diaper Bank


2210 Denton Dr 103
Austin,TX78758 		None PC Diaper Distribution Prgrm 15,000
Austin Groups for the Elderly


3710 Cedar St Box 2
Austin,TX78705 		None PC General operating support 20,000
Austin Speech Labs


7800 Shoal Creek Blvd 136-S
Austin,TX78757 		None PC Intensive speech therapy for stroke survivors 20,000
Avenues Early Childhood Services


PO Box 4625
Gallup,NM87305 		None PC AECS G/O Support Request / Travel Grant-University of NM Summer Institute 2023 / TBRI Caregiver Training-Nolan Anderson Discretionary / Carl C Anderson Sr & Marie Jo Anderson Fdn Exceptionalism Award 48,870
Bandera County Committee on Aging


PO Box 1416
Bandera,TX78003 		None PC Nutrition Program 20,000
Bandera United Methodist Church


1103 Cedar St
Bandera,TX78003 		None PC Snac pac 4 kids / Snacs4kids 10,000
Bastrop Co Emerg Food Pantry


PO Box 953
Bastrop,TX78602 		None PC General Operations 20,000
Bethel Community Storehouse


PO Box 968
Moriarty,NM87035 		None PC Food Rescue Truck 15,000
CAMP University


PO Box 2294
McAllen,TX78502 		None PC C.A.M.P. University G/O 10,000
Casa de Peregrinos


999 West Amador Ave F
Las Cruces,NM88005 		None PC Senior Nutrition Prgrm 25,000
CASA of Central Texas


1308 E Common Street Ste 205
New Braunfels,TX78130 		None PC Advocacy for Abused & Neglected Children 10,000
Catholic Charities in the AD Santa


2010 Bridge SW
Albuquerque,NM87105 		None PC Senior Transportation Campaign 20,000
Catron Food Pantries


PO Box 43
Datil,NM87821 		None PC Operating Support 5,000
Center for Creative Living Corp


3501 SW Dr Elsie Hamm Dr
Lawton,OK73505 		None PC Senior Health, Welness & Nutrition Prgrm 10,000
Central Texas Children's Home


13200 Crane Rd
Buda,TX78610 		None PC General Operations 25,000
Childhaven


807 W Apache St
Farmington,NM87401 		None PC General Operating Support 35,000
Children's Assoc for Maximum Potent


PO Box 27086
San Antonio,TX78227 		None PC Strengthening and inspiring 2023 15,000
ChildSafe


3730 IH-10 East
San Antonio,TX78220 		None PC Core Srvcs for Child Maltreatment Victims 40,000
Christina Kent Early Childhood Ctr


423 3rd St SW
Albuquerque,NM87102 		None PC Anderson Charitable Operations Grant 25,000
Ciudad Nueva


810 N Campbell St
El Paso,TX79901 		None PC G/O / Travel Grant-Uni of NM Summer Institute 2023 16,000
Communities in Schools of Central T


3000 S IH-35 200
Austin,TX78704 		None PC CIS student and family assistance prgrm 30,000
Community Action Agency of Southern


3880 Foothills Rd A
Las Cruces,NM88011 		None PC Supporting Southern NM Families 15,000
Connections Individual Family Srvcs


PO Box 311268
New Braunfels,TX78131 		None PC Hope & Healing: Support for Youth in Foster Care 20,000
Cookson Hills Christian School


60416 Hwy 10
Kansas,OK74347 		None PC Provide Training to Children's Home Caregivers 8,200
CRRC of Canyon Lake


PO Box 1472
Canyon Lake,TX78133 		None PC Critical Resource Needs in Rural Canyon Lake 20,000
Dental Care in Your Home


PO Box 65310
Albuquerque,NM87193 		None PC Communications Projects 2,500
Domestic Violence Intervention Serv


3124 E Apache St
Tulsa,OK74110 		None PC Children's theraputic counseling program 15,000
El Pasoans Fighting Hunger


9541 Plaza Circle
El Paso,TX79927 		None PC Fighting Food Insecurity 20,000
El Valle Community Ctr


PO Box 61
Villanueva,NM87583 		None PC El Valle Comm Ctr Food Pantry / G/O-Carl Anderson Trustee Discretionary / Refrigeration Unit for Food Pantry 22,500
Family Promise of Albuquerque


808 Edith Avenue
Albuquerque,NM87102 		None PC Family Promise Shelter 15,000
Family Promise of East Bell Co


1018 E Ave A
Temple,TX76501 		None PC Family service prgrm support 15,000
Family Srvc Assoc of San Antonio


702 San Pedro Ave
San Antonio,TX78212 		None PC Transportation Support for Summer Interns 5,000
Foster Angels of Central Texas Fdn


PO Box 152575
Austin,TX78715 		None PC Assistance for Local Children in Foster Care 20,000
Friends for Life


PO Box 23491
Waco,TX76702 		None PC Senior Supports 15,000
Gateway Community Partners


417 S E Loop 456
Jacksonville,TX75766 		None PC Gen ops 20,000
God's Garage


2106 E Davis St
Conroe,TX77301 		None PC G/O-Seth Anderson Discretionary / Restoring Lives w/ Reliable Rides 20,000
Golden Age Home Assit Living


1505 South Main St
Lockhart,TX78644 		None PC Senior Adult Affordable Housing / Capacity Bldg Board Governance 25,000
Habitat for Humanity of Smith Co


822 W Front Street
Tyler,TX75702 		None PC Emergency Critical Repairs 15,000
Half Helen Foundation


7801 N Lamar Blvd F34
Austin,TX78752 		None PC Optical Prime- transform vision care 10,000
Heading Home


PO Box 27636
Albuquerque,NM87125 		None PC Lexigton Hotel G/O 20,000
Hearts for Hearing Foundation


11500 N Portland Ave
Oklahoma City,OK73112 		None PC Listening Start- core srvcs 20,000
Helping Hand Home for Children


3804 Avenue B
Austin,TX78751 		None PC General Operations of Helping Hands Home 20,000
Hill Country Daily Bread Ministries


234 W Bandera Road 133
Boerne,TX78006 		None PC Family Mentoring and Resource Program 20,000
Hill Country Family Services


118 W Advogt St
Boerne,TX78006 		None PC Crisis Mgmt Support 20,000
Hill Country Youth Ranch


PO Box 67
Ingram,TX78025 		None PC G/O-Children's Food Supplement 10,000
Home of Hope


PO Box 903
Vinita,OK74301 		None PC Carl C Anderson Sr & Marie Jo Anderson Exceptionlism Award / Employee Support Recruitment & Retention 55,000
Honor Veterans Now


1670 FM 2093
Fredericksburg,TX78624 		None PC Meals for Vets 10,000
I Care San Antonio


1 Haven for Hope Way
San Antonio,TX78207 		None PC Senior Vision Healthcare Prgrm 15,000
IGW Children's Hope Foundation


PO Box 1353
Farmington,NM87499 		None PC Trustee Discrt. for Children's Health & Safety (Carl C Anderson III) / (Seth Anderson) / Children's Health & Safety 25,000
Infant Crisis Center


4224 N Lincoln Blvd
Oklahoma City,OK73105 		None PC Infant Crisis Services' Feed Babies Challenge Grant 20,000
La Plaza de Encuentro Gathering Pla


714 4th St SW
Albuquerque,NM87102 		None PC Fundraising Consulting 8,000
Low Vision Resource Center


1250 NE Loop 410
San Antonio,TX78209 		None PC Low Vision Resource Center 10,000
Lubbock Children's Health Clinic


PO Box 12103
Lubbock,TX79452 		None PC General Operations - Stacey Anderson Discretionary / Pediatric Healthcare 25,000
Mainspring Schools


1100 West Live Oak St
Austin,TX78704 		None PC 2023 At-Risk child nutrition and education 15,000
Mary Lee Foundation


1339 Lamar Square Dr
Austin,TX78704 		None PC Recruitment & Retention 20,000
Meals on Wheels Metro Tulsa


12620 E 31st St
Tulsa,OK74146 		None PC Home Delivered Meals for Disabled Seniors 35,000
Meals on Wheels


PO Box 1371
Norman,OK73070 		None PC Meal subsidy 20,000
Meals on Wheels Plus


PO Box 903
Abilene,TX79604 		None PC Operating Funds 15,000
Meals on Wheels Senior Services


PO Box 910
Rockwall,TX75087 		None PC MoW Senior Srvcs Sustainability Plan 25,000
Midland Children's Rehabilitation C


802 Ventura Ave
Midland,TX79705 		None PC MCRC General Operating Support 15,000
Mission Road Developmental Center


8706 Mission Rd
San Antonio,TX78214 		None PC G/O Request FY2022 25,000
Mobile Loaves Fishes


9301 Hog Eye Rd 950
Austin,TX78724 		None PC 2023 Match from GetMAD Event 15,000
Navajo United Methodist Center


1200 W Apache St Bldg 17
Farmington,NM87401 		None PC No One Left in the Dark 10,000
Neighborhood Service Organization


8101 Walker Ave Ste C
Oklahoma City,OK73139 		None PC NSO Oral Health Outreach Program 15,000
New Mexico Community Foundation


8 Calle Medico
Santa Fe,NM87505 		None PC Travel Grant-University of NM summer institute 2023 1,000
NM Fdn for Dental Health Research E


PO Box 16854
Albuquerque,NM87191 		None PC We Smiles 15,000
New Mexico Kids Matter


2340 Alamo Ave SE 112
Albuquerque,NM87106 		None PC CASA Program 10,000
New Mexico Ramp Project


PO Box 90354
Albuquerque,NM87199 		None PC Ramps for New Mexico/2022 / Wheelchair Ramps for NM 2023 40,000
Nonprofit Exchange


PO Box 27160
El Paso,TX79926 		None PC Corp Donations - Shipping Fees 6,000
Nurturing Change


PO Box 81026
Austin,TX78708 		None PC G/O-Carl Anderson III Discretionary 16,000
Open Door Preschool


PO Box 302527
Austin,TX78703 		None PC Open Door Preschools 20,000
Paso del Norte Children's Dev Ctr


1101 E Schuster Ave
El Paso,TX79902 		None PC Travel Grant-Uni of NM Summer Institute 2023 1,000
Peppers Ranch


PO Box 3814
Edmond,OK73083 		None PC 2023 Gen Ops 20,000
Permian Basin Rehab Center


620 N Alleghaney Ave
Odessa,TX79762 		None PC Gen Ops 20,000
Pivot


201 NE 50th St
Oklahoma City,OK73105 		None PC Transforming Young Lives in 2023 15,000
Presbyterian Ear Institute


415 Cedar St SE
Albuquerque,NM87106 		None PC Early Hearing & Language Operational Support 25,000
Rainbow Senior Center


PO Box 1039
Boerne,TX78006 		None PC Gen Ops 20,000
ReMerge of Oklahoma County


823 N Villa Ave
Oklahoma City,OK73107 		None PC Restoring Families Through Diversion 20,000
Respite Care of San Antonio


PO Box 12633
San Antonio,TX78212 		None PC Supporting Children w/Medical & Special Needs 20,000
RestoreOKC


2222 NE 27th
Oklahoma City,OK73111 		None PC G/O-Stacy Anderson Discretionary / Restore OKC G/O support 25,000
Rio Grande Food Project


PO Box 66498
Albuquerque,NM87193 		None PC RGFP sustainability and growth project 15,000
ROCK Ride on Center for Kids


PO Box 2422
Georgetown,TX78627 		None PC General Support for ROCK 15,000
Ronald McDonald Hse Chari of Cen Tx


1315 Barbara Jordan Blvd
Austin,TX78723 		None PC Gen Ops 15,000
Sacramento Mountains Senior Service


PO Box 602
Cloudcroft,NM88317 		None PC Sacramento Mountains Senior Srvcs 20,000
San Antonio Metro Ministry


1919 NW Loop 410 100
San Antonio,TX78213 		None PC Engage the Community in Overcoming Homelessness 20,000
Sarah Roberts French Home


1315 Texas Ave
San Antonio,TX78201 		None PC Fund to Aid Residents 5,000
Saranam


1100 Eubank NE Ste A
Albuquerque,NM87112 		None PC Saranam 20,000
School Fuel


102 Wonder World Dr 304-120
San Marcos,TX78666 		None PC Gen Ops 25,000
Scott's House


PO Box 31279
Santa Fe,NM87594 		None PC Scott's house 2023 15,000
Senior Access


2498 E Palm Valley Blvd
Round Rock,TX78665 		None PC Healthcare Access for Older Adults 20,000
Sharing Hands A Respite Experience


3500 N A St 2500
Midland,TX79705 		None PC SHARE the Journey 15,000
Silver Horizons New Mexico


PO Box 6879
Albuquerque,NM87197 		None PC Storytelling Video 2,500
Soar Arena Therapeutic Riding


318 El Camino Way Dr
San Marcos,TX78666 		None PC G/O-Carl Anderson Trustee Discretionary / Operating Exps for Jennifer's Horses / Arena Granite Project-Stacey, Seth & Nolan TD / Jennifer's Horse Exps 29,000
Society of St Vincent de Paul-Wimbe


14711 Ranch Road 12
Wimberely,TX78676 		None PC Christmas Project 4,000
St Paul Children's Fdn


PO Box 1238
Tyler,TX75710 		None PC St. Paul Children's Srvcs Gen Ops 20,000
Sunshine House


402 E Holland Ave
Alpine,TX79830 		None PC Sunshine House General Operating Support 20,000
TEAMability


5210 Thousand Oaks Ste 1333
San Antonio,TX78233 		None PC General Ops 20,000
Texas Baptist Children's Home


1101 North Mays
Round Rock,TX78664 		None PC Gen Ops 15,000
Texas Diaper Bank


1803 Grandstand Dr 150
San Antonio,TX78238 		None PC General Operations 20,000
Texas Ramp Project


PO Box 832065
Richardson,TX75083 		None PC Texas Ramp Project 20,000
Texas Veterinary Medical Foundation


8104 Exchange Dr
Austin,TX78754 		None PC LEAP ((Lending Economic Assistance for Pets) 5,000
The Arc of San Antonio


13430 West Ave
San Antonio,TX78216 		None PC Empowering Individuals w/ IDD 20,000
The Austin Center for Grief Loss


2413 Greenlawn Pkwy
Austin,TX78757 		None PC Helping Austin Grieve 10,000
The Ctr for Indivs with Phys Challe


815 S Utica Ave
Tulsa,OK74104 		None PC General Operations 15,000
The Little Light House


5120 E 36th St
Tulsa,OK74135 		None PC Operating Funds 25,000
The Salvtn Army Austin Met Area Com


4700 Manor Rd
Austin,TX78723 		None PC Shelter for families with children 20,000
The Settlement Home for Children


1600 Payton Gin Rd
Austin,TX78758 		None PC Care for Children Who are Survivors of Abuse 25,000
Titus County Cares


PO Box 1476
Mount Pleasant,TX75456 		None PC Food4Kids 20,000
Turn Center


1250 Wallace Blvd
Amarillo,TX79106 		None PC Operations funding for fiscal year 2022-2023 15,000
Turtle Wing Foundation


PO Box 631
Schulenburg,TX78956 		None PC Operations / G/O-Carl Anderson Discretionary 13,000
Undies For Everyone


3610 Willowbend Blvd 1000
Houston,TX77054 		None PC Children's Underwear Distrib 25,000
Basin Dream Center for Orphans


2502 W Cuthbert Ave
Midland,TX79701 		None PC G/O-Transitional Housing 10,000
A New Day


2035 Renard Pl SE Suite 200
Albuquerque,NM87106 		None PC Rebuilding 20,000
A Special Purpose


8312 S Elder Ave
Broken Arrow,OK74011 		None PC General Operations / G/O - Carl Anderson III Discretionary / Caregiver Respite 11,000
Albuquerque Sign Language Academy


620 Lomas Blvd Nw
Albuquerque,NM87102 		None PC Fundraising Consulting 8,000
All Faiths


1709 Moon St Ne
Albuquerque,NM87112 		None PC General Operations 20,000
Assistance League of Austin Texas


4901 Burnet Road
Austin,TX78756 		None PC ALA General Funding 10,000
Assn of Fndrsng Prof-Greater Austin


3305 Steck Ave
Austin,TX78757 		None PC Philanthropy Day 2023 2,500
Athens Samaritans Inc


PO Box 350
Athens,TX75751 		None PC The Athens Samaritans, Inc. dba Labor of Love 15,000
Best Buddies New Mexico


3507 Wyoming Blvd NE Ste A
Albuquerque,NM87111 		None PC BB in NM Project Jobs Prgm 20,000
Bynum School


5100 Avalon Drive
Midland,TX79707 		None PC General Prgrm exps funding for Bynum school 10,000
Casa Esperanza Inc


PO Box 457
Liberty Hill,TX78642 		None PC Operational Support 20,000
CASA of El Paso


221 N Kansas St Ste 1501
El Paso,TX79901 		None PC CASA of El Paso 10,000
Casa of Oklahoma County Inc


1608 Nw Expressway Ste 101
Oklahoma City,OK73118 		None PC Operating Support for CASA Volunteers 10,000
CASA of Travis County


7600 Chevy Chase Dr Ste 200
Austin,TX78752 		None PC Transitioning youth prgrm for foster youth 20,000
Central Texas Palliative Care Assoc


4107 Spicewood Springs Rd Ste 100
Austin,TX78759 		None PC Community based palliative care 20,000
Children's Advocacy Center for N Tx


1854 Cain Drive
Lewisville,TX75077 		None PC Clinical Srvcs in Wise & Jack Counties 10,000
CLNKIDS Inc


PO Box 12786
Albuquerque,NM87195 		None PC Supporting homeless children / Fndrsng Consulting 28,000
Crt Apptd Special Advocs CASA of Li


PO Box 9027
Liberty,TX77575 		None PC Chance for a child 10,000
Drive A Senior Central Texas


724 Eberhart Ln
Austin,TX78745 		None PC It's More Than Just A Ride 10,000
Edmond Mobile Meals Inc


25 W 3rd St
Edmond,OK73003 		None PC Meals for low income homebound seniors 15,000
Emergency Infant Services


222 S Houston Avenue
Tulsa,OK74127 		None PC Direct client services-YPB Fundraiser 20,000
Full Circle Senior Adult Day Center


1304 Lindsey Plaza Dr
Norman,OK73071 		None PC Full Circle Adult Day Center 10,000
Galveston Urban Ministries


3727 Ball St
Galveston,TX77550 		None PC Gen ops - Carl Anderson III discretionary 10,000
Harmony Home Children's Advocacy Ct


PO Box 3087
Odessa,TX79760 		None PC Child Advoc Services for Rural Permian Counties 15,000
Jardin De Los Ninos Inc


1300 El Paso Rd Ste G Pmb 272
Las Cruces,NM88001 		None PC Trauma-Informed Srvcs for Homeless Families 15,000
Junior League of Austin


5330 Bluffstone Ln
Austin,TX78759 		None PC Food in Tummies 15,000
Living Improvement for the Elderly


411 W Matthews Ave
Stillwater,OK74075 		None PC Life Adult Day Ctr 15,000
Many Mothers


PO Box 23222
Santa Fe,NM87502 		None PC Maternal Support Prgrm & Parent Edu 15,000
Maverick Boys and Girls Club of Ama


1923 S Lincoln St
Amarillo,TX79109 		None PC Reducing childhood hunger 10,000
Meals for the Elderly


310 East Houston Harte
San Angelo,TX76903 		None PC Gen Ops 20,000
Meals on Wheels Central Texas


3227 E 5th St
Austin,TX78702 		None PC Meals on Wheels Central Texas 15,000
Meals on Wheels Ministry


3001 Robertson Rd
Tyler,TX75701 		None PC Wheels in Motion 20,000
Meals on Wheels of Palestine


PO Box 1365
Palestine,TX75802 		None PC Keeping the Wheels Turning 25,000
Modus Inc


1519 S Harvard Ave
Tulsa,OK74112 		None PC Modus drive change 15,000
New Horizons Ranch Center


147 Sayles Blvd
Abilene,TX79605 		None PC Kids in foster care at Residential Ctr 15,000
New Mexico Child Advocay Networks


625 Silver Ave Sw Ste 345
Albuquerque,NM87102 		None PC Support for young people impacted by systems 15,000
Paws and Stripes


617 Truman St NE
Albuquerque,NM87110 		None PC General Operations 20,000
Proyecto Juan Diego


3910 Paredes Line Rd
Brownsville,TX78526 		None PC PJD Gen Ops 15,000
Ronald McDonald Hse Chari of El Pas


300 E California Ave
El Paso,TX79902 		None PC Travel Grant-Uni of NM Summer Institute 2023 16,000
Shalom Austin


7300 Hart Lane
Austin,TX78731 		None PC Disability & inclusion srvcs prgrm 10,000
Shine USA Inc


1412 Winnie St Rear 2
Galveston,TX77550 		None PC Gen Ops - Carl Anderson III discretionary 5,000
Special Care Inc


12201 N Western Ave
Oklahoma City,OK73114 		None PC Operating support 15,000
Starry Inc


1301 N Mays St
Round Rock,TX78664 		None PC Gen Ops 20,000
Texas Advocacy Project


3721 Executive Center Dr 215
Austin,TX78731 		None PC Texas Advocacy Project 2023 15,000
Texas Beef Initiative


PO Box 189
Dripping Springs,TX78620 		None PC Operational Support / Carl C Anderson Sr & Marie Jo Anderson Fdn Exceptionalism Award 50,000
The Coming Home Connection


418 Cerrillos Rd Ste 27
Santa Fe,NM87501 		None PC Gen Ops 15,000
The National Ctr for Frontier Commu


301 W College Ave Ste 16
Silver City,NM88061 		None PC Food for Remote 20,000
The Refuge for DMST


PO Box 90804
Austin,TX78709 		None PC The Refuge Reopening 15,000
The Spring Shelter


PO Box 1588
Sand Springs,OK74063 		None PC Serving Survivors Fleeing Abuse 15,000
The Transplant Association of Texas


11107 Wurzbach Rd Ste 201
San Antonio,TX78230 		None PC Transplants for Children / Operations/prgrm support 10,000
Three Sisters Kitchen


109 Gold Ave SW
Albuquerque,NM87102 		None PC G/O-Carl Anderson III Discretionary 2,000
Town Country School


8906 E 34th St
Tulsa,OK74145 		None PC Gen Ops 20,000
Transitional Living Centers of OK


601 S Elgin Avenue
Tulsa,OK74120 		None PC Lindsey House 15,000
Tulsa Advocs for the Rights of Citi


2516 East 71st St Ste A
Tulsa,OK74136 		None PC G/O Expenses 20,000
Valencia Shelter for Victims of DV


445 Camino Del Rey Ste E
Los Lunas,NM87031 		None PC Valencia Shelter Srvcs - G/O 15,000
VELA


4900 Gonzales St
Austin,TX78702 		None PC Disability Support Challenge Grant 15,000
Washington County Elder Care


1223 Swan Drive
Bartlesville,OK74006 		None PC Support for Physical Therapy Equip Purchase 15,000
West Texas Counseling Guidance


36 E Twohig Cactus Hotel Ste 600
San Angelo,TX76903 		None PC Training & Client Assist 20,000
Youth Family Services


PO Box 1207
El Reno,OK73036 		None PC Youth & Family Srvcs G/O Funding 15,000
Grantmakers in Aging


901 N Glebe Rd
Arlington,VA22203 		None PC 2023 Grantmakers in Aging Conf Austin, Tx 10,000
A Night in Old Bethlehem


12326 Ranch Road 12
Wimberley,TX78676 		None PC A Night in Old Bethlehem 7,000
Accessos


1012 Torney Ave
San Francisco,CA94129 		None PC Scaling Accessibility to Text 911 in NM 10,000
Advoc Ctr for Crime Victims Childre


3312 Hillcrest Dr
Waco,TX76708 		None PC Critical Tech Update 5,000
Albuquerque Meals on Wheels Inc


PO Box 92614
Albuquerque,NM87199 		None PC G/O-Carl Anderson Trustee Discretionary 16,500
Alzheimer's Alliance of Smith Count


211 Winchester
Tyler,TX75703 		None PC G/O-Carl Anderson III Discretionary 2,000
Assistance League of Norman


809 Wall St
Norman,OK73069 		None PC Operation School Bus 5,000
Austin Angels


9901 Brodie Ln Ste 160 PMB 255
Austin,TX78748 		None PC Wraparound Care for CTx Fostering Families 15,000
Austin Community College Fdn


6101 Highland Campus Dr 3000 4270
Austin,TX78752 		None PC Measuring Social Impact & Effective Storytelling Certificate Prgm / Ctr for NP Studies & NP Austin-Storytelling Certificate 60,000
Austin Community Foundation


4312 Guadalupe St Ste 300
Austin,TX78751 		None PC Seasons for Caring 2023 11,000
Austin Community Fdn-Aging is Cool


4315 Guadalupe St Ste 300
Austin,TX78751 		None PC G/O-Carl Anderson III Discretionary 2,000
Bandera Foster Closet


PO Box 2655
Bandera,TX78003 		None PC Bandera Foster Closet Operations 5,000
Beyond the Spectrum OK Inc


1420 Vulcan Cir
Edmond,OK73003 		None PC Special Needs Classes/Therapy 5,000
Bi-Stone CASA dba CASA of Freestone


264 Stonewell Dr
Streetman,TX75859 		None PC CASA of Freestone and Limestone Counties 5,000
Blessings in a Backpack-Boerne Tx C


8735 Turning Leaf
Boerne,TX78015 		None PC Weekend Meal Prgrm 20,000
Boys Girls Club of Ottawa Co


PO Box 656
Miami,OK74355 		None PC BGC Summer Snacks for Kids 5,000
Brighton School


14207 Higgins Rd
San Antonio,TX78217 		None PC Brighton's Developmental & Edu Prgrms 10,000
Bulverde Senior Center


30280 Cougar Bend
Bulverde,TX78163 		None PC General Operations 15,000
Camp Phoenix


PO Box 732
Marble Falls,TX78654 		None PC Trauma-Informed Mental Health Care in Rural Tx 20,000
Capable Kids Fdn Inc


1223 E Hackberry Ave
McAllen,TX78501 		None PC CK Sports and CK Social Programming 5,000
Caring Community Friends


PO Box 1524
Sapulpa,OK74067 		None PC Food & Resources for Kids 5,000
CASA of Bell Coryell Counties


112 N Main Street
Belton,TX76513 		None PC CASA of Bell & Coryell Counties 10,000
Central Ok Camp Conf Ctr Inc


1 Twin Cedar Ln
Guthrie,OK73044 		None PC Make Promises Happen Support 10,000
Child Advocacy Network


2815 S Sheridan Rd
Tulsa,OK74129 		None PC Child Abuse Network 10,000
Child Advocates San Antonio CASA


1956 S WW White Rd
San Antonio,TX78222 		None PC G/O Child Advocates San Antonio 10,000
Children's Advocacy Ctr of Comal Co


PO Box 312200
New Braunfels,TX78131 		None PC Services for Abused Children 10,000
Choice Living Community


PO Box 71387
Corpus Christi,TX78467 		None PC General Operating 5,000
Clovis Meals on Wheels


PO Box 371
Clovis,NM88102 		None PC Clovis Meals on Wheels 5,000
CNM Ingenuity Incorporation


525 Buena Vista Dr SE
Albuquerque,NM87106 		None PC New Elder Connect 10,000
Collins Lake Austism Center


PO Box 472
Cleveland,NM87715 		None PC General Prgrm Funding 10,000
Comal Co Senior Citizens Fdn


655 Landa Street
New Braunfels,TX78130 		None PC Senior Nutrition Prgrm 15,000
Coming of Age Austin Metro


PO Box 1748
Austin,TX78767 		None PC Senior Tech Access 5,000
Community Against Violence


PO Box 169
Taos,NM87571 		None PC Supporting Children Affected by Domestic Violence 25,000
Community Pantry


PO Box 520
Gallup,NM87305 		None PC Travel Grant-Uni of NM Summer Institute 2023 / Mobile Distrib Resiliency Project 31,000
Concho Valley Regional Food Bank of


PO Box 1207
San Angelo,TX76902 		None PC Food2Kids Weekend Backpack Prgrm 10,000
Concho Valley Turning Point


528 E Highland Blvd
San Angelo,TX76903 		None PC Conch Valley Turning Point Housing-Families 5,000
Corpus Christi Hope House


3226 Reid Dr
Corpus Christi,TX78404 		None PC Emergency Shelter & Supportive Srvcs 5,000
Crisis Breadbasket


PO Box 1721
Wimberley,TX78676 		None PC Wimberley Student Supplemental Food Boxes 5,000
Daily Living Centers


PO Box 608
Bethany,OK73008 		None PC Daily Living Ctrs Activity & Prgrmng 15,000
Dar A Luz Birth Health Ctr


7708 4th St NW
Los Ranchos,NM87107 		None PC Fundraising Consulting 8,000
DVRC Inc


625 Silver Ave SW Ste 185
Albuquerque,NM87102 		None PC G/O Support / G/O 35,000
East TX Orphan Care Network


PO Box 133063
Tyler,TX75713 		None PC Empowering the Community to Help Children 15,000
Faith In Action Caregivers NW


10633 Lake Creek Pkwy
Austin,TX78750 		None PC Transportation for Seniors 15,000
Family Caregiver Ctr of NM


705 Morningside Dr NE
Albuquerque,NM87110 		None PC FCCNM Capacity Bldg Request 8,000
Family Hope House


6711 S Yale Ave Ste 106
Tulsa,OK74136 		None PC G/O-Carl Anderson III Discretionary 2,000
Food Bank of Abilene


5505 N 1st St
Abilene,TX79603 		None PC Prgrms for Seniors 20,000
Food Bank of Eastern NM


2217 East Brady St
Clovis,NM88101 		None PC Weekend Backpack Prgrm 25,000
Food Depot


1222 Siler Road
Santa Fe,NM87507 		None PC Mobile Food Pantry-Carl Anderson Trustee Discretionary Grant 2,000
Fostering Sweet Dreams


529 W Edmond Rd
Edmond,OK73003 		None PC G/O-Carl Anderson Discretionary / Beds for OK's Vunerable Children 7,000
Foundation Communities


3000 S IH-35 Ste 300
Austin,TX78704 		None PC Children's Programming 15,000
Fundamental Needs


14881 County Rd 26
Dolores,CO81323 		None PC Oasis Project NM 10,000
Galveston Co Food Bank


624 4th Avenue N
Texas City,TX77590 		None PC GCFB Programs for Seniors 15,000
Garden of Hope of Central TX


PO Box 2141
Harker Heights,TX76548 		None PC Garden of Hope of Central Texas 10,000
Golden Spread Rural Frontier Coalit


113 Walnut St
Clayton,NM88415 		None PC Food Pantry 5,000
Hedley Senior Citizens Assn Inc


PO Box 216
Hedley,TX79237 		None PC Hedley Senior Citizens 5,000
Helping Hands Ministry


2210 Holland Road
Belton,TX76513 		None PC Bridge the Summer Gap 15,000
Henderson Co United Way


PO Box 1435
Athens,TX75751 		None PC Ride United Transportation Access 10,000
High Mountain Youth Project


PO Box 2646
Ruidoso,NM88355 		None PC High Mountain Youth Project Evening Drop-in Ctr 10,000
Inside Out


919 N Riverside Dr Ste B1
Espanola,NM87532 		None PC Indigent Community Assistance 5,000
Las Cumbres Community Srvcs


PO Box 1362
Espanola,NM87532 		None PC Adult Srvcs Workforce Recruitment & Resilience 15,000
LifeWorks Youth Family Alliance


3700 S 1st Street
Austin,TX78704 		None PC LifeWorks Campaign to End Youth Homelessness 40,000
Lubbock Impact


2707 34th St
Lubbock,TX79410 		None PC Lubbock Impact Elevator 15,000
Lufkin Neighborhood Strong


107 West Lufkin Ave Ste 205
Lufkin,TX75904 		None PC Capacity Bldg 15,000
Meals on Wheels Collin Co


600 N Tennessee St
McKinney,TX75069 		None PC Home Delivered Meals Prgrm 5,000
Meals on Wheels of Johnson Ellis Co


106 E Kilpatrick St
Cleburne,TX76031 		None PC General Support 15,000
Memory Care Alliance


8 Calle Medico
Santa Fe,NM87505 		None PC Replication & Community Awareness 25,000
Metroport Meals on Wheels


PO Box 204
Roanoke,TX76262 		None PC General Operations 20,000
Miracle Foundation


1506 W 6th St
Austin,TX78703 		None PC FosterShare-the Digital Assist for Foster Care 15,000
Mora Creative Council


397 State Highway 518
Mora,NM87732 		None PC Moa Food Hub & Food Pantry 15,000
Neighborhood Hope Dealers


PO Box 491
Guthrie,OK73044 		None PC Life Transformation Prgrm-G/O 5,000
New Mexico Dream Ctr


11704 Medicine Bow Pl SE
Albuquerque,NM87123 		None PC Overhead Support for NM Dream Ctr 15,000
New Mexico Suicide Intervention


PO Box 6004
Santa Fe,NM87502 		None PC The Sky Center 15,000
nonPareil Austin


6618 Sitio Del Rio Blvd Blg E 102
Austin,TX78730 		None PC Bldg Better Futures for Adults w/Autism 15,000
Northwest Assistance Ministries


15555 Kuykendahl Rd
Houston,TX77090 		None PC G/O - Nolan Anderson Trustee Discretionary 5,000
Not Your Average Joe


509 Wilkinson Dr
Moore,OK73160 		None PC Not Your Average Joe 5,000
Onion Creek Senior Citizens


PO Box 65
Buda,TX78610 		None PC Sustaining Active Senior Cooperative Prgrms 5,000
Open Hands Community Charitable Src


PO Box 489
Donna,TX78537 		None PC G/O-Carl Anderson III Discretionary 2,000
P B J Family Services


1101 Lopez Rd SW
Albuquerque,NM87105 		None PC Gen Ops 25,000
Palacios Community Coalition


109 Morton Ave
Palacios,TX77465 		None PC Gen Ops Funds 5,000
Parent Child Ctr of Tulsa


1421 S Boston Ave
Tulsa,OK74119 		None PC G/O-Carl Anderson Discretionary 8,500
Paso Del Norte Ctr of Hope


PO Box 31397
El Paso,TX79931 		None PC Direct Srvcs for Human Trafficking Victims 10,000
Philanthropy Southwest


3000 Pegasus Park Dr Ste 706
Dallas,TX75247 		None PC PSW Conf 2023 6,195
Project Orphans Tulsa's Girls Home


7315 S Lewis Ave
Tulsa,OK74136 		None PC G/O Support 5,000
Richard L Shorkey Edu Rehab Ctr


855 S 8th St
Beaumont,TX77701 		None PC Prgrm Support 15,000
SA Hope Center


PO Box 780904
San Antonio,TX78278 		None PC SA Hope Ctr 2022 Operations 15,000
Samaritan Counseling Ctr of SE Tx


7980 Anchor Dr Ste 500
Port Arthur,TX77642 		None PC Hope & Healing for Children & Adolescents 10,000
Shelby's Bridge


1008 E Hay St
Sudan,TX79371 		None PC Bldg Business-Bldg Communities 5,000
Solace Sage


395 Waters View Ct
Dripping Springs,TX78620 		None PC Transitions of Care & Help prgrms 5,000
South Peoria Neighborhood Connectio


5780 S Peoria Ave
Tulsa,OK74105 		None PC South Tulsa Community House G/O 25,000
South Texas Alliance for Orphans


115 Kendall View Dr
Boerne,TX78006 		None PC More Than Enough 5,000
Southern NM Project


209 Linda Vista Dr
Sunland Park,NM88063 		None PC Community Relief for Seniors, Children, Families 5,000
Special Reach


6851 Citizens Pkwy Ste 220
San Antonio,TX78229 		None PC Improving the Lives of Children w/Disabilities / Prgrms Benefitting Children w/Disabilities 25,000
St Paul Presbyterian Church


11 N Park St
San Angelo,TX76901 		None PC St Paul's Oasis 5,000
St Jude's Ctr for Young Children SJ


1400 Ridge Creek Ln
Bulverde,TX78163 		None PC General Operations 20,000
Storehouse New Mexico


PO Box 94810
Albuquerque,NM87199 		None PC Gen Ops 20,000
Student Clothing Bank


PO Box 94735
Albuquerque,NM87199 		None PC Locker #505 Clothing & Overhead 10,000
Taos Elders Neighbors Together


PO Box 3561
Taos,NM87571 		None PC TENT Continuation of Srvcs 5,000
Team Luke Hope for Minds


PO Box 64323
Lubbock,TX79464 		None PC Quality of Life for Children w/ Brain Injuries 10,000
Texas Children's Hospital


6330 W Loop S Ste 1300
Bellaire,TX77401 		None PC The Vannie E Cook Jr Children's Cancer Clinic 15,000
Texas Tech Fdn


PO Box 45025
Lubbock,TX79409 		None PC Dental Fund for Underserved West Texans & New Mexicans 10,000
The Arthur Nagel Community Clinic


1116 12th Street
Bandera,TX78003 		None PC Elder Care Prgrm: Caring for Low-Income Elderly 40,000
The Common Good


PO Box 35732
Tulsa,OK74153 		None PC Senior Adult Programming 10,000
The Odessa Family YMCA


3001 E University Blvd
Odessa,TX79762 		None PC Prgrm Funding for Seniors & Special Needs Adults 5,000
Therapy Pet Pals of Texas


3930 Bee Cave Rd Ste C
Austin,TX78746 		None PC Therapy Pet Pals of Texas 5,000
Thrive Longview


2020 Bill Owens Pkwy Ste 200
Longview,TX75604 		None PC Thrive Mental Health Initiative 5,000
Tulsa Advocs for the Protcn of Chil


PO Box 14044
Tulsa,OK74159 		None PC Fostering Connections-G/O Request 5,000
Welcome Table


1941 Webberville Rd
Austin,TX78721 		None PC Neighbor 2 Neighbor / N2N-Carl Anderson III Discretionary 6,000
Youth Center of Texas


3730 IH-10 East
San Antonio,TX78220 		None PC G/O-Carl Anderson III Discretionary 2,000
Total .................................right arrow 3a 4,348,865
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 11  
4 Dividends and interest from securities ....     14 1,505,557  
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 ............ 		    18 475,128  
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 1,200,746  
bOther inc     14 1,880  
cPartnership inc (K-1)     14 23,121  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,206,443  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,206,443
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CPA services 41,650 0 0 41,650

TY 2023 CompensationExplanation
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
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 2023 InvestmentsCorpBondsSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds (Attach A) 4,675,652 4,658,330

TY 2023 InvestmentsCorpStockSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Stocks (Attach A) 24,154,787 31,382,112

TY 2023 InvestmentsGovtObligationsSch
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

1,649,667
US Government Securities - End of Year Fair Market Value:

1,659,252
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Hedge Funds (Attach A) AT COST 2,356,019 2,364,607
Private Equity (Attach A) AT COST 7,130,209 10,381,521
Commodities (Attach A) AT COST 1 5,790,363
NB Private Mkts Fund III (K-1) AT COST 1,057,150 1,321,427
NB Crossroads Priv Mkts Fund IV (K-1) AT COST 2,045,571 3,398,481
NB Crossroads Priv Mkts Fund V (K-1) AT COST 2,293,019 3,527,350
NB Crossroads Part Fund 23 (K-1) AT COST 1,457,032 1,842,606
NB Crossroads Part Fund 24 (K-1) AT COST 277,437 291,657
Less Private Equity from Attach A AT COST 7,130,209 10,381,521
Exchange Traded Funds (Attach A) AT COST 16,353,634 24,196,291
Mutual Funds (Attach A) AT COST 475,780 433,442

TY 2023 LandEtcSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Machinery and Equipment 45,705 45,705    


TY 2023 LegalFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal services 153,495 0 0 153,495


TY 2023 OtherExpensesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Forms K-1 investment expenses 148,068 148,068    
Insurance 12,009     12,009
Memberships 10,759     10,759
Mineral expenses 42,753 42,753    
Other expenses 1,729     1,729
Other investment fee 5,025 5,025    
Payroll processing 4,369     4,369
Software 5,400     5,400
Travel 21,912     21,912
Website and IT 1,645     1,645


TY 2023 OtherIncomeSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
O&G royalty inc 1,200,746 1,200,746  
Other inc 1,880 1,880  
Partnership inc (K-1) 23,121 23,121  


TY 2023 OtherIncreasesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
Net timing differences 9,936


TY 2023 OtherProfessionalFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Advisory fees 78,068 78,068 0 0


TY 2023 TaxesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise taxes 24,500      
Foreign taxes 55,080 55,080    
Payroll taxes 40,427     40,427