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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
A GARY ANDERSON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)121 E WARM SPRINGS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89119
A Employer identification number

27-1878882
B Telephone number (see instructions)

(725) 224-0300
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$47,897,133J 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 274 274  
4 Dividends and interest from securities... 913,663 913,663  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,336,783
b Gross sales price for all assets on line 6a 7,343,249
7 Capital gain net income (from Part IV, line 2)... 3,336,783
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 16,894 0  
12 Total. Add lines 1 through 11........ 4,267,614 4,250,720  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 224,000 56,000   168,000
14 Other employee salaries and wages...... 36,759 0   36,759
15 Pension plans, employee benefits....... 28,047 5,890   21,917
16a Legal fees (attach schedule)......... Click to see attachment 1,099 769   330
b Accounting fees (attach schedule)....... Click to see attachment 62,433 42,025   20,585
c Other professional fees (attach schedule).... Click to see attachment 406,560 328,927   77,138
17 Interest............... 39,301 39,301   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,414 32,039   0
19 Depreciation (attach schedule) and depletion... 847 51  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 14,977 0   14,900
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 217,325 189,937   27,334
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,120,762 694,939   366,963
25 Contributions, gifts, grants paid....... 156,779 1,482,700
26 Total expenses and disbursements. Add lines 24 and 25 1,277,541 694,939   1,849,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,990,073
b Net investment income (if negative, enter -0-) 3,555,781
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 1,128,981 3,690,828 3,690,828
3 Accounts receivable bullet813,191
Less: allowance for doubtful accounts bullet   1,204,392 813,191 813,191
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.......... 14,754 18,147 18,147
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,030,973 Click to see attachment7,118,030 7,118,030
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).......... 33,725,052 Click to see attachment36,253,164 36,253,164
14 Land, buildings, and equipment: basis bullet6,120
Less: accumulated depreciation (attach schedule) bullet2,347 0 Click to see attachment3,773 3,773
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,104,152 47,897,133 47,897,133
Liabilities 17 Accounts payable and accrued expenses.......... 107,031 108,870
18 Grants payable................. 1,914,177 588,256
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 attachment193,000 Click to see attachment223,000
23 Total liabilities (add lines 17 through 22)......... 2,214,208 920,126
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........... 40,889,944 46,977,007
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)..... 40,889,944 46,977,007
30 Total liabilities and net assets/fund balances (see instructions). 43,104,152 47,897,133
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
40,889,944
2
Enter amount from Part I, line 27a .....................
2
2,990,073
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,096,990
4
Add lines 1, 2, and 3 ..........................
4
46,977,007
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
46,977,007
Form 990-PF (2021)
Form 990-PF (2021)
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 2021-01-01 2021-12-31
b ASCOF III P 2021-01-01 2021-12-31
c BIENVILLE P 2021-01-01 2021-12-31
d CONTRARIAN P 2021-01-01 2021-12-31
e CRG III P 2021-01-01 2021-12-31
CRG IV P 2021-01-01 2021-12-31
NEXUS II P 2021-01-01 2021-12-31
SERONE EC2 P 2021-01-01 2021-12-31
SHEPHERD P 2021-01-01 2021-12-31
RBC GBP P 2021-01-01 2021-12-31
CLASS ACTION SETTLEMENTS P 2021-01-01 2021-12-31
AF V BD CAYMAN FEEDER LP P 2021-01-01 2021-12-31
SECTION 731(A) - INDUSTRY IV P 2021-01-01 2021-12-31
SECTION 731(A) - AG ENERGY P 2021-01-01 2021-12-31
SECTION 731(A) - PRIME III P 2021-01-01 2021-12-31
137 VENTURES II LP P 2021-01-01 2021-12-31
137 VENTURES III LP P 2021-01-01 2021-12-31
AG ENERGY PARTNERS LP P 2021-01-01 2021-12-31
AG ENERGY PARTNERS II LP P 2021-01-01 2021-12-31
AG ENERGY CREDIT OPPORTUNITIES OFFSHORE HOLDINGS IV LP P 2021-01-01 2021-12-31
ARES CORPORATE OPPORTUNITIES FUND ASIA LP P 2021-01-01 2021-12-31
ARES CORPORATE OPPORTUNITIES FUND III LP P 2021-01-01 2021-12-31
ARES CORPORATE OPPORTUNITIES FUND IV LP P 2021-01-01 2021-12-31
ACOF IV CWC AIV BLOCKED FEEDER LP P 2021-01-01 2021-12-31
ARES CORPORATE OPPORTUNITIES FUND V LP P 2021-01-01 2021-12-31
AF V ENERGY IV AIV 1B LP P 2021-01-01 2021-12-31
ARIAS RESOURCE CAPITAL FUND II LP P 2021-01-01 2021-12-31
BCP AIV INVESTOR HOLDINGS-5 LP P 2021-01-01 2021-12-31
BCP STRATEGIC AIV INVESTOR HOLDINGS-4 LP P 2021-01-01 2021-12-31
BLS GLOBAL EQUITIES LLC P 2021-01-01 2021-12-31
BLUMBERG CAPITAL II LP P 2021-01-01 2021-12-31
BLUMBERG CAPITAL III LP P 2021-01-01 2021-12-31
BLUMBERG CAPITAL IV LP P 2021-01-01 2021-12-31
CANYON LAUREL INVESTMENT FUND CAYMAN (B) LP P 2021-01-01 2021-12-31
ECHO STREET GOODCO SELECT II LP P 2021-01-01 2021-12-31
FORMATION8 PARTNERS FUND I LP P 2021-01-01 2021-12-31
GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP P 2021-01-01 2021-12-31
GATEWOOD ICG INVESTORS LLC P 2021-01-01 2021-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP P 2021-01-01 2021-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP P 2021-01-01 2021-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP P 2021-01-01 2021-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP P 2021-01-01 2021-12-31
PRAESIDIAN CAPITAL BRIDGE FUND LP P 2021-01-01 2021-12-31
PRIME FINANCE CMBS B-PIECE FUND I LP P 2021-01-01 2021-12-31
PRIME FINANCE LONG DURATION B-PIECE II LP P 2021-01-01 2021-12-31
MONITOR VENTURE PARTNERS I, LP P 2021-01-01 2021-12-31
MONITOR VENTURES PARTNERS I-A, LP P 2021-01-01 2021-12-31
PRAESIDIAN CAPITAL EUROPE I-B LP (PROFORMA) P 2021-01-01 2021-12-31
PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP P 2021-01-01 2021-12-31
PRAESIDIAN ICG INVESTORS LLC P 2021-01-01 2021-12-31
PRIME FINANCE PARTNERS III LP P 2021-01-01 2021-12-31
(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 3,283,721   1,618,925 1,664,796
b 143,005   112,963 30,042
c 526,146   650,000 -123,854
d 630,741   850,000 -219,259
e 143,861   108,307 35,554
184,022   104,441 79,581
707,862   250,630 457,232
152,095   116,591 35,504
    115 -115
    163 -163
960     960
    984 -984
    782 -782
    3,584 -3,584
831     831
57,382     57,382
30,548     30,548
    5,317 -5,317
9,271     9,271
732     732
    44,853 -44,853
612     612
82,998     82,998
7,563     7,563
59,252     59,252
    2,351 -2,351
55,374     55,374
52,696     52,696
104,522     104,522
297,516     297,516
3,145     3,145
64,177     64,177
84,833     84,833
15,960     15,960
175,973     175,973
    8,508 -8,508
6,080     6,080
70     70
126,527     126,527
236,231     236,231
45,918     45,918
    8 -8
6,131     6,131
9,610     9,610
36,884     36,884
    715 -715
    1,557 -1,557
    12,954 -12,954
    108,473 -108,473
    44 -44
    4,201 -4,201
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       1,664,796
b       30,042
c       -123,854
d       -219,259
e       35,554
      79,581
      457,232
      35,504
      -115
      -163
      960
      -984
      -782
      -3,584
      831
      57,382
      30,548
      -5,317
      9,271
      732
      -44,853
      612
      82,998
      7,563
      59,252
      -2,351
      55,374
      52,696
      104,522
      297,516
      3,145
      64,177
      84,833
      15,960
      175,973
      -8,508
      6,080
      70
      126,527
      236,231
      45,918
      -8
      6,131
      9,610
      36,884
      -715
      -1,557
      -12,954
      -108,473
      -44
      -4,201
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 3,336,783
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 49,425
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 49,425
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 48,346
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 66,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 114,346
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 64,921
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet64,921 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 (725) 224-0300

    Located atbullet121 E WARM SPRINGS ROADLAS VEGASNV ZIP+4bullet89119
    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 2021, 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 VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ERIN J ANDERSON CEO/PRESIDENT
    40.00     		224,000 12,928 0
    121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119
    NANCY S LARSON TREASURER/SECRETARY
    5.00     		0 0 0
    121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119
    AUSTIN G LASTINGER DIRECTOR
    5.00     		0 0 0
    121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ANDERSON FINANCIAL CORPORATION ACCOUNTING & MANAGEMENT 227,000
    121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119
    ICG ADVISORS INVESTMENT 99,485
    11111 SANTA MONICA BLVD STE 2100
    LOS ANGELES,CA900253355
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    42,799,827
    b
    Average of monthly cash balances.......................
    1b
    3,433,628
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,233,455
    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
    46,233,455
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    693,502
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    45,539,953
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,276,998
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,276,998
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    49,425
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,328
    c
    Add lines 2a and 2b............................
    2c
    51,753
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,225,245
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,225,245
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,225,245
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,225,245
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,300,546
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,849,663
    a Applied to 2020, but not more than line 2a 1,300,546
    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 2021 distributable amount..... 549,117
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,676,128
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here 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
    121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119
    (725) 224-0300
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    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 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. 405,000
    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. 420,000
    INSPIRING CHILDREN FOUNDATION
    1101 COLORADO STREET
    BOULDER CITY,NV89005     		NONE PC TO HELP AT-RISK CHILDREN IMPROVE THEIR MENTAL & EMOTIONAL HEALTH. 10,000
    TONY'S TREEHOUSE
    668 NORTH COAST HWY 112
    LAGUNA BEACH,CA92651     		NONE PC TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN, YOUTH AND FAMILIES IN NEED. 15,000
    FOREVER FOOTPRINTS
    PO BOX 421
    ORANGE,CA92856     		NONE PC TO PROVIDE SUPPORT TO FAMILIES WHO HAVE SUFFERED A PREGNANCY OR INFANT LOSS. 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. 10,000
    SOUTHERN CALIFORNIA HOSPICE FOUNDATION
    1901 E 4TH STREET SUITE 100
    SANTA ANA,CA92705     		NONE PC TO PROMOTE AWARENESS OF PALLIATIVE CARE AND HOSPICE OPTIONS FOR THE TERMINALLY ILL AND TO HELP EASE THE TRANSITION WITH COMFORT, DIGNITY AND RESPECT FOR THOSE AT THE END OF LIFE. 10,000
    PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL
    45 EUREKA STREET
    PASADENA,CA91103     		NONE PC TO PREPARE STUDENTS TO BE CULTURALLY INTELLIGENT AGENTS OF CHANGE SERVING DIVERSE COMMUNITIES IN THE FIELDS OF HUMAN DEVELOPMENT, EDUCATION & RELATED FAMILY STUDIES. 25,000
    I'PADRINI DI ANTONELLOS
    1611 W SUNFLOWER AVENUE
    SANTA ANA,CA92704     		NONE PC ADDRESS THE NEEDS OF CHILDREN DIAGNOSED WITH AUTISM, SIGNIFICANT COMMUNICATION, LEARNING, SOCIAL AND BEHAVIORAL NEEDS. 5,000
    NATIONAL CHARITY LEAGUE
    35 PACIFIC MIST
    NEWPORT BEACH,CA92657     		NONE PC TO SUPPORT MOTHER-DAUGHTER PROGRAMS THAT ORGANIZE VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. 200
    HOMERISE
    20 JONES STREET STE 200
    SAN FRANCISCO,CA94102     		NONE PC TO HELP PROVIDE HOUSING SERVICES TO INDIVIDUALS, SENIORS, AND FAMILIES EXPERIENCING HOMELESSNESS TO HELP THEM RISE UP AND REBUILD THEIR LIVES. 1,000
    MOVEMBER
    PO BOX 1595
    CULVER CITY,CA90232     		NONE PC GLOBAL CHARITY FOCUSED ON MEN'S HEALTH. 500
    DOGS ON DEPLOYMENT
    970 W VALLEY PARKWAY BOX 667
    ESCONDIDO,CA92025     		NONE PC TO PROVIDE MILITARY PET CARE DURING THEIR SERVICE COMMITMENTS. 1,000
    Total .................................bullet 3a 1,482,700
    bApproved for future payment
    INSTITUTE FOR SHIPBOARD EDUCATION
    COLORADO STATE UNIVERSITY CAMPUS
    DELIVERY 1587
    FORT COLLINS,CO80523     		NONE PC TO SUPPORT PREMIER GLOBAL STUDIES PROGRAMS. 200,000
    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. 400,000
    Total .................................bullet 3b 600,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 274  
    4 Dividends and interest from securities ....          
    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 3,336,783  
    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     		901101 16,894      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 16,894 4,250,720 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,267,614
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 62,433 42,025   20,585

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

    TY 2021 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
          		121 E WARM SPRINGS ROAD
    LAS VEGAS,NV89119     		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. 1,449,714 NONE 5/31/22   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 12/31/2021 AND AN UNQUALIFIED OPINION WAS ISSUED.

    TY 2021 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 2,530,051 2,530,051
    VARIOUS - NORTHERN TRUST-WCM 2,014,663 2,014,663
    VARIOUS - NORTHERN TRUST-AMI LARGE 2,163,617 2,163,617
    VARIOUS - RBC (GBP) 409,699 409,699

    TY 2021 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 26,708 26,708
    137 VENTURES II, LP FMV 315,193 315,193
    137 VENTURES III, LP FMV 749,123 749,123
    AG ENERGY PARTNERS II, LP FMV 388,022 388,022
    AG ENERGY CREDIT OPP OFFSHORE HOLDINGS IV, LP FMV 242,482 242,482
    ARES ACOF ASIA FUND, LP FMV 62,420 62,420
    ARES CORPORATE OPP FUND II, LP FMV 630 630
    ARES CORPORATE OPP FUND III FMV 24,653 24,653
    ARES ACOF FUND IV, LP FMV 253,799 253,799
    ARES ACOF FUND V, LP FMV 499,818 499,818
    ARIAS RESOURCE CAPITAL FUND II, LP FMV 324,561 324,561
    ASCOF III BLOCKER, LP FMV 647,869 647,869
    AVERILL FUND, LTD FMV 842,997 842,997
    BEACH POINT STRATEGIC FUND, LTD FMV 1,139,522 1,139,522
    BLS GLOBAL EQUITIES, LLC FMV 2,082,985 2,082,985
    BLUMBERG CAPITAL II, LP FMV 3,792,945 3,792,945
    BLUMBERG CAPITAL III, LP FMV 1,139,985 1,139,985
    BLUMBERG CAPITAL IV, LP FMV 615,315 615,315
    BLUMBERG CAPITAL V, LP FMV 198,950 198,950
    BRIGHTSTAR CAPITAL PARTNERS FUND I FMV 128,200 128,200
    BRIGHTSTAR CAPITAL PARTNERS FUND II FMV 93,019 93,019
    BRIGHTSTAR CAPITAL PARTNERS REPLAY, LP FMV 86,976 86,976
    BRIGHTSTAR CAPITAL PARTNERS STRATEGIC FUND I FMV 214,024 214,024
    CALEDONIA CO-INVEST OFFSHORE FUND, LP FMV 546,552 546,552
    CALEDONIA FUND, LTD FMV 534,238 534,238
    CANYON LAUREL INVESTMENT FUND CAYMAN (B), LP FMV 121,271 121,271
    CRG PARTNERS III (CAYMAN) HOLDINGS, LP FMV 351,326 351,326
    CRG PARTNERS IV CAYMAN LEVERED, LP FMV 76,016 76,016
    ECHO STREET GOOD CO SELECT II, LP FMV 3,027,507 3,027,507
    FORMATION8 PARTNERS FUND, LP FMV 579,296 579,296
    GATEWOOD CAPITAL OPPORTUNITY FUND, LP FMV 330,131 330,131
    GATEWOOD ICG INVESTORS, LLC FMV 36,277 36,277
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 1,599,883 1,599,883
    ICG CORE SCI HOLDINGS LP FMV 239,091 239,091
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A, LP FMV 1,606,755 1,606,755
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS III, LP FMV 814,214 814,214
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV, LP FMV 806,806 806,806
    INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI, LP FMV 46,934 46,934
    IVY HILL MIDDLE MKT CREDIT FUND V, LTD FMV 1,244,982 1,244,982
    KUVARI FOCUS FUND LIMITED FMV 1,874,184 1,874,184
    LAZARD COHERENCE LONG/SHORT CREDIT FUND, LTD FMV 968,401 968,401
    MONITOR VENTURE PARTNERS I, L.P. FMV 5,047 5,047
    MONITOR VENTURE PARTNERS I-A, L.P. FMV 4,063 4,063
    NEXUS SPECIAL SITUATIONS II (CAYMAN), LP FMV 309,309 309,309
    NEXUS SPECIAL SITUATIONS III (CAYMAN), LP FMV 33,716 33,716
    PRAESIDIAN CAPITAL BRIDGE FUND, LP FMV 181,558 181,558
    PRAESIDIAN CAPITAL EUROPE I-B, LP FMV 103,269 103,269
    PRAESIDIAN CAPITAL III, LP FMV 331,265 331,265
    REDMILE CAPITAL OFFSHORE FUND, LTD. FMV 1,138,211 1,138,211
    RK MINE FINANCE FUND I, LTD FMV 1,025,258 1,025,258
    SERONE EC2 FUND, LP FMV 523,081 523,081
    SHEPHERD INVESTMENTS - STARK FUND FMV 8,611 8,611
    SUVRETTA OFFSHORE FUND, LTD. FMV 1,606,456 1,606,456
    PRIME FINANCE CMBS B-PIECE FUND I, LP FMV 472,512 472,512
    PRIME FINANCE LONG DURATION (B-PIECE) II, LP FMV 549,277 549,277
    PRIME FINANCE LONG DURATION (B-PIECE) III, LP FMV 70,640 70,640
    PRIME FINANCE PARTNERS III, LP FMV 1,373 1,373
    PRIME FINANCE PARTNERS IV, LP FMV 26,236 26,236
    PRIME FINANCE PARTNERS V, LP FMV 35,060 35,060
    PRIME FINANCE PARTNERS VI, LP FMV 188,440 188,440
    PRIME FINANCE PARTNERS VII, LP FMV 517,262 517,262
    PRIME FINANCE SPEC SITUATIONS 2020 AGELLAN CO INVEST LP FMV 251,994 251,994
    PRIME FINANCE SPEC SITUATIONS 2020 FUND FMV 81,466 81,466
    VINEYARD VILLAGE FMV 115,000 115,000

    TY 2021 LandEtcSchedule2
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 4,620 847 3,773 3,773
    FURNITURE & FIXTURES 1,500 1,500 0  


    TY 2021 LegalFeesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,099 769   330


    TY 2021 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 454 27   427
    INVESTMENT EXPENSES - OTHER 76 76   0
    MEALS 1,082 0   1,082
    INSURANCE 30,771 6,462   24,399
    OUTSIDE SERVICE 1,632 98   1,390
    OFFICE EXPENSE 38 2   36
    OTHER EXPENSES - FROM K-1S 183,272 183,272   0


    TY 2021 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 16,894   16,894


    TY 2021 OtherIncreasesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Amount
    UNREALIZED GAIN ON ASSETS 3,096,990


    TY 2021 OtherLiabilitiesSchedule
    Name:
    A GARY ANDERSON FAMILY FOUNDATION
    EIN:
    27-1878882
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 193,000 223,000


    TY 2021 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 159,187 159,187   0
    INVESTMENT EXPENSE 7,685 7,685   0
    ACCOUNTING MANAGEMENT SERVICES 212,000 148,400   63,300
    PENSION/401(K) CONSULTING 11,688 2,455   9,038
    INSURANCE - FIDUCIARY 16,000 11,200   4,800


    TY 2021 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 56,888 0   0
    SECTION 511 TAX EXPENSE 487 0   0
    STATE FILING FEES 150 150   0
    FOREIGN TAXES 31,889 31,889   0