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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$83,944,596J 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 14 14  
4 Dividends and interest from securities... 1,558,389 1,558,389  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,083,258
b Gross sales price for all assets on line 6a 48,532,376
7 Capital gain net income (from Part IV, line 2)... 10,083,258
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
655,942 655,942  
12 Total. Add lines 1 through 11........ 12,297,603 12,297,603  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 788,534 203,494   585,040
14 Other employee salaries and wages...... 324,780     324,780
15 Pension plans, employee benefits....... 124,769     124,769
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
683,803     683,803
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,100     19,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
107,647 107,647    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
264,147 61,168   42,979
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
232,741 125,342   107,399
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,545,521 497,651   1,887,870
25 Contributions, gifts, grants paid....... 9,809,550 9,809,550
26 Total expenses and disbursements. Add lines 24 and 25 12,355,071 497,651   11,697,420
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,468
b Net investment income (if negative, enter -0-) 11,799,952
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 113,979 77,519 77,519
2 Savings and temporary cash investments......... 7,194,991 1,635,222 1,635,222
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) 1,649,667 Click to see attachment
List of Attached Documents:
// Content
2,734,508 		2,652,118
b Investments—corporate stock (attach schedule)....... 24,154,787 Click to see attachment
List of Attached Documents:
// Content
28,012,606 		35,641,466
c Investments—corporate bonds (attach schedule)....... 4,675,652 Click to see attachment
List of Attached Documents:
// Content
5,088,276 		5,020,130
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).......... 26,315,643 Click to see attachment
List of Attached Documents:
// Content
26,522,992 		38,918,141
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) 64,104,719 64,071,123 83,944,596
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........... 64,104,719 64,071,123
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)..... 64,104,719 64,071,123
30 Total liabilities and net assets/fund balances (see instructions). 64,104,719 64,071,123
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
64,104,719
2
Enter amount from Part I, line 27a .....................
2
-57,468
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
23,872
4
Add lines 1, 2, and 3 ..........................
4
64,071,123
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
64,071,123
Form 990-PF (2024)
Form 990-PF (2024)
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 2024-12-31 2024-12-31
b Capital Gain Distributions P 2024-12-31 2024-12-31
c Forms K-1 P 2024-12-31 2024-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 47,889,631   38,449,118 9,440,513
b 30,051     30,051
c 612,694     612,694
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       9,440,513
b       30,051
c       612,694
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,083,258
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) 1 164,019
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........................... 3 164,019
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- ..... 5 164,019
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 155,233
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 167,233
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 3,214
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,214 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		20,000    
PO Box 40536
Austin,TX78704
Bank of AmericaClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		339,156    
PO Box 653067
Dallas,TX752653067
Brad Robb Exec Director
40.00 		319,378 47,236  
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 		63,821 20,504  
PO Box 40536
Austin,TX78704
Catherine Sitton Grants Mgr
40.00 		104,622 24,228  
PO Box 40536
Austin,TX78704
Justin Ito Grants Mgr
40.00 		85,500 10,959  
PO Box 40536
Austin,TX78704
Nolan Anderson Grants Mgr
40.00 		54,625 12,886  
PO Box 40536
Austin,TX78704
Ian Anderson Grants Mgr
40.00 		43,824 6,960  
PO Box 40536
Austin,TX78704
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 660,403
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 (2024)
Form 990-PF (2024)
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
87,706,727
b
Average of monthly cash balances.......................
1b
2,184,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
89,891,628
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
89,891,628
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,348,374
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,543,254
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,427,163
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
4,427,163
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
164,019
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
164,019
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,263,144
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,263,144
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
4,263,144
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
11,697,420
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
11,697,420
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,263,144
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,396,474
b From 2020...... 1,858,601
c From 2021...... 2,390,422
d From 2022...... 1,989,829
e From 2023...... 1,581,831
f Total of lines 3a through e ........ 10,217,157
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,697,420
a Applied to 2023, 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 2024 distributable amount..... 4,263,144
e Remaining amount distributed out of corpus 7,434,276
5 Excess distributions carryover applied to 2024.    
(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 17,651,433
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,396,474
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		15,254,959
10 Analysis of line 9:
a Excess from 2020.... 1,858,601
b Excess from 2021.... 2,390,422
c Excess from 2022.... 1,989,829
d Excess from 2023.... 1,581,831
e Excess from 2024.... 7,434,276
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
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-Adult Day Care


213 Red Poppy Trl
Georgetown,TX78633 		None PC General operations support 10,000
A New Leaf


2306 S 1st Pl
Broken Arrow,OK74012 		None PC Bldg Pathways of Indpendence 20,000
Abrazos Family Support Services


PO Box 788
Bernalillo,NM87004 		None PC Growing pains amidst pandemic recovery 20,000
Albuquerque Community Foundation


624 Tijeras Ave NW
Albuquerque,NM87108 		None PC University of NM Eval Lab Summer Institute 2024 / Cap bdlg grant writing intensive workshop 27,400
Any Baby Can


6207 Sheridan Ave
Austin,TX78723 		None PC Any Baby Can of Austin 20,000
Any Baby Can of San Antonio


217 Howard St
San Antonio,TX78212 		None PC Comprehensive Family Support Srvcs 15,000
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 General Operations Support 22,700
Austin Diaper Bank


2210 Denton Dr 103
Austin,TX78758 		None PC Diaper Distribution Prgrm 15,000
Austin Speech Labs


7800 Shoal Creek Blvd 136-S
Austin,TX78757 		None PC Intensive speech therapy for stroke survivors / G/O-Stacey Anderson Discretionary 25,000
Avenues Early Childhood Services


PO Box 4625
Gallup,NM87305 		None PC Cap bldg governance / Video project 8,000
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 8,000
Bastrop Co Emerg Food Pantry


PO Box 953
Bastrop,TX78602 		None PC The Good Neighbor Capital Campaign 50,000
Bethel Community Storehouse


PO Box 968
Moriarty,NM87035 		None PC Emergency food program 20,000
CAMP University


PO Box 2294
McAllen,TX78502 		None PC General operations 15,000
Casa de Peregrinos


999 West Amador Ave F
Las Cruces,NM88005 		None PC Registration fee and travel funds for grant guidance training / Senior Nutrition Prgrm 27,000
CASA of Central Texas


1619 E Common
New Braunfels,TX78130 		None PC Advocacy for Abused & Neglected Children 10,000
CASA of Williamson County


PO Box 1904
Georgetown,TX78627 		None PC Foster child advocacy 10,000
CASA Partners 4NMKIDS


PO Box 44184
Rio Rancho,NM87174 		None PC CASAs for Foster Children 15,000
Central Texas Children's Home


13200 Crane Rd
Buda,TX78610 		None PC General support and foster family recruitment 15,000
Childhaven


807 W Apache St
Farmington,NM87401 		None PC General Operating Support 25,000
Children's Assoc for Maximum Potent


PO Box 27086
San Antonio,TX78227 		None PC Strengthening the disability community 2024 15,000
ChildSafe


3730 IH-10 East
San Antonio,TX78220 		None PC Core Srvcs for Child Maltreatment Victims 15,500
Ciudad Nueva


810 N Campbell St
El Paso,TX79901 		None PC General operations support 15,000
Clarity Child Guidance Ctr


8535 Tom Slick
San Antonio,TX78229 		None PC Continuum of Care for Kids 15,000
Community Action Agency of Southern


3880 Foothills Rd A
Las Cruces,NM88011 		None PC Southern NM Families and Children 20,000
Connections Individual Family Srvcs


PO Box 311268
New Braunfels,TX78131 		None PC Big Give Match support / Travel funds for cap bldg prgrm in Austin 20,500
Cookson Hills Christian School


60416 Hwy 10
Kansas,OK74347 		None PC Cookson Hills challenge grant request 2024 40,000
Domestic Violence Intervention Serv


3124 E Apache St
Tulsa,OK74110 		None PC DVIS emergency shelter 15,000
Down Home Ranch


20250 FM 619
Elgin,TX78621 		None PC Promoting individual choice and community 20,000
East Texas Sheltering Arms Coalitio


405 County Rd 3111
Jacksonville,TX75766 		None PC General expenses 10,000
El Paso Child Guidance Ctr


2701 East Yandell Dr
El Paso,TX79903 		None PC Mental health srvcs for underprivileged youth 10,000
El Pasoans Fighting Hunger


9541 Plaza Circle
El Paso,TX79927 		None PC Improving food security 20,000
El Valle Community Ctr


PO Box 61
Villanueva,NM87583 		None PC El Valle Comm Ctr Food Pantry 25,000
Exch Club Ctr for the Prev of Child


PO Box 42286
Oklahoma City,OK73123 		None PC General operating exps 10,000
Family Promise of East Bell Co


1018 E Ave A
Temple,TX76501 		None PC Family service prgrm support 15,000
Food on the Move


PO Box 1626
Tulsa,OK74101 		None PC Community food & resource festivals 20,000
Fortis Therapy Center


120 Frog Pond Ln
Dripping Springs,TX78620 		None PC Continuing Project Walk 15,000
Foster Angels of Central Texas Fdn


PO Box 152575
Austin,TX78715 		None PC Assistance for Local Children in Foster Care 25,000
Friends for Life


PO Box 23491
Waco,TX76702 		None PC Travel funds for cap bldg prgrm in Austin 500
Gateway Community Partners


417 S E Loop 456
Jacksonville,TX75766 		None PC General operations request 20,000
Geary Girls Ranch North


210 Kiowa Dr North
Lake Kiowa,TX76240 		None PC Fostering a community of support 20,000
God's Garage


2106 E Davis St
Conroe,TX77301 		None PC God's Garage CAReS / G/O-Seth Anderson Discretionary 20,000
Golden Age Home Assit Living


1505 N Main
Lockhart,TX78644 		None PC Cap bldg board governance / Capacity Bldg - strategic planning 17,500
Good Samaritan Ctr of San Antonio T


1600 Saltillo St
San Antonio,TX78207 		None PC General Operations Support 20,000
Greater Albuquerque Habitat for Hum


4900 Menaul Blvd NE
Albuquerque,NM87110 		None PC Habitat repair program expansion 10,000
Half Helen Foundation


7801 N Lamar Blvd F34
Austin,TX78752 		None PC Optical Prime- transform vision care 15,000
Haven for Hope of Bexar Co


1 Haven for Hope Way
San Antonio,TX78207 		None PC Medication assistance for homeless seniors 10,000
Hays County Brown Santa


PO Box 1475
San Marcos,TX78667 		None PC 2024 Brown Santa Program 1,000
Hearts for Hearing Foundation


11500 N Portland Ave
Oklahoma City,OK73112 		None PC G/O-Stacey Anderson discretionary / Listening Start-Core svrcs 30,000
Helping Hand Home for Children


3804 Avenue B
Austin,TX78751 		None PC Helping Hands Home for Children general support 20,000
Hill Country Daily Bread Ministries


234 W Bandera Road 133
Boerne,TX78006 		None PC Family Mentoring Resource Program 20,000
Home of Hope


PO Box 903
Vinita,OK74301 		None PC Operations & employee well being 20,000
House of Neighborly Service


407 N Calaveras St
San Antonio,TX78207 		None PC Promoting health for seniors & children / Travel funds for cap bldg prgrm in Austin 25,500
IGW Children's Hope Foundation


PO Box 1353
Farmington,NM87499 		None PC Children's Health & Safety 25,000
La Familia Medical Center


1035 Alto St
Santa Fe,NM87501 		None PC Children's programming 20,000
La Plaza de Encuentro Gathering Pla


714 4th St SW
Albuquerque,NM87102 		None PC Internships supporting in-home elderly care 20,000
LIFE Senior Services


5950 East 31st St
Tulsa,OK74135 		None PC LIFE senior srvcs 2023 prgrm support request 20,000
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 General operations 25,000
Loving Thunder Therapeutic Riding


5701 Jackson Loop NE
Rio Rancho,NM87144 		None PC Operation support 15,000
Mainspring Schools


1100 West Live Oak St
Austin,TX78704 		None PC At-Risk early childhood & family nutrition 10,000
Mandy's Special Farm


PO Box 9346
Albuquerque,NM87119 		None PC General Operating Support 20,000
Meals on Wheels Metro Tulsa


12620 E 31st St
Tulsa,OK74146 		None PC Meals on Wheels Metro Tulsa home safety prgrm 20,000
Meals on Wheels


PO Box 1371
Norman,OK73070 		None PC Little axe rural senior hunger 20,000
Midland Children's Rehabilitation C


802 Ventura Ave
Midland,TX79705 		None PC MCRC therapy program 15,000
Moody Clinic


1901 E 22nd St
Brownsville,TX78521 		None PC Therapy srvcs for children with special needs 15,000
Neighborhood Service Organization


8101 Walker Ave Ste C
Oklahoma City,OK73139 		None PC NSO Oral Health Outreach Program 20,000
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
Nonprofit Exchange


PO Box 27160
El Paso,TX79926 		None PC Tech fundraising work w/ASLA 3,000
Nurturing Change


PO Box 81026
Austin,TX78708 		None PC Nuturing change expansion 15,000
Nutrition and Services for Seniors


4590 Concord Rd
Beaumont,TX77703 		None PC Program support 25,000
Permian Basin Rehab Center


620 N Alleghaney Ave
Odessa,TX79762 		None PC Permian basin rehab ctr sponsorship prgrm 15,000
Pivot


201 NE 50th St
Oklahoma City,OK73105 		None PC Transforming Young Lives in 2024 20,000
Presbyterian Ear Institute


415 Cedar St SE
Albuquerque,NM87106 		None PC Language Made Visible: LENA-assisted training/PD / PEI interdisciplinary expansion/OT Project 35,000
Project MEND


5015 Wurzbach Rd
San Antonio,TX78238 		None PC General Operations of Project MEND 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 Prgrms for children w/disabilities / Support for children w/special healthcare needs 40,000
RestoreOKC


2222 NE 27th
Oklahoma City,OK73111 		None PC G/O-Stacy Anderson Discretionary / Cap bldg outcomes project 45,000
ROCK Ride on Center for Kids


PO Box 2422
Georgetown,TX78627 		None PC General Support for ROCK 20,000
Ronald McDonald Hse Chari of Cen Tx


1315 Barbara Jordan Blvd
Austin,TX78723 		None PC Ronald McDonald house prgrms 15,000
Sacramento Mountains Senior Service


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


1919 NW Loop 410 100
San Antonio,TX78213 		None PC Enhancing SAMMinistries' impact on homelessness 15,000
San Marcos Citizens Police Academy


2300 IH 35 South
San Marcos,TX78666 		None PC 2024 Blue Santa Program 1,000
Saranam


1100 Eubank NE Ste A
Albuquerque,NM87112 		None PC Saranam 20,000
Scott's House


PO Box 31279
Santa Fe,NM87594 		None PC Scott's house 2024 15,000
Senior Access


2498 E Palm Valley Blvd
Round Rock,TX78665 		None PC Aging in Place w/Dignity 20,000
Senior Life Midland


PO Box 80519
Midland,TX79708 		None PC Meals on Wheels and Homebound Service 20,000
Silver Horizons New Mexico


PO Box 6879
Albuquerque,NM87197 		None PC Senior and childhood hunger relief prgrm 25,000
Soar Arena Therapeutic Riding


318 El Camino Way Dr
San Marcos,TX78666 		None PC G/O-Nolan Anderson Discretionary 15,000
Society of St Vincent de Paul-Wimbe


14711 Ranch Road 12
Wimberely,TX78676 		None PC 2024 Christmas Project 4,000
South Central Industries


PO Box 3766
Shawnee,OK74802 		None PC Community-based employment for adults w/IDD / G/O-Stacey Anderson discretionary 28,000
St Elizabeth Shelter


804 Alarid St
Santa Fe,NM87505 		None PC From homelessness into housing 20,000
St Felix Pantry


4020 Barbara Loop SE
Rio Rancho,NM87124 		None PC NM Hunger relief and homelessness prevention 20,000
St Paul Children's Fdn


PO Box 1238
Tyler,TX75710 		None PC St. Paul Children's Srvcs food pantry 5,000
Sunshine House


402 E Holland Ave
Alpine,TX79830 		None PC Sunshine House-General Operations 25,000
Texas Diaper Bank


1803 Grandstand Dr 150
San Antonio,TX78238 		None PC Case mgmt software integration / Travel funds for Cap Bldg Prgrm Austin 15,500
Texas Veterinary Medical Foundation


8104 Exchange Dr
Austin,TX78754 		None PC 2024 LEAP Lending Economic Assistance for Pets 5,000
The Arc of San Antonio


13430 West Ave
San Antonio,TX78216 		None PC Empowering Individuals w/ disabilities / Travel funds for Cap Bldg Prgrm in Austin 20,500
The Ctr for Indivs with Phys Challe


815 S Utica Ave
Tulsa,OK74104 		None PC General Operations 20,000
The Journey Home


900 NE Washington Blvd
Bartlesville,OK74006 		None PC 2024 Operational support 15,000
The Right Path Riding Academy Inc


16620 Old Shamrock Hwy
Drumright,OK74030 		None PC William's Work Therapeutic Riding and Cart Driving 15,000
The SAFE Alliance


4800 Manor Road Bldg K
Austin,TX78723 		None PC Strengthening safety for youth survivors of abuse 20,000
The Salvtn Army Austin Met Area Com


1424 Northeast Expy NE
Brookhaven,GA30329 		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 20,000
Titus County Cares


PO Box 1476
Mount Pleasant,TX75456 		None PC Titus County Cares - Food4Kids 20,000
Turtle Wing Foundation


PO Box 631
Schulenburg,TX78956 		None PC Operations support / G/O-Carl Anderson III Discretionary 12,000
Undies For Everyone


3610 Willowbend Blvd 1000
Houston,TX77054 		None PC Children's underwear assist / Emergency staffing funds 30,000
YMCA of Greater San Antonio


16103 Henderson Pass
San Antonio,TX78232 		None PC Y early learningctr drop-in childcare 10,000
Youth Services of Tulsa


311 S Madison Ave
Tulsa,OK74120 		None PC Transitional Living Program for Homeless Youth 20,000
A New Day


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


8312 S Elder Ave
Broken Arrow,OK74011 		None PC General Operations 5,000
Albuquerque Sign Language Academy


620 Lomas Blvd Nw
Albuquerque,NM87102 		None PC Bldg an accessible future / ASLA Honey Badgers / Cap bldg work w/Lynn Trojhan / Bldg an accessible future 226,000
All Ears Listening and Language Cen


4881 W Panther Creek Dr
Spring,TX77381 		None PC All Ears! Ctr LSL prgm / Cap campaign-Carl Anderson III Discretionary 40,000
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 Assistance League of Austin 10,000
Assn for Fundraising Professionals


PO Box 37408
Albuquerque,NM87176 		None PC Funders Forum 2024 2,500
Athens Samaritans Inc


PO Box 350
Athens,TX75751 		None PC Labor of Love G/O 2024 25,000
Autism Service Center of San Antoni


4242 Woodcock Dr
San Antonio,TX78228 		None PC Autism Community Network-Gen Ops 15,000
Be Kind San Antonio Inc


PO Box 6494
San Antonio,TX78209 		None PC Prgrm Support - Year end giving 20,000
Believe It Foundation


4242 Broadway 706
San Antonio,TX78209 		None PC General operating support 15,000
Brookwood In Georgetown Vocational


905 N Church St
Georgetown,TX78626 		None PC Brookwood in Georgetown 20,000
Bynum School


5100 Avalon Drive
Midland,TX79707 		None PC General prgrm exps funding / General operations - Seth Anderson Discretionary 18,000
Caritas of Austin


611 Neches St
Austin,TX78701 		None PC Best single source plus collab 15,000
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 Court appointed special advocates 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
Center for Child Protection


8509 FM 969 Rd Bldg 2
Austin,TX78724 		None PC General operations support 15,000
Christmas in Action - Odessa


PO Box 15075
Odessa,TX78768 		None PC Christmas in Action workdays and emergency repairs 20,000
CLNKIDS Inc


PO Box 12786
Albuquerque,NM87195 		None PC Cuidando Los Ninos: Supporting Homeless Children 20,000
Crossroads Youth Family Services In


1333 W Main St
Norman,OK73069 		None PC Lawton early childhood prgrm 10,000
Dietert Center


451 Guadalupe Street
Kerrville,TX78028 		None PC Dietert Center operations 15,000
disABILITYsa


PO Box 28243
San Antonio,TX78228 		None PC Travel funds for cap bldg prgrm in Austin 500
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 "On the Road" EIS Baby Blue Mobile Unit Campaign 50,000
Family Promise of Midland Texas Inc


PO Box 7601
Midland,TX79708 		None PC Fulfilling dreams 15,000
Hand up Network


200 N Beckham Ave
Tyler,TX75702 		None PC Quality of Life for East Texas seniors 10,000
Harmony Home Children's Advocacy Ct


PO Box 3087
Odessa,TX79760 		None PC Child Advoc Services for Rural Permian Counties 15,000
Hope Alliance


1011 Gattis School Rd Ste 110
Round Rock,TX78664 		None PC Emergency shelters nights of safety for children 30,000
Hutto Resource Center


PO Box 65
Hutto,TX78634 		None PC Food pantry prgrm 15,000
Junior League of Austin


5330 Bluffstone Ln
Austin,TX78759 		None PC The Junior League of Austin's 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 & Parent ctr operations 15,000
Meals on Wheels Ministry


3001 Robertson Rd
Tyler,TX75701 		None PC Funding the gap 15,000
Merced House Texas


PO Box 12870
San Antonio,TX78212 		None PC Serve seniors living on low-income / Travels funds for cap bldg prgrm in Austin 20,500
New Mexico Child Advocay Networks


625 Silver Ave Sw Ste 345
Albuquerque,NM87102 		None PC Support for young people impacted by systems 15,000
NM Friends of Foster Children


PO Box 25365
Albuquerque,NM87125 		None PC Meeting the needsa of foster children and youth 10,000
Nonprofit Mgmt Ctr of the Permian B


3500 North A Street
Midland,TX79705 		None PC West Texas rural philanthropy days 2024 2,500
Paws and Stripes


617 Truman St NE
Albuquerque,NM87110 		None PC Suicide prevention srvcs for NM vets / Cap bldg support w/Lynn Trojhan / Cap bldg work w/Lynn Trijhan 34,750
Pegasus Legal Services for Children


505 Marquette Ave Nw Ste 1350
Albuquerque,NM87102 		None PC Pegasus kinship guardianship prgrm / Pegasus general support 40,000
Rio Grande CASA


PO Box 293
Truth or Consequence,NM87901 		None PC Rio Grande Valley CASA volunteer recruitment 10,000
Riverside Community Church Hill Cou


20540 St Hwy 46 W Ste 115 Pmb
Spring Branch,TX78070 		None PC Travel funds for cap bldg prgrm in Austin / Giving hope through provision 15,500
Ronald McDonald Hse Chari of OK Cit


PO Box 7979
Edmond,OK73083 		None PC Walk for kids and Share-a-night matching gift 15,000
Ronald McDonald Hse Chari of the SW


3413 10th Street
Lubbock,TX79415 		None PC 2023 RMHCSW children and their families prgrms 15,000
San Marcos Giving Hope


1620 W McCarty Ln
San Marcos,TX78666 		None PC Gen Ops from Carl Anderson 1,000
Santa Fe Community Foundation


PO Box 1827
Santa Fe,NM87504 		None PC Community resiliency fund 20,000
Shalom Austin


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


1412 Winnie St Rear 2
Galveston,TX77550 		None PC Gen Ops - Carl Anderson III discretionary 4,000
Special Care Inc


12201 N Western Ave
Oklahoma City,OK73114 		None PC Operating support 20,000
Texas Advocacy Project


PO Box 26006
Austin,TX78755 		None PC Texas Advocacy Project 2024 15,000
Texas Beef Initiative


PO Box 189
Dripping Springs,TX78620 		None PC Operational Support for Texas Beef Initiative 15,000
The Children's Advoc Ctr of Greater


PO Box 5195
San Angelo,TX76902 		None PC Support of CAC of Greater West Texas 20,000
The Spring Shelter


PO Box 1588
Sand Springs,OK74063 		None PC Shelter and care for survivors fleeing abuse 20,000
Three Sisters Kitchen


109 Gold Ave SW
Albuquerque,NM87102 		None PC Capacity bldg work w/Lynn Trojhan 6,000
Town Country School


8906 E 34th St
Tulsa,OK74145 		None PC G/O / Seth Anderson discretionary / Elliott Anderson discretionary 30,000
Transformation House


225 Mustang Run
Boerne,TX78006 		None PC Travel funds for Cap Bldg in Austin / Team based and coordinated care for families 15,500
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 The Arc of OK general operating request 2024 20,000
United Way of Santa Fe County


440 Cerrillos Rd Ste A
Santa Fe,NM87501 		None PC FY24 / Cap Bldg work w/Lynn Trojhan 21,000
VELA


4900 Gonzales St
Austin,TX78702 		None PC VELA 15,000
Washington County Elder Care


1223 Swan Drive
Bartlesville,OK74006 		None PC Support for DayBreak at Elder Care 25,000
West Texas Food Bank


411 S Pagewood Ave
Odessa,TX79761 		None PC Produce for Rural Communities 20,000
Wings Special Needs Adult Community


PO Box 2095
Edmond,OK73083 		None PC Wings: A Special Needs Community 10,000
Youth Shelters and Family Services


PO Box 28279
Santa Fe,NM87592 		None PC General operating support 20,000
A Night in Old Bethlehem


12326 Ranch Road 12
Wimberley,TX78676 		None PC G/O-Carl Anderson III Discretionary 3,700
Advoc Ctr for Crime Vics Children


3312 Hillcrest Dr
Waco,TX76708 		None PC Rural office updates 5,000
Albuquerque Meals on Wheels Inc


PO Box 92614
Albuquerque,NM87199 		None PC Meal delivery program 20,000
Austin Community Fdn-Aging is Cool


4315 Guadalupe St Ste 300
Austin,TX78751 		None PC Governance cap bldg Austin - Kurt Senske 23,000
Brighton School


14207 Higgins Rd
San Antonio,TX78217 		None PC Brighton's Developmental & Edu Prgrms 15,000
Camp Phoenix


PO Box 732
Marble Falls,TX78654 		None PC Critical care for underserved rural families / Trauma-Informed Mental Health Care 30,000
Central Ok Camp Conf Ctr Inc


1 Twin Cedar Ln
Guthrie,OK73044 		None PC Make Promises Happen Support 15,000
Child Abuse Network


2815 S Sheridan Rd
Tulsa,OK74129 		None PC Child Advocacy Network Multi-Disciplinary Team 15,000
Child Advocates San Antonio CASA


1956 S WW White Rd
San Antonio,TX78222 		None PC G/O Child Advocates San Antonio 10,000
Clovis Meals on Wheels


PO Box 371
Clovis,NM88102 		None PC Clovis Meals on Wheels 5,000
Collins Lake Austism Center


PO Box 472
Cleveland,NM87715 		None PC General funding prgrm 15,000
Comal Co Senior Citizens Fdn


655 Landa Street
New Braunfels,TX78130 		None PC Senior Nutrition Prgrm 20,000
Community Pantry


PO Box 520
Gallup,NM87305 		None PC Purchase of inventory management system 15,000
Concho Valley Regional Food Bank of


PO Box 1207
San Angelo,TX76902 		None PC Hunger relief 20,000
Corpus Christi Hope House


3226 Reid Dr
Corpus Christi,TX78404 		None PC Emergency Shelter & Supportive Srvcs 10,000
Dar A Luz Birth Health Ctr


7708 4th St NW
Los Ranchos,NM87107 		None PC ACF/DaL 2023 / Cap bldg work w/Lynn Trojhan / DAL midwife salary support 32,000
East TX Orphan Care Network


PO Box 133063
Tyler,TX75713 		None PC Expanding our territory to help more kids 15,000
Family Caregiver Ctr of NM


705 Morningside Dr NE
Albuquerque,NM87110 		None PC FCCNM general operating support 10,000
Family Hope House


6711 S Yale Ave Ste 106
Tulsa,OK74136 		None PC Support of therapy srvcs 10,000
Food Bank of Eastern NM


2217 East Brady St
Clovis,NM88101 		None PC Purchase of inventory mngmt system 15,000
Food Depot


1222 Siler Road
Santa Fe,NM87507 		None PC The Food Depot - Food Mobile 2.0 15,000
Fostering Sweet Dreams


529 W Edmond Rd
Edmond,OK73003 		None PC New beds for Oklahoma's vulnerable children 7,000
Fundamental Needs


14881 County Rd 26
Dolores,CO81323 		None PC Oasis Project NM 15,000
Galveston Co Food Bank


624 4th Avenue N
Texas City,TX77590 		None PC GCFB improves seniors' diets 15,000
Garden of Hope of Central TX


PO Box 2141
Harker Heights,TX76548 		None PC GOH Service 15,000
Golden Spread Rural Frontier Coalit


113 Walnut St
Clayton,NM88415 		None PC Golden spread rural/frontier coalition food pantry 10,000
Helping Hands Ministry


2210 Holland Road
Belton,TX76513 		None PC Neighborhood food pantry 20,000
Lufkin Neighborhood Strong


107 West Lufkin Ave Ste 205
Lufkin,TX75904 		None PC Aging in place "home repair" 15,000
Meals on Wheels Collin Co


600 N Tennessee St
McKinney,TX75069 		None PC Home Delivered Meals Prgrm 15,000
Meals on Wheels of Johnson Ellis Co


106 E Kilpatrick St
Cleburne,TX76031 		None PC General Support 20,000
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 Keeping children & families together and thriving 15,000
Neighborhood Hope Dealers


PO Box 491
Guthrie,OK73044 		None PC Life Transformation Prgrm-G/O 10,000
New Mexico Suicide Intervention


PO Box 6004
Santa Fe,NM87502 		None PC Srvcs for Youth w/Suicide Risk / G/O -Stacey Anderson discretionary 19,000
nonPareil Austin


6618 Sitio Del Rio Blvd Blg E 102
Austin,TX78730 		None PC Bldg Better Futures for Adults w/Autism 15,000
Open Hands Community Charitable Src


PO Box 489
Donna,TX78537 		None PC Food distrib prgrm Expansion 10,000
P B J Family Services


1101 Lopez Rd SW
Albuquerque,NM87105 		None PC Gen Ops 2023 20,000
Project Orphans Tulsa's Girls Home


7315 S Lewis Ave
Tulsa,OK74136 		None PC Tulsa Girls' Home - G/O Support 15,000
SA Hope Center


PO Box 780904
San Antonio,TX78278 		None PC Hope and healing: Bldg mental health prgrm 15,000
Samaritan Counseling Ctr of SE Tx


7980 Anchor Dr Ste 500
Port Arthur,TX77642 		None PC Mental health school based services 15,000
Solace Sage


395 Waters View Ct
Dripping Springs,TX78620 		None PC General operations 10,000
Special Reach


6851 Citizens Pkwy Ste 220
San Antonio,TX78229 		None PC Improving the Lives of Children w/Disabilities / Travel funds for capacity bldg prgrm in Austin 15,500
St Jude's Ctr for Young Children SJ


1400 Ridge Creek Ln
Bulverde,TX78163 		None PC General Operations 20,000
Team Luke Hope for Minds


PO Box 64323
Lubbock,TX79464 		None PC Team Luke Hope for Minds 10,000
Texas Children's Hospital


PO Box 300630
Houston,TX77230 		None PC Unrestricted general support 5,000,000
The Arthur Nagel Community Clinic


1116 12th Street
Bandera,TX78003 		None PC Elder Care Prgrm: Caring for Low-Income Elderly 20,000
Therapy Pet Pals of Texas


3930 Bee Cave Rd Ste C
Austin,TX78746 		None PC Therapy Pet Pals of Texas (TPPT) 5,000
Tulsa Advocs for the Protcn of Chil


PO Box 14044
Tulsa,OK74159 		None PC Fostering Connections 7,500
412 Kids


PO Box 1324
Lockhart,TX78644 		None PC General Operations 1,000
Ada Senior Care Center


301 E Kings Rd
Ada,OK74820 		None PC Ada senior care center / G/O-Carl Anderson III Discretionary 12,000
Austin Together Fund


1901 Romeria Dr
Austin,TX78757 		None PC Contribution 2,500
Barrett Foundation


10300 Constitution Ave NE
Alburquerque,NM87112 		None PC Barrett house shelter 15,000
Bethesda Health Clinic


409 W Ferguson St
Tyler,TX75702 		None PC Bethesda pediatrics funding 15,000
Capital Area Parkinsons Society


PO Box 27565
Austin,TX78755 		None PC Capital Area Parkinson's Society Transportation 5,000
Casa For Kids


315 W 6th Ave Ste 205
Stillwater,OK74074 		None PC CASA for kids court appointed special advocates 10,000
Casa Helotes Senior Citizens Center


12070 Leslie Rd
Helotes,TX78023 		None PC Meals for low-income seniors 5,000
Catholic Charities of Central Tx


1625 Rutherford Ln
Austin,TX78754 		None PC Basic needs assist for Killeen families 5,000
Children's Advoc Ctr of Hood Somerv


1540 Southtown Dr Ste 102
Granbury,TX76048 		None PC Counseling for Child Abuse Victims 10,000
Children's Advoc Ctr of the Coastal


5959 S Staples St Ste 228
Corpus Christi,TX78413 		None PC Support group for abused teens 7,500
Colorado County Habitat for Humanit


602 Walnut St
Columbus,TX78934 		None PC Critical home repair program 10,000
Comal Co Family Violence Shelter


PO Box 310344
New Braunfels,TX78131 		None PC 2023-2024 Crisis Ctr general operating support 10,000
Community Action Committee of Victo


4007 Halsey St
Victoria,TX77901 		None PC Senior homelessness prevention 10,000
Community Outreach Housing


3436 Livingston
Carrollton,TX75007 		None PC Critical home repair hill county 15,000
Cornucopia Incorporated


2002 Bridge Blvd SW
Albuquerque,NM87105 		None PC General operations 20,000
Dentists for the Disabled Elderly i


3000 United Founders Bldg Ste 1
Oklahoma City,OK73112 		None PC Gen Ops-Stacey Anderson discretionary / Dentists for the disabled and elderly in need 13,000
Doctors of the World USA


PO Box 26143
El Paso,TX79926 		None PC Border health prgrm El Paso 10,000
Episcopal Diocese of the Rio Grande


318 Silver Ave SW
Albuquerque,NM87102 		None PC St. James food pantry 5,000
Family Crisis Ctr of the Big Bend


PO Box 1470
Alpine,TX79831 		None PC FCCBB Programs 15,000
Family Promise of Lubbock


PO Box 1258
Lubbock,TX79408 		None PC Empowering families toward stability in Lubbock 5,000
Fiscal Spnsrshp Allies-Aging is Coo


9100 Purdue Rd 115
Indianapolis,IN46268 		None PC Health and wellness activities for older adults 10,000
Food is Free Albuquerque Chapter


PO Box 51641
Albuquerque,NM87181 		None PC FIFABQ: Nourishing the future 5,000
Fort Cobb Senior Nutrition Prgrm


312 W Main St
Fort Cobb,OK73038 		None PC General operations 15,000
Foster Angels of South TX Fdn


3758 Denver Avenue
Corpus Christi,TX78411 		None PC Gen ops - Carl Anderson III discretionary / Fostering hope 11,000
Foster Village


15400 Fitzhugh Rd
Dripping Springs,TX78620 		None PC Gen ops - Carl Anderson III discretionary 5,000
Gatesway Foundation


1229 E College St
Broken Arrow,OK74012 		None PC Accessible transportation for Gateway's Friends 15,000
Genesis Project


9500 NE 150th St
Jones,OK73049 		None PC Genesis project residential treatment for boys 15,000
Georgetown Healthcare System


2425 Williams Dr Ste 101
Georgetown,TX78628 		None PC Carver center for families 15,000
Greater Amarillo Foster Parent Assn


PO Box 50491
Amarillo,TX79159 		None PC GAFPA Foster Family Support Prgrm / G/O-Carl Anderson III discretionary 4,000
Hays County Food Bank


220 Herndon Street
San Marcos,TX78666 		None PC Public food distrib prgrm / G/O / G/O-Elliott Anderson discretionary 23,000
Helping the Aging Needy Disabled


1640-B East Second St
Austin,TX78702 		None PC Meals on Wheels Central Texas In-Home Care 20,000
Hough Ear Institute


3400 NW 56th Street
Oklahoma City,OK73112 		None PC Hearing aids for low income seniors 10,000
Jeremiahs Place


7709 Apache Ave NE
Albuquerque,NM87110 		None PC Continuous learning for disabled adults 10,000
Jewish Family Srvc of San Antonio


12500 NW Military Hwy Ste 250
San Antonio,TX78231 		None PC JFS 2023-2024 Senior/disabled safety net prgrm 15,000
Johnson County Apples Coalition


1005 N Main St
Cleburne,TX76033 		None PC Jo Co APPLES Coalition back to school event 5,000
Johnson County Tx Hunger Coalition


716 Chisholm Ct
Burleson,TX76028 		None PC Johnson county Texas hunger coalition 5,000
Keepers of Hope


261 Westwood Dr
San Angelo,TX76901 		None PC Hope request 5,000
Keniesha R Beatty Mem Comm Dev Empw


405 Cobb Mill Rd
Woodville,TX75979 		None PC Keniesha R Beatty food pantry 5,000
Latched Support


8102 Midcrown Dr
Windcrest,TX78239 		None PC Diaper assistance program 10,000
Magdalena Ministries


PO Box 692041
San Antonio,TX78269 		None PC A home base for family flourishing 5,000
Marathon Public Library


PO Box 177
Marathon,TX79842 		None PC More than just books / G/O-Seth Anderson discretionary 10,000
MARC Inc


2701 North A Street
Midland,TX79705 		None PC Day habilitation ctr improvements 20,000
Mary Abbott Childrens House


231 E Symmes St
Norman,OK73069 		None PC Forensic interview prgrm 5,000
McCulloch County Hunger Coalition


203 Brady St
Brady,TX76825 		None PC VISTA office supplies 3,000
Meals on Wheels of San Antonio


2718 Danbury St
San Antonio,TX78229 		None PC General operations 15,000
Meals on Wheels Texas


9901 Brodie Ln Ste 160 PMB 262
Austin,TX78748 		None PC Meals on Wheels Texas vonf scholarships 5,000
Navidad Valley Community Connection


PO Box 33
Schulenburg,TX78956 		None PC G/O & satellite location expansion 10,000
NM Veterans Integration Centers


13140 Central Ave SE Ste 1A
Albuquerque,NM87123 		None PC Cap bldg work w/Lynn Trojhan / VIC food pantry 11,000
Opportunity Center for the Homeless


PO Box 63
El Paso,TX79941 		None PC Magoffin Avenue SRO 10,000
Pampa Meals on Wheels


PO Box 939
Pampa,TX79066 		None PC Pampa Meals on Wheels 10,000
Pathways Adult Learning Center


4102 E 61st St
Tulsa,OK74136 		None PC 2023 RMHCSW Children and their families 10,000
Positive Tomorrows


901 N Villa Ave
Oklahoma City,OK73107 		None PC Breaking down barriers of homelessness 15,000
Presbyterian Camps at Gilmont


6075 State Hwy 155 N
Gilmer,TX75644 		None PC Circle of friends camp 5,000
Pro-ActionImmunize El Paso


PO Box 962505
El Paso,TX79996 		None PC Flu to You 5,000
R4creating


4311 Sara Rd SE Ste 106
Rio Rancho,NM87124 		None PC Montezuma Ball tickets 2,500
Ransomed Life


16170 Jones Maltsberger
San Antonio,TX78247 		None PC Ransomed life restoration and prevention 10,000
Reaching Our City Inc


7710 NW 10th St
Oklahoma City,OK73127 		None PC 2 Stage adult day care at Reaching Our City 10,000
Rebuilding Together Austin


PO Box 6939
Austin,TX78762 		None PC San Antonio home repair prgrm expansion 10,000
Reunity Resources


1000 Cordova Place 650
Santa Fe,NM87505 		None PC Equitable food access at Reunity Farm 10,000
Rockwall County Helping Hands


950 Williams St Bldg B
Rockwall,TX75087 		None PC Kid friendly food for food pantry 5,000
Salado Senior Center


PO Box 74
Salado,TX76571 		None PC Salado senior center 5,000
San Antonio Lighthouse for the Blin


2305 Roosevelt Ave
San Antonio,TX78210 		None PC Independence skills for seniors w/low vision 15,000
Skyline Urban Ministry


500 SE 15th St
Oklahoma City,OK73129 		None PC Skyline food resource center support 15,000
South Plains Food Bank


5605 Martin Luther King Blvd
Lubbock,TX79404 		None PC Senior eats prgrm - Carl Anderson III discretionary 5,000
St Bonaventure Indian Mission Schoo


25 W Navarre Blvd
Thoreau,NM87323 		None PC Senior relief 15,000
Steves Club Nat'l Prgrm-Forging You


304 Robelmont Dr
College Station,TX77845 		None PC Empower kids: snack drive 3,000
Sweet Dreams Senior Pet Sanctuary


PO Box 1917
Seguin,TX78156 		None PC Fence project-Seth Anderon discretionary 6,000
Texas New Community Alliance


PO Box 7181
The Woodlands,TX77387 		None PC Individualized skills and socialization support 10,000
Texoma Area Paratransit System


6104 Texoma Pkwy
Sherman,TX75090 		None PC Free Rides Towards Healthy Futures 2025 5,000
UT at Austin fbo Lyndon B Johnson S


2315 Red River MC E2700
Austin,TX78712 		None PC CONNECT prgrm evaluation project spring 4,000
Twilight Wish Foundation


97 Meadowbrook Rd
West Hartford,CT06170 		None PC Wish granting for low-income seniors in NM 5,000
United Way of Central NM


2340 Alamo Ave SE 2nd Floor
Albuquerque,NM87106 		None PC UWNCNM - Ride United for Seniors 5,000
United Way of Eastern NM


1200 N Thornton St Ste G
Clovis,NM88101 		None PC Eastern NM Senior meal support 29,000
Villa Therese Catholic Clinic


1779 Hopewell St
Santa Fe,NM87505 		None PC Viva La CLinica-Children's prgrms / G/O-Carl Anderson III discretionary 12,000
Vizavance


4005 NW Expwy Ste 325E
Oklahoma City,OK73116 		None PC Children's vision screening 5,000
Waurika Senior Citizens Ctr


108 S Main St
Waurika,OK73573 		None PC G/O-Carl Anderson III discretionary / Operations 7,000
Young Men Christian Assn of El Paso


810 Wyoming Ave
El Paso,TX79902 		None PC "AquaSafe: YMCA Swim Empowerment Series" 10,000
Youth Heartline


224 Cruz Alta Rd Ste F
Taos,NM87571 		None PC Emergency Housing for Winter (multi-Org Collab) / Youth Heartline Operating Costs 35,000
Total .................................right arrow 3a 9,809,550
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 14  
4 Dividends and interest from securities ....     14 1,558,389  
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 10,083,258  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aO&G royalty inc 		    15 655,795  
bOther inc     14 147  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   12,297,603  
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,297,603
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CPA services 19,100 0 0 19,100

TY 2024 CompensationExplanation
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
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 2024 InvestmentsCorpBondsSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds (Attach A) 5,088,276 5,020,130

TY 2024 InvestmentsCorpStockSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
Corporate Stocks (Attach A) 28,012,606 35,641,466

TY 2024 InvestmentsGovtObligationsSch
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

2,734,508
US Government Securities - End of Year Fair Market Value:

2,652,118
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Hedge Funds (Attach A) AT COST 3,149,615 3,271,241
Commodities (Attach A) AT COST 1 3,315,883
NB Private Mkts Fund III (K-1) AT COST 917,555 773,975
NB Crossroads Priv Mkts Fund IV (K-1) AT COST 1,768,760 2,901,398
NB Crossroads Priv Mkts Fund V (K-1) AT COST 2,328,322 3,520,342
NB Crossroads Part Fund 23 (K-1) AT COST 1,540,485 2,075,572
NB Crossroads Part Fund 24 (K-1) AT COST 823,933 932,977
Exchange Traded Funds (Attach A) AT COST 15,518,541 21,690,676
Mutual Funds (Attach A) AT COST 475,780 436,077

TY 2024 LandEtcSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Machinery and Equipment 45,705 45,705    


TY 2024 LegalFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal services 683,803 0 0 683,803


TY 2024 OtherExpensesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Conferences and seminars 25,354     25,354
Forms K-1 investment expenses 88,065 88,065    
Insurance 12,119     12,119
Memberships 8,921     8,921
Mineral expenses 25,181 25,181    
Other expenses 7,956     7,956
Other investment fee 12,096 12,096    
Payroll processing 5,455     5,455
Software 21,661     21,661
Travel 23,980     23,980
Website and IT 1,953     1,953


TY 2024 OtherIncomeSchedule2
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
O&G royalty inc 655,795 655,795  
Other inc 147 147  


TY 2024 OtherIncreasesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
Net timing differences 23,872


TY 2024 OtherProfessionalFeesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Advisory fees 107,647 107,647 0 0


TY 2024 TaxesSchedule
Name:
Carl C Anderson Sr and Marie Jo Anderson
 
Charitable Foundation
EIN:
74-6078530
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise taxes 160,000      
Foreign taxes 61,168 61,168    
Payroll taxes 42,979     42,979