A GARY ANDERSON FAMILY FOUNDATION A NEVADA NONPROFIT CORPORATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- A GARY ANDERSON FAMILY FOUNDATION A NEVADA NONPROFIT CORPORATION (EIN 27-1878882)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349105664
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:44:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271878882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A GARY ANDERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGAR | BusinessNameControlTxt |
| Phone | 7252240300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E WARM SPRINGS ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY S LARSON | PersonNm |
| Person Title | TREASURER/SECRETARY | PersonTitleTxt |
| Phone | 7252240300 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | LARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULISSA M QUIRK | PreparerPersonNm |
| PTIN | P00363149 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,897,133 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $274 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $274 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $913,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $913,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,336,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,343,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,336,783 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,894 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,267,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,250,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $224,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,759 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,759 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,047 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,890 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,917 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,099 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $769 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $330 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,433 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,585 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $406,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,138 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,301 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $39,301 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $847 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $51 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,977 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,900 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $189,937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,120,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $694,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $366,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,482,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,277,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $694,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,849,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,990,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,555,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,128,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,690,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,690,828 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $813,191 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,204,392 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $813,191 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $813,191 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,754 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,147 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,147 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,030,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,118,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,118,030 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,725,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,253,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,253,164 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,347 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,773 | LandEOYAmt |
| Land EOYFMV | $3,773 | LandEOYFMVAmt |
| Total Assets BOY | $43,104,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,897,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,897,133 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,031 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $108,870 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,914,177 | GrantsPayableBOYAmt |
| Grants Payable EOY | $588,256 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $193,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $223,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,214,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $920,126 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,889,944 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,977,007 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,889,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,977,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,104,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,897,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,889,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,990,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,096,990 | OtherIncreasesAmt |
| Subtotal | $46,977,007 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,977,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2021-12-31 | $3,283,721 | $1,618,925 | $1,664,796 | $1,664,796 |
| ASCOF III | P | 2021-01-01 | 2021-12-31 | $143,005 | $112,963 | $30,042 | $30,042 |
| BIENVILLE | P | 2021-01-01 | 2021-12-31 | $526,146 | $650,000 | -$123,854 | -$123,854 |
| CONTRARIAN | P | 2021-01-01 | 2021-12-31 | $630,741 | $850,000 | -$219,259 | -$219,259 |
| CRG III | P | 2021-01-01 | 2021-12-31 | $143,861 | $108,307 | $35,554 | $35,554 |
| CRG IV | P | 2021-01-01 | 2021-12-31 | $184,022 | $104,441 | $79,581 | $79,581 |
| NEXUS II | P | 2021-01-01 | 2021-12-31 | $707,862 | $250,630 | $457,232 | $457,232 |
| SERONE EC2 | P | 2021-01-01 | 2021-12-31 | $152,095 | $116,591 | $35,504 | $35,504 |
| SHEPHERD | P | 2021-01-01 | 2021-12-31 | $115 | -$115 | -$115 | |
| RBC GBP | P | 2021-01-01 | 2021-12-31 | $163 | -$163 | -$163 | |
| CLASS ACTION SETTLEMENTS | P | 2021-01-01 | 2021-12-31 | $960 | $960 | $960 | |
| AF V BD CAYMAN FEEDER LP | P | 2021-01-01 | 2021-12-31 | $984 | -$984 | -$984 | |
| SECTION 731(A) - INDUSTRY IV | P | 2021-01-01 | 2021-12-31 | $782 | -$782 | -$782 | |
| SECTION 731(A) - AG ENERGY | P | 2021-01-01 | 2021-12-31 | $3,584 | -$3,584 | -$3,584 | |
| SECTION 731(A) - PRIME III | P | 2021-01-01 | 2021-12-31 | $831 | $831 | $831 | |
| 137 VENTURES II LP | P | 2021-01-01 | 2021-12-31 | $57,382 | $57,382 | $57,382 | |
| 137 VENTURES III LP | P | 2021-01-01 | 2021-12-31 | $30,548 | $30,548 | $30,548 | |
| AG ENERGY PARTNERS LP | P | 2021-01-01 | 2021-12-31 | $5,317 | -$5,317 | -$5,317 | |
| AG ENERGY PARTNERS II LP | P | 2021-01-01 | 2021-12-31 | $9,271 | $9,271 | $9,271 | |
| AG ENERGY CREDIT OPPORTUNITIES OFFSHORE HOLDINGS IV LP | P | 2021-01-01 | 2021-12-31 | $732 | $732 | $732 | |
| ARES CORPORATE OPPORTUNITIES FUND ASIA LP | P | 2021-01-01 | 2021-12-31 | $44,853 | -$44,853 | -$44,853 | |
| ARES CORPORATE OPPORTUNITIES FUND III LP | P | 2021-01-01 | 2021-12-31 | $612 | $612 | $612 | |
| ARES CORPORATE OPPORTUNITIES FUND IV LP | P | 2021-01-01 | 2021-12-31 | $82,998 | $82,998 | $82,998 | |
| ACOF IV CWC AIV BLOCKED FEEDER LP | P | 2021-01-01 | 2021-12-31 | $7,563 | $7,563 | $7,563 | |
| ARES CORPORATE OPPORTUNITIES FUND V LP | P | 2021-01-01 | 2021-12-31 | $59,252 | $59,252 | $59,252 | |
| AF V ENERGY IV AIV 1B LP | P | 2021-01-01 | 2021-12-31 | $2,351 | -$2,351 | -$2,351 | |
| ARIAS RESOURCE CAPITAL FUND II LP | P | 2021-01-01 | 2021-12-31 | $55,374 | $55,374 | $55,374 | |
| BCP AIV INVESTOR HOLDINGS-5 LP | P | 2021-01-01 | 2021-12-31 | $52,696 | $52,696 | $52,696 | |
| BCP STRATEGIC AIV INVESTOR HOLDINGS-4 LP | P | 2021-01-01 | 2021-12-31 | $104,522 | $104,522 | $104,522 | |
| BLS GLOBAL EQUITIES LLC | P | 2021-01-01 | 2021-12-31 | $297,516 | $297,516 | $297,516 | |
| BLUMBERG CAPITAL II LP | P | 2021-01-01 | 2021-12-31 | $3,145 | $3,145 | $3,145 | |
| BLUMBERG CAPITAL III LP | P | 2021-01-01 | 2021-12-31 | $64,177 | $64,177 | $64,177 | |
| BLUMBERG CAPITAL IV LP | P | 2021-01-01 | 2021-12-31 | $84,833 | $84,833 | $84,833 | |
| CANYON LAUREL INVESTMENT FUND CAYMAN (B) LP | P | 2021-01-01 | 2021-12-31 | $15,960 | $15,960 | $15,960 | |
| ECHO STREET GOODCO SELECT II LP | P | 2021-01-01 | 2021-12-31 | $175,973 | $175,973 | $175,973 | |
| FORMATION8 PARTNERS FUND I LP | P | 2021-01-01 | 2021-12-31 | $8,508 | -$8,508 | -$8,508 | |
| GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP | P | 2021-01-01 | 2021-12-31 | $6,080 | $6,080 | $6,080 | |
| GATEWOOD ICG INVESTORS LLC | P | 2021-01-01 | 2021-12-31 | $70 | $70 | $70 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP | P | 2021-01-01 | 2021-12-31 | $126,527 | $126,527 | $126,527 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP | P | 2021-01-01 | 2021-12-31 | $236,231 | $236,231 | $236,231 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP | P | 2021-01-01 | 2021-12-31 | $45,918 | $45,918 | $45,918 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP | P | 2021-01-01 | 2021-12-31 | $8 | -$8 | -$8 | |
| PRAESIDIAN CAPITAL BRIDGE FUND LP | P | 2021-01-01 | 2021-12-31 | $6,131 | $6,131 | $6,131 | |
| PRIME FINANCE CMBS B-PIECE FUND I LP | P | 2021-01-01 | 2021-12-31 | $9,610 | $9,610 | $9,610 | |
| PRIME FINANCE LONG DURATION B-PIECE II LP | P | 2021-01-01 | 2021-12-31 | $36,884 | $36,884 | $36,884 | |
| MONITOR VENTURE PARTNERS I, LP | P | 2021-01-01 | 2021-12-31 | $715 | -$715 | -$715 | |
| MONITOR VENTURES PARTNERS I-A, LP | P | 2021-01-01 | 2021-12-31 | $1,557 | -$1,557 | -$1,557 | |
| PRAESIDIAN CAPITAL EUROPE I-B LP (PROFORMA) | P | 2021-01-01 | 2021-12-31 | $12,954 | -$12,954 | -$12,954 | |
| PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP | P | 2021-01-01 | 2021-12-31 | $108,473 | -$108,473 | -$108,473 | |
| PRAESIDIAN ICG INVESTORS LLC | P | 2021-01-01 | 2021-12-31 | $44 | -$44 | -$44 | |
| PRIME FINANCE PARTNERS III LP | P | 2021-01-01 | 2021-12-31 | $4,201 | -$4,201 | -$4,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,336,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,346 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $66,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,346 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,921 | OverpaymentAmt |
| Applied To ES Tax | $64,921 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSON FINANCIAL CORPORATION | IndividualWithBooksNm |
| Phone | 7252240300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E WARM SPRINGS ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIN J ANDERSON | ||||||||
| 121 E WARM SPRINGS ROAD | LAS VEGAS | NV | 89119 | CEO/PRESIDENT | 40.00 | $224,000 | $12,928 | $0 |
| NANCY S LARSON | ||||||||
| 121 E WARM SPRINGS ROAD | LAS VEGAS | NV | 89119 | TREASURER/SECRETARY | 5.00 | $0 | $0 | $0 |
| AUSTIN G LASTINGER | ||||||||
| 121 E WARM SPRINGS ROAD | LAS VEGAS | NV | 89119 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANDERSON FINANCIAL CORPORATION | |||||
| 121 E WARM SPRINGS ROAD | LAS VEGAS | NV | 89119 | ACCOUNTING & MANAGEMENT | $227,000 |
| ICG ADVISORS | |||||
| 11111 SANTA MONICA BLVD STE 2100 | LOS ANGELES | CA | 900253355 | INVESTMENT | $99,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,799,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,433,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,233,455 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,233,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $693,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,539,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,276,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,276,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,425 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,328 | IncomeTaxAmt |
| Total Tax | $51,753 | TotalTaxAmt |
| Distributable Before Adj | $2,225,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,225,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,225,245 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,849,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,849,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,225,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,300,546 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,849,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,300,546 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,676,128 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | A GARY ANDERSON FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E WARM SPRINGS ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7252240300 | RecipientPhoneNum |
| Form And Info And Materials | OBTAIN APPLICATION FROM ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY, DISCRETIONARY GRANTS ARE MADE IN THE AREAS OF EDUCATION, HUMAN SERVICES, AND ARTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHAPMAN UNIVERSITY | ||||||||
| 333 N GLASSELL STREET | ORANGE | CA | 92866 | NONE | PC | TO SUPPORT UNIVERSITY ATHLETIC TENNIS CENTER. | $525,000 | |
| CREST EDUCATION CENTER INC | ||||||||
| 1527 E 4TH STREET | SANTA ANA | CA | 92701 | NONE | PC | TO PROVIDE THERAPY FOR STUDENTS AGES 5 TO 22 YEARS WITH MILD TO SEVERE DISABILITIES. | $50,000 | |
| INSTITUTE FOR SHIPBOARD EDUCATION | ||||||||
| COLORADO STATE UNIVERSITY CAMPUS | FORT COLLINS | CO | 80523 | NONE | PC | TO SUPPORT PREMIER GLOBAL STUDIES PROGRAMS. | $405,000 | DELIVERY 1587 |
| SENECA FAMILY OF AGENCIES | ||||||||
| 18302 IRVINE BLVD SUITE 300 | TUSTIN | CA | 92780 | NONE | PC | TO HELP PROVIDE THE NEEDS OF CHILDREN IN GROUP HOMES DURING THE MOST DIFFICULT TIMES OF THEIR LIVES. | $420,000 | |
| INSPIRING CHILDREN FOUNDATION | ||||||||
| 1101 COLORADO STREET | BOULDER CITY | NV | 89005 | NONE | PC | TO HELP AT-RISK CHILDREN IMPROVE THEIR MENTAL & EMOTIONAL HEALTH. | $10,000 | |
| TONY'S TREEHOUSE | ||||||||
| 668 NORTH COAST HWY 112 | LAGUNA BEACH | CA | 92651 | NONE | PC | TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN, YOUTH AND FAMILIES IN NEED. | $15,000 | |
| FOREVER FOOTPRINTS | ||||||||
| PO BOX 421 | ORANGE | CA | 92856 | NONE | PC | TO PROVIDE SUPPORT TO FAMILIES WHO HAVE SUFFERED A PREGNANCY OR INFANT LOSS. | $5,000 | |
| CHILDREN'S FUND INC | ||||||||
| 348 W HOSPITALITY LANE SUITE 110 | SAN BERNARDINO | CA | 92408 | NONE | PC | TO HELP AT-RISK CHILDREN IMPROVE THEIR HEALTH & WELFARE. | $10,000 | |
| SOUTHERN CALIFORNIA HOSPICE FOUNDATION | ||||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | NONE | PC | TO PROMOTE AWARENESS OF PALLIATIVE CARE AND HOSPICE OPTIONS FOR THE TERMINALLY ILL AND TO HELP EASE THE TRANSITION WITH COMFORT, DIGNITY AND RESPECT FOR THOSE AT THE END OF LIFE. | $10,000 | |
| PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL | ||||||||
| 45 EUREKA STREET | PASADENA | CA | 91103 | NONE | PC | TO PREPARE STUDENTS TO BE CULTURALLY INTELLIGENT AGENTS OF CHANGE SERVING DIVERSE COMMUNITIES IN THE FIELDS OF HUMAN DEVELOPMENT, EDUCATION & RELATED FAMILY STUDIES. | $25,000 | |
| I'PADRINI DI ANTONELLOS | ||||||||
| 1611 W SUNFLOWER AVENUE | SANTA ANA | CA | 92704 | NONE | PC | ADDRESS THE NEEDS OF CHILDREN DIAGNOSED WITH AUTISM, SIGNIFICANT COMMUNICATION, LEARNING, SOCIAL AND BEHAVIORAL NEEDS. | $5,000 | |
| NATIONAL CHARITY LEAGUE | ||||||||
| 35 PACIFIC MIST | NEWPORT BEACH | CA | 92657 | NONE | PC | TO SUPPORT MOTHER-DAUGHTER PROGRAMS THAT ORGANIZE VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. | $200 | |
| HOMERISE | ||||||||
| 20 JONES STREET STE 200 | SAN FRANCISCO | CA | 94102 | NONE | PC | TO HELP PROVIDE HOUSING SERVICES TO INDIVIDUALS, SENIORS, AND FAMILIES EXPERIENCING HOMELESSNESS TO HELP THEM RISE UP AND REBUILD THEIR LIVES. | $1,000 | |
| MOVEMBER | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | PC | GLOBAL CHARITY FOCUSED ON MEN'S HEALTH. | $500 | |
| DOGS ON DEPLOYMENT | ||||||||
| 970 W VALLEY PARKWAY BOX 667 | ESCONDIDO | CA | 92025 | NONE | PC | TO PROVIDE MILITARY PET CARE DURING THEIR SERVICE COMMITMENTS. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,482,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR SHIPBOARD EDUCATION | ||||||||
| COLORADO STATE UNIVERSITY CAMPUS | DELIVERY 1587 | FORT COLLINS | CO | 80523 | NONE | PC | TO SUPPORT PREMIER GLOBAL STUDIES PROGRAMS. | $200,000 |
| SENECA FAMILY OF AGENCIES | ||||||||
| 18302 IRVINE BLVD SUITE 300 | TUSTIN | CA | 92780 | NONE | PC | TO HELP PROVIDE THE NEEDS OF CHILDREN IN GROUP HOMES DURING THE MOST DIFFICULT TIMES OF THEIR LIVES. | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $913,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,336,783 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS TAXABLE INCOME FROM PASS-THROUGHS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,894 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,250,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,267,614 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX SERVICES | CategoryTxt |
| Amt | $62,433 | Amt |
| Net Investment Income | $42,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,585 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON COMMUNITY PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E WARM SPRINGS ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-01-01 | GrantDt |
| Grant | $33,030,318 | GrantAmt |
| Purpose Of Grant | ON JANUARY 1, 2019, THE A. GARY ANDERSON FAMILY FOUNDATION MADE AN ENDOWMENT GRANT OF 50% OF ITS NET ASSETS TO ANDERSON COMMUNITY PARTNERS TOTALING $33,030,318. ANDERSON COMMUNITY PARTNERS WAS ORGANIZED ON AUGUST 6, 2018 AS A NEVADA NONPROFIT CORPORATION TO PROVIDE GRANTS IN THE AREAS OF EDUCATION, HEALTH, AND CHILDREN'S FUTURES. | PurposeOfGrantTxt |
| Expended By Grantee | $1,449,714 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/31/22 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; HOWEVER, AN INDEPENDENT AUDIT WAS CONDUCTED FOR ANDERSON COMMUNITY PARTNERS FOR THE YEAR ENDED 12/31/2021 AND AN UNQUALIFIED OPINION WAS ISSUED. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS - NORTHERN TRUST-ACR | $2,530,051 | $2,530,051 |
| VARIOUS - NORTHERN TRUST-WCM | $2,014,663 | $2,014,663 |
| VARIOUS - NORTHERN TRUST-AMI LARGE | $2,163,617 | $2,163,617 |
| VARIOUS - RBC (GBP) | $409,699 | $409,699 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (64 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 137 VENTURES, LP | FMV | $26,708 | $26,708 |
| 137 VENTURES II, LP | FMV | $315,193 | $315,193 |
| 137 VENTURES III, LP | FMV | $749,123 | $749,123 |
| AG ENERGY PARTNERS II, LP | FMV | $388,022 | $388,022 |
| AG ENERGY CREDIT OPP OFFSHORE HOLDINGS IV, LP | FMV | $242,482 | $242,482 |
| ARES ACOF ASIA FUND, LP | FMV | $62,420 | $62,420 |
| ARES CORPORATE OPP FUND II, LP | FMV | $630 | $630 |
| ARES CORPORATE OPP FUND III | FMV | $24,653 | $24,653 |
| ARES ACOF FUND IV, LP | FMV | $253,799 | $253,799 |
| ARES ACOF FUND V, LP | FMV | $499,818 | $499,818 |
| ARIAS RESOURCE CAPITAL FUND II, LP | FMV | $324,561 | $324,561 |
| ASCOF III BLOCKER, LP | FMV | $647,869 | $647,869 |
| AVERILL FUND, LTD | FMV | $842,997 | $842,997 |
| BEACH POINT STRATEGIC FUND, LTD | FMV | $1,139,522 | $1,139,522 |
| BLS GLOBAL EQUITIES, LLC | FMV | $2,082,985 | $2,082,985 |
| BLUMBERG CAPITAL II, LP | FMV | $3,792,945 | $3,792,945 |
| BLUMBERG CAPITAL III, LP | FMV | $1,139,985 | $1,139,985 |
| BLUMBERG CAPITAL IV, LP | FMV | $615,315 | $615,315 |
| BLUMBERG CAPITAL V, LP | FMV | $198,950 | $198,950 |
| BRIGHTSTAR CAPITAL PARTNERS FUND I | FMV | $128,200 | $128,200 |
| BRIGHTSTAR CAPITAL PARTNERS FUND II | FMV | $93,019 | $93,019 |
| BRIGHTSTAR CAPITAL PARTNERS REPLAY, LP | FMV | $86,976 | $86,976 |
| BRIGHTSTAR CAPITAL PARTNERS STRATEGIC FUND I | FMV | $214,024 | $214,024 |
| CALEDONIA CO-INVEST OFFSHORE FUND, LP | FMV | $546,552 | $546,552 |
| CALEDONIA FUND, LTD | FMV | $534,238 | $534,238 |
| CANYON LAUREL INVESTMENT FUND CAYMAN (B), LP | FMV | $121,271 | $121,271 |
| CRG PARTNERS III (CAYMAN) HOLDINGS, LP | FMV | $351,326 | $351,326 |
| CRG PARTNERS IV CAYMAN LEVERED, LP | FMV | $76,016 | $76,016 |
| ECHO STREET GOOD CO SELECT II, LP | FMV | $3,027,507 | $3,027,507 |
| FORMATION8 PARTNERS FUND, LP | FMV | $579,296 | $579,296 |
| GATEWOOD CAPITAL OPPORTUNITY FUND, LP | FMV | $330,131 | $330,131 |
| GATEWOOD ICG INVESTORS, LLC | FMV | $36,277 | $36,277 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD | FMV | $1,599,883 | $1,599,883 |
| ICG CORE SCI HOLDINGS LP | FMV | $239,091 | $239,091 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A, LP | FMV | $1,606,755 | $1,606,755 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS III, LP | FMV | $814,214 | $814,214 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV, LP | FMV | $806,806 | $806,806 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI, LP | FMV | $46,934 | $46,934 |
| IVY HILL MIDDLE MKT CREDIT FUND V, LTD | FMV | $1,244,982 | $1,244,982 |
| KUVARI FOCUS FUND LIMITED | FMV | $1,874,184 | $1,874,184 |
| LAZARD COHERENCE LONG/SHORT CREDIT FUND, LTD | FMV | $968,401 | $968,401 |
| MONITOR VENTURE PARTNERS I, L.P. | FMV | $5,047 | $5,047 |
| MONITOR VENTURE PARTNERS I-A, L.P. | FMV | $4,063 | $4,063 |
| NEXUS SPECIAL SITUATIONS II (CAYMAN), LP | FMV | $309,309 | $309,309 |
| NEXUS SPECIAL SITUATIONS III (CAYMAN), LP | FMV | $33,716 | $33,716 |
| PRAESIDIAN CAPITAL BRIDGE FUND, LP | FMV | $181,558 | $181,558 |
| PRAESIDIAN CAPITAL EUROPE I-B, LP | FMV | $103,269 | $103,269 |
| PRAESIDIAN CAPITAL III, LP | FMV | $331,265 | $331,265 |
| REDMILE CAPITAL OFFSHORE FUND, LTD. | FMV | $1,138,211 | $1,138,211 |
| RK MINE FINANCE FUND I, LTD | FMV | $1,025,258 | $1,025,258 |
| SERONE EC2 FUND, LP | FMV | $523,081 | $523,081 |
| SHEPHERD INVESTMENTS - STARK FUND | FMV | $8,611 | $8,611 |
| SUVRETTA OFFSHORE FUND, LTD. | FMV | $1,606,456 | $1,606,456 |
| PRIME FINANCE CMBS B-PIECE FUND I, LP | FMV | $472,512 | $472,512 |
| PRIME FINANCE LONG DURATION (B-PIECE) II, LP | FMV | $549,277 | $549,277 |
| PRIME FINANCE LONG DURATION (B-PIECE) III, LP | FMV | $70,640 | $70,640 |
| PRIME FINANCE PARTNERS III, LP | FMV | $1,373 | $1,373 |
| PRIME FINANCE PARTNERS IV, LP | FMV | $26,236 | $26,236 |
| PRIME FINANCE PARTNERS V, LP | FMV | $35,060 | $35,060 |
| PRIME FINANCE PARTNERS VI, LP | FMV | $188,440 | $188,440 |
| PRIME FINANCE PARTNERS VII, LP | FMV | $517,262 | $517,262 |
| PRIME FINANCE SPEC SITUATIONS 2020 AGELLAN CO INVEST LP | FMV | $251,994 | $251,994 |
| PRIME FINANCE SPEC SITUATIONS 2020 FUND | FMV | $81,466 | $81,466 |
| VINEYARD VILLAGE | FMV | $115,000 | $115,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $4,620 | $847 | $3,773 | $3,773 |
| FURNITURE & FIXTURES | $1,500 | $1,500 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,099 | LegalFeesAmt |
| Net Investment Income | $769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $330 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $454 | $27 | $427 |
| INVESTMENT EXPENSES - OTHER | $76 | $76 | $0 |
| MEALS | $1,082 | $0 | $1,082 |
| INSURANCE | $30,771 | $6,462 | $24,399 |
| OUTSIDE SERVICE | $1,632 | $98 | $1,390 |
| OFFICE EXPENSE | $38 | $2 | $36 |
| OTHER EXPENSES - FROM K-1S | $183,272 | $183,272 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS TAXABLE INCOME FROM PASS-THROUGHS | Desc |
| Revenue And Expenses Per Books | $16,894 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $16,894 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON ASSETS | Desc |
| Amt | $3,096,990 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $193,000 | BOYBookValueAmt |
| EOY Book Value | $223,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEE | $159,187 | $159,187 | $0 |
| INVESTMENT EXPENSE | $7,685 | $7,685 | $0 |
| ACCOUNTING MANAGEMENT SERVICES | $212,000 | $148,400 | $63,300 |
| PENSION/401(K) CONSULTING | $11,688 | $2,455 | $9,038 |
| INSURANCE - FIDUCIARY | $16,000 | $11,200 | $4,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECTION 4940 TAX EXPENSE | $56,888 | $0 | $0 |
| SECTION 511 TAX EXPENSE | $487 | $0 | $0 |
| STATE FILING FEES | $150 | $150 | $0 |
| FOREIGN TAXES | $31,889 | $31,889 | $0 |