2025-10-29T11:13:36-07:00 2024-12-31 742981758 Dunagan Jack LLP 4833 Spicewood Springs Rd Ste 102 Austin TX 78759 990PF 2024-01-01 746078530 Carl C Anderson Sr and Marie Jo Anderson Charitable Foundation CARL 8888663275 PO Box 653067 Dallas TX 75265 Bank of America Trustee 2025-10-29 true true Gary Joseph Jack P00184408 5124208997 X 2024 2025-03-06 01:10:19Z X 83944596 X X 14 14 1558389 1558389 10083258 48532376 10083258 655942 655942 12297603 12297603 788534 203494 585040 324780 324780 124769 124769 683803 683803 19100 19100 107647 107647 264147 61168 42979 232741 125342 107399 2545521 497651 1887870 9809550 9809550 12355071 497651 11697420 -57468 11799952 113979 77519 77519 7194991 1635222 1635222 1649667 2734508 2652118 24154787 28012606 35641466 4675652 5088276 5020130 26315643 26522992 38918141 45705 45705 64104719 64071123 83944596 0 X 64104719 64071123 64104719 64071123 64104719 64071123 64104719 -57468 23872 64071123 64071123 Publicly Traded Securities P 2024-12-31 2024-12-31 47889631 38449118 9440513 9440513 Capital Gain Distributions P 2024-12-31 2024-12-31 30051 30051 30051 Forms K-1 P 2024-12-31 2024-12-31 612694 612694 612694 10083258 164019 164019 164019 155233 12000 167233 X 3214 3214 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 20000 Bank of America PO Box 653067 Dallas TX 752653067 Trustee 1.00 339156 Brad Robb PO Box 40536 Austin TX 78704 Exec Director 40.00 319378 47236 Karen Kahan PO Box 40536 Austin TX 78704 Prog Officer 40.00 63821 20504 Catherine Sitton PO Box 40536 Austin TX 78704 Grants Mgr 40.00 104622 24228 Justin Ito PO Box 40536 Austin TX 78704 Grants Mgr 40.00 85500 10959 Nolan Anderson PO Box 40536 Austin TX 78704 Grants Mgr 40.00 54625 12886 Ian Anderson PO Box 40536 Austin TX 78704 Grants Mgr 40.00 43824 6960 Graves Dougherty Hearon & Moody PC 401 Congress Ave 2700 Austin TX 78701 Legal services 660403 87706727 2184901 0 89891628 0 89891628 1348374 88543254 4427163 4427163 164019 164019 4263144 4263144 4263144 11697420 11697420 4263144 2396474 1858601 2390422 1989829 1581831 10217157 11697420 0 4263144 7434276 17651433 0 2396474 15254959 1858601 2390422 1989829 1581831 7434276 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 Gift of Time-Adult Day Care 213 Red Poppy Trl Georgetown TX 78633 None PC General operations support 10000 A New Leaf 2306 S 1st Pl Broken Arrow OK 74012 None PC Bldg Pathways of Indpendence 20000 Abrazos Family Support Services PO Box 788 Bernalillo NM 87004 None PC Growing pains amidst pandemic recovery 20000 Albuquerque Community Foundation 624 Tijeras Ave NW Albuquerque NM 87108 None PC University of NM Eval Lab Summer Institute 2024 / Cap bdlg grant writing intensive workshop 27400 Any Baby Can 6207 Sheridan Ave Austin TX 78723 None PC Any Baby Can of Austin 20000 Any Baby Can of San Antonio 217 Howard St San Antonio TX 78212 None PC Comprehensive Family Support Srvcs 15000 Assistance League of Albuquerque PO Box 35910 Albuquerque NM 87176 None PC Operation School Bell 15000 Austin Child Guidance Center 810 W 45th St Austin TX 78751 None PC General Operations Support 22700 Austin Diaper Bank 2210 Denton Dr 103 Austin TX 78758 None PC Diaper Distribution Prgrm 15000 Austin Speech Labs 7800 Shoal Creek Blvd 136-S Austin TX 78757 None PC Intensive speech therapy for stroke survivors / G/O-Stacey Anderson Discretionary 25000 Avenues Early Childhood Services PO Box 4625 Gallup NM 87305 None PC Cap bldg governance / Video project 8000 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 8000 Bastrop Co Emerg Food Pantry PO Box 953 Bastrop TX 78602 None PC The Good Neighbor Capital Campaign 50000 Bethel Community Storehouse PO Box 968 Moriarty NM 87035 None PC Emergency food program 20000 CAMP University PO Box 2294 McAllen TX 78502 None PC General operations 15000 Casa de Peregrinos 999 West Amador Ave F Las Cruces NM 88005 None PC Registration fee and travel funds for grant guidance training / Senior Nutrition Prgrm 27000 CASA of Central Texas 1619 E Common New Braunfels TX 78130 None PC Advocacy for Abused & Neglected Children 10000 CASA of Williamson County PO Box 1904 Georgetown TX 78627 None PC Foster child advocacy 10000 CASA Partners 4NMKIDS PO Box 44184 Rio Rancho NM 87174 None PC CASAs for Foster Children 15000 Central Texas Children's Home 13200 Crane Rd Buda TX 78610 None PC General support and foster family recruitment 15000 Childhaven 807 W Apache St Farmington NM 87401 None PC General Operating Support 25000 Children's Assoc for Maximum Potent PO Box 27086 San Antonio TX 78227 None PC Strengthening the disability community 2024 15000 ChildSafe 3730 IH-10 East San Antonio TX 78220 None PC Core Srvcs for Child Maltreatment Victims 15500 Ciudad Nueva 810 N Campbell St El Paso TX 79901 None PC General operations support 15000 Clarity Child Guidance Ctr 8535 Tom Slick San Antonio TX 78229 None PC Continuum of Care for Kids 15000 Community Action Agency of Southern 3880 Foothills Rd A Las Cruces NM 88011 None PC Southern NM Families and Children 20000 Connections Individual Family Srvcs PO Box 311268 New Braunfels TX 78131 None PC Big Give Match support / Travel funds for cap bldg prgrm in Austin 20500 Cookson Hills Christian School 60416 Hwy 10 Kansas OK 74347 None PC Cookson Hills challenge grant request 2024 40000 Domestic Violence Intervention Serv 3124 E Apache St Tulsa OK 74110 None PC DVIS emergency shelter 15000 Down Home Ranch 20250 FM 619 Elgin TX 78621 None PC Promoting individual choice and community 20000 East Texas Sheltering Arms Coalitio 405 County Rd 3111 Jacksonville TX 75766 None PC General expenses 10000 El Paso Child Guidance Ctr 2701 East Yandell Dr El Paso TX 79903 None PC Mental health srvcs for underprivileged youth 10000 El Pasoans Fighting Hunger 9541 Plaza Circle El Paso TX 79927 None PC Improving food security 20000 El Valle Community Ctr PO Box 61 Villanueva NM 87583 None PC El Valle Comm Ctr Food Pantry 25000 Exch Club Ctr for the Prev of Child PO Box 42286 Oklahoma City OK 73123 None PC General operating exps 10000 Family Promise of East Bell Co 1018 E Ave A Temple TX 76501 None PC Family service prgrm support 15000 Food on the Move PO Box 1626 Tulsa OK 74101 None PC Community food & resource festivals 20000 Fortis Therapy Center 120 Frog Pond Ln Dripping Springs TX 78620 None PC Continuing Project Walk 15000 Foster Angels of Central Texas Fdn PO Box 152575 Austin TX 78715 None PC Assistance for Local Children in Foster Care 25000 Friends for Life PO Box 23491 Waco TX 76702 None PC Travel funds for cap bldg prgrm in Austin 500 Gateway Community Partners 417 S E Loop 456 Jacksonville TX 75766 None PC General operations request 20000 Geary Girls Ranch North 210 Kiowa Dr North Lake Kiowa TX 76240 None PC Fostering a community of support 20000 God's Garage 2106 E Davis St Conroe TX 77301 None PC God's Garage CAReS / G/O-Seth Anderson Discretionary 20000 Golden Age Home Assit Living 1505 N Main Lockhart TX 78644 None PC Cap bldg board governance / Capacity Bldg - strategic planning 17500 Good Samaritan Ctr of San Antonio T 1600 Saltillo St San Antonio TX 78207 None PC General Operations Support 20000 Greater Albuquerque Habitat for Hum 4900 Menaul Blvd NE Albuquerque NM 87110 None PC Habitat repair program expansion 10000 Half Helen Foundation 7801 N Lamar Blvd F34 Austin TX 78752 None PC Optical Prime- transform vision care 15000 Haven for Hope of Bexar Co 1 Haven for Hope Way San Antonio TX 78207 None PC Medication assistance for homeless seniors 10000 Hays County Brown Santa PO Box 1475 San Marcos TX 78667 None PC 2024 Brown Santa Program 1000 Hearts for Hearing Foundation 11500 N Portland Ave Oklahoma City OK 73112 None PC G/O-Stacey Anderson discretionary / Listening Start-Core svrcs 30000 Helping Hand Home for Children 3804 Avenue B Austin TX 78751 None PC Helping Hands Home for Children general support 20000 Hill Country Daily Bread Ministries 234 W Bandera Road 133 Boerne TX 78006 None PC Family Mentoring Resource Program 20000 Home of Hope PO Box 903 Vinita OK 74301 None PC Operations & employee well being 20000 House of Neighborly Service 407 N Calaveras St San Antonio TX 78207 None PC Promoting health for seniors & children / Travel funds for cap bldg prgrm in Austin 25500 IGW Children's Hope Foundation PO Box 1353 Farmington NM 87499 None PC Children's Health & Safety 25000 La Familia Medical Center 1035 Alto St Santa Fe NM 87501 None PC Children's programming 20000 La Plaza de Encuentro Gathering Pla 714 4th St SW Albuquerque NM 87102 None PC Internships supporting in-home elderly care 20000 LIFE Senior Services 5950 East 31st St Tulsa OK 74135 None PC LIFE senior srvcs 2023 prgrm support request 20000 Lions Club of Taos PO Box 199 Taos NM 87571 None PC Taos Elder Benevolent Services 5000 Little Sisters of the Poor of NM 1900 Mark Ave Gallup NM 87301 None PC General operations 25000 Loving Thunder Therapeutic Riding 5701 Jackson Loop NE Rio Rancho NM 87144 None PC Operation support 15000 Mainspring Schools 1100 West Live Oak St Austin TX 78704 None PC At-Risk early childhood & family nutrition 10000 Mandy's Special Farm PO Box 9346 Albuquerque NM 87119 None PC General Operating Support 20000 Meals on Wheels Metro Tulsa 12620 E 31st St Tulsa OK 74146 None PC Meals on Wheels Metro Tulsa home safety prgrm 20000 Meals on Wheels PO Box 1371 Norman OK 73070 None PC Little axe rural senior hunger 20000 Midland Children's Rehabilitation C 802 Ventura Ave Midland TX 79705 None PC MCRC therapy program 15000 Moody Clinic 1901 E 22nd St Brownsville TX 78521 None PC Therapy srvcs for children with special needs 15000 Neighborhood Service Organization 8101 Walker Ave Ste C Oklahoma City OK 73139 None PC NSO Oral Health Outreach Program 20000 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 Nonprofit Exchange PO Box 27160 El Paso TX 79926 None PC Tech fundraising work w/ASLA 3000 Nurturing Change PO Box 81026 Austin TX 78708 None PC Nuturing change expansion 15000 Nutrition and Services for Seniors 4590 Concord Rd Beaumont TX 77703 None PC Program support 25000 Permian Basin Rehab Center 620 N Alleghaney Ave Odessa TX 79762 None PC Permian basin rehab ctr sponsorship prgrm 15000 Pivot 201 NE 50th St Oklahoma City OK 73105 None PC Transforming Young Lives in 2024 20000 Presbyterian Ear Institute 415 Cedar St SE Albuquerque NM 87106 None PC Language Made Visible: LENA-assisted training/PD / PEI interdisciplinary expansion/OT Project 35000 Project MEND 5015 Wurzbach Rd San Antonio TX 78238 None PC General Operations of Project MEND 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 Prgrms for children w/disabilities / Support for children w/special healthcare needs 40000 RestoreOKC 2222 NE 27th Oklahoma City OK 73111 None PC G/O-Stacy Anderson Discretionary / Cap bldg outcomes project 45000 ROCK Ride on Center for Kids PO Box 2422 Georgetown TX 78627 None PC General Support for ROCK 20000 Ronald McDonald Hse Chari of Cen Tx 1315 Barbara Jordan Blvd Austin TX 78723 None PC Ronald McDonald house prgrms 15000 Sacramento Mountains Senior Service PO Box 602 Cloudcroft NM 88317 None PC Sacramento Mountains Senior Srvcs Inc - GO 20000 San Antonio Metro Ministry 1919 NW Loop 410 100 San Antonio TX 78213 None PC Enhancing SAMMinistries' impact on homelessness 15000 San Marcos Citizens Police Academy 2300 IH 35 South San Marcos TX 78666 None PC 2024 Blue Santa Program 1000 Saranam 1100 Eubank NE Ste A Albuquerque NM 87112 None PC Saranam 20000 Scott's House PO Box 31279 Santa Fe NM 87594 None PC Scott's house 2024 15000 Senior Access 2498 E Palm Valley Blvd Round Rock TX 78665 None PC Aging in Place w/Dignity 20000 Senior Life Midland PO Box 80519 Midland TX 79708 None PC Meals on Wheels and Homebound Service 20000 Silver Horizons New Mexico PO Box 6879 Albuquerque NM 87197 None PC Senior and childhood hunger relief prgrm 25000 Soar Arena Therapeutic Riding 318 El Camino Way Dr San Marcos TX 78666 None PC G/O-Nolan Anderson Discretionary 15000 Society of St Vincent de Paul-Wimbe 14711 Ranch Road 12 Wimberely TX 78676 None PC 2024 Christmas Project 4000 South Central Industries PO Box 3766 Shawnee OK 74802 None PC Community-based employment for adults w/IDD / G/O-Stacey Anderson discretionary 28000 St Elizabeth Shelter 804 Alarid St Santa Fe NM 87505 None PC From homelessness into housing 20000 St Felix Pantry 4020 Barbara Loop SE Rio Rancho NM 87124 None PC NM Hunger relief and homelessness prevention 20000 St Paul Children's Fdn PO Box 1238 Tyler TX 75710 None PC St. Paul Children's Srvcs food pantry 5000 Sunshine House 402 E Holland Ave Alpine TX 79830 None PC Sunshine House-General Operations 25000 Texas Diaper Bank 1803 Grandstand Dr 150 San Antonio TX 78238 None PC Case mgmt software integration / Travel funds for Cap Bldg Prgrm Austin 15500 Texas Veterinary Medical Foundation 8104 Exchange Dr Austin TX 78754 None PC 2024 LEAP Lending Economic Assistance for Pets 5000 The Arc of San Antonio 13430 West Ave San Antonio TX 78216 None PC Empowering Individuals w/ disabilities / Travel funds for Cap Bldg Prgrm in Austin 20500 The Ctr for Indivs with Phys Challe 815 S Utica Ave Tulsa OK 74104 None PC General Operations 20000 The Journey Home 900 NE Washington Blvd Bartlesville OK 74006 None PC 2024 Operational support 15000 The Right Path Riding Academy Inc 16620 Old Shamrock Hwy Drumright OK 74030 None PC William's Work Therapeutic Riding and Cart Driving 15000 The SAFE Alliance 4800 Manor Road Bldg K Austin TX 78723 None PC Strengthening safety for youth survivors of abuse 20000 The Salvtn Army Austin Met Area Com 1424 Northeast Expy NE Brookhaven GA 30329 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 20000 Titus County Cares PO Box 1476 Mount Pleasant TX 75456 None PC Titus County Cares - Food4Kids 20000 Turtle Wing Foundation PO Box 631 Schulenburg TX 78956 None PC Operations support / G/O-Carl Anderson III Discretionary 12000 Undies For Everyone 3610 Willowbend Blvd 1000 Houston TX 77054 None PC Children's underwear assist / Emergency staffing funds 30000 YMCA of Greater San Antonio 16103 Henderson Pass San Antonio TX 78232 None PC Y early learningctr drop-in childcare 10000 Youth Services of Tulsa 311 S Madison Ave Tulsa OK 74120 None PC Transitional Living Program for Homeless Youth 20000 A New Day 2035 Renard Pl SE Suite 200 Albuquerque NM 87106 None PC General operating support 20000 A Special Purpose 8312 S Elder Ave Broken Arrow OK 74011 None PC General Operations 5000 Albuquerque Sign Language Academy 620 Lomas Blvd Nw Albuquerque NM 87102 None PC Bldg an accessible future / ASLA Honey Badgers / Cap bldg work w/Lynn Trojhan / Bldg an accessible future 226000 All Ears Listening and Language Cen 4881 W Panther Creek Dr Spring TX 77381 None PC All Ears! Ctr LSL prgm / Cap campaign-Carl Anderson III Discretionary 40000 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 Assistance League of Austin 10000 Assn for Fundraising Professionals PO Box 37408 Albuquerque NM 87176 None PC Funders Forum 2024 2500 Athens Samaritans Inc PO Box 350 Athens TX 75751 None PC Labor of Love G/O 2024 25000 Autism Service Center of San Antoni 4242 Woodcock Dr San Antonio TX 78228 None PC Autism Community Network-Gen Ops 15000 Be Kind San Antonio Inc PO Box 6494 San Antonio TX 78209 None PC Prgrm Support - Year end giving 20000 Believe It Foundation 4242 Broadway 706 San Antonio TX 78209 None PC General operating support 15000 Brookwood In Georgetown Vocational 905 N Church St Georgetown TX 78626 None PC Brookwood in Georgetown 20000 Bynum School 5100 Avalon Drive Midland TX 79707 None PC General prgrm exps funding / General operations - Seth Anderson Discretionary 18000 Caritas of Austin 611 Neches St Austin TX 78701 None PC Best single source plus collab 15000 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 Court appointed special advocates 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 Center for Child Protection 8509 FM 969 Rd Bldg 2 Austin TX 78724 None PC General operations support 15000 Christmas in Action - Odessa PO Box 15075 Odessa TX 78768 None PC Christmas in Action workdays and emergency repairs 20000 CLNKIDS Inc PO Box 12786 Albuquerque NM 87195 None PC Cuidando Los Ninos: Supporting Homeless Children 20000 Crossroads Youth Family Services In 1333 W Main St Norman OK 73069 None PC Lawton early childhood prgrm 10000 Dietert Center 451 Guadalupe Street Kerrville TX 78028 None PC Dietert Center operations 15000 disABILITYsa PO Box 28243 San Antonio TX 78228 None PC Travel funds for cap bldg prgrm in Austin 500 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 "On the Road" EIS Baby Blue Mobile Unit Campaign 50000 Family Promise of Midland Texas Inc PO Box 7601 Midland TX 79708 None PC Fulfilling dreams 15000 Hand up Network 200 N Beckham Ave Tyler TX 75702 None PC Quality of Life for East Texas seniors 10000 Harmony Home Children's Advocacy Ct PO Box 3087 Odessa TX 79760 None PC Child Advoc Services for Rural Permian Counties 15000 Hope Alliance 1011 Gattis School Rd Ste 110 Round Rock TX 78664 None PC Emergency shelters nights of safety for children 30000 Hutto Resource Center PO Box 65 Hutto TX 78634 None PC Food pantry prgrm 15000 Junior League of Austin 5330 Bluffstone Ln Austin TX 78759 None PC The Junior League of Austin's 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 & Parent ctr operations 15000 Meals on Wheels Ministry 3001 Robertson Rd Tyler TX 75701 None PC Funding the gap 15000 Merced House Texas PO Box 12870 San Antonio TX 78212 None PC Serve seniors living on low-income / Travels funds for cap bldg prgrm in Austin 20500 New Mexico Child Advocay Networks 625 Silver Ave Sw Ste 345 Albuquerque NM 87102 None PC Support for young people impacted by systems 15000 NM Friends of Foster Children PO Box 25365 Albuquerque NM 87125 None PC Meeting the needsa of foster children and youth 10000 Nonprofit Mgmt Ctr of the Permian B 3500 North A Street Midland TX 79705 None PC West Texas rural philanthropy days 2024 2500 Paws and Stripes 617 Truman St NE Albuquerque NM 87110 None PC Suicide prevention srvcs for NM vets / Cap bldg support w/Lynn Trojhan / Cap bldg work w/Lynn Trijhan 34750 Pegasus Legal Services for Children 505 Marquette Ave Nw Ste 1350 Albuquerque NM 87102 None PC Pegasus kinship guardianship prgrm / Pegasus general support 40000 Rio Grande CASA PO Box 293 Truth or Consequence NM 87901 None PC Rio Grande Valley CASA volunteer recruitment 10000 Riverside Community Church Hill Cou 20540 St Hwy 46 W Ste 115 Pmb Spring Branch TX 78070 None PC Travel funds for cap bldg prgrm in Austin / Giving hope through provision 15500 Ronald McDonald Hse Chari of OK Cit PO Box 7979 Edmond OK 73083 None PC Walk for kids and Share-a-night matching gift 15000 Ronald McDonald Hse Chari of the SW 3413 10th Street Lubbock TX 79415 None PC 2023 RMHCSW children and their families prgrms 15000 San Marcos Giving Hope 1620 W McCarty Ln San Marcos TX 78666 None PC Gen Ops from Carl Anderson 1000 Santa Fe Community Foundation PO Box 1827 Santa Fe NM 87504 None PC Community resiliency fund 20000 Shalom Austin 7300 Hart Lane Austin TX 78731 None PC Disability & inclusion prgrm 10000 Shine USA Inc 1412 Winnie St Rear 2 Galveston TX 77550 None PC Gen Ops - Carl Anderson III discretionary 4000 Special Care Inc 12201 N Western Ave Oklahoma City OK 73114 None PC Operating support 20000 Texas Advocacy Project PO Box 26006 Austin TX 78755 None PC Texas Advocacy Project 2024 15000 Texas Beef Initiative PO Box 189 Dripping Springs TX 78620 None PC Operational Support for Texas Beef Initiative 15000 The Children's Advoc Ctr of Greater PO Box 5195 San Angelo TX 76902 None PC Support of CAC of Greater West Texas 20000 The Spring Shelter PO Box 1588 Sand Springs OK 74063 None PC Shelter and care for survivors fleeing abuse 20000 Three Sisters Kitchen 109 Gold Ave SW Albuquerque NM 87102 None PC Capacity bldg work w/Lynn Trojhan 6000 Town Country School 8906 E 34th St Tulsa OK 74145 None PC G/O / Seth Anderson discretionary / Elliott Anderson discretionary 30000 Transformation House 225 Mustang Run Boerne TX 78006 None PC Travel funds for Cap Bldg in Austin / Team based and coordinated care for families 15500 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 The Arc of OK general operating request 2024 20000 United Way of Santa Fe County 440 Cerrillos Rd Ste A Santa Fe NM 87501 None PC FY24 / Cap Bldg work w/Lynn Trojhan 21000 VELA 4900 Gonzales St Austin TX 78702 None PC VELA 15000 Washington County Elder Care 1223 Swan Drive Bartlesville OK 74006 None PC Support for DayBreak at Elder Care 25000 West Texas Food Bank 411 S Pagewood Ave Odessa TX 79761 None PC Produce for Rural Communities 20000 Wings Special Needs Adult Community PO Box 2095 Edmond OK 73083 None PC Wings: A Special Needs Community 10000 Youth Shelters and Family Services PO Box 28279 Santa Fe NM 87592 None PC General operating support 20000 A Night in Old Bethlehem 12326 Ranch Road 12 Wimberley TX 78676 None PC G/O-Carl Anderson III Discretionary 3700 Advoc Ctr for Crime Vics Children 3312 Hillcrest Dr Waco TX 76708 None PC Rural office updates 5000 Albuquerque Meals on Wheels Inc PO Box 92614 Albuquerque NM 87199 None PC Meal delivery program 20000 Austin Community Fdn-Aging is Cool 4315 Guadalupe St Ste 300 Austin TX 78751 None PC Governance cap bldg Austin - Kurt Senske 23000 Brighton School 14207 Higgins Rd San Antonio TX 78217 None PC Brighton's Developmental & Edu Prgrms 15000 Camp Phoenix PO Box 732 Marble Falls TX 78654 None PC Critical care for underserved rural families / Trauma-Informed Mental Health Care 30000 Central Ok Camp Conf Ctr Inc 1 Twin Cedar Ln Guthrie OK 73044 None PC Make Promises Happen Support 15000 Child Abuse Network 2815 S Sheridan Rd Tulsa OK 74129 None PC Child Advocacy Network Multi-Disciplinary Team 15000 Child Advocates San Antonio CASA 1956 S WW White Rd San Antonio TX 78222 None PC G/O Child Advocates San Antonio 10000 Clovis Meals on Wheels PO Box 371 Clovis NM 88102 None PC Clovis Meals on Wheels 5000 Collins Lake Austism Center PO Box 472 Cleveland NM 87715 None PC General funding prgrm 15000 Comal Co Senior Citizens Fdn 655 Landa Street New Braunfels TX 78130 None PC Senior Nutrition Prgrm 20000 Community Pantry PO Box 520 Gallup NM 87305 None PC Purchase of inventory management system 15000 Concho Valley Regional Food Bank of PO Box 1207 San Angelo TX 76902 None PC Hunger relief 20000 Corpus Christi Hope House 3226 Reid Dr Corpus Christi TX 78404 None PC Emergency Shelter & Supportive Srvcs 10000 Dar A Luz Birth Health Ctr 7708 4th St NW Los Ranchos NM 87107 None PC ACF/DaL 2023 / Cap bldg work w/Lynn Trojhan / DAL midwife salary support 32000 East TX Orphan Care Network PO Box 133063 Tyler TX 75713 None PC Expanding our territory to help more kids 15000 Family Caregiver Ctr of NM 705 Morningside Dr NE Albuquerque NM 87110 None PC FCCNM general operating support 10000 Family Hope House 6711 S Yale Ave Ste 106 Tulsa OK 74136 None PC Support of therapy srvcs 10000 Food Bank of Eastern NM 2217 East Brady St Clovis NM 88101 None PC Purchase of inventory mngmt system 15000 Food Depot 1222 Siler Road Santa Fe NM 87507 None PC The Food Depot - Food Mobile 2.0 15000 Fostering Sweet Dreams 529 W Edmond Rd Edmond OK 73003 None PC New beds for Oklahoma's vulnerable children 7000 Fundamental Needs 14881 County Rd 26 Dolores CO 81323 None PC Oasis Project NM 15000 Galveston Co Food Bank 624 4th Avenue N Texas City TX 77590 None PC GCFB improves seniors' diets 15000 Garden of Hope of Central TX PO Box 2141 Harker Heights TX 76548 None PC GOH Service 15000 Golden Spread Rural Frontier Coalit 113 Walnut St Clayton NM 88415 None PC Golden spread rural/frontier coalition food pantry 10000 Helping Hands Ministry 2210 Holland Road Belton TX 76513 None PC Neighborhood food pantry 20000 Lufkin Neighborhood Strong 107 West Lufkin Ave Ste 205 Lufkin TX 75904 None PC Aging in place "home repair" 15000 Meals on Wheels Collin Co 600 N Tennessee St McKinney TX 75069 None PC Home Delivered Meals Prgrm 15000 Meals on Wheels of Johnson Ellis Co 106 E Kilpatrick St Cleburne TX 76031 None PC General Support 20000 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 Keeping children & families together and thriving 15000 Neighborhood Hope Dealers PO Box 491 Guthrie OK 73044 None PC Life Transformation Prgrm-G/O 10000 New Mexico Suicide Intervention PO Box 6004 Santa Fe NM 87502 None PC Srvcs for Youth w/Suicide Risk / G/O -Stacey Anderson discretionary 19000 nonPareil Austin 6618 Sitio Del Rio Blvd Blg E 102 Austin TX 78730 None PC Bldg Better Futures for Adults w/Autism 15000 Open Hands Community Charitable Src PO Box 489 Donna TX 78537 None PC Food distrib prgrm Expansion 10000 P B J Family Services 1101 Lopez Rd SW Albuquerque NM 87105 None PC Gen Ops 2023 20000 Project Orphans Tulsa's Girls Home 7315 S Lewis Ave Tulsa OK 74136 None PC Tulsa Girls' Home - G/O Support 15000 SA Hope Center PO Box 780904 San Antonio TX 78278 None PC Hope and healing: Bldg mental health prgrm 15000 Samaritan Counseling Ctr of SE Tx 7980 Anchor Dr Ste 500 Port Arthur TX 77642 None PC Mental health school based services 15000 Solace Sage 395 Waters View Ct Dripping Springs TX 78620 None PC General operations 10000 Special Reach 6851 Citizens Pkwy Ste 220 San Antonio TX 78229 None PC Improving the Lives of Children w/Disabilities / Travel funds for capacity bldg prgrm in Austin 15500 St Jude's Ctr for Young Children SJ 1400 Ridge Creek Ln Bulverde TX 78163 None PC General Operations 20000 Team Luke Hope for Minds PO Box 64323 Lubbock TX 79464 None PC Team Luke Hope for Minds 10000 Texas Children's Hospital PO Box 300630 Houston TX 77230 None PC Unrestricted general support 5000000 The Arthur Nagel Community Clinic 1116 12th Street Bandera TX 78003 None PC Elder Care Prgrm: Caring for Low-Income Elderly 20000 Therapy Pet Pals of Texas 3930 Bee Cave Rd Ste C Austin TX 78746 None PC Therapy Pet Pals of Texas (TPPT) 5000 Tulsa Advocs for the Protcn of Chil PO Box 14044 Tulsa OK 74159 None PC Fostering Connections 7500 412 Kids PO Box 1324 Lockhart TX 78644 None PC General Operations 1000 Ada Senior Care Center 301 E Kings Rd Ada OK 74820 None PC Ada senior care center / G/O-Carl Anderson III Discretionary 12000 Austin Together Fund 1901 Romeria Dr Austin TX 78757 None PC Contribution 2500 Barrett Foundation 10300 Constitution Ave NE Alburquerque NM 87112 None PC Barrett house shelter 15000 Bethesda Health Clinic 409 W Ferguson St Tyler TX 75702 None PC Bethesda pediatrics funding 15000 Capital Area Parkinsons Society PO Box 27565 Austin TX 78755 None PC Capital Area Parkinson's Society Transportation 5000 Casa For Kids 315 W 6th Ave Ste 205 Stillwater OK 74074 None PC CASA for kids court appointed special advocates 10000 Casa Helotes Senior Citizens Center 12070 Leslie Rd Helotes TX 78023 None PC Meals for low-income seniors 5000 Catholic Charities of Central Tx 1625 Rutherford Ln Austin TX 78754 None PC Basic needs assist for Killeen families 5000 Children's Advoc Ctr of Hood Somerv 1540 Southtown Dr Ste 102 Granbury TX 76048 None PC Counseling for Child Abuse Victims 10000 Children's Advoc Ctr of the Coastal 5959 S Staples St Ste 228 Corpus Christi TX 78413 None PC Support group for abused teens 7500 Colorado County Habitat for Humanit 602 Walnut St Columbus TX 78934 None PC Critical home repair program 10000 Comal Co Family Violence Shelter PO Box 310344 New Braunfels TX 78131 None PC 2023-2024 Crisis Ctr general operating support 10000 Community Action Committee of Victo 4007 Halsey St Victoria TX 77901 None PC Senior homelessness prevention 10000 Community Outreach Housing 3436 Livingston Carrollton TX 75007 None PC Critical home repair hill county 15000 Cornucopia Incorporated 2002 Bridge Blvd SW Albuquerque NM 87105 None PC General operations 20000 Dentists for the Disabled Elderly i 3000 United Founders Bldg Ste 1 Oklahoma City OK 73112 None PC Gen Ops-Stacey Anderson discretionary / Dentists for the disabled and elderly in need 13000 Doctors of the World USA PO Box 26143 El Paso TX 79926 None PC Border health prgrm El Paso 10000 Episcopal Diocese of the Rio Grande 318 Silver Ave SW Albuquerque NM 87102 None PC St. James food pantry 5000 Family Crisis Ctr of the Big Bend PO Box 1470 Alpine TX 79831 None PC FCCBB Programs 15000 Family Promise of Lubbock PO Box 1258 Lubbock TX 79408 None PC Empowering families toward stability in Lubbock 5000 Fiscal Spnsrshp Allies-Aging is Coo 9100 Purdue Rd 115 Indianapolis IN 46268 None PC Health and wellness activities for older adults 10000 Food is Free Albuquerque Chapter PO Box 51641 Albuquerque NM 87181 None PC FIFABQ: Nourishing the future 5000 Fort Cobb Senior Nutrition Prgrm 312 W Main St Fort Cobb OK 73038 None PC General operations 15000 Foster Angels of South TX Fdn 3758 Denver Avenue Corpus Christi TX 78411 None PC Gen ops - Carl Anderson III discretionary / Fostering hope 11000 Foster Village 15400 Fitzhugh Rd Dripping Springs TX 78620 None PC Gen ops - Carl Anderson III discretionary 5000 Gatesway Foundation 1229 E College St Broken Arrow OK 74012 None PC Accessible transportation for Gateway's Friends 15000 Genesis Project 9500 NE 150th St Jones OK 73049 None PC Genesis project residential treatment for boys 15000 Georgetown Healthcare System 2425 Williams Dr Ste 101 Georgetown TX 78628 None PC Carver center for families 15000 Greater Amarillo Foster Parent Assn PO Box 50491 Amarillo TX 79159 None PC GAFPA Foster Family Support Prgrm / G/O-Carl Anderson III discretionary 4000 Hays County Food Bank 220 Herndon Street San Marcos TX 78666 None PC Public food distrib prgrm / G/O / G/O-Elliott Anderson discretionary 23000 Helping the Aging Needy Disabled 1640-B East Second St Austin TX 78702 None PC Meals on Wheels Central Texas In-Home Care 20000 Hough Ear Institute 3400 NW 56th Street Oklahoma City OK 73112 None PC Hearing aids for low income seniors 10000 Jeremiahs Place 7709 Apache Ave NE Albuquerque NM 87110 None PC Continuous learning for disabled adults 10000 Jewish Family Srvc of San Antonio 12500 NW Military Hwy Ste 250 San Antonio TX 78231 None PC JFS 2023-2024 Senior/disabled safety net prgrm 15000 Johnson County Apples Coalition 1005 N Main St Cleburne TX 76033 None PC Jo Co APPLES Coalition back to school event 5000 Johnson County Tx Hunger Coalition 716 Chisholm Ct Burleson TX 76028 None PC Johnson county Texas hunger coalition 5000 Keepers of Hope 261 Westwood Dr San Angelo TX 76901 None PC Hope request 5000 Keniesha R Beatty Mem Comm Dev Empw 405 Cobb Mill Rd Woodville TX 75979 None PC Keniesha R Beatty food pantry 5000 Latched Support 8102 Midcrown Dr Windcrest TX 78239 None PC Diaper assistance program 10000 Magdalena Ministries PO Box 692041 San Antonio TX 78269 None PC A home base for family flourishing 5000 Marathon Public Library PO Box 177 Marathon TX 79842 None PC More than just books / G/O-Seth Anderson discretionary 10000 MARC Inc 2701 North A Street Midland TX 79705 None PC Day habilitation ctr improvements 20000 Mary Abbott Childrens House 231 E Symmes St Norman OK 73069 None PC Forensic interview prgrm 5000 McCulloch County Hunger Coalition 203 Brady St Brady TX 76825 None PC VISTA office supplies 3000 Meals on Wheels of San Antonio 2718 Danbury St San Antonio TX 78229 None PC General operations 15000 Meals on Wheels Texas 9901 Brodie Ln Ste 160 PMB 262 Austin TX 78748 None PC Meals on Wheels Texas vonf scholarships 5000 Navidad Valley Community Connection PO Box 33 Schulenburg TX 78956 None PC G/O & satellite location expansion 10000 NM Veterans Integration Centers 13140 Central Ave SE Ste 1A Albuquerque NM 87123 None PC Cap bldg work w/Lynn Trojhan / VIC food pantry 11000 Opportunity Center for the Homeless PO Box 63 El Paso TX 79941 None PC Magoffin Avenue SRO 10000 Pampa Meals on Wheels PO Box 939 Pampa TX 79066 None PC Pampa Meals on Wheels 10000 Pathways Adult Learning Center 4102 E 61st St Tulsa OK 74136 None PC 2023 RMHCSW Children and their families 10000 Positive Tomorrows 901 N Villa Ave Oklahoma City OK 73107 None PC Breaking down barriers of homelessness 15000 Presbyterian Camps at Gilmont 6075 State Hwy 155 N Gilmer TX 75644 None PC Circle of friends camp 5000 Pro-ActionImmunize El Paso PO Box 962505 El Paso TX 79996 None PC Flu to You 5000 R4creating 4311 Sara Rd SE Ste 106 Rio Rancho NM 87124 None PC Montezuma Ball tickets 2500 Ransomed Life 16170 Jones Maltsberger San Antonio TX 78247 None PC Ransomed life restoration and prevention 10000 Reaching Our City Inc 7710 NW 10th St Oklahoma City OK 73127 None PC 2 Stage adult day care at Reaching Our City 10000 Rebuilding Together Austin PO Box 6939 Austin TX 78762 None PC San Antonio home repair prgrm expansion 10000 Reunity Resources 1000 Cordova Place 650 Santa Fe NM 87505 None PC Equitable food access at Reunity Farm 10000 Rockwall County Helping Hands 950 Williams St Bldg B Rockwall TX 75087 None PC Kid friendly food for food pantry 5000 Salado Senior Center PO Box 74 Salado TX 76571 None PC Salado senior center 5000 San Antonio Lighthouse for the Blin 2305 Roosevelt Ave San Antonio TX 78210 None PC Independence skills for seniors w/low vision 15000 Skyline Urban Ministry 500 SE 15th St Oklahoma City OK 73129 None PC Skyline food resource center support 15000 South Plains Food Bank 5605 Martin Luther King Blvd Lubbock TX 79404 None PC Senior eats prgrm - Carl Anderson III discretionary 5000 St Bonaventure Indian Mission Schoo 25 W Navarre Blvd Thoreau NM 87323 None PC Senior relief 15000 Steves Club Nat'l Prgrm-Forging You 304 Robelmont Dr College Station TX 77845 None PC Empower kids: snack drive 3000 Sweet Dreams Senior Pet Sanctuary PO Box 1917 Seguin TX 78156 None PC Fence project-Seth Anderon discretionary 6000 Texas New Community Alliance PO Box 7181 The Woodlands TX 77387 None PC Individualized skills and socialization support 10000 Texoma Area Paratransit System 6104 Texoma Pkwy Sherman TX 75090 None PC Free Rides Towards Healthy Futures 2025 5000 UT at Austin fbo Lyndon B Johnson S 2315 Red River MC E2700 Austin TX 78712 None PC CONNECT prgrm evaluation project spring 4000 Twilight Wish Foundation 97 Meadowbrook Rd West Hartford CT 06170 None PC Wish granting for low-income seniors in NM 5000 United Way of Central NM 2340 Alamo Ave SE 2nd Floor Albuquerque NM 87106 None PC UWNCNM - Ride United for Seniors 5000 United Way of Eastern NM 1200 N Thornton St Ste G Clovis NM 88101 None PC Eastern NM Senior meal support 29000 Villa Therese Catholic Clinic 1779 Hopewell St Santa Fe NM 87505 None PC Viva La CLinica-Children's prgrms / G/O-Carl Anderson III discretionary 12000 Vizavance 4005 NW Expwy Ste 325E Oklahoma City OK 73116 None PC Children's vision screening 5000 Waurika Senior Citizens Ctr 108 S Main St Waurika OK 73573 None PC G/O-Carl Anderson III discretionary / Operations 7000 Young Men Christian Assn of El Paso 810 Wyoming Ave El Paso TX 79902 None PC "AquaSafe: YMCA Swim Empowerment Series" 10000 Youth Heartline 224 Cruz Alta Rd Ste F Taos NM 87571 None PC Emergency Housing for Winter (multi-Org Collab) / Youth Heartline Operating Costs 35000 9809550 14 14 14 1558389 18 10083258 O&G royalty inc 15 655795 Other inc 14 147 12297603 12297603 false false false false false false false false false false CPA services 19100 0 0 19100 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) 5088276 5020130 Corporate Stocks (Attach A) 28012606 35641466 2734508 2652118 Hedge Funds (Attach A) AT COST 3149615 3271241 Commodities (Attach A) AT COST 1 3315883 NB Private Mkts Fund III (K-1) AT COST 917555 773975 NB Crossroads Priv Mkts Fund IV (K-1) AT COST 1768760 2901398 NB Crossroads Priv Mkts Fund V (K-1) AT COST 2328322 3520342 NB Crossroads Part Fund 23 (K-1) AT COST 1540485 2075572 NB Crossroads Part Fund 24 (K-1) AT COST 823933 932977 Exchange Traded Funds (Attach A) AT COST 15518541 21690676 Mutual Funds (Attach A) AT COST 475780 436077 Machinery and Equipment 45705 45705 Legal services 683803 0 0 683803 Conferences and seminars 25354 25354 Forms K-1 investment expenses 88065 88065 Insurance 12119 12119 Memberships 8921 8921 Mineral expenses 25181 25181 Other expenses 7956 7956 Other investment fee 12096 12096 Payroll processing 5455 5455 Software 21661 21661 Travel 23980 23980 Website and IT 1953 1953 O&G royalty inc 655795 655795 Other inc 147 147 Net timing differences 23872 Advisory fees 107647 107647 0 0 Excise taxes 160000 Foreign taxes 61168 61168 Payroll taxes 42979 42979