Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$40,024,465J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 87 87  
4 Dividends and interest from securities... 967,609 967,609  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,605,725
b Gross sales price for all assets on line 6a 5,119,501
7 Capital gain net income (from Part IV, line 2)... 1,605,725
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,405 0  
12 Total. Add lines 1 through 11........ 2,585,826 2,573,421  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 276,150 65,750   197,250
14 Other employee salaries and wages...... 25,110 0   25,110
15 Pension plans, employee benefits....... 40,110 12,250   42,065
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
991 0   1,959
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
78,300 21,605   47,488
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
353,736 277,548   98,724
17 Interest............... 2,957 2,957   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,614 13,071   602
19 Depreciation (attach schedule) and depletion... 924 55  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,592 0   1,798
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
183,082 176,973   6,439
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 996,566 570,209   421,435
25 Contributions, gifts, grants paid....... 1,202,235 1,581,200
26 Total expenses and disbursements. Add lines 24 and 25 2,198,801 570,209   2,002,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 387,025
b Net investment income (if negative, enter -0-) 2,003,212
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 2,460,624 2,939,235 2,939,235
3 Accounts receivable right arrow73,846
Less: allowance for doubtful accounts right arrow   122,989 73,846 73,846
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 53,205 124,535 124,535
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,231,501 Click to see attachment
List of Attached Documents:
// Content
7,452,061 		7,452,061
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 29,470,499 Click to see attachment
List of Attached Documents:
// Content
29,432,862 		29,432,862
14 Land, buildings, and equipment: basis right arrow4,620
Less: accumulated depreciation (attach schedule) right arrow2,694 2,850 Click to see attachment
List of Attached Documents:
// Content
1,926 		1,926
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,341,668 40,024,465 40,024,465
Liabilities 17 Accounts payable and accrued expenses.......... 122,123 128,114
18 Grants payable................. 615,308 236,343
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
86,000 		Click to see attachment
List of Attached Documents:
// Content
124,000
23 Total liabilities (add lines 17 through 22)......... 823,431 488,457
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 37,518,237 39,536,008
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 37,518,237 39,536,008
30 Total liabilities and net assets/fund balances (see instructions). 38,341,668 40,024,465
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
37,518,237
2
Enter amount from Part I, line 27a .....................
2
387,025
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,630,746
4
Add lines 1, 2, and 3 ..........................
4
39,536,008
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,536,008
Form 990-PF (2023)
Form 990-PF (2023)
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 2023-01-01 2023-12-31
b ASCOF III P 2023-01-01 2023-12-31
c COMMONWEALTH P 2023-01-01 2023-12-31
d BEACH POINT P 2023-01-01 2023-12-31
e CRG III P 2023-01-01 2023-12-31
NEXUS II P 2023-01-01 2023-12-31
NEXUS III P 2023-01-01 2023-12-31
RK MINE P 2023-01-01 2023-12-31
SERONE EC2 P 2023-01-01 2023-12-31
SUVRETTA P 2023-01-01 2023-12-31
SECTION 731(A) - AF V ENERGY I AIV A3 P 2023-01-01 2023-12-31
137 VENTURES II LP P 2023-01-01 2023-12-31
137 VENTURES III LP P 2023-01-01 2023-12-31
137 VENTURES LP P 2023-01-01 2023-12-31
ACOF IV ENERGY III DELAWARE FEEDER LP P 2023-01-01 2023-12-31
AF IV CAYMAN AIV LP P 2023-01-01 2023-12-31
AG ENERGY CREDIT OPPORTUNITIES OFFSHORE HOLDINGS IV LP P 2023-01-01 2023-12-31
AG ENERGY PARTNERS II LP P 2023-01-01 2023-12-31
ARES CORPORATE OPPORTUNITIES FUND III LP P 2023-01-01 2023-12-31
ARES CORPORATE OPPORTUNITIES FUND IV LP P 2023-01-01 2023-12-31
ARES CORPORATE OPPORTUNITIES FUND V LP P 2023-01-01 2023-12-31
ARIAS RESOURCE CAPITAL FUND II LP P 2023-01-01 2023-12-31
BCP AIV INVESTOR HOLDINGS-3 LP P 2023-01-01 2023-12-31
BCP STRATEGIC AIV INVESTOR HOLDINGS-2 LP P 2023-01-01 2023-12-31
BEACH POINT SCF XIV LP P 2023-01-01 2023-12-31
BLS GLOBAL EQUITIES LLC P 2023-01-01 2023-12-31
BLUMBERG CAPITAL II LP P 2023-01-01 2023-12-31
BLUMBERG CAPITAL III LP P 2023-01-01 2023-12-31
BLUMBERG CAPITAL IV LP P 2023-01-01 2023-12-31
BLUMBERG CAPITAL V LP P 2023-01-01 2023-12-31
BRIGHTSTAR CAPITAL PARTNERS FUND II LP P 2023-01-01 2023-12-31
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP P 2023-01-01 2023-12-31
CANYON LAUREL INVESTMENT FUND CAYMAN (B) LP P 2023-01-01 2023-12-31
ECHO STREET GOODCO SELECT II LP P 2023-01-01 2023-12-31
FORMATION8 PARTNERS FUND I LP P 2023-01-01 2023-12-31
GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP P 2023-01-01 2023-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP P 2023-01-01 2023-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP P 2023-01-01 2023-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP P 2023-01-01 2023-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP P 2023-01-01 2023-12-31
PRAESIDIAN CAPITAL BRIDGE FUND LP P 2023-01-01 2023-12-31
PRAESIDIAN CAPITAL EUROPE I-B LP (PROFORMA) P 2023-01-01 2023-12-31
PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP P 2023-01-01 2023-12-31
PRAESIDIAN ICG INVESTORS LLC P 2023-01-01 2023-12-31
PRIME FINANCE PARTNERS IV LP P 2023-01-01 2023-12-31
WICKAPOGUE OPPORTUNITY FUND LP P 2023-01-01 2023-12-31
(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 1,927,005   1,535,547 391,458
b 195,074   144,284 50,790
c     46,511 -46,511
d 150,000   30,719 119,281
e 17,439   13,312 4,127
18,295   11,702 6,593
8,654   8,194 460
295,300   206,250 89,050
325,074   232,806 92,268
1,374,724   1,051,720 323,004
    12,281 -12,281
33,231     33,231
    21,482 -21,482
20     20
2,654     2,654
    6,981 -6,981
253     253
    39,375 -39,375
35     35
24,317     24,317
3,792     3,792
    2,541 -2,541
    40,811 -40,811
    66,753 -66,753
3,604     3,604
199,050     199,050
43,313     43,313
3,310     3,310
    5,186 -5,186
    5,556 -5,556
25,440     25,440
25,487     25,487
8,465     8,465
361,586     361,586
    90 -90
3,773     3,773
59,453     59,453
    20,939 -20,939
197     197
1,020     1,020
    99 -99
529     529
    4,943 -4,943
    4 -4
    5,690 -5,690
8,407     8,407
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       391,458
b       50,790
c       -46,511
d       119,281
e       4,127
      6,593
      460
      89,050
      92,268
      323,004
      -12,281
      33,231
      -21,482
      20
      2,654
      -6,981
      253
      -39,375
      35
      24,317
      3,792
      -2,541
      -40,811
      -66,753
      3,604
      199,050
      43,313
      3,310
      -5,186
      -5,556
      25,440
      25,487
      8,465
      361,586
      -90
      3,773
      59,453
      -20,939
      197
      1,020
      -99
      529
      -4,943
      -4
      -5,690
      8,407
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 1,605,725
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 27,845
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 27,845
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 27,845
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 57,497
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,497
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 29,652
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow29,652 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, 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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowANDERSON FINANCIAL CORPORATION Telephone no.right arrow (725) 224-0300

Located atright arrow121 E WARM SPRINGS ROADLAS VEGASNV ZIP+4right arrow891194101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ERIN J ANDERSON CEO/PRESIDENT
40.00 		263,000 28,818 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 235,000
121 E WARM SPRINGS ROAD
LAS VEGAS,NV89119
ICG ADVISORS INVESTMENT CONSULTANT 110,133
11111 SANTA MONICA BLVD STE 2100
LOS ANGELES,CA900253355
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
36,736,311
b
Average of monthly cash balances.......................
1b
3,187,445
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
39,923,756
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
39,923,756
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
598,856
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,324,900
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,966,245
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
1,966,245
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,845
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
956
c
Add lines 2a and 2b............................
2c
28,801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,937,444
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,937,444
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
1,937,444
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
2,002,635
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,002,635
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,937,444
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,932,736
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,002,635
a Applied to 2022, but not more than line 2a 1,932,736
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 2023 distributable amount..... 69,899
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,867,545
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

CHILDRENS FUND INCORPORATED

348 W HOSPITALITY LANE 110
SAN BERNARDINO,CA92408 		N/A PC TO HELP AT-RISK CHILDREN IMPROVE THEIR HEALTH & WELFARE. 600,000

OLIVE CREST OF NEVADA

4285 N RANCHO DRIVE SUITE 160
LAS VEGAS,NV89130 		N/A PC TO PREVENTING CHILD ABUSE BY STRENGTHENING, EQUIPPING, AND RESTORING CHILDREN AND FAMILIES IN CRISIS ONE LIFE AT A TIME. 300,000

OPERATION UNDERGROUND RAILROAD INC

PO BOX 57338
SALT LAKE CITY,UT84157 		N/A PC TO BRING FREEDOM AND HEALING TO TRAFFICKED AND EXPOITED CHILDREN 205,000

COMMUNITY ACTION AGAINST RAPE

801 S RANCHO DR STE C3
LAS VEGAS,NV89106 		N/A PC TO SUPPORTING VICTIM-SURVIVORS OF SEXUAL VIOLENCE AND HUMAN TRAFFICKING 100,000

MARY'S PATH

18221 E 17TH STREET
SANTA ANA,CA92705 		N/A PC EMPOWERS VULNERABLE TEEN MOTHERS IN FOSTER CARE AND THEIR BABIES TO CREATE LIVES OF DIGNITY, HOPE AND SELF-SUFFICIENCY. 75,000

FREEDOM WRITER'S FOUNDATION

PO BOX 41505
LONG BEACH,CA90853 		N/A PC INSPIRE YOUNG, UNDERPRIVILEGED STUDENTS TO SUCCEED 50,000

GIRLS WITH IMPACT INC

15 E PUTNAM AVENUE 276
GREENWICH,CT06830 		N/A PC TO LEVEL THE PLAYING FIELD FOR ALL WOMEN IN BUSINESS & BEYOND BY EQUIPPING THEM WITH THE SKILLS, CONFIDENCE, AND NETWORK TO BE TOMORROWS LEADERS, INNOVATORS, AND ENTREPRENEURS. 50,000

NATIONAL WILD TURKEY FEDERATION INC

770 AUGUSTA RD
EDGEFIELD,SC29824 		N/A PC TO THE CONSERVE THE WILD TURKEY AND PRESERVE OF OUR HUNTING HERITAGE. 42,000

ACTION IN AFRICA INC

PO BOX 3853
ASPEN,CO81611 		N/A PC PROVIDES COMMUNITY DEVELOPMENT WHILE INCREASING THE ACCESSIBILITY, AFFORDABILITY AND QUALITY OF EDUCATION IN UGANDA. 25,000

ATHLETES & ENTERTAINERS FOR KIDS

14340 BOLSA CHICA RD
WESTMINSTER,CA92683 		N/A PC TO EDUCATE AND MENTOR THE YOUTH OF AMERICA 25,000

PURE GAME

22372 WOODBLUFF ROAD
LAKE FOREST,CA92630 		N/A PC TO PROVIDING IMPACTFUL PROGRAMS FOR CHILDREN, FOCUSING ON FOSTERING SELF-ESTEEM AND MENTAL HEALTH 25,000

INSTITUTE FOR SHIPBOARD EDUCATION

2243 CENTRE AVENUE SUITE 300
FORT COLLINS,CO80526 		N/A PC ADMINISTERS THE SEMESTER AT SEA STUDY ABROAD PROGRAM IN CONJUNCTION WITH COLORADO STATE UNIVERSITY 12,000

FOREVER FOOTPRINTS (ORANGE COUNTY WALK TO REMEMBER)

PO BOX 421
ORANGE,CA92856 		N/A PC AN ANNUAL EVENT FOR PARENTS, SIBLINGS, LOVED ONES, AND FRIENDS TO WALK IN REMEMBRANCE OF THEIR CHILDREN AND TO CELEBRATE THEIR LIVES 11,000

I PADRINI DI ANTONELLOS

1611 W SUNFLOWER AVE
SANTA ANA,CA92704 		N/A PC TO HELPING CHALLENGED CHILDREN WITH PHYSICAL, EMOTIONAL, COMMUNICATION, LEARNING, SOCIAL, AND BEHAVIORAL NEEDS 10,000

LAURA'S HOUSE

33 JOURNEY STE 150
ALISO VIEJO,CA92656 		N/A PC TO OFFER SHELTER LEGAL AND COUNSELING SERVICES TO END THE CYCLE OF DOMESTIC VIOLENCE 10,000

CHAPMAN UNIVERSITY ATHLETICS

ONE UNIVERSITY DRIVE
ORANGE,CA92866 		N/A PC TO SUPPORT UNIVERSITY ATHLETIC TENNIS CENTER. 7,500

CAMP KESEM NATIONAL

440 N BRRANCA AVE 2273
LOS ANGELES,CA91723 		N/A PC TO SUPPORT CHILDREN THROUGH AND BEYOND A PARENT'S CANCER WITH INNOVATIVE, FUN-FILLED PROGRAMS THAT FOSTER A LASTING COMMUNITY. 5,000

COVENANT HOUSE

461 EIGHTH AVENUE
NEW YORK,NY10001 		N/A PC PROVIDES SANCTUARY AND SUPPORT FOR YOUTH EXPERIENCING HOMELESSNESS 5,000

FREEDOM ALLIANCE

25 W PICCADILLY STREET
WINCHESTER,VA22601 		N/A PC HONORING AND SUPPORTING AMERICA'S WOUNDED SERVICE MEMBERS, COMBAT VETERANS AND MILITARY FAMILIES 5,000

FUNDAMENTAL HEATH

571 HYGEIA AVE C
ENCINITAS,CA92024 		N/A PC TO HELP INDIVIDUALS IN NEED ACCESS THE MENTALHEALTHCARE 5,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA90088 		N/A PC TO ADVANCE SOCIAL JUSTICE 5,000

TONYS TREEHOUSE

3615 TILLMONT WAY
SANTA ROSA,CA95403 		N/A PC CONTINUING THE COMPASSIONATE SPIRIT OF TONY MARTINEZ BY UNITING FAMILY, FRIENDS AND COMMUNITY WHO ARE DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR FAMILIES IN NEED 5,000

ANGELMAN SYNDROME FOUNDATION INC

3015 E NEW YORK ST A2-285
AURORA,IL60504 		N/A PC TO ADVANCE THE AWARENESS AND TREATMENT OF ANGELMAN SYNDROME THROUGH EDUCATION AND INFORMATION, RESEARCH, AND SUPPORT FOR INDIVIDUALS WITH ANGELMAN SYNDROME, THEIR FAMILIES AND OTHER CONCERNED PARTIES. 2,500

SUPPORT THE ENLISTED PROJECT

9915 BUSINESSPARK AVE SUITE A
SAN DIEGO,CA92131 		N/A PC TO DISTRIBUTE ESSENTIAL ITEMS TO MILITARY PERSONNEL 1,000

SUSAN G KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		N/A PC TO SAVE LIVES BY MEETING THE MOST CRITICAL NEEDS IN OUR COMMUNITIES AND INVESTING IN BREAKTHROUGH RESEARCH TO PREVENT AND CURE BREAST CANCER 200
Total .................................right arrow 3a 1,581,200
bApproved for future payment

OLIVE CREST
2130 E FOURTH STREET SUITE 200
SANTA ANA,CA92705 		N/A PC TO PREVENTING CHILD ABUSE BY STRENGTHENING, EQUIPPING, AND RESTORING CHILDREN AND FAMILIES IN CRISIS ONE LIFE AT A TIME. 200,000

ACTION IN AFRICA INC
PO BOX 3853
ASPEN,CO81611 		N/A PC PROVIDES COMMUNITY DEVELOPMENT WHILE INCREASING THE ACCESSIBILITY, AFFORDABILITY AND QUALITY OF EDUCATION IN UGANDA. 50,000
Total ................................. right arrow 3b 250,000
Form 990-PF (2023)
Form 990-PF (2023)
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 87  
4 Dividends and interest from securities ....     14 967,609  
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 1,605,725  
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 12,405      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 12,405 2,573,421 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,585,826
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 78,300 21,605   47,488

TY 2023 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 2,774,165 2,774,165
VARIOUS - NORTHERN TRUST-AMI LARGE 1,775,099 1,775,099
VARIOUS - RBC (GBP) 1,153,121 1,153,121
VARIOUS - NORTHERN TRUST-WCM 1,749,676 1,749,676

TY 2023 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 II, LP FMV 331,285 331,285
137 VENTURES III, LP FMV 713,934 713,934
138 VENTURES IV, LP FMV 64,191 64,191
137 VENTURES, LP FMV 41,183 41,183
AG CREDIT SOLUTIONS II FMV 416,831 416,831
AG ENERGY PARTNERS II, LP FMV 15,259 15,259
AG ENERGY PARTNERS IV, LP FMV 628 628
ANDALUSIAN CREDIT PARTNERS LLC FMV 9,171 9,171
ARES ACOF ASIA FUND, LP FMV 68,372 68,372
ARES ACOF ASIA FUND III, LP FMV 1,458 1,458
ARES ACOF FUND IV, LP FMV 98,098 98,098
ARES ACOF FUND V, LP FMV 494,391 494,391
ARES CORPORATE OPP FUND II, LP FMV 117,210 117,210
ASCOF III BLOCKER, LP FMV 266,420 266,420
AVERILL FUND, LTD FMV 992,305 992,305
BEACH POINT STRATEGIC FUND, LTD FMV 384,466 384,466
BEACH POINT STRATEGIC OFFSHORE FUND, LTD FMV 1,088,181 1,088,181
BLS GLOBAL EQUITIES, LLC FMV 1,751,563 1,751,563
BLUMBERG CAPITAL II, LP FMV 431,006 431,006
BLUMBERG CAPITAL III, LP FMV 482,672 482,672
BLUMBERG CAPITAL IV, LP FMV 413,909 413,909
BLUMBERG CAPITAL V, LP FMV 302,520 302,520
BRIGHTSTAR CAPITAL PARTNERS FUND I FMV 55,324 55,324
BRIGHTSTAR CAPITAL PARTNERS FUND II FMV 321,036 321,036
BRIGHTSTAR CAPITAL PARTNERS MERIDIAN, LP FMV 139,390 139,390
BRIGHTSTAR CAPITAL PARTNERS REPLAY, LP FMV 64,229 64,229
BRIGHTSTAR CAPITAL PARTNERS STRATEGIC FUND I FMV 83,618 83,618
CALEDONIA CO-INVEST OFFSHORE FUND, LP FMV 579,151 579,151
CALEDONIA FUND, LTD FMV 967,489 967,489
CANYON LAUREL INVESTMENT FUND CAYMAN (B), LP FMV 23,758 23,758
CRG PARTNERS III (CAYMAN) HOLDINGS, LP FMV 164,869 164,869
CRG PARTNERS IV CAYMAN LEVERED, LP FMV 349,114 349,114
ECHO STREET GOOD CO SELECT II, LP FMV 2,611,218 2,611,218
FIR TREE GLOBAL CREDIT CONVEXITY FUND, LP FMV 655,042 655,042
FORMATION8 PARTNERS FUND, LP FMV 386,533 386,533
GATEWOOD CAPITAL OPPORTUNITY FUND II, LP FMV 152,532 152,532
GATEWOOD CAPITAL OPPORTUNITY FUND, LP FMV 438,215 438,215
GATEWOOD ICG INVESTORS, LLC FMV 22,874 22,874
HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 1,542,624 1,542,624
ICG CORE SCI HOLDINGS LP FMV 235,648 235,648
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A, LP FMV 896,843 896,843
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III, LP FMV 480,962 480,962
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV, LP FMV 617,157 617,157
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI, LP FMV 283,836 283,836
IVY HILL MIDDLE MKT CREDIT FUND V, LTD FMV 1,244,982 1,244,982
KUVARI FOCUS FUND LIMITED FMV 1,683,245 1,683,245
LAZARD COHERENCE LONG/SHORT CREDIT FUND, LTD FMV 1,066,137 1,066,137
MONITOR VENTURE PARTNERS I, L.P. FMV 6,921 6,921
MONITOR VENTURE PARTNERS I-A, L.P. FMV 4,064 4,064
NEXUS SPECIAL SITUATIONS II (CAYMAN), LP FMV 247,045 247,045
NEXUS SPECIAL SITUATIONS III (CAYMAN), LP FMV 250,864 250,864
PRAESIDIAN CAPITAL BRIDGE FUND, LP FMV 207,467 207,467
PRAESIDIAN CAPITAL EUROPE I-B, LP FMV 49,162 49,162
PRAESIDIAN CAPITAL III, LP FMV 135,749 135,749
PRIME FINANCE CMBS B-PIECE FUND I, LP FMV 433,898 433,898
PRIME FINANCE LONG DURATION (B-PIECE) II, LP FMV 481,917 481,917
PRIME FINANCE LONG DURATION (B-PIECE) III, LP FMV 327,484 327,484
PRIME FINANCE PARTNERS IV, LP FMV 453 453
PRIME FINANCE PARTNERS V, LP FMV 34,052 34,052
PRIME FINANCE PARTNERS VI, LP FMV 117,426 117,426
PRIME FINANCE PARTNERS VII, LP FMV 419,524 419,524
PRIME FINANCE PARTNERS VIII, LP FMV 267,017 267,017
PRIME FINANCE SPEC SITUATIONS 2020 AGELLAN CO INVEST LP FMV 301,342 301,342
PRIME FINANCE SPEC SITUATIONS 2020 FUND, LP FMV 305,527 305,527
REDMILE CAPITAL OFFSHORE FUND, LTD. FMV 635,775 635,775
RK MINE FINANCE FUND I, LTD FMV 822,683 822,683
SERONE EC2 FUND, LP FMV 6,505 6,505
SHEPHERD SELECT ASSET LTD FMV 8,426 8,426
SUVRETTA OFFSHORE FUND, LTD. FMV 186,661 186,661
VINEYARD VILLAGE FMV 99,000 99,000
WICKAPOGUE OPPORTUNITY FUND FMV 533,021 533,021

TY 2023 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 2,694 1,926 1,926


TY 2023 LegalFeesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 991 0   1,959


TY 2023 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 864 52   855
INVESTMENT EXPENSES - OTHER 117 117   0
MEALS 3,461 0   3,461
INSURANCE 1,196 275   915
LICENSE AND FEES 370 0   370
OUTSIDE SERVICE 0 0   293
OTHER EXPENSES - FROM K-1S 176,366 176,366   0
PAYROLL SERVICE FEE 708 163   545


TY 2023 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 12,405   12,405


TY 2023 OtherIncreasesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Description Amount
UNREALIZED GAIN ON ASSETS 1,630,746


TY 2023 OtherLiabilitiesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 86,000 124,000


TY 2023 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 155,955 155,955   0
INVESTMENT EXPENSE 7,461 7,461   0
ACCOUNTING MANAGEMENT SERVICES 159,000 111,300   70,500
PENSION/401(K) CONSULTING 12,309 2,831   9,213
INSURANCE - FIDUCIARY 19,000 0   19,000
OTHER EXPENSES 11 1   11


TY 2023 TaxesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECTION 4940 & 511 TAX EXPENSE 20,253 0   0
STATE FILING FEES 376 86   602
FOREIGN TAXES 12,985 12,985   0