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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$41,492,182
J 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 103 103  
4 Dividends and interest from securities... 1,292,213 1,292,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,881,784
b Gross sales price for all assets on line 6a 7,574,826
7 Capital gain net income (from Part IV, line 2)... 2,881,784
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)....... 9,132 0  
12 Total. Add lines 1 through 11........ 4,183,232 4,174,100  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 287,700 68,500   205,500
14 Other employee salaries and wages...... 27,258 0   25,960
15 Pension plans, employee benefits....... 17,598 10,064   32,723
16a Legal fees (attach schedule)......... 2,491 0   2,491
b Accounting fees (attach schedule)....... 34,352 8,364   25,060
c Other professional fees (attach schedule).... 410,098 320,514   77,515
17 Interest............... 8,521 8,521   0
18 Taxes (attach schedule) (see instructions)... 60,552 13,717   642
19 Depreciation (attach schedule) and depletion... 924 55  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,396 0   1,416
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 164,282 144,717   9,425
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,017,172 574,452   380,732
25 Contributions, gifts, grants paid....... 3,088,740 1,543,000
26 Total expenses and disbursements. Add lines 24 and 25 4,105,912 574,452   1,923,732
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 77,320
b Net investment income (if negative, enter -0-) 3,599,648
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,939,235 5,222,405 5,222,405
3 Accounts receivable right arrow94,783
Less: allowance for doubtful accounts right arrow   73,846 94,783 94,783
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.......... 124,535 58,293 58,293
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,452,061 Click to see attachment
List of Attached Documents:
// Content
9,923,295
9,923,295
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).......... 29,432,862 Click to see attachment
List of Attached Documents:
// Content
26,192,403
26,192,403
14 Land, buildings, and equipment: basis right arrow4,620
Less: accumulated depreciation (attach schedule) right arrow3,617 1,926 Click to see attachment
List of Attached Documents:
// Content
1,003
1,003
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,024,465 41,492,182 41,492,182
Liabilities 17 Accounts payable and accrued expenses.......... 128,114 146,300
18 Grants payable................. 236,343 1,782,083
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
124,000
Click to see attachment
List of Attached Documents:
// Content
127,000
23 Total liabilities (add lines 17 through 22)......... 488,457 2,055,383
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........... 39,536,008 39,436,799
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)..... 39,536,008 39,436,799
30 Total liabilities and net assets/fund balances (see instructions). 40,024,465 41,492,182
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
39,536,008
2
Enter amount from Part I, line 27a .....................
2
77,320
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
39,613,328
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
176,529
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,436,799
Form 990-PF (2024)
Form 990-PF (2024)
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 2024-01-01 2024-12-31
b AVERILL FUND P 2024-01-01 2024-12-31
c ASCOF III BLOCKKER, LP P 2024-01-01 2024-12-31
d CALEDONIA CO-INVEST OFFSHORE FUND, LP P 2024-01-01 2024-12-31
e CALEDONIA FUND, LTD P 2024-01-01 2024-12-31
KUVARI FOCUS FUND LIMITED P 2024-01-01 2024-12-31
CRG PARTNERS III (CAYMAN) HOLDINGS, LP P 2024-01-01 2024-12-31
CRG PARTNERS IV CAYMAN LEVERED, LP P 2024-01-01 2024-12-31
NEXUS SPECIAL SITUATIONS II (CAYMAN), LP P 2024-01-01 2024-12-31
NEXUS SPECIAL SITUATIONS III (CAYMAN), LP P 2024-01-01 2024-12-31
REDMILE CAPITAL OFFSHORE FUND, LTD P 2024-01-01 2024-12-31
RK MINE FINANCE FUND I LIMITED CLASS AB P 2024-01-01 2024-12-31
SERONE EC2 FUND, LP P 2024-01-01 2024-12-31
SUVRETTA OFFSHORE FUND, LTD P 2024-01-01 2024-12-31
SECTION 731(A) - AF V ENERGY I AIV A3 P 2024-01-01 2024-12-31
137 VENTURES II LP P 2024-01-01 2024-12-31
ACOF IV CWC AIV BLOCKED FEEDER LP P 2024-01-01 2024-12-31
ACOF IV ENERGY III DELAWARE FEEDER LP P 2024-01-01 2024-12-31
AG ENERGY PARTNERS II LP P 2024-01-01 2024-12-31
ARES CORPORATE OPPORTUNITIES FUND III LP P 2024-01-01 2024-12-31
ARES CORPORATE OPPORTUNITIES FUND IV LP P 2024-01-01 2024-12-31
ARIAS RESOURCE CAPITAL FUND II LP P 2024-01-01 2024-12-31
BCP AIV INVESTOR HOLDINGS-4 LP P 2024-01-01 2024-12-31
BCP STRATEGIC AIV INVESTOR HOLDINGS-3 LP P 2024-01-01 2024-12-31
BEACH POINT SCF XIV LP P 2024-01-01 2024-12-31
BLS GLOBAL EQUITIES LLC P 2024-01-01 2024-12-31
BLUMBERG CAPITAL II LP P 2024-01-01 2024-12-31
BLUMBERG CAPITAL III LP P 2024-01-01 2024-12-31
BLUMBERG CAPITAL IV LP P 2024-01-01 2024-12-31
BLUMBERG CAPITAL V LP P 2024-01-01 2024-12-31
BRIGHTSTAR CAPITAL PARTNERS FUND II LP P 2024-01-01 2024-12-31
BRIGHTSTAR CAPITAL PARTNERS REPLAY LP P 2024-01-01 2024-12-31
ECHO STREET GOODCO SELECT II LP P 2024-01-01 2024-12-31
FORMATION8 PARTNERS FUND I LP P 2024-01-01 2024-12-31
GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP P 2024-01-01 2024-12-31
ICG CORESCI HOLDINGS LP P 2024-01-01 2024-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP P 2024-01-01 2024-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP P 2024-01-01 2024-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP P 2024-01-01 2024-12-31
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP P 2024-01-01 2024-12-31
PRAESIDIAN CAPITAL BRIDGE FUND LP P 2024-01-01 2024-12-31
PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP P 2024-01-01 2024-12-31
PRIME FINANCE LONG DURATION B-PIECE II LP P 2024-01-01 2024-12-31
PRIME FINANCE PARTNERS IV LP P 2024-01-01 2024-12-31
PRIME FINANCE SPECIAL SITUATIONS 2020 FUND LP P 2024-01-01 2024-12-31
WICKAPOGUE OPPORTUNITY FUND LP P 2024-01-01 2024-12-31
731 GAINS (LOSSES) P 2024-01-01 2024-12-31
(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 3,063,390   1,516,549 1,546,841
b 200,000   120,931 79,069
c 300,151   156,589 143,562
d 221,213   208,658 12,555
e 100,000   108,482 -8,482
1,620,758   1,500,000 120,758
29,496   23,614 5,882
39,473   35,980 3,493
111,096   69,172 41,924
19,571   17,749 1,822
198,473   127,275 71,198
663,192   421,159 242,033
7,007   6,842 165
186,661   239,713 -53,052
    19,678 -19,678
    24,224 -24,224
41     41
4,228     4,228
    28,578 -28,578
23     23
191     191
    14,850 -14,850
28,063     28,063
55,964     55,964
11,395     11,395
104,779     104,779
203,915     203,915
    23,442 -23,442
19,072     19,072
    8,889 -8,889
29,333     29,333
17,213     17,213
5,021     5,021
6,381     6,381
    288 -288
240,112     240,112
33,982     33,982
    678 -678
11,850     11,850
2,824     2,824
24,006     24,006
23     23
3,132     3,132
    24 -24
947     947
11,850     11,850
    19,678 -19,678
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       1,546,841
b       79,069
c       143,562
d       12,555
e       -8,482
      120,758
      5,882
      3,493
      41,924
      1,822
      71,198
      242,033
      165
      -53,052
      -19,678
      -24,224
      41
      4,228
      -28,578
      23
      191
      -14,850
      28,063
      55,964
      11,395
      104,779
      203,915
      -23,442
      19,072
      -8,889
      29,333
      17,213
      5,021
      6,381
      -288
      240,112
      33,982
      -678
      11,850
      2,824
      24,006
      23
      3,132
      -24
      947
      11,850
      -19,678
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 2,881,784
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 50,035
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 50,035
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 50,035
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 31,652
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 36,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,652
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 17,617
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow17,617 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowNV
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
274,000 13,700 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 (2024)
Form 990-PF (2024)
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 197,001
121 E WARM SPRINGS ROAD
LAS VEGAS,NV89119
ICG ADVISORS INVESTMENT CONSULTANT 122,337
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 (2024)
Form 990-PF (2024)
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
36,505,700
b
Average of monthly cash balances.......................
1b
4,483,977
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
40,989,677
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
40,989,677
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
614,845
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,374,832
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,018,742
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
2,018,742
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
50,035
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
1,027
c
Add lines 2a and 2b............................
2c
51,062
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,967,680
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,967,680
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
1,967,680
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
1,923,732
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
1,923,732
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,967,680
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,867,545
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,923,732
a Applied to 2023, but not more than line 2a 1,867,545
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 2024 distributable amount..... 56,187
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
1,911,493
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACTION IN AFRICA IN

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

ANGELMAN SYNDROME FOUNDATION

3015 E NEW YORK STREET SUITE 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

CAMP KESEM

440 N BARRANCA AVE 2273
COVINA,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

CANDLELIGHTERS FOR CHILDHOOD CANCER

8990 SPANISH RIDGE AVENUE SUITE 100
LAS VEGAS,NV89148
N/A PC PROVIDES ASSISTANCE FOR CHILDREN AND THEIR FAMILIES AFFECTED BY CHILDHOOD CANCER. 25,000

CHILDRENS FUND INCORPORATED

348 W HOSPITALITY LANE 110
SAN BERNADINO,CA92408
N/A PC TO HELP AT-RISK CHILDREN IMPROVE THEIR HEALTH & WELFARE. 10,000

COVENANT HOUSE CALIFORNIA

1325 NORTH WESTERN AVENUE
HOLLYWOOD,CA90027
N/A PC PROVIDES SANCTUARY AND SUPPORT FOR YOUTH EXPERIENCING HOMELESSNESS 1,000

FOREVER FOOTPRINTS (ORANGE COUNTY WALK TO REMEMBER)

1944 TUSTIN ST SUITE 118
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 25,000

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

FREEDOM WRITERS FOUNDATION

PO BOX 41505
LONG BEACH,CA90853
N/A PC INSPIRE YOUNG, UNDERPRIVILEGED STUDENTS TO SUCCEED 25,000

FRIENDS OF LEAPS & BOUNDS PEDIATRIC THERAPY

PO BOX 6604
NORCO,CA92860
N/A PC PROVIDING THERAPIES FOR CHILDREN WITH DISABILITIES 10,000

FROST FUND INC

19088 GRANDVIEW AVE
YORBA LINDA AVE,CA92886
N/A PC PROVIDING HOPE AND RESOURCES TO ANIMALS AND THE PEOPLE PROTECTING THEM 1,000

FUNDAMENTAL HEALTH

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

GET SAFE

18122 NORWOOD PARK PLACE
TUSTIN,CA92780
N/A PC SAFETY TRAINING FOR COMMUNITIES AND ORGANIZATIONS 10,000

GO2 FOR LUNG CANCER

2033 K STREET NW SUITE 500
WASHINGTON,DC20817
N/A PC SUPPORT FOR PATIENTS, SURVIVORS AND CAREGIVERS 1,000

GOLDEN RETRIEVER RESCUE SOUTHERN NEVADA

7065 W ANN ROAD SUITE 130-656
LAS VEGAS,NV89130
N/A PC ANIMAL RESCUE 10,000

GRANT A GIFT AUTISM FOUNDATION

630 S RANCHO DRIVE STE D
LAS VEGAS,NV89106
N/A PC PROVIDE SUPPORT SERVICES FOR CHILDREN DIAGNOSED WITH AUTISM SPECTRUM DISORDER 10,000

HORSES 4 HEROES INC

4780 W ANN ROAD SUITE 5-106
NORTH LAS VEGAS,NV89031
N/A PC PROVIDE SUPPORT FOR WELLNESS AND RESILIENCE PROGRAMS FOR VETERANS AND ACTIVE MILITARY 50,000

INNOCENCE RESCUE MISSION INC

PO BOX 70
RATHDRUM,ID83858
N/A PC PROTECT AND PRESERVE THE INNOCENCE OF CHILDREN IN THE UNITED STATES 250,000

INSTITUTE FOR SHIPBOARD EDUCATION

POBOX 842945
DALLAS,TX75284
N/A PC ADMINISTERS THE SEMESTER AT SEA STUDY ABROAD PROGRAM IN CONJUNCTION WITH COLORADO STATE UNIVERSITY 5,000

JDRF INTERNATIONAL

4343 E CAMELBACK RD STE 100
PHOENIX,AZ85018
N/A PC FINDING A CURE FOR TYPE 1 DIABETES 10,000

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC

6250 FOREST LAWN DRIVE
LOS ANGELES,CA90068
N/A PC PREPARING YOUNG PEOPLE FOR FUTURE ECONOMIC SUCCESS 15,000

LAURA'S HOUSE

33 JOURNEY STE 150
ALISO VIEJO,CA92650
N/A PC TO OFFER SHELTER LEGAL AND COUNSELING SERVICES TO END THE CYCLE OF DOMESTIC VIOLENCE 10,000

LAUREL HOUSE INC

1 HOPE DRIVE
TUSTIN,CA92782
N/A PC PROVIDING HOUSING AND SUPPORT FOR AT-RISK TEENS 5,000

OLIVE CREST

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. 500,000

OLIVE CREST

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. 200,000

ONCE UPON A ROOM INC

4926 OAKWOOD AVE
LA CANADA FLINTRIDGE,CA91011
N/A PC ENHANCING THE HOSPITAL EXPERIENCE FOR CHILDREN 10,000

OUR RESCUE

PO BOX 57338
SALT LAKE CITY,UT84157
N/A PC FIGHTING AGAINST SEX TRAFFICKING AND SEXUAL EXPLOITATION AROUND THE GLOBE 5,000

POWER2PARENT

6670 S TENAYA WAY SUITE 190
LAS VEGAS,NV89113
N/A PC TO EMPOWER EVERY PARENT WITH THE TOOLS AND SUPPORT TO CONFIDENTLY GUIDE THEIR CHILD'S CARE AND EDUCATION 160,000

RED BUCKET EQUINE RESCUE

2885 ENGLISH RD
CHINO HILLS,CA91709
N/A PC TO SAVE AND REHABILITATE HOURSES 10,000

RONALD MCDONALD HOUSE

2323 POTOSI ST
LAS VEGAS,NV89146
N/A PC PROVIDE A SUPPORTIVE HOME AWAY FROM HOME FOR FAMILIES AND CHILDREN WHO ARE RECEIVING INPATIENT OR OUTPATIENT MEDICAL TREATMENT 15,000

SHATTERPROOF

101 MERRITT 7 CORPORATE PARK FIRST
FLOOR
NORWALK,CT06851
N/A PC REVERSING THE ADDICTION CRISIS IN THE US 2,500

SUCCESSFUL SURVIVORS FOUNDATION INC

PO BOX 13175
NEWPORT BEACH,CA92658
N/A PC HELP SURVIVORS OF TRAMA 25,000

TARA'S CHANCE

219 E CLAIRE AVE
FULLERTON,CA92835
N/A PC PROMOTING THE PHYSICAL, COGNITIVE, AND SOCIAL WELL-BEING OF THOSE WITH SPECIAL NEEDS THROUGH EQUINE ASSISTED ACTIVITES 50,000

THE JUST ONE PROJECT

1401 N DECATUR BLVD STE 34
LAS VEGAS,NV89108
N/A PC INPIRING PEOPLE TO GET INVOLVED AND GIVE BACK TO THEIR COMMUNITY 15,000

THE LITERACY PROJECT FOUNDATION

525 SUPERIOR AVENUE
NEWPORT BEACH,CA92663
N/A PC ADDRESSING ILLITERACY AT ITS EARLIEST STAGE BY TEACHING AT-RISK SECOND-GRADERS HOW TO READ 20,000

THREE SQUARE

4190 N PECOS RD
LAS VEGAS,NV89115
N/A PC FOOD BANK AND SOUTHERN NEVADA'S LARGEST HUNGER-RELIEF ORGANIZATION 10,000

TONYS TREEHOUSE

668 N COAST HWY 112
LAGUNA BEACH,CA92651
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
Total .................................right arrow 3a 1,543,000
bApproved for future payment

ACTION IN AFRICA INC
PO BOX 3853
ASPEN,CO81611
N/A PC HUMAN SERVICES 25,000

OLIVE CREST
4285 N RANCHO DRIVE SUITE 160
LAS VEGAS,NV89130
N/A PC HUMAN SERVICES 2,000,000
Total ................................. right arrow 3b 2,025,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 103  
4 Dividends and interest from securities ....     14 1,292,213  
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 2,881,784  
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 9,132      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 9,132 4,174,100 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,183,232
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 34,352 8,364   25,060

TY 2024 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 3,133,394 3,133,394
VARIOUS - NORTHERN TRUST-AMI LARGE 2,952,352 2,952,352
NORTHERN TRUST - 5821 1,997,901 1,997,901
VARIOUS - NORTHERN TRUST-WCM 1,839,648 1,839,648

TY 2024 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 598,608 598,608
137 VENTURES III, LP FMV 819,688 819,688
138 VENTURES IV, LP FMV 446,080 446,080
137 VENTURES, LP FMV 68,752 68,752
AG CREDIT SOLUTIONS II FMV 424,768 424,768
ANDALUSIAN CREDIT PARTNERS LLC FMV 219,420 219,420
ARES CORPORATE OPP FUND III FMV 887 887
ARES CORPORATE OPP FUND IV FMV 81,839 81,839
ARES CORPORATE OPP FUND V FMV 467,583 467,583
ARES CORPORATE OPPORTUNTIES FUND FMV 42,547 42,547
ARIAS RESOURCE CAPITAL FUND II, LP FMV 109,726 109,726
AVERILL FUND, LTD FMV 958,077 958,077
BEACH POINT STRATEGIC OFFSHORE FUND, LTD FMV 1,231,035 1,231,035
BLS GLOBAL EQUITIES, LLC FMV 2,263,085 2,263,085
BLUMBERG CAPITAL II, LP FMV 270,563 270,563
BLUMBERG CAPITAL III, LP FMV 444,469 444,469
BLUMBERG CAPITAL IV, LP FMV 392,473 392,473
BLUMBERG CAPITAL V, LP FMV 373,073 373,073
BRIGHTSTAR CAPITAL PARTNERS FUND I FMV 29,083 29,083
BRIGHTSTAR CAPITAL PARTNERS FUND II FMV 326,166 326,166
BRIGHTSTAR CAPITAL PARTNERS MERIDIAN, LP FMV 247,765 247,765
BRIGHTSTAR CAPITAL PARTNERS REPLAY, LP FMV 19,740 19,740
BRIGHTSTAR CAPITAL PARTNERS STRATEGIC FUND I FMV 74,507 74,507
CALEDONIA CO-INVEST OFFSHORE FUND, LP FMV 515,089 515,089
CALEDONIA FUND, LTD FMV 1,014,811 1,014,811
CANYON LAUREL INVESTMENT FUND CAYMAN (B), LP FMV 12,821 12,821
CRG PARTNERS III (CAYMAN) HOLDINGS, LP FMV 98,974 98,974
CRG PARTNERS IV CAYMAN LEVERED, LP FMV 493,774 493,774
FIR TREE GLOBAL CREDIT CONVEXITY FUND, LP FMV 626,146 626,146
FORMATION8 PARTNERS FUND, LP FMV 291,150 291,150
GATEWOOD CAPITAL OPPORTUNITY FUND II, LP FMV 172,989 172,989
GATEWOOD CAPITAL OPPORTUNITY FUND, LP FMV 381,012 381,012
GATEWOOD ICG INVESTORS, LLC FMV 1,925 1,925
HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 1,603,161 1,603,161
ICG CORE SCI HOLDINGS LP FMV 105,940 105,940
INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A, LP FMV 944,623 944,623
INDUSTRY VENTURES PARTNERSHIP HOLDINGS III, LP FMV 423,113 423,113
INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV, LP FMV 601,694 601,694
INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI, LP FMV 350,743 350,743
INFORMATIC CAPITAL ONSHORE FUND LP FMV 1,259,280 1,259,280
IVY HILL MIDDLE MKT CREDIT FUND V, LTD FMV 1,244,982 1,244,982
LAZARD COHERENCE LONG/SHORT CREDIT FUND, LTD FMV 1,152,871 1,152,871
MONITOR VENTURE PARTNERS I, L.P. FMV 6,050 6,050
MONITOR VENTURE PARTNERS I-A, L.P. FMV 4,064 4,064
NEXUS SPECIAL SITUATIONS II (CAYMAN), LP FMV 186,216 186,216
NEXUS SPECIAL SITUATIONS III (CAYMAN), LP FMV 402,434 402,434
PRAESIDIAN CAPITAL BRIDGE FUND, LP FMV 102,282 102,282
PRAESIDIAN CAPITAL III, LP FMV 129,916 129,916
PRIME FINANCE CMBS B-PIECE FUND I, LP FMV 400,980 400,980
PRIME FINANCE LONG DURATION (B-PIECE) II, LP FMV 470,295 470,295
PRIME FINANCE LONG DURATION (B-PIECE) III, LP FMV 537,627 537,627
PRIME FINANCE PARTNERS V, LP FMV 24,815 24,815
PRIME FINANCE PARTNERS VI, LP FMV 83,223 83,223
PRIME FINANCE PARTNERS VII, LP FMV 272,979 272,979
PRIME FINANCE PARTNERS VIII, LP FMV 504,006 504,006
PRIME FINANCE SPEC SITUATIONS 2020 AGELLAN CO INVEST LP FMV 311,793 311,793
PRIME FINANCE SPEC SITUATIONS 2020 FUND, LP FMV 260,225 260,225
REDMILE CAPITAL OFFSHORE FUND, LTD. FMV 335,079 335,079
RK MINE FINANCE FUND I, LTD FMV 185,472 185,472
SHEPHERD SELECT ASSET LTD FMV 11,501 11,501
VINEYARD VILLAGE FMV 107,219 107,219
WICKAPOGUE OPPORTUNITY FUND FMV 651,195 651,195

TY 2024 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 3,617 1,003 1,003


TY 2024 LegalFeesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,491 0   2,491


TY 2024 OtherDecreasesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Description Amount
UNREALIZED LOSS ON ASSETS 176,529


TY 2024 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 1,319 79   1,304
INVESTMENT EXPENSES - OTHER 16 0   0
MEALS 1,460 0   2,343
INSURANCE 13,652 274   925
OTHER EXPENSES - FROM K-1S 144,133 144,133   0
PAYROLL SERVICE FEE 0 181   291
OFFICE EXPENSES 3,702 50   4,562


TY 2024 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 9,132   9,132


TY 2024 OtherLiabilitiesSchedule
Name:
A GARY ANDERSON FAMILY FOUNDATION
EIN:
27-1878882
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 124,000 127,000


TY 2024 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 170,808 170,808   0
INVESTMENT EXPENSE 8,291 8,307   0
ACCOUNTING MANAGEMENT SERVICES 197,001 137,901   48,150
PENSION/401(K) CONSULTING 15,210 3,498   11,365
INSURANCE - FIDUCIARY 18,000 0   18,000
OTHER EXPENSES 788 0   0


TY 2024 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 45,858 0   0
STATE FILING FEES 1,269 292   642
FOREIGN TAXES 13,425 13,425   0