Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
A GARY ANDERSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)17772 COWAN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IRVINE, CA92614
A Employer identification number

27-1878882
B Telephone number (see instructions)

(949) 242-5050
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,104,152J 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 bullet.............
3 Interest on savings and temporary cash investments 5,616 5,616  
4 Dividends and interest from securities... 1,080,850 1,080,850  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,330,660
b Gross sales price for all assets on line 6a 7,479,401
7 Capital gain net income (from Part IV, line 2)... 1,330,660
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 26,918 0  
12 Total. Add lines 1 through 11........ 2,444,044 2,417,126  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 217,642 54,411   163,232
14 Other employee salaries and wages...... 47,753 0   47,753
15 Pension plans, employee benefits....... 27,099 5,997   20,570
16a Legal fees (attach schedule)......... Click to see attachment 2,507 1,755   752
b Accounting fees (attach schedule)....... Click to see attachment 66,772 44,695   18,094
c Other professional fees (attach schedule).... Click to see attachment 350,154 274,091   74,917
17 Interest............... 16,418 16,418   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,737 12,608   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,486 0   1,525
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 210,535 175,766   34,988
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,002,103 585,741   361,831
25 Contributions, gifts, grants paid....... 1,097,786 1,396,399
26 Total expenses and disbursements. Add lines 24 and 25 2,099,889 585,741   1,758,230
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 344,155
b Net investment income (if negative, enter -0-) 1,831,385
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 1,292,984 1,128,981 1,128,981
3 Accounts receivable bullet1,204,392
Less: allowance for doubtful accounts bullet   354,460 1,204,392 1,204,392
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 34,039 14,754 14,754
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,911,359 Click to see attachment7,030,973 7,030,973
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,884,948 Click to see attachment33,725,052 33,725,052
14 Land, buildings, and equipment: basis bullet4,937
Less: accumulated depreciation (attach schedule) bullet4,937      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,477,790 43,104,152 43,104,152
Liabilities 17 Accounts payable and accrued expenses.......... 87,259 107,031
18 Grants payable................. 2,212,790 1,914,177
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 bullet) Click to see attachment117,000 Click to see attachment193,000
23 Total liabilities (add lines 17 through 22)......... 2,417,049 2,214,208
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 35,060,741 40,889,944
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 35,060,741 40,889,944
30 Total liabilities and net assets/fund balances (see instructions). 37,477,790 43,104,152
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
35,060,741
2
Enter amount from Part I, line 27a .....................
2
344,155
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,485,048
4
Add lines 1, 2, and 3 ..........................
4
40,889,944
5
Decreases not included in line 2 (itemize) bullet
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
40,889,944
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2020-01-01 2020-12-31
b BEACHPOINT P 2020-01-01 2020-12-31
c CRG III P 2020-01-01 2020-12-31
d CRG IV P 2020-01-01 2020-12-31
e MALTA P 2020-01-01 2020-12-31
NEXUS II P 2020-01-01 2020-12-31
RIMROCK P 2020-01-01 2020-12-31
SHEPHERD P 2020-01-01 2020-12-31
SUVRETTA P 2020-01-01 2020-12-31
RBC GBP P 2020-01-01 2020-12-31
CLASS ACTION SETTLEMENTS P 2020-01-01 2020-12-31
AF IV ENERGY FEEDER P 2020-01-01 2020-12-31
AF V BD CAYMAN FEEDER P 2020-01-01 2020-12-31
SECTION 731(A) - OCM P 2020-01-01 2020-12-31
SECTION 731(A) - TPP II ANNEX P 2020-01-01 2020-12-31
137 VENTURES LP P 2020-01-01 2020-12-31
137 VENTURES II LP P 2020-01-01 2020-12-31
137 VENTURES III LP P 2020-01-01 2020-12-31
AG ENERGY PARTNERS LP P 2020-01-01 2020-12-31
AG ENERGY PARTNERS II LP P 2020-01-01 2020-12-31
ARES CORPORATE OPPORTUNITIES FUND ASIA LP P 2020-01-01 2020-12-31
ARES CORPORATE OPPORTUNITIES FUND III LP P 2020-01-01 2020-12-31
ARES CORPORATE OPPORTUNITIES FUND IV LP P 2020-01-01 2020-12-31
ACOF IV CWC AIV BLOCKED FEEDER LP P 2020-01-01 2020-12-31
ARES CORPORATE OPPORTUNITIES FUND V LP P 2020-01-01 2020-12-31
AF V ENERGY IV AIV 3 LP P 2020-01-01 2020-12-31
ARIAS RESOURCE CAPITAL FUND II LP P 2020-01-01 2020-12-31
BLS GLOBAL EQUITIES LLC P 2020-01-01 2020-12-31
BLUMBERG CAPITAL II LP P 2020-01-01 2020-12-31
BLUMBERG CAPITAL III LP P 2020-01-01 2020-12-31
BLUMBERG CAPITAL IV LP P 2020-01-01 2020-12-31
CANYON LAUREL INVESTMENT FUND CAYMAN (B) LP P 2020-01-01 2020-12-31
ECHO STREET GOODCO SELECT II LP P 2020-01-01 2020-12-31
FORMATION8 PARTNERS FUND I LP P 2020-01-01 2020-12-31
GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP P 2020-01-01 2020-12-31
GATEWOOD ICG INVESTORS LLC P 2020-01-01 2020-12-31
INDUSTRY VENTURES FUND IV LP P 2020-01-01 2020-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP P 2020-01-01 2020-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP P 2020-01-01 2020-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP P 2020-01-01 2020-12-31
MONITOR VENTURE PARTNERS I LP P 2020-01-01 2020-12-31
MONITOR VENTURE PARTNERS I-A LP P 2020-01-01 2020-12-31
OCM GFI POWER OPPORTUNITIES FUND II (CAYMAN) LP P 2020-01-01 2020-12-31
PRAESIDIAN CAPITAL BRIDGE FUND LP P 2020-01-01 2020-12-31
PRAESIDIAN CAPITAL EUROPE I-B LP P 2020-01-01 2020-12-31
PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP P 2020-01-01 2020-12-31
PRAESIDIAN ICG INVESTORS LLC P 2020-01-01 2020-12-31
PRIME FINANCE CMBS B-PIECE FUND I LP P 2020-01-01 2020-12-31
PRIME FINANCE LONG DURATION B-PIECE II LP P 2020-01-01 2020-12-31
TPP II ANNEX FUND LP P 2020-01-01 2020-12-31
(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 4,164,892   4,173,974 -9,082
b 150,000   36,181 113,819
c 67,663   64,859 2,804
d 113,931   110,800 3,131
e 899,579   499,471 400,108
76,824   40,724 36,100
779,754   744,630 35,124
    31 -31
200,000   134,274 65,726
81,879   86,054 -4,175
370     370
4,236   5,371 -1,135
17,973   16,620 1,353
257   1,880 -1,623
51,341   51,308 33
    1,483 -1,483
24,430     24,430
27,264     27,264
    1,428 -1,428
    40,783 -40,783
    21,166 -21,166
40,491     40,491
153,402     153,402
33,245     33,245
1,543     1,543
    1,222 -1,222
    48,795 -48,795
30,254     30,254
    21,147 -21,147
11,331     11,331
    3,796 -3,796
13,788     13,788
35,314     35,314
    22,352 -22,352
740     740
34     34
6,271     6,271
360,427     360,427
75,081     75,081
11,356     11,356
479     479
815     815
    327 -327
16,138     16,138
15,204     15,204
421     421
    5 -5
12,554     12,554
120     120
    20,060 -20,060
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -9,082
b       113,819
c       2,804
d       3,131
e       400,108
      36,100
      35,124
      -31
      65,726
      -4,175
      370
      -1,135
      1,353
      -1,623
      33
      -1,483
      24,430
      27,264
      -1,428
      -40,783
      -21,166
      40,491
      153,402
      33,245
      1,543
      -1,222
      -48,795
      30,254
      -21,147
      11,331
      -3,796
      13,788
      35,314
      -22,352
      740
      34
      6,271
      360,427
      75,081
      11,356
      479
      815
      -327
      16,138
      15,204
      421
      -5
      12,554
      120
      -20,060
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 1,330,660
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 25,456
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 25,456
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 25,456
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 198
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,346
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet19,346 RefundedBullet 11 0
Part VII-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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, NV
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletANDERSON FINANCIAL CORPORATION Telephone no.bullet (949) 242-5050

    Located atbullet17772 COWANIRVINECA ZIP+4bullet92614
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    Part VIII
    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
    ERIN J ANDERSON CEO/PRESIDENT
    40.00     		217,642 10,880 0
    17772 COWAN
    IRVINE,CA92614
    NANCY S LARSON TREASURER
    5.00     		0 0 0
    17772 COWAN
    IRVINE,CA92614
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    ANDERSON FINANCIAL CORPORATION ACCOUNTING & MANAGEMENT 213,000
    17772 COWAN
    IRVINE,CA92614
    ICG ADVISORS INVESTMENT 72,228
    11111 SANTA MONICA BLVD STE 2100
    LOS ANGELES,CA900253355
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    33,983,119
    b
    Average of monthly cash balances.......................
    1b
    3,030,524
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,013,643
    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
    37,013,643
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    555,205
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,458,438
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,822,922
    Part XI
    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 X, line 6....................
    1
    1,822,922
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,456
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    3,888
    c
    Add lines 2a and 2b............................
    2c
    29,344
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,793,578
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,793,578
    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 XIII, line 1 ...
    7
    1,793,578
    Part XII
    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
    1,758,230
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    1,758,230
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,758,230
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,793,578
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,265,198
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,758,230
    a Applied to 2019, but not more than line 2a 1,265,198
    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 2020 distributable amount..... 493,032
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,300,546
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    A GARY ANDERSON FAMILY FOUNDATION
    17772 COWAN
    IRVINE,CA92614
    (949) 242-5050
    bThe form in which applications should be submitted and information and materials they should include:
    OBTAIN APPLICATION FROM ABOVE ADDRESS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GENERALLY, DISCRETIONARY GRANTS ARE MADE IN THE AREAS OF EDUCATION, HUMAN SERVICES, AND ARTS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    CHAPMAN UNIVERSITY
    333 N GLASSELL STREET
    ORANGE,CA92866     		NONE PC TO SUPPORT UNIVERSITY ATHLETIC TENNIS CENTER. 535,000
    CREST EDUCATION CENTER INC
    1527 E 4TH STREET
    SANTA ANA,CA92701     		NONE PC TO PROVIDE THERAPY FOR STUDENTS AGES 5 TO 22 YEARS WITH MILD TO SEVERE DISABILITIES. 50,000
    INSTITUTE FOR SHIPBOARD EDUCATION
    COLORADO STATE UNIVERSITY CAMPUS
    DELIVERY 1587
    FORT COLLINS,CO80523     		NONE PC TO SUPPORT PREMIER GLOBAL STUDIES PROGRAMS. 200,000
    ORANGEWOOD CHILDREN'S FOUNDATION
    1575 E 17TH STREET
    SANTA ANA,CA92705     		NONE PC TO PROVIDE STUDENTS THE NECESSARY TOOLS, OPPORTUNITIES AND SUPPORT NEEDED TO SUCCEED. 333,333
    SENECA FAMILY OF AGENCIES
    18302 IRVINE BLVD SUITE 300
    TUSTIN,CA92780     		NONE PC TO HELP PROVIDE THE NEEDS OF CHILDREN IN GROUP HOMES DURING THE MOST DIFFICULT TIMES OF THEIR LIVES. 210,000
    BILLY FOX FOUNDATION
    637 BRAXTON ROAD
    RIDLEY PARK,PA19078     		NONE PC TO SUPPORT THE LOCAL YOUTH ICE HOCKEY PROGRAM IN THE COMMUNITY. 250
    FOREVER FOOTPRINTS
    PO BOX 421
    ORANGE,CA92856     		NONE PC TO PROVIDE SUPPORT TO FAMILIES WHO HAVE SUFFERED A PREGNANCY OR INFANT LOSS. 5,000
    THE LINCOLN CLUB INSTITUTE
    24651 EVEREVE CIRCLE SUITE 1
    LAKE FOREST,CA92630     		NONE PC EDUCATION 5,000
    CHILDREN'S FUND INC
    348 W HOSPITALITY LANE SUITE 110
    SAN BERNARDINO,CA92408     		NONE PC TO HELP AT-RISK CHILDREN IMPROVE THEIR HEALTH & WELFARE. 17,816
    ONEOC
    1901 E 4TH STREET SUITE 100
    SANTA ANA,CA92705     		NONE PC EDUCATION 15,000
    KIDWORKS
    1902 W CHESTNUT AVENUE
    SANTA ANA,CA92703     		NONE PC CHILDREN/YOUTH 25,000
    Total .................................bullet 3a 1,396,399
    bApproved for future payment
    CHAPMAN UNIVERSITY
    333 N GLASSELL STREET
    ORANGE,CA92866     		NONE PC TO SUPPORT UNIVERSITY ATHLETIC TENNIS CENTER. 525,000
    CREST EDUCATION CENTER INC
    1527 E 4TH STREET
    SANTA ANA,CA92701     		NONE PC TO PROVE THERAPY FOR STUDENTS AGES 5 TO 22 YEARS WITH MILD TO SEVERE DISABILITIES. 50,000
    INSTITUTE FOR SHIPBOARD EDUCATION
    COLORADO STATE UNIVERSITY CAMPUS
    DELIVERY 1587
    FORT COLLINS,CO80523     		NONE PC TO SUPPORT PREMIER GLOBAL STUDIES PROGRAMS. 600,000
    SENECA FAMILY OF AGENCIES
    18302 IRVINE BLVD SUITE 300
    TUSTIN,CA92780     		NONE PC TO HELP PROVIDE THE NEEDS OF CHILDREN IN GROUP HOMES DURING THE MOST DIFFICULT TIMES OF THEIR LIVES. 800,000
    Total .................................bullet 3b 1,975,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 5,616  
    4 Dividends and interest from securities....     14 1,080,850  
    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 1,330,660  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNRELATED BUSINESS TAXABLE INCOME FROM PASS-THROUGHS     		900099 26,918      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 26,918 2,417,126 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,444,044
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX SERVICES 66,772 44,695   18,094

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ANDERSON COMMUNITY PARTNERS
          		17772 COWAN
    IRVINE,CA92614     		2019-01-01 33,030,318 ON JANUARY 1, 2019, THE A. GARY ANDERSON FAMILY FOUNDATION MADE AN ENDOWMENT GRANT OF 50% OF ITS NET ASSETS TO ANDERSON COMMUNITY PARTNERS TOTALING $33,030,318. ANDERSON COMMUNITY PARTNERS WAS ORGANIZED ON AUGUST 6, 2018 AS A NEVADA NONPROFIT CORPORATION TO PROVIDE GRANTS IN THE AREAS OF EDUCATION, HEALTH, AND CHILDREN'S FUTURES. 1,933,292 NONE 5/31/2021   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; HOWEVER, AN INDEPENDENT AUDIT WAS CONDUCTED FOR ANDERSON COMMUNITY PARTNERS FOR THE YEAR ENDED 12/31/2020 AND AN UNQUALIFIED OPINION WAS ISSUED.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS - NORTHERN TRUST-ACR 2,742,450 2,742,450
    VARIOUS - NORTHERN TRUST-WCM 2,092,051 2,092,051
    VARIOUS - NORTHERN TRUST-AMI LARGE 2,091,718 2,091,718
    VARIOUS - RBC (GBP) 104,754 104,754

    TY 2020 InvestmentsOtherSchedule2
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    137 VENTURES, LP FMV 239,680 239,680
    137 VENTURES II, LP FMV 375,891 375,891
    137 VENTURES III, LP FMV 616,370 616,370
    AG ENERGY PARTNERS, LP FMV 9,563 9,563
    AG ENERGY PARTNERS II, LP (EXTENSION FUND) FMV 393,173 393,173
    AG ENERGY CREDIT OPP OFFSHORE HOLDINGS IV, LP FMV 226,075 226,075
    ARES ACOF ASIA FUND, LP FMV 75,770 75,770
    ARES CORPORATE OPP FUND II, LP FMV 864 864
    ARES CORPORATE OPP FUND III FMV 27,649 27,649
    ARES ACOF FUND IV, LP FMV 271,327 271,327
    ARES ACOF FUND V, LP FMV 379,799 379,799
    ARIAS RESOURCE CAPITAL FUND II, LP FMV 448,832 448,832
    ASCOF III BLOCKER, LP FMV 661,207 661,207
    AVERILL FUND, LTD FMV 712,077 712,077
    BEACH POINT STRATEGIC FUND, LTD FMV 1,041,885 1,041,885
    BIENVILLE GLOBAL OPPORTUNITIES OFFSHROE FUND, LTD FMV 622,140 622,140
    BLS GLOBAL EQUITIES, LLC FMV 1,783,005 1,783,005
    BLUMBERG CAPITAL II, LP FMV 3,155,651 3,155,651
    BLUMBERG CAPITAL III, LP FMV 824,812 824,812
    BLUMBERG CAPITAL IV, LP FMV 421,745 421,745
    BRIGHTSTAR CAPITAL PARTNERS FUND I FMV 151,996 151,996
    BRIGHTSTAR CAPITAL PARTNERS FUND II FMV 1,482 1,482
    BRIGHTSTAR CAPITAL PARTNERS REPLAY, LP FMV 43,234 43,234
    BRIGHTSTAR CAPITAL PARTNERS STRATEGIC FUND I FMV 257,704 257,704
    CALEDONIA CO-INVEST OFFSHORE FUND, LP FMV 521,972 521,972
    CALEDONIA FUND, LTD FMV 749,542 749,542
    CANYON LAUREL INVESTMENT FUND CAYMAN (B), LP FMV 239,622 239,622
    CONTRARIAN EMERGING MARKETS OFFSHORE FUND, LTD. FMV 619,125 619,125
    CRG PARTNERS III (CAYMAN) HOLDINGS, LP FMV 347,638 347,638
    CRG PARTNERS IV CAYMAN LEVERED, LP FMV 120,488 120,488
    ECHO STREET GOOD CO SELECT II, LP FMV 2,576,586 2,576,586
    FORMATION8 PARTNERS FUND, LP FMV 947,247 947,247
    GATEWOOD CAPITAL OPPORTUNITY FUND, LP FMV 193,966 193,966
    GATEWOOD ICG INVESTORS, LLC FMV 36,705 36,705
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 1,421,317 1,421,317
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A, LP FMV 1,177,645 1,177,645
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS III, LP FMV 726,776 726,776
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV, LP FMV 393,217 393,217
    IVY HILL MIDDLE MKT CREDIT FUND V, LTD FMV 1,244,982 1,244,982
    KUVARI FOCUS FUND LIMITED FMV 1,442,020 1,442,020
    LAZARD COHERENCE LONG/SHORT CREDIT FUND, LTD FMV 924,490 924,490
    MONITOR VENTURE PARTNERS I, L.P. FMV 5,907 5,907
    MONITOR VENTURE PARTNERS I-A, L.P. FMV 4,064 4,064
    NEXUS SPECIAL SITUATIONS II (CAYMAN), LP FMV 619,188 619,188
    PRAESIDIAN CAPITAL BRIDGE FUND, LP FMV 423,717 423,717
    PRAESIDIAN CAPITAL EUROPE I-B, LP FMV 131,012 131,012
    PRAESIDIAN CAPITAL III, LP FMV 449,933 449,933
    REDMILE CAPITAL OFFSHORE FUND, LTD. FMV 1,216,994 1,216,994
    RK MINE FINANCE FUND I, LTD FMV 951,282 951,282
    SERONE EC2 FUND, LP FMV 570,838 570,838
    SHEPHERD INVESTMENTS - STARK FUND FMV 9,635 9,635
    SUVRETTA OFFSHORE FUND, LTD. FMV 1,497,551 1,497,551
    PRIME FINANCE CMBS B-PIECE FUND I, LP FMV 495,217 495,217
    PRIME FINANCE LONG DURATION (B-PIECE) II, LP FMV 296,592 296,592
    PRIME FINANCE PARTNERS III, LP FMV 16,022 16,022
    PRIME FINANCE PARTNERS IV, LP FMV 31,417 31,417
    PRIME FINANCE PARTNERS V, LP FMV 126,836 126,836
    PRIME FINANCE PARTNERS VI, LP FMV 288,053 288,053
    PRIME FINANCE SHORT DURATION VII, LP FMV 74,650 74,650
    VINEYARD VILLAGE FMV 90,875 90,875

    TY 2020 LegalFeesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,507 1,755   752


    TY 2020 OtherExpensesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 549 33   168
    INVESTMENT EXPENSES - OTHER 34 34   0
    MEALS 8,932 0   9,320
    INSURANCE 28,806 6,049   21,543
    OUTSIDE SERVICE 1,223 73   1,173
    OFFICE EXPENSE 1,504 90   2,729
    OTHER EXPENSES - FROM K-1S 169,487 169,487   0
    POSTAGE 0 0   55


    TY 2020 OtherIncomeSchedule2
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNRELATED BUSINESS TAXABLE INCOME FROM PASS-THROUGHS 26,918   26,918


    TY 2020 OtherIncreasesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Amount
    UNREALIZED GAIN ON ASSETS 5,485,048


    TY 2020 OtherLiabilitiesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 117,000 193,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGERS FEE 111,116 111,116   0
    INVESTMENT EXPENSE 7,540 7,540   0
    ACCOUNTING MANAGEMENT SERVICES 206,000 144,200   60,300
    PENSION/401(K) CONSULTING 13,498 2,835   11,017
    INSURANCE - FIDUCIARY 12,000 8,400   3,600


    TY 2020 TaxesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECTION 4940 TAX EXPENSE 44,519 0   0
    SECTION 511 TAX EXPENSE 4,610 0   0
    STATE FILING FEES 160 160   0
    FOREIGN TAXES 12,448 12,448   0