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
MD Anderson Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 2558
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77252
A Employer identification number

30-0129656
B Telephone number (see instructions)

(713) 216-3773
C 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$145,117,199J 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 38,017 38,017  
4 Dividends and interest from securities... 3,200,836 3,200,836  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,655,166
b Gross sales price for all assets on line 6a 15,387,066
7 Capital gain net income (from Part IV, line 2)... 7,655,166
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
579,179 579,179  
12 Total. Add lines 1 through 11........ 11,473,198 11,473,198  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 192,000 76,800   115,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,142 24,905   29,237
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
409,203 296,403   112,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
57,445 9,445   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,465 1,386   2,079
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
104,382 90,449   13,933
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 820,637 499,388   273,249
25 Contributions, gifts, grants paid....... 6,191,500 6,191,500
26 Total expenses and disbursements. Add lines 24 and 25 7,012,137 499,388   6,464,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,461,061
b Net investment income (if negative, enter -0-) 10,973,810
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.............      
2 Savings and temporary cash investments......... 1,156,885 6,694,210 6,694,210
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)      
b Investments—corporate stock (attach schedule)....... 64,322,767 Click to see attachment
List of Attached Documents:
// Content
66,331,548 		107,063,287
c Investments—corporate bonds (attach schedule)....... 25,583,893 Click to see attachment
List of Attached Documents:
// Content
26,481,252 		23,562,281
11 Investments—land, buildings, and equipment: basis right arrow70,560
Less: accumulated depreciation (attach schedule) right arrow   70,560 Click to see attachment
List of Attached Documents:
// Content
70,560 		129,312
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,429,836 Click to see attachment
List of Attached Documents:
// Content
7,447,432 		7,668,109
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,563,941 107,025,002 145,117,199
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 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........... 102,563,941 107,025,002
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)..... 102,563,941 107,025,002
30 Total liabilities and net assets/fund balances (see instructions). 102,563,941 107,025,002
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
102,563,941
2
Enter amount from Part I, line 27a .....................
2
4,461,061
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
107,025,002
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
107,025,002
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 Capital gain distributions      
b Publicly traded securities      
c Distributions exceeding basis P    
d Passthrough K-1 capital gain P    
e Aspect U.S. Institutional Ltd Diversified Fund P 2010-07-01 2024-08-22
Double Black Diamond, LTD P 2015-07-01 2024-09-30
(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 993,396     993,396
b 5,190,165   3,213,600 1,976,565
c 37,564     37,564
d 103,829     103,829
e 6,279,750   2,382,168 3,897,582
2,782,362   2,136,132 646,230
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       993,396
b       1,976,565
c       37,564
d       103,829
e       3,897,582
      646,230
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,655,166
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) 1 152,536
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 152,536
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 152,536
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 42,666
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 147,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 189,666
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
8 674
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 36,456
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow36,456 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowN/A
14
The books are in care ofright arrowStephany Lewis Telephone no.right arrow (713) 216-3773

Located atright arrowPO Box 2558HoustonTX ZIP+4right arrow77252
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
James W Crownover President
10.00 		48,000 0 0
PO Box 2558
Houston,TX77252
Carter Crow Director
5.00 		48,000 0 0
PO Box 2558
Houston,TX77252
Uriel E Dutton Director
5.00 		48,000 0 0
PO Box 2558
Houston,TX77252
Charles W Hall Director
5.00 		48,000 0 0
PO Box 2558
Houston,TX77252
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
JPMorgan Chase Bank NA Investments/grants management 148,032
1330 Avenue of the Americas 38th
Floor
New York,NY10019
MPC Capital Advisors LLC Investment management 125,924
22 Third Ave 38th Floor
New York,NY10017
Silvercrest Asset Management Group LLC Investment management 75,482
1330 Avenue of the Americas-38th Fl
New York,NY10019
Blazek & Vetterling LLP Audit services 54,142
2900 Weslayan Suite 200
Houston,TX77027
Schafer Cullen Capital Management Inc Investment management 51,766
645 5th Ave Suite 1201
New York,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
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
140,019,518
b
Average of monthly cash balances.......................
1b
3,653,171
c
Fair market value of all other assets (see instructions)................
1c
123,336
d
Total (add lines 1a, b, and c).........................
1d
143,796,025
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
143,796,025
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,156,940
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
141,639,085
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,081,954
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
7,081,954
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
152,536
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
152,536
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,929,418
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,929,418
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,929,418
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
6,464,749
b
Program-related investments—total from Part VIII-B..................
1b
0
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
6,464,749
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 6,929,418
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 6,364,827
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,464,749
a Applied to 2023, but not more than line 2a 6,364,827
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 99,922
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		6,829,496
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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:
Stephany Lewis JP Morgan Chase
PO Box 2558
Houston,TX772528037
(713) 216-3773
bThe form in which applications should be submitted and information and materials they should include:
An original and four copies of each grant application should be submitted in letter form. If the application is for a matching grant, the application should disclose the other foundations involved.
cAny submission deadlines:
None
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants are made pursuant to the requirements of the bylaws of the M.D. Anderson Foundation. Thus, grants are made for the following purposes: 1.) To the improvement of working class conditions among workers generally, as well as among particular classes of unskilled, skilled, and agricultural workers; 2.) To the establishment, support, and maintenance of hospitals, homes, and institutions for the care of the sick, the young, the aged, the incompetent, and the helpless among the people; 3.) To the improvement of living conditions among people generally, as well as in particular sections or localities; and 4.) To the promotion of health, science, education, and advancement and diffusion of knowledge and understanding among the people.
Form 990-PF (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

Aishel House Inc

1955 University Blvd
Houston,TX77030 		N/A PC To help offset the expenses of food program 25,000

Alley Theatre

615 Texas Avenue
Houston,TX77002 		N/A PC General operating support 75,000

Annunciation Orthodox School

3600 Yoakum Blvd
Houston,TX77006 		N/A PC General operating support 100,000

BakerRipley

Po Box 31808
Houston,TX77223 		N/A PC Senior health and wellness division 50,000

Baylor College of Medicine

One Baylor Plaza Suite 143A
Houston,TX770303411 		N/A PC Construction of the health sciences tower and commons building 360,000

Baylor University FBO Baylor Law School

One Bear Place 97288
Waco,TX767987288 		N/A PC Mock trial and moot court competition program 50,000

Baylor University - Louise Herrington School of Nursing

333 N Washington Ave
Dallas,TX75246 		N/A PC General operating support 72,000

Boys & Girls Country of Houston Inc

18806 Roberts Road
Hockley,TX77447 		N/A PC General operating support 15,000

Camp Allen-Camp and Conference Center

18800 FM 362
Navasota,TX77868 		N/A PC To support Camp Allen's Back to Nature campaign 150,000

Casa de Esperanza de los Ninos Inc

PO Box 301209
Houston,TX77230 		N/A PC The foster care program 25,000

Center for Houston's Future Inc

701 Avenida de las Americas Suite
900
Houston,TX77010 		N/A PC General operating support 50,000

Child Advocates Inc

3701 Kirby Drive Suite 400
Houston,TX77098 		N/A PC Court services program 15,000

Children's Museum Houston

1500 Binz Street
Houston,TX77004 		N/A PC Science workshop program 25,000

Chinquapin Preparatory School

2615 East Wallisville Road
Highlands,TX77562 		N/A PC General operating support 250,000

Christian Community Service Center

3434 Branard Street
Houston,TX77027 		N/A PC General operating support 50,000

CHRISTUS Foundation for HealthCare

PO Box 1919
Houston,TX77251 		N/A PC Healthy living mobile clinics program 25,000

Contemporary Arts Museum Houston

5020 Montrose Blve Suite 210
Houston,TX77006 		N/A PC General operating support 50,000

DePelchin Children's Center

4950 Memorial Drive
Houston,TX77007 		N/A PC Program support 50,000

Episcopal High School

4650 Bissonnet Street
Houston,TX77401 		N/A PC General operating support 100,000

Friends of Pumpkin Park

3737 Buffalo Speedway Suite 200
Houston,TX77098 		N/A PC General operating support 100,000

Genesys Works

36 E Cameron Street
Tulsa,TX74103 		N/A PC The meaningful high school internship program 25,000

Girl Scouts of San Jacinto Council

3110 Southwest Freeway
Houston,TX77098 		N/A PC General operating support 100,000

Good Samaritan Foundation of Texas Inc

3262 Westheimer Rd Suite 76
Houston,TX77098 		N/A PC Nursing scholarships program 30,000

Halo House Foundation

2940 Corder
Houston,TX77054 		N/A PC To help fund general operations through 2024 100,000

Holocaust Museum of Houston

5401 Caroline Street
Houston,TX770046804 		N/A PC General operating support 25,000

Houston Achievement Place

245 W 17th Street
Houston,TX77008 		N/A PC To support project class 15,000

Houston Arboretum & Nature Center

4501 Woodway Dr
Houston,TX77024 		N/A PC Science education program 25,000

Houston Area Women's Center Inc

3077 El Camino Street
Houston,TX77054 		N/A PC To support counseling and advocacy program 25,000

Houston Ballet Foundation

601 Preston Street
Houston,TX77002 		N/A PC Operations and community programming 25,000

Houston Botanic Garden

8205 North Bayou Drive
Houston,TX77017 		N/A PC General operating support 25,000

Houston Community Health Center Inc

424 Hahlo
Houston,TX77020 		N/A PC General operating support 12,000

Houston Food Bank

535 Portwall Street
Houston,TX77029 		N/A PC Produce program 50,000

Houston Grand Opera Association Inc

510 Preston Street Suite 500
Houston,TX77002 		N/A PC To support the 2024-2025 season 235,000

Houston Habitat for Humanity Inc

3750 N McCarty St
Houston,TX77029 		N/A PC General operating support 50,000

Houston Hospice

1905 Holcombe Boulevard
Houston,TX770304123 		N/A PC To help bolster security systems at the Texas Medical Center campus 50,000

Houston Local Information Initiative Inc

4203 Montrose Blvd Ste 650
Houston,TX77006 		N/A PC Higher educating funding initiative 50,000

Houston Museum of Natural Science

5555 Hermann Park Drive
Houston,TX770301799 		N/A PC To support youth science education programming 25,000

Houston Symphony Society

615 Louisiana Street Suite 102
Houston,TX77002 		N/A PC To support the 2024-20225 season 135,000

Houston's Amazing Place Inc

3735 Drexel Drive
Houston,TX77027 		N/A PC General operating support 50,000

John P McGovern Museum of Health & Medical Science

1515 Hermann Drive
Houston,TX77004 		N/A PC General operating support 50,000

KIPP Texas Inc

PO Box 674443
Dallas,TX75267 		N/A PC General operating support 200,000

Memorial Assistance Ministries

1625 Blalock Rd
Houston,TX77080 		N/A PC General operating support 250,000

Mental Health America of Greater Houston

2211 Norfolk Street Suite 810
Houston,TX77098 		N/A PC General operating support 15,000

Methodist Hospital Foundation

6565 Fannin St Ste D200
Houston,TX77030 		N/A PC To enhance the existing M.D. Anderson Foundation distinguished chair in molecular imaging 200,000

Museum of Fine Arts Houston

1001 Bissonnet Street
Houston,TX77005 		N/A PC Exhibition program 50,000

New Hope Housing Inc

3315 Harrisburg Blvd Suite 400
Houston,TX77003 		N/A PC General operating support 140,000

Palmer Drug Abuse Program-Houston Inc

3730 Kirby Drive Suite 1200
Houston,TX77098 		N/A PC General operating support 20,000

Performing Arts Houston

615 Louisiana Street Suite 100
Houston,TX77002 		N/A PC The 24/25 season 25,000

reMIND

PO Box 27607
Houston,TX77227 		N/A PC General operating support 15,000

Sam Houston Area Council Boy Scouts of America

2225 North Loop W
Houston,TX77008 		N/A PC Scoutreach initiatives 25,000

San Jose Clinic

2615 Fannin Street
Houston,TX77002 		N/A PC Patient care support 125,000

Sight Into Sound

3935 Essex Lane
Houston,TX77027 		N/A PC Program support 10,000

Stoney Creek Foundation

510 Bering Dr Suite 212
Houston,TX77057 		N/A PC General operating support 200,000

Strake Jesuit College Preparatory

8900 Bellaire Boulevard
Houston,TX77036 		N/A PC Financial aid program 50,000

Summerhouse Houston

1424 Waseca Street
Houston,TX77055 		N/A PC Operating support 160,000

Teach for America Inc

2 Greenway Plaza Ste 500
Houston,TX77046 		N/A PC General operating support 225,000

The Beta Foundation

10929 Almeda Genoa Rd
Houston,TX77034 		N/A PC General operating support 100,000

The Brookwood Community Inc

1752 Farm to Market 1489
Brookshire,TX77423 		N/A PC General operating support 150,000

The Council on Recovery

303 Jackson Hill Street
Houston,TX77007 		N/A PC General operating support 75,000

The Menninger Clinic Foundation

12301 Main Street
Houston,TX77035 		N/A PC General operating support 100,000

The Parish School

11001 Hammerly Blvd
Houston,TX77043 		N/A PC General operating support 10,000

The Rise School of Houston

5618 H Mark Crosswell Jr St
Houston,TX770211079 		N/A PC General operating support 50,000

The Women's Home

607 Westheimer Road
Houston,TX77006 		N/A PC The development of a new intensive outpatient treatment program 50,000

Workfaith Connection

4555 Dacoma Street Suite 200
Houston,TX77092 		N/A PC To support the digital expansion of workfaith training and coaching services 25,000

Theatre Under The Stars Inc

800 Bagby Street Suite 200
Houston,TX77002 		N/A PC To support the musical theatre academy productions 275,000

TIRR Foundation

3355 West Alabama Suite 950
Houston,TX77098 		N/A PC The Mission Connect Neurotrauma Research Award 50,000

Trees For Houston

1911 W 34th Street
Houston,TX77018 		N/A PC General operating support 7,500

United Way of Greater Houston

50 Waugh Drive
Houston,TX77007 		N/A PC General operating support 100,000

University of Houston

4302 University Drive Room 221
Houston,TX77204 		N/A GOV General operating support 100,000

University of St Thomas

3800 Montrose Blvd
Houston,TX770064626 		N/A PC To provide scholarships for nursing students 50,000

W Oscar Neuhaus Memorial Foundation

4433 Bissonnet
Bellaire,TX77401 		N/A PC General operating support 25,000

Washington-On-The-Brazos Historical Foundation

PO Box 1
Washington,TX77880 		N/A PC General operating support 25,000

William Marsh Rice University

Janice and Robert McNair Hall Room
202D - MS 531
Houston,TX77005 		N/A PC General operating support 250,000

Yes Prep Public Schools Inc

5455 South Loop East Freeway
Houston,TX77033 		N/A PC To support work during the 2024-2025 school year 100,000

YMCA of Greater Houston

P O Box 3007
Houston,TX77253 		N/A PC General operating support 200,000
Total .................................right arrow 3a 6,191,500
bApproved for future payment
Total ................................. right arrow 3b 0
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 38,017  
4 Dividends and interest from securities ....     14 3,200,836  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,655,166  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPassthrough K-1 income 		    14 538,067  
bRoyalty income     15 41,112  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 11,473,198 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,473,198
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit fees 54,142 24,905   29,237

TY 2024 InvestmentsCorpBondsSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Name of Bond End of Year Book Value End of Year Fair Market Value
Pimco All Assts All Auth-Ins 5,405,875 3,916,828
Vanguard S/T Infl Prot-Adm 2,531,999 2,490,467
Vanguard S/T Invest Grd-Adm 12,795,807 12,289,282
Eaton Vance Inc Fd Bostn-R6 3,995,556 3,750,834
Templeton Global Bond-Adv 1,752,015 1,114,870

TY 2024 InvestmentsCorpStockSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Name of Stock End of Year Book Value End of Year Fair Market Value
JPM GMO Benchmark-Free III 7,486,751 7,460,404
US Sm Cap Portfolio-Inst 7,051,952 9,983,460
Vanguard Inst Index-Inst 9,621,863 30,927,806
Vanguard Growth Index-Adm 1,592,083 8,396,779
Artisan International-Inv 4,985,639 5,104,738
Causeway Internatl Val-Inst 3,262,092 4,335,164
Vanguard Dev Mkt Indx-Adm 4,248,114 5,354,151
Hartford Glbl Rl Asst-I 3,322,783 2,763,591
Westwood Income Opport-Inst 8,876,545 8,291,990
Abm Industries Inc 94,224 154,052
Addus Homecare Corp 135,366 205,574
Advanced Energy Industries 151,840 166,160
Arcosa Inc 119,913 228,306
Asbury Automotive Group 102,406 138,770
Avient Corp 174,548 174,268
Belden Inc 119,241 213,509
Brink'S Co/The 125,459 235,636
Cadence Bank Common Stock Usd 2.5 208,889 364,998
Casella Waste Systems Inc-A 57,969 177,232
Cbiz Inc 67,697 225,851
Champion Homes Inc 59,216 113,209
Coherent Corp 23,350 54,280
Conmed Corp 156,410 145,435
Cvb Financial Corp 206,719 255,635
Element Solutions Inc 167,700 185,893
Esco Technologies Inc 78,389 234,450
Federal Signal Corp 79,129 214,345
Formfactor Inc 117,861 140,800
Glacier Bancorp Inc 216,332 290,774
H.B. Fuller Co. 112,529 162,289
Haemonetics Corp/Mass 174,446 165,139
Icf International Inc 81,763 123,263
Icu Medical Inc 112,075 181,239
Independent Bank Corp/Ma 64,951 134,799
Installed Building Products 92,743 132,314
Integer Holdings Corp 158,733 283,593
Knife River Corp 115,979 260,198
Lancaster Colony Corp 69,272 109,771
Lantheus Holdings Inc 82,770 186,971
Leonardo Drs Inc 54,202 116,962
Magnolia Oil & Gas Corp - A 81,573 188,794
Matador Resources Co 103,808 282,144
Materion Corp 93,735 112,723
Mge Energy Inc 39,006 100,067
N B T Bancorp Inc 139,653 133,728
Old National Bancorp 204,283 266,972
One Gas Inc 87,240 117,033
Plexus Corp 100,453 237,850
Rambus Inc 24,860 89,333
Selective Insurance Group 43,472 85,477
Simply Good Foods Co/The 95,499 162,157
Southstate Corp 142,946 217,861
Standex International Corp 80,112 256,363
Stifel Financial Corp 57,576 123,689
Tidewater Inc 143,043 82,339
United Bankshares Inc 195,210 193,570
Central Garden And Pet Co-A 89,074 126,416
Gibraltar Industries Inc 95,672 146,072
Janus International Group Inc 141,036 75,705
La-Z-Boy Inc 68,458 170,359
Lakeland Financial Corp 151,263 221,063
Oxford Industries Inc 157,178 162,287
Centerspace 173,616 160,414
Plymouth Industrial Reit Inc 166,335 127,982
Potlatchdeltic Corp 239,831 199,979
Altria Group Inc 65,187 148,138
At&T Inc 265,116 322,742
Bank Of America Corp 244,709 378,234
Broadcom Inc 50,284 355,179
Chevron Corp 128,571 275,920
Cisco Systems Inc 173,745 324,653
Citigroup Inc 217,773 196,388
Comcast Corp-Class A 190,385 184,347
Conocophillips 61,444 156,689
Dow Inc 229,274 190,571
Duke Energy Corp 259,345 316,540
Exxon Mobil Corp 168,847 248,379
General Dynamics Corp 209,499 313,026
Genuine Parts Co 44,190 191,953
Johnson & Johnson 186,081 296,471
Jpmorgan Chase & Co 114,509 537,670
Kenvue Inc 206,337 254,108
Lowe'S Cos Inc 118,426 284,067
Merck & Co. Inc. 86,882 279,340
Microsoft Corp 4,602 102,846
Morgan Stanley 144,589 456,489
Nextera Energy Inc 65,719 318,017
Pfizer Inc 201,977 168,810
Philip Morris International 171,014 382,111
Qualcomm Inc 139,137 125,354
Rtx Corp 81,227 329,223
Target Corp 114,983 198,309
Travelers Cos Inc/The 33,633 200,180
Truist Financial Corp 237,546 226,487
United Parcel Service-Cl B 227,259 170,487
Vici Properties Inc 243,572 232,804
Bce Inc 246,431 131,778
Chubb Ltd 121,479 334,599
Diageo Plc-Sponsored Adr 42,136 124,969
Johnson Controls Internation 194,525 358,184
Medtronic Plc 284,862 228,936
Novartis Ag-Sponsored Adr 204,794 311,295
Siemens Ag-Spons Adr 162,059 245,180
Unilever Plc-Sponsored Adr 105,632 247,552
Crown Castle Inc 167,838 167,634
Healthpeak Properties Inc 271,363 208,355
Emerging Markets Portfolio-Inst 2,899,692 4,105,098

TY 2024 InvestmentsLandSchedule2
Name:
MD Anderson Foundation
EIN:
30-0129656
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Mineral interests 70,560 0 70,560 129,312

TY 2024 InvestmentsOtherSchedule2
Name:
MD Anderson Foundation
EIN:
30-0129656
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Davidson Kempner Institutional Ptrs AT COST 6,003,324 5,912,977
Double Black Diamond Ltd AT COST 1,363,869 1,637,636
GS Distressed Opportunities Fund IV AT COST 78,316 47,391
GS Vintage Fund V Offshore AT COST 0 47,400
Global Long Short Partners AT COST 0 17,704
Mount Kellett Capital Ptrs (Cayman) AT COST 0 3,089
Whitehall Street Int'l RE Corp 2005 AT COST 1,923 1,912

TY 2024 OtherExpensesSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Passthrough K-1 expenses 90,189 90,189   0
Royalty production costs 111 111   0
Insurance 13,714 0   13,714
Office expenses 368 149   219


TY 2024 OtherIncomeSchedule2
Name:
MD Anderson Foundation
EIN:
30-0129656
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Passthrough K-1 income 538,067 538,067 538,067
Royalty income 41,112 41,112 41,112


TY 2024 OtherProfessionalFeesSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 293,203 293,203   0
Administrative support 8,000 3,200   4,800
Grants administration 108,000 0   108,000


TY 2024 TaxesSchedule
Name:
MD Anderson Foundation
EIN:
30-0129656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal excise tax 48,000 0   0
Production tax 1,701 1,701   0
Ad Valorem tax 47 47   0
Foreign tax 7,697 7,697   0