2024-11-04T17:15:45-08:00 2023-12-31 742981758 Dunagan Jack LLP 4833 Spicewood Springs Rd Ste 102 Austin TX 78759 990PF 2023-01-01 746078530 Carl C Anderson Sr and Marie Jo Anderson Charitable Foundation CARL 8888663275 PO Box 653067 Dallas TX 75265 Bank of America Trustee 2024-11-04 true true Gary Joseph Jack P00184408 5124208997 X 2023 2024-10-15 13:58:12Z X 88174888 X X 11 11 1505557 1505557 475128 31717818 475128 1225747 1225747 3206443 3206443 769321 198180 571141 346354 346354 132103 132103 153495 153495 41650 41650 78068 78068 120007 55080 40427 253669 195846 57823 1894667 527174 1342993 4348865 4348865 6243532 527174 5691858 -3037089 2679269 75089 113979 113979 4349262 7194991 7194991 1846968 1649667 1659252 27468592 24154787 31382112 2572031 4675652 4658330 30819930 26315643 43166224 45705 45705 67131872 64104719 88174888 0 X 67131872 64104719 67131872 64104719 67131872 64104719 67131872 -3037089 9936 64104719 64104719 Publicly Traded Securities P 2023-12-31 2023-12-31 31551166 31219824 331342 331342 Common Trust Fund P 2023-12-31 2023-12-31 22866 -22866 -22866 Capital Gain Distributions P 2023-12-31 2023-12-31 13601 13601 13601 Forms K-1 P 2023-12-31 2023-12-31 153051 153051 153051 475128 37242 37242 37242 32475 10000 42475 X 5233 5233 false false false false false false false true true TX true false false false false true www.theandersonfoundation.org Brad Robb Exec Director 5126949399 PO Box 40536 Austin TX 78704 false false false false true false false false false false false false false false false false false false false false false false Carl Anderson III PO Box 40536 Austin TX 78704 Chairman 20.00 50000 Stacey Anderson PO Box 40536 Austin TX 78704 Vice Chair 5.00 20000 Elliott Anderson PO Box 40536 Austin TX 78704 Trustee 5.00 20000 Seth Anderson PO Box 40536 Austin TX 78704 Trustee 5.00 20000 Nolan Anderson PO Box 40536 Austin TX 78704 Trustee 5.00 30000 Bank of America PO Box 653067 Dallas TX 752653067 Trustee 1.00 330300 Brad Robb PO Box 40536 Austin TX 78704 Exec Director 40.00 299021 45617 Karen Kahan PO Box 40536 Austin TX 78704 Prog Officer 40.00 140570 40098 Catherine Sitton PO Box 40536 Austin TX 78704 Grants Mgr 40.00 84925 34358 Justin Ito PO Box 40536 Austin TX 78704 Grants Mgr 40.00 83801 10682 Graves Dougherty Hearon & Moody PC 401 Congress Ave 2700 Austin TX 78701 Legal services 153495 81792014 2416493 0 84208507 0 84208507 1263128 82945379 4147269 4147269 37242 37242 4110027 4110027 4110027 5691858 5691858 4110027 1890804 2396474 1858601 2390422 1989829 10526130 5691858 0 4110027 1581831 12107961 0 1890804 10217157 2396474 1858601 2390422 1989829 1581831 Cate Sitton PO Box 40536 Austin TX 78704 5122402438 csitton@theandersonfoundation.org Use the Foundation's online grant application portal:www.grantinterface.com/Home/Logon?urlkey=andersonfoundation No application deadlines. 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. A New Leaf 2306 S 1st Pl Broken Arrow OK 74012 None PC Bldg Pathways of Indpendence 20000 Air Force Villages Charitable Found 12455 Freedom Way Rd San Antonio TX 78245 None PC Blue Skies of Texas Pet Program 5000 Albuquerque Community Foundation 624 Tijeras Ave NW Albuquerque NM 87108 None PC University of NM Eval Lab Summer Institute 2023 / U of NM Eval Lab Outcomes / Great Gift Giveaway 2023 61600 Alta Mira Specialized Family Servic 1605 Carlisle Blvd NE Albuquerque NM 87110 None PC Alta Mira General operations Grant 25000 Any Baby Can 6207 Sheridan Ave Austin TX 78723 None PC Any Baby Can early childhood intervention prgm 30000 Assistance League of Albuquerque PO Box 35910 Albuquerque NM 87176 None PC Operation School Bus 15000 Austin Child Guidance Center 810 W 45th St Austin TX 78751 None PC General Operations 15000 Austin Diaper Bank 2210 Denton Dr 103 Austin TX 78758 None PC Diaper Distribution Prgrm 15000 Austin Groups for the Elderly 3710 Cedar St Box 2 Austin TX 78705 None PC General operating support 20000 Austin Speech Labs 7800 Shoal Creek Blvd 136-S Austin TX 78757 None PC Intensive speech therapy for stroke survivors 20000 Avenues Early Childhood Services PO Box 4625 Gallup NM 87305 None PC AECS G/O Support Request / Travel Grant-University of NM Summer Institute 2023 / TBRI Caregiver Training-Nolan Anderson Discretionary / Carl C Anderson Sr & Marie Jo Anderson Fdn Exceptionalism Award 48870 Bandera County Committee on Aging PO Box 1416 Bandera TX 78003 None PC Nutrition Program 20000 Bandera United Methodist Church 1103 Cedar St Bandera TX 78003 None PC Snac pac 4 kids / Snacs4kids 10000 Bastrop Co Emerg Food Pantry PO Box 953 Bastrop TX 78602 None PC General Operations 20000 Bethel Community Storehouse PO Box 968 Moriarty NM 87035 None PC Food Rescue Truck 15000 CAMP University PO Box 2294 McAllen TX 78502 None PC C.A.M.P. University G/O 10000 Casa de Peregrinos 999 West Amador Ave F Las Cruces NM 88005 None PC Senior Nutrition Prgrm 25000 CASA of Central Texas 1308 E Common Street Ste 205 New Braunfels TX 78130 None PC Advocacy for Abused & Neglected Children 10000 Catholic Charities in the AD Santa 2010 Bridge SW Albuquerque NM 87105 None PC Senior Transportation Campaign 20000 Catron Food Pantries PO Box 43 Datil NM 87821 None PC Operating Support 5000 Center for Creative Living Corp 3501 SW Dr Elsie Hamm Dr Lawton OK 73505 None PC Senior Health, Welness & Nutrition Prgrm 10000 Central Texas Children's Home 13200 Crane Rd Buda TX 78610 None PC General Operations 25000 Childhaven 807 W Apache St Farmington NM 87401 None PC General Operating Support 35000 Children's Assoc for Maximum Potent PO Box 27086 San Antonio TX 78227 None PC Strengthening and inspiring 2023 15000 ChildSafe 3730 IH-10 East San Antonio TX 78220 None PC Core Srvcs for Child Maltreatment Victims 40000 Christina Kent Early Childhood Ctr 423 3rd St SW Albuquerque NM 87102 None PC Anderson Charitable Operations Grant 25000 Ciudad Nueva 810 N Campbell St El Paso TX 79901 None PC G/O / Travel Grant-Uni of NM Summer Institute 2023 16000 Communities in Schools of Central T 3000 S IH-35 200 Austin TX 78704 None PC CIS student and family assistance prgrm 30000 Community Action Agency of Southern 3880 Foothills Rd A Las Cruces NM 88011 None PC Supporting Southern NM Families 15000 Connections Individual Family Srvcs PO Box 311268 New Braunfels TX 78131 None PC Hope & Healing: Support for Youth in Foster Care 20000 Cookson Hills Christian School 60416 Hwy 10 Kansas OK 74347 None PC Provide Training to Children's Home Caregivers 8200 CRRC of Canyon Lake PO Box 1472 Canyon Lake TX 78133 None PC Critical Resource Needs in Rural Canyon Lake 20000 Dental Care in Your Home PO Box 65310 Albuquerque NM 87193 None PC Communications Projects 2500 Domestic Violence Intervention Serv 3124 E Apache St Tulsa OK 74110 None PC Children's theraputic counseling program 15000 El Pasoans Fighting Hunger 9541 Plaza Circle El Paso TX 79927 None PC Fighting Food Insecurity 20000 El Valle Community Ctr PO Box 61 Villanueva NM 87583 None PC El Valle Comm Ctr Food Pantry / G/O-Carl Anderson Trustee Discretionary / Refrigeration Unit for Food Pantry 22500 Family Promise of Albuquerque 808 Edith Avenue Albuquerque NM 87102 None PC Family Promise Shelter 15000 Family Promise of East Bell Co 1018 E Ave A Temple TX 76501 None PC Family service prgrm support 15000 Family Srvc Assoc of San Antonio 702 San Pedro Ave San Antonio TX 78212 None PC Transportation Support for Summer Interns 5000 Foster Angels of Central Texas Fdn PO Box 152575 Austin TX 78715 None PC Assistance for Local Children in Foster Care 20000 Friends for Life PO Box 23491 Waco TX 76702 None PC Senior Supports 15000 Gateway Community Partners 417 S E Loop 456 Jacksonville TX 75766 None PC Gen ops 20000 God's Garage 2106 E Davis St Conroe TX 77301 None PC G/O-Seth Anderson Discretionary / Restoring Lives w/ Reliable Rides 20000 Golden Age Home Assit Living 1505 South Main St Lockhart TX 78644 None PC Senior Adult Affordable Housing / Capacity Bldg Board Governance 25000 Habitat for Humanity of Smith Co 822 W Front Street Tyler TX 75702 None PC Emergency Critical Repairs 15000 Half Helen Foundation 7801 N Lamar Blvd F34 Austin TX 78752 None PC Optical Prime- transform vision care 10000 Heading Home PO Box 27636 Albuquerque NM 87125 None PC Lexigton Hotel G/O 20000 Hearts for Hearing Foundation 11500 N Portland Ave Oklahoma City OK 73112 None PC Listening Start- core srvcs 20000 Helping Hand Home for Children 3804 Avenue B Austin TX 78751 None PC General Operations of Helping Hands Home 20000 Hill Country Daily Bread Ministries 234 W Bandera Road 133 Boerne TX 78006 None PC Family Mentoring and Resource Program 20000 Hill Country Family Services 118 W Advogt St Boerne TX 78006 None PC Crisis Mgmt Support 20000 Hill Country Youth Ranch PO Box 67 Ingram TX 78025 None PC G/O-Children's Food Supplement 10000 Home of Hope PO Box 903 Vinita OK 74301 None PC Carl C Anderson Sr & Marie Jo Anderson Exceptionlism Award / Employee Support Recruitment & Retention 55000 Honor Veterans Now 1670 FM 2093 Fredericksburg TX 78624 None PC Meals for Vets 10000 I Care San Antonio 1 Haven for Hope Way San Antonio TX 78207 None PC Senior Vision Healthcare Prgrm 15000 IGW Children's Hope Foundation PO Box 1353 Farmington NM 87499 None PC Trustee Discrt. for Children's Health & Safety (Carl C Anderson III) / (Seth Anderson) / Children's Health & Safety 25000 Infant Crisis Center 4224 N Lincoln Blvd Oklahoma City OK 73105 None PC Infant Crisis Services' Feed Babies Challenge Grant 20000 La Plaza de Encuentro Gathering Pla 714 4th St SW Albuquerque NM 87102 None PC Fundraising Consulting 8000 Low Vision Resource Center 1250 NE Loop 410 San Antonio TX 78209 None PC Low Vision Resource Center 10000 Lubbock Children's Health Clinic PO Box 12103 Lubbock TX 79452 None PC General Operations - Stacey Anderson Discretionary / Pediatric Healthcare 25000 Mainspring Schools 1100 West Live Oak St Austin TX 78704 None PC 2023 At-Risk child nutrition and education 15000 Mary Lee Foundation 1339 Lamar Square Dr Austin TX 78704 None PC Recruitment & Retention 20000 Meals on Wheels Metro Tulsa 12620 E 31st St Tulsa OK 74146 None PC Home Delivered Meals for Disabled Seniors 35000 Meals on Wheels PO Box 1371 Norman OK 73070 None PC Meal subsidy 20000 Meals on Wheels Plus PO Box 903 Abilene TX 79604 None PC Operating Funds 15000 Meals on Wheels Senior Services PO Box 910 Rockwall TX 75087 None PC MoW Senior Srvcs Sustainability Plan 25000 Midland Children's Rehabilitation C 802 Ventura Ave Midland TX 79705 None PC MCRC General Operating Support 15000 Mission Road Developmental Center 8706 Mission Rd San Antonio TX 78214 None PC G/O Request FY2022 25000 Mobile Loaves Fishes 9301 Hog Eye Rd 950 Austin TX 78724 None PC 2023 Match from GetMAD Event 15000 Navajo United Methodist Center 1200 W Apache St Bldg 17 Farmington NM 87401 None PC No One Left in the Dark 10000 Neighborhood Service Organization 8101 Walker Ave Ste C Oklahoma City OK 73139 None PC NSO Oral Health Outreach Program 15000 New Mexico Community Foundation 8 Calle Medico Santa Fe NM 87505 None PC Travel Grant-University of NM summer institute 2023 1000 NM Fdn for Dental Health Research E PO Box 16854 Albuquerque NM 87191 None PC We Smiles 15000 New Mexico Kids Matter 2340 Alamo Ave SE 112 Albuquerque NM 87106 None PC CASA Program 10000 New Mexico Ramp Project PO Box 90354 Albuquerque NM 87199 None PC Ramps for New Mexico/2022 / Wheelchair Ramps for NM 2023 40000 Nonprofit Exchange PO Box 27160 El Paso TX 79926 None PC Corp Donations - Shipping Fees 6000 Nurturing Change PO Box 81026 Austin TX 78708 None PC G/O-Carl Anderson III Discretionary 16000 Open Door Preschool PO Box 302527 Austin TX 78703 None PC Open Door Preschools 20000 Paso del Norte Children's Dev Ctr 1101 E Schuster Ave El Paso TX 79902 None PC Travel Grant-Uni of NM Summer Institute 2023 1000 Peppers Ranch PO Box 3814 Edmond OK 73083 None PC 2023 Gen Ops 20000 Permian Basin Rehab Center 620 N Alleghaney Ave Odessa TX 79762 None PC Gen Ops 20000 Pivot 201 NE 50th St Oklahoma City OK 73105 None PC Transforming Young Lives in 2023 15000 Presbyterian Ear Institute 415 Cedar St SE Albuquerque NM 87106 None PC Early Hearing & Language Operational Support 25000 Rainbow Senior Center PO Box 1039 Boerne TX 78006 None PC Gen Ops 20000 ReMerge of Oklahoma County 823 N Villa Ave Oklahoma City OK 73107 None PC Restoring Families Through Diversion 20000 Respite Care of San Antonio PO Box 12633 San Antonio TX 78212 None PC Supporting Children w/Medical & Special Needs 20000 RestoreOKC 2222 NE 27th Oklahoma City OK 73111 None PC G/O-Stacy Anderson Discretionary / Restore OKC G/O support 25000 Rio Grande Food Project PO Box 66498 Albuquerque NM 87193 None PC RGFP sustainability and growth project 15000 ROCK Ride on Center for Kids PO Box 2422 Georgetown TX 78627 None PC General Support for ROCK 15000 Ronald McDonald Hse Chari of Cen Tx 1315 Barbara Jordan Blvd Austin TX 78723 None PC Gen Ops 15000 Sacramento Mountains Senior Service PO Box 602 Cloudcroft NM 88317 None PC Sacramento Mountains Senior Srvcs 20000 San Antonio Metro Ministry 1919 NW Loop 410 100 San Antonio TX 78213 None PC Engage the Community in Overcoming Homelessness 20000 Sarah Roberts French Home 1315 Texas Ave San Antonio TX 78201 None PC Fund to Aid Residents 5000 Saranam 1100 Eubank NE Ste A Albuquerque NM 87112 None PC Saranam 20000 School Fuel 102 Wonder World Dr 304-120 San Marcos TX 78666 None PC Gen Ops 25000 Scott's House PO Box 31279 Santa Fe NM 87594 None PC Scott's house 2023 15000 Senior Access 2498 E Palm Valley Blvd Round Rock TX 78665 None PC Healthcare Access for Older Adults 20000 Sharing Hands A Respite Experience 3500 N A St 2500 Midland TX 79705 None PC SHARE the Journey 15000 Silver Horizons New Mexico PO Box 6879 Albuquerque NM 87197 None PC Storytelling Video 2500 Soar Arena Therapeutic Riding 318 El Camino Way Dr San Marcos TX 78666 None PC G/O-Carl Anderson Trustee Discretionary / Operating Exps for Jennifer's Horses / Arena Granite Project-Stacey, Seth & Nolan TD / Jennifer's Horse Exps 29000 Society of St Vincent de Paul-Wimbe 14711 Ranch Road 12 Wimberely TX 78676 None PC Christmas Project 4000 St Paul Children's Fdn PO Box 1238 Tyler TX 75710 None PC St. Paul Children's Srvcs Gen Ops 20000 Sunshine House 402 E Holland Ave Alpine TX 79830 None PC Sunshine House General Operating Support 20000 TEAMability 5210 Thousand Oaks Ste 1333 San Antonio TX 78233 None PC General Ops 20000 Texas Baptist Children's Home 1101 North Mays Round Rock TX 78664 None PC Gen Ops 15000 Texas Diaper Bank 1803 Grandstand Dr 150 San Antonio TX 78238 None PC General Operations 20000 Texas Ramp Project PO Box 832065 Richardson TX 75083 None PC Texas Ramp Project 20000 Texas Veterinary Medical Foundation 8104 Exchange Dr Austin TX 78754 None PC LEAP ((Lending Economic Assistance for Pets) 5000 The Arc of San Antonio 13430 West Ave San Antonio TX 78216 None PC Empowering Individuals w/ IDD 20000 The Austin Center for Grief Loss 2413 Greenlawn Pkwy Austin TX 78757 None PC Helping Austin Grieve 10000 The Ctr for Indivs with Phys Challe 815 S Utica Ave Tulsa OK 74104 None PC General Operations 15000 The Little Light House 5120 E 36th St Tulsa OK 74135 None PC Operating Funds 25000 The Salvtn Army Austin Met Area Com 4700 Manor Rd Austin TX 78723 None PC Shelter for families with children 20000 The Settlement Home for Children 1600 Payton Gin Rd Austin TX 78758 None PC Care for Children Who are Survivors of Abuse 25000 Titus County Cares PO Box 1476 Mount Pleasant TX 75456 None PC Food4Kids 20000 Turn Center 1250 Wallace Blvd Amarillo TX 79106 None PC Operations funding for fiscal year 2022-2023 15000 Turtle Wing Foundation PO Box 631 Schulenburg TX 78956 None PC Operations / G/O-Carl Anderson Discretionary 13000 Undies For Everyone 3610 Willowbend Blvd 1000 Houston TX 77054 None PC Children's Underwear Distrib 25000 Basin Dream Center for Orphans 2502 W Cuthbert Ave Midland TX 79701 None PC G/O-Transitional Housing 10000 A New Day 2035 Renard Pl SE Suite 200 Albuquerque NM 87106 None PC Rebuilding 20000 A Special Purpose 8312 S Elder Ave Broken Arrow OK 74011 None PC General Operations / G/O - Carl Anderson III Discretionary / Caregiver Respite 11000 Albuquerque Sign Language Academy 620 Lomas Blvd Nw Albuquerque NM 87102 None PC Fundraising Consulting 8000 All Faiths 1709 Moon St Ne Albuquerque NM 87112 None PC General Operations 20000 Assistance League of Austin Texas 4901 Burnet Road Austin TX 78756 None PC ALA General Funding 10000 Assn of Fndrsng Prof-Greater Austin 3305 Steck Ave Austin TX 78757 None PC Philanthropy Day 2023 2500 Athens Samaritans Inc PO Box 350 Athens TX 75751 None PC The Athens Samaritans, Inc. dba Labor of Love 15000 Best Buddies New Mexico 3507 Wyoming Blvd NE Ste A Albuquerque NM 87111 None PC BB in NM Project Jobs Prgm 20000 Bynum School 5100 Avalon Drive Midland TX 79707 None PC General Prgrm exps funding for Bynum school 10000 Casa Esperanza Inc PO Box 457 Liberty Hill TX 78642 None PC Operational Support 20000 CASA of El Paso 221 N Kansas St Ste 1501 El Paso TX 79901 None PC CASA of El Paso 10000 Casa of Oklahoma County Inc 1608 Nw Expressway Ste 101 Oklahoma City OK 73118 None PC Operating Support for CASA Volunteers 10000 CASA of Travis County 7600 Chevy Chase Dr Ste 200 Austin TX 78752 None PC Transitioning youth prgrm for foster youth 20000 Central Texas Palliative Care Assoc 4107 Spicewood Springs Rd Ste 100 Austin TX 78759 None PC Community based palliative care 20000 Children's Advocacy Center for N Tx 1854 Cain Drive Lewisville TX 75077 None PC Clinical Srvcs in Wise & Jack Counties 10000 CLNKIDS Inc PO Box 12786 Albuquerque NM 87195 None PC Supporting homeless children / Fndrsng Consulting 28000 Crt Apptd Special Advocs CASA of Li PO Box 9027 Liberty TX 77575 None PC Chance for a child 10000 Drive A Senior Central Texas 724 Eberhart Ln Austin TX 78745 None PC It's More Than Just A Ride 10000 Edmond Mobile Meals Inc 25 W 3rd St Edmond OK 73003 None PC Meals for low income homebound seniors 15000 Emergency Infant Services 222 S Houston Avenue Tulsa OK 74127 None PC Direct client services-YPB Fundraiser 20000 Full Circle Senior Adult Day Center 1304 Lindsey Plaza Dr Norman OK 73071 None PC Full Circle Adult Day Center 10000 Galveston Urban Ministries 3727 Ball St Galveston TX 77550 None PC Gen ops - Carl Anderson III discretionary 10000 Harmony Home Children's Advocacy Ct PO Box 3087 Odessa TX 79760 None PC Child Advoc Services for Rural Permian Counties 15000 Jardin De Los Ninos Inc 1300 El Paso Rd Ste G Pmb 272 Las Cruces NM 88001 None PC Trauma-Informed Srvcs for Homeless Families 15000 Junior League of Austin 5330 Bluffstone Ln Austin TX 78759 None PC Food in Tummies 15000 Living Improvement for the Elderly 411 W Matthews Ave Stillwater OK 74075 None PC Life Adult Day Ctr 15000 Many Mothers PO Box 23222 Santa Fe NM 87502 None PC Maternal Support Prgrm & Parent Edu 15000 Maverick Boys and Girls Club of Ama 1923 S Lincoln St Amarillo TX 79109 None PC Reducing childhood hunger 10000 Meals for the Elderly 310 East Houston Harte San Angelo TX 76903 None PC Gen Ops 20000 Meals on Wheels Central Texas 3227 E 5th St Austin TX 78702 None PC Meals on Wheels Central Texas 15000 Meals on Wheels Ministry 3001 Robertson Rd Tyler TX 75701 None PC Wheels in Motion 20000 Meals on Wheels of Palestine PO Box 1365 Palestine TX 75802 None PC Keeping the Wheels Turning 25000 Modus Inc 1519 S Harvard Ave Tulsa OK 74112 None PC Modus drive change 15000 New Horizons Ranch Center 147 Sayles Blvd Abilene TX 79605 None PC Kids in foster care at Residential Ctr 15000 New Mexico Child Advocay Networks 625 Silver Ave Sw Ste 345 Albuquerque NM 87102 None PC Support for young people impacted by systems 15000 Paws and Stripes 617 Truman St NE Albuquerque NM 87110 None PC General Operations 20000 Proyecto Juan Diego 3910 Paredes Line Rd Brownsville TX 78526 None PC PJD Gen Ops 15000 Ronald McDonald Hse Chari of El Pas 300 E California Ave El Paso TX 79902 None PC Travel Grant-Uni of NM Summer Institute 2023 16000 Shalom Austin 7300 Hart Lane Austin TX 78731 None PC Disability & inclusion srvcs prgrm 10000 Shine USA Inc 1412 Winnie St Rear 2 Galveston TX 77550 None PC Gen Ops - Carl Anderson III discretionary 5000 Special Care Inc 12201 N Western Ave Oklahoma City OK 73114 None PC Operating support 15000 Starry Inc 1301 N Mays St Round Rock TX 78664 None PC Gen Ops 20000 Texas Advocacy Project 3721 Executive Center Dr 215 Austin TX 78731 None PC Texas Advocacy Project 2023 15000 Texas Beef Initiative PO Box 189 Dripping Springs TX 78620 None PC Operational Support / Carl C Anderson Sr & Marie Jo Anderson Fdn Exceptionalism Award 50000 The Coming Home Connection 418 Cerrillos Rd Ste 27 Santa Fe NM 87501 None PC Gen Ops 15000 The National Ctr for Frontier Commu 301 W College Ave Ste 16 Silver City NM 88061 None PC Food for Remote 20000 The Refuge for DMST PO Box 90804 Austin TX 78709 None PC The Refuge Reopening 15000 The Spring Shelter PO Box 1588 Sand Springs OK 74063 None PC Serving Survivors Fleeing Abuse 15000 The Transplant Association of Texas 11107 Wurzbach Rd Ste 201 San Antonio TX 78230 None PC Transplants for Children / Operations/prgrm support 10000 Three Sisters Kitchen 109 Gold Ave SW Albuquerque NM 87102 None PC G/O-Carl Anderson III Discretionary 2000 Town Country School 8906 E 34th St Tulsa OK 74145 None PC Gen Ops 20000 Transitional Living Centers of OK 601 S Elgin Avenue Tulsa OK 74120 None PC Lindsey House 15000 Tulsa Advocs for the Rights of Citi 2516 East 71st St Ste A Tulsa OK 74136 None PC G/O Expenses 20000 Valencia Shelter for Victims of DV 445 Camino Del Rey Ste E Los Lunas NM 87031 None PC Valencia Shelter Srvcs - G/O 15000 VELA 4900 Gonzales St Austin TX 78702 None PC Disability Support Challenge Grant 15000 Washington County Elder Care 1223 Swan Drive Bartlesville OK 74006 None PC Support for Physical Therapy Equip Purchase 15000 West Texas Counseling Guidance 36 E Twohig Cactus Hotel Ste 600 San Angelo TX 76903 None PC Training & Client Assist 20000 Youth Family Services PO Box 1207 El Reno OK 73036 None PC Youth & Family Srvcs G/O Funding 15000 Grantmakers in Aging 901 N Glebe Rd Arlington VA 22203 None PC 2023 Grantmakers in Aging Conf Austin, Tx 10000 A Night in Old Bethlehem 12326 Ranch Road 12 Wimberley TX 78676 None PC A Night in Old Bethlehem 7000 Accessos 1012 Torney Ave San Francisco CA 94129 None PC Scaling Accessibility to Text 911 in NM 10000 Advoc Ctr for Crime Victims Childre 3312 Hillcrest Dr Waco TX 76708 None PC Critical Tech Update 5000 Albuquerque Meals on Wheels Inc PO Box 92614 Albuquerque NM 87199 None PC G/O-Carl Anderson Trustee Discretionary 16500 Alzheimer's Alliance of Smith Count 211 Winchester Tyler TX 75703 None PC G/O-Carl Anderson III Discretionary 2000 Assistance League of Norman 809 Wall St Norman OK 73069 None PC Operation School Bus 5000 Austin Angels 9901 Brodie Ln Ste 160 PMB 255 Austin TX 78748 None PC Wraparound Care for CTx Fostering Families 15000 Austin Community College Fdn 6101 Highland Campus Dr 3000 4270 Austin TX 78752 None PC Measuring Social Impact & Effective Storytelling Certificate Prgm / Ctr for NP Studies & NP Austin-Storytelling Certificate 60000 Austin Community Foundation 4312 Guadalupe St Ste 300 Austin TX 78751 None PC Seasons for Caring 2023 11000 Austin Community Fdn-Aging is Cool 4315 Guadalupe St Ste 300 Austin TX 78751 None PC G/O-Carl Anderson III Discretionary 2000 Bandera Foster Closet PO Box 2655 Bandera TX 78003 None PC Bandera Foster Closet Operations 5000 Beyond the Spectrum OK Inc 1420 Vulcan Cir Edmond OK 73003 None PC Special Needs Classes/Therapy 5000 Bi-Stone CASA dba CASA of Freestone 264 Stonewell Dr Streetman TX 75859 None PC CASA of Freestone and Limestone Counties 5000 Blessings in a Backpack-Boerne Tx C 8735 Turning Leaf Boerne TX 78015 None PC Weekend Meal Prgrm 20000 Boys Girls Club of Ottawa Co PO Box 656 Miami OK 74355 None PC BGC Summer Snacks for Kids 5000 Brighton School 14207 Higgins Rd San Antonio TX 78217 None PC Brighton's Developmental & Edu Prgrms 10000 Bulverde Senior Center 30280 Cougar Bend Bulverde TX 78163 None PC General Operations 15000 Camp Phoenix PO Box 732 Marble Falls TX 78654 None PC Trauma-Informed Mental Health Care in Rural Tx 20000 Capable Kids Fdn Inc 1223 E Hackberry Ave McAllen TX 78501 None PC CK Sports and CK Social Programming 5000 Caring Community Friends PO Box 1524 Sapulpa OK 74067 None PC Food & Resources for Kids 5000 CASA of Bell Coryell Counties 112 N Main Street Belton TX 76513 None PC CASA of Bell & Coryell Counties 10000 Central Ok Camp Conf Ctr Inc 1 Twin Cedar Ln Guthrie OK 73044 None PC Make Promises Happen Support 10000 Child Advocacy Network 2815 S Sheridan Rd Tulsa OK 74129 None PC Child Abuse Network 10000 Child Advocates San Antonio CASA 1956 S WW White Rd San Antonio TX 78222 None PC G/O Child Advocates San Antonio 10000 Children's Advocacy Ctr of Comal Co PO Box 312200 New Braunfels TX 78131 None PC Services for Abused Children 10000 Choice Living Community PO Box 71387 Corpus Christi TX 78467 None PC General Operating 5000 Clovis Meals on Wheels PO Box 371 Clovis NM 88102 None PC Clovis Meals on Wheels 5000 CNM Ingenuity Incorporation 525 Buena Vista Dr SE Albuquerque NM 87106 None PC New Elder Connect 10000 Collins Lake Austism Center PO Box 472 Cleveland NM 87715 None PC General Prgrm Funding 10000 Comal Co Senior Citizens Fdn 655 Landa Street New Braunfels TX 78130 None PC Senior Nutrition Prgrm 15000 Coming of Age Austin Metro PO Box 1748 Austin TX 78767 None PC Senior Tech Access 5000 Community Against Violence PO Box 169 Taos NM 87571 None PC Supporting Children Affected by Domestic Violence 25000 Community Pantry PO Box 520 Gallup NM 87305 None PC Travel Grant-Uni of NM Summer Institute 2023 / Mobile Distrib Resiliency Project 31000 Concho Valley Regional Food Bank of PO Box 1207 San Angelo TX 76902 None PC Food2Kids Weekend Backpack Prgrm 10000 Concho Valley Turning Point 528 E Highland Blvd San Angelo TX 76903 None PC Conch Valley Turning Point Housing-Families 5000 Corpus Christi Hope House 3226 Reid Dr Corpus Christi TX 78404 None PC Emergency Shelter & Supportive Srvcs 5000 Crisis Breadbasket PO Box 1721 Wimberley TX 78676 None PC Wimberley Student Supplemental Food Boxes 5000 Daily Living Centers PO Box 608 Bethany OK 73008 None PC Daily Living Ctrs Activity & Prgrmng 15000 Dar A Luz Birth Health Ctr 7708 4th St NW Los Ranchos NM 87107 None PC Fundraising Consulting 8000 DVRC Inc 625 Silver Ave SW Ste 185 Albuquerque NM 87102 None PC G/O Support / G/O 35000 East TX Orphan Care Network PO Box 133063 Tyler TX 75713 None PC Empowering the Community to Help Children 15000 Faith In Action Caregivers NW 10633 Lake Creek Pkwy Austin TX 78750 None PC Transportation for Seniors 15000 Family Caregiver Ctr of NM 705 Morningside Dr NE Albuquerque NM 87110 None PC FCCNM Capacity Bldg Request 8000 Family Hope House 6711 S Yale Ave Ste 106 Tulsa OK 74136 None PC G/O-Carl Anderson III Discretionary 2000 Food Bank of Abilene 5505 N 1st St Abilene TX 79603 None PC Prgrms for Seniors 20000 Food Bank of Eastern NM 2217 East Brady St Clovis NM 88101 None PC Weekend Backpack Prgrm 25000 Food Depot 1222 Siler Road Santa Fe NM 87507 None PC Mobile Food Pantry-Carl Anderson Trustee Discretionary Grant 2000 Fostering Sweet Dreams 529 W Edmond Rd Edmond OK 73003 None PC G/O-Carl Anderson Discretionary / Beds for OK's Vunerable Children 7000 Foundation Communities 3000 S IH-35 Ste 300 Austin TX 78704 None PC Children's Programming 15000 Fundamental Needs 14881 County Rd 26 Dolores CO 81323 None PC Oasis Project NM 10000 Galveston Co Food Bank 624 4th Avenue N Texas City TX 77590 None PC GCFB Programs for Seniors 15000 Garden of Hope of Central TX PO Box 2141 Harker Heights TX 76548 None PC Garden of Hope of Central Texas 10000 Golden Spread Rural Frontier Coalit 113 Walnut St Clayton NM 88415 None PC Food Pantry 5000 Hedley Senior Citizens Assn Inc PO Box 216 Hedley TX 79237 None PC Hedley Senior Citizens 5000 Helping Hands Ministry 2210 Holland Road Belton TX 76513 None PC Bridge the Summer Gap 15000 Henderson Co United Way PO Box 1435 Athens TX 75751 None PC Ride United Transportation Access 10000 High Mountain Youth Project PO Box 2646 Ruidoso NM 88355 None PC High Mountain Youth Project Evening Drop-in Ctr 10000 Inside Out 919 N Riverside Dr Ste B1 Espanola NM 87532 None PC Indigent Community Assistance 5000 Las Cumbres Community Srvcs PO Box 1362 Espanola NM 87532 None PC Adult Srvcs Workforce Recruitment & Resilience 15000 LifeWorks Youth Family Alliance 3700 S 1st Street Austin TX 78704 None PC LifeWorks Campaign to End Youth Homelessness 40000 Lubbock Impact 2707 34th St Lubbock TX 79410 None PC Lubbock Impact Elevator 15000 Lufkin Neighborhood Strong 107 West Lufkin Ave Ste 205 Lufkin TX 75904 None PC Capacity Bldg 15000 Meals on Wheels Collin Co 600 N Tennessee St McKinney TX 75069 None PC Home Delivered Meals Prgrm 5000 Meals on Wheels of Johnson Ellis Co 106 E Kilpatrick St Cleburne TX 76031 None PC General Support 15000 Memory Care Alliance 8 Calle Medico Santa Fe NM 87505 None PC Replication & Community Awareness 25000 Metroport Meals on Wheels PO Box 204 Roanoke TX 76262 None PC General Operations 20000 Miracle Foundation 1506 W 6th St Austin TX 78703 None PC FosterShare-the Digital Assist for Foster Care 15000 Mora Creative Council 397 State Highway 518 Mora NM 87732 None PC Moa Food Hub & Food Pantry 15000 Neighborhood Hope Dealers PO Box 491 Guthrie OK 73044 None PC Life Transformation Prgrm-G/O 5000 New Mexico Dream Ctr 11704 Medicine Bow Pl SE Albuquerque NM 87123 None PC Overhead Support for NM Dream Ctr 15000 New Mexico Suicide Intervention PO Box 6004 Santa Fe NM 87502 None PC The Sky Center 15000 nonPareil Austin 6618 Sitio Del Rio Blvd Blg E 102 Austin TX 78730 None PC Bldg Better Futures for Adults w/Autism 15000 Northwest Assistance Ministries 15555 Kuykendahl Rd Houston TX 77090 None PC G/O - Nolan Anderson Trustee Discretionary 5000 Not Your Average Joe 509 Wilkinson Dr Moore OK 73160 None PC Not Your Average Joe 5000 Onion Creek Senior Citizens PO Box 65 Buda TX 78610 None PC Sustaining Active Senior Cooperative Prgrms 5000 Open Hands Community Charitable Src PO Box 489 Donna TX 78537 None PC G/O-Carl Anderson III Discretionary 2000 P B J Family Services 1101 Lopez Rd SW Albuquerque NM 87105 None PC Gen Ops 25000 Palacios Community Coalition 109 Morton Ave Palacios TX 77465 None PC Gen Ops Funds 5000 Parent Child Ctr of Tulsa 1421 S Boston Ave Tulsa OK 74119 None PC G/O-Carl Anderson Discretionary 8500 Paso Del Norte Ctr of Hope PO Box 31397 El Paso TX 79931 None PC Direct Srvcs for Human Trafficking Victims 10000 Philanthropy Southwest 3000 Pegasus Park Dr Ste 706 Dallas TX 75247 None PC PSW Conf 2023 6195 Project Orphans Tulsa's Girls Home 7315 S Lewis Ave Tulsa OK 74136 None PC G/O Support 5000 Richard L Shorkey Edu Rehab Ctr 855 S 8th St Beaumont TX 77701 None PC Prgrm Support 15000 SA Hope Center PO Box 780904 San Antonio TX 78278 None PC SA Hope Ctr 2022 Operations 15000 Samaritan Counseling Ctr of SE Tx 7980 Anchor Dr Ste 500 Port Arthur TX 77642 None PC Hope & Healing for Children & Adolescents 10000 Shelby's Bridge 1008 E Hay St Sudan TX 79371 None PC Bldg Business-Bldg Communities 5000 Solace Sage 395 Waters View Ct Dripping Springs TX 78620 None PC Transitions of Care & Help prgrms 5000 South Peoria Neighborhood Connectio 5780 S Peoria Ave Tulsa OK 74105 None PC South Tulsa Community House G/O 25000 South Texas Alliance for Orphans 115 Kendall View Dr Boerne TX 78006 None PC More Than Enough 5000 Southern NM Project 209 Linda Vista Dr Sunland Park NM 88063 None PC Community Relief for Seniors, Children, Families 5000 Special Reach 6851 Citizens Pkwy Ste 220 San Antonio TX 78229 None PC Improving the Lives of Children w/Disabilities / Prgrms Benefitting Children w/Disabilities 25000 St Paul Presbyterian Church 11 N Park St San Angelo TX 76901 None PC St Paul's Oasis 5000 St Jude's Ctr for Young Children SJ 1400 Ridge Creek Ln Bulverde TX 78163 None PC General Operations 20000 Storehouse New Mexico PO Box 94810 Albuquerque NM 87199 None PC Gen Ops 20000 Student Clothing Bank PO Box 94735 Albuquerque NM 87199 None PC Locker #505 Clothing & Overhead 10000 Taos Elders Neighbors Together PO Box 3561 Taos NM 87571 None PC TENT Continuation of Srvcs 5000 Team Luke Hope for Minds PO Box 64323 Lubbock TX 79464 None PC Quality of Life for Children w/ Brain Injuries 10000 Texas Children's Hospital 6330 W Loop S Ste 1300 Bellaire TX 77401 None PC The Vannie E Cook Jr Children's Cancer Clinic 15000 Texas Tech Fdn PO Box 45025 Lubbock TX 79409 None PC Dental Fund for Underserved West Texans & New Mexicans 10000 The Arthur Nagel Community Clinic 1116 12th Street Bandera TX 78003 None PC Elder Care Prgrm: Caring for Low-Income Elderly 40000 The Common Good PO Box 35732 Tulsa OK 74153 None PC Senior Adult Programming 10000 The Odessa Family YMCA 3001 E University Blvd Odessa TX 79762 None PC Prgrm Funding for Seniors & Special Needs Adults 5000 Therapy Pet Pals of Texas 3930 Bee Cave Rd Ste C Austin TX 78746 None PC Therapy Pet Pals of Texas 5000 Thrive Longview 2020 Bill Owens Pkwy Ste 200 Longview TX 75604 None PC Thrive Mental Health Initiative 5000 Tulsa Advocs for the Protcn of Chil PO Box 14044 Tulsa OK 74159 None PC Fostering Connections-G/O Request 5000 Welcome Table 1941 Webberville Rd Austin TX 78721 None PC Neighbor 2 Neighbor / N2N-Carl Anderson III Discretionary 6000 Youth Center of Texas 3730 IH-10 East San Antonio TX 78220 None PC G/O-Carl Anderson III Discretionary 2000 4348865 14 11 14 1505557 18 475128 O&G royalty inc 15 1200746 Other inc 14 1880 Partnership inc (K-1) 14 23121 3206443 3206443 false false false false false false false false false false CPA services 41650 0 0 41650 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. Corporate Bonds (Attach A) 4675652 4658330 Corporate Stocks (Attach A) 24154787 31382112 1649667 1659252 Hedge Funds (Attach A) AT COST 2356019 2364607 Private Equity (Attach A) AT COST 7130209 10381521 Commodities (Attach A) AT COST 1 5790363 NB Private Mkts Fund III (K-1) AT COST 1057150 1321427 NB Crossroads Priv Mkts Fund IV (K-1) AT COST 2045571 3398481 NB Crossroads Priv Mkts Fund V (K-1) AT COST 2293019 3527350 NB Crossroads Part Fund 23 (K-1) AT COST 1457032 1842606 NB Crossroads Part Fund 24 (K-1) AT COST 277437 291657 Less Private Equity from Attach A AT COST 7130209 10381521 Exchange Traded Funds (Attach A) AT COST 16353634 24196291 Mutual Funds (Attach A) AT COST 475780 433442 Machinery and Equipment 45705 45705 Legal services 153495 0 0 153495 Forms K-1 investment expenses 148068 148068 Insurance 12009 12009 Memberships 10759 10759 Mineral expenses 42753 42753 Other expenses 1729 1729 Other investment fee 5025 5025 Payroll processing 4369 4369 Software 5400 5400 Travel 21912 21912 Website and IT 1645 1645 O&G royalty inc 1200746 1200746 Other inc 1880 1880 Partnership inc (K-1) 23121 23121 Net timing differences 9936 Advisory fees 78068 78068 0 0 Excise taxes 24500 Foreign taxes 55080 55080 Payroll taxes 40427 40427