A GARY ANDERSON FAMILY FOUNDATION A NEVADA NONPROFIT CORPORATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- A GARY ANDERSON FAMILY FOUNDATION A NEVADA NONPROFIT CORPORATION (EIN 27-1878882)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349103970
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T19:43:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | ERIN J ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7252240300 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULISSA M QUIRK | PreparerPersonNm |
| PTIN | P00363149 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,492,182 | 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 | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,292,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,292,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,881,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,574,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,881,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,132 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,183,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,174,100 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $205,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,064 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,723 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,491 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,491 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,352 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $410,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $320,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,515 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,521 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,521 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,717 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $642 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $924 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $55 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,396 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,416 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,717 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,017,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $574,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $380,732 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,088,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,543,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,105,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $574,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,923,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,599,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,939,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,222,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,222,405 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $94,783 | AcctRcvblAmt |
| Acct Rcvbl BOY | $73,846 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $94,783 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $94,783 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $124,535 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,293 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,293 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,452,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,923,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,923,295 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,432,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,192,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,192,403 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,617 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,926 | LandBOYAmt |
| Land EOY | $1,003 | LandEOYAmt |
| Land EOYFMV | $1,003 | LandEOYFMVAmt |
| Total Assets BOY | $40,024,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,492,182 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,492,182 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,114 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $146,300 | AccountsPayableEOYAmt |
| Grants Payable BOY | $236,343 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,782,083 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $124,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $127,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $488,457 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,055,383 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,536,008 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,436,799 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,536,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,436,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,024,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,492,182 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,536,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,613,328 | SubtotalAmt |
| Other Decreases | $176,529 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,436,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 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 | 2024-01-01 | 2024-12-31 | $3,063,390 | $1,516,549 | $1,546,841 | $1,546,841 |
| AVERILL FUND | P | 2024-01-01 | 2024-12-31 | $200,000 | $120,931 | $79,069 | $79,069 |
| ASCOF III BLOCKKER, LP | P | 2024-01-01 | 2024-12-31 | $300,151 | $156,589 | $143,562 | $143,562 |
| CALEDONIA CO-INVEST OFFSHORE FUND, LP | P | 2024-01-01 | 2024-12-31 | $221,213 | $208,658 | $12,555 | $12,555 |
| CALEDONIA FUND, LTD | P | 2024-01-01 | 2024-12-31 | $100,000 | $108,482 | -$8,482 | -$8,482 |
| KUVARI FOCUS FUND LIMITED | P | 2024-01-01 | 2024-12-31 | $1,620,758 | $1,500,000 | $120,758 | $120,758 |
| CRG PARTNERS III (CAYMAN) HOLDINGS, LP | P | 2024-01-01 | 2024-12-31 | $29,496 | $23,614 | $5,882 | $5,882 |
| CRG PARTNERS IV CAYMAN LEVERED, LP | P | 2024-01-01 | 2024-12-31 | $39,473 | $35,980 | $3,493 | $3,493 |
| NEXUS SPECIAL SITUATIONS II (CAYMAN), LP | P | 2024-01-01 | 2024-12-31 | $111,096 | $69,172 | $41,924 | $41,924 |
| NEXUS SPECIAL SITUATIONS III (CAYMAN), LP | P | 2024-01-01 | 2024-12-31 | $19,571 | $17,749 | $1,822 | $1,822 |
| REDMILE CAPITAL OFFSHORE FUND, LTD | P | 2024-01-01 | 2024-12-31 | $198,473 | $127,275 | $71,198 | $71,198 |
| RK MINE FINANCE FUND I LIMITED CLASS AB | P | 2024-01-01 | 2024-12-31 | $663,192 | $421,159 | $242,033 | $242,033 |
| SERONE EC2 FUND, LP | P | 2024-01-01 | 2024-12-31 | $7,007 | $6,842 | $165 | $165 |
| SUVRETTA OFFSHORE FUND, LTD | P | 2024-01-01 | 2024-12-31 | $186,661 | $239,713 | -$53,052 | -$53,052 |
| SECTION 731(A) - AF V ENERGY I AIV A3 | P | 2024-01-01 | 2024-12-31 | $19,678 | -$19,678 | -$19,678 | |
| 137 VENTURES II LP | P | 2024-01-01 | 2024-12-31 | $24,224 | -$24,224 | -$24,224 | |
| ACOF IV CWC AIV BLOCKED FEEDER LP | P | 2024-01-01 | 2024-12-31 | $41 | $41 | $41 | |
| ACOF IV ENERGY III DELAWARE FEEDER LP | P | 2024-01-01 | 2024-12-31 | $4,228 | $4,228 | $4,228 | |
| AG ENERGY PARTNERS II LP | P | 2024-01-01 | 2024-12-31 | $28,578 | -$28,578 | -$28,578 | |
| ARES CORPORATE OPPORTUNITIES FUND III LP | P | 2024-01-01 | 2024-12-31 | $23 | $23 | $23 | |
| ARES CORPORATE OPPORTUNITIES FUND IV LP | P | 2024-01-01 | 2024-12-31 | $191 | $191 | $191 | |
| ARIAS RESOURCE CAPITAL FUND II LP | P | 2024-01-01 | 2024-12-31 | $14,850 | -$14,850 | -$14,850 | |
| BCP AIV INVESTOR HOLDINGS-4 LP | P | 2024-01-01 | 2024-12-31 | $28,063 | $28,063 | $28,063 | |
| BCP STRATEGIC AIV INVESTOR HOLDINGS-3 LP | P | 2024-01-01 | 2024-12-31 | $55,964 | $55,964 | $55,964 | |
| BEACH POINT SCF XIV LP | P | 2024-01-01 | 2024-12-31 | $11,395 | $11,395 | $11,395 | |
| BLS GLOBAL EQUITIES LLC | P | 2024-01-01 | 2024-12-31 | $104,779 | $104,779 | $104,779 | |
| BLUMBERG CAPITAL II LP | P | 2024-01-01 | 2024-12-31 | $203,915 | $203,915 | $203,915 | |
| BLUMBERG CAPITAL III LP | P | 2024-01-01 | 2024-12-31 | $23,442 | -$23,442 | -$23,442 | |
| BLUMBERG CAPITAL IV LP | P | 2024-01-01 | 2024-12-31 | $19,072 | $19,072 | $19,072 | |
| BLUMBERG CAPITAL V LP | P | 2024-01-01 | 2024-12-31 | $8,889 | -$8,889 | -$8,889 | |
| BRIGHTSTAR CAPITAL PARTNERS FUND II LP | P | 2024-01-01 | 2024-12-31 | $29,333 | $29,333 | $29,333 | |
| BRIGHTSTAR CAPITAL PARTNERS REPLAY LP | P | 2024-01-01 | 2024-12-31 | $17,213 | $17,213 | $17,213 | |
| ECHO STREET GOODCO SELECT II LP | P | 2024-01-01 | 2024-12-31 | $5,021 | $5,021 | $5,021 | |
| FORMATION8 PARTNERS FUND I LP | P | 2024-01-01 | 2024-12-31 | $6,381 | $6,381 | $6,381 | |
| GATEWOOD CAPITAL OPPORTUNITY FUND (CAYMAN) LP | P | 2024-01-01 | 2024-12-31 | $288 | -$288 | -$288 | |
| ICG CORESCI HOLDINGS LP | P | 2024-01-01 | 2024-12-31 | $240,112 | $240,112 | $240,112 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS II-A LP | P | 2024-01-01 | 2024-12-31 | $33,982 | $33,982 | $33,982 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS III LP | P | 2024-01-01 | 2024-12-31 | $678 | -$678 | -$678 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS IV LP | P | 2024-01-01 | 2024-12-31 | $11,850 | $11,850 | $11,850 | |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS VI LP | P | 2024-01-01 | 2024-12-31 | $2,824 | $2,824 | $2,824 | |
| PRAESIDIAN CAPITAL BRIDGE FUND LP | P | 2024-01-01 | 2024-12-31 | $24,006 | $24,006 | $24,006 | |
| PRAESIDIAN CAPITAL OPPORTUNITY FUND III LP | P | 2024-01-01 | 2024-12-31 | $23 | $23 | $23 | |
| PRIME FINANCE LONG DURATION B-PIECE II LP | P | 2024-01-01 | 2024-12-31 | $3,132 | $3,132 | $3,132 | |
| PRIME FINANCE PARTNERS IV LP | P | 2024-01-01 | 2024-12-31 | $24 | -$24 | -$24 | |
| PRIME FINANCE SPECIAL SITUATIONS 2020 FUND LP | P | 2024-01-01 | 2024-12-31 | $947 | $947 | $947 | |
| WICKAPOGUE OPPORTUNITY FUND LP | P | 2024-01-01 | 2024-12-31 | $11,850 | $11,850 | $11,850 | |
| 731 GAINS (LOSSES) | P | 2024-01-01 | 2024-12-31 | $19,678 | -$19,678 | -$19,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,881,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,035 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,035 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,652 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,617 | OverpaymentAmt |
| Applied To ES Tax | $17,617 | 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 | 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 | 891194101 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | $274,000 | $13,700 | $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 | $197,001 |
| ICG ADVISORS | |||||
| 11111 SANTA MONICA BLVD STE 2100 | LOS ANGELES | CA | 900253355 | INVESTMENT CONSULTANT | $122,337 |
| 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 | $36,505,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,483,977 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,989,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,989,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $614,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,374,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,018,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,018,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,035 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,027 | IncomeTaxAmt |
| Total Tax | $51,062 | TotalTaxAmt |
| Distributable Before Adj | $1,967,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,967,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,967,680 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,923,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,923,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,967,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,867,545 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,923,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,867,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,187 | 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 | $1,911,493 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION IN AFRICA IN | ||||||||
| PO BOX 3853 | ASPEN | CO | 81611 | 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 | IL | 60504 | 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 | CA | 91723 | 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 | NV | 89148 | 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 | CA | 92408 | N/A | PC | TO HELP AT-RISK CHILDREN IMPROVE THEIR HEALTH & WELFARE. | $10,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 NORTH WESTERN AVENUE | HOLLYWOOD | CA | 90027 | 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 | CA | 92856 | 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 | VA | 22601 | 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 | CA | 90853 | N/A | PC | INSPIRE YOUNG, UNDERPRIVILEGED STUDENTS TO SUCCEED | $25,000 | |
| FRIENDS OF LEAPS & BOUNDS PEDIATRIC THERAPY | ||||||||
| PO BOX 6604 | NORCO | CA | 92860 | N/A | PC | PROVIDING THERAPIES FOR CHILDREN WITH DISABILITIES | $10,000 | |
| FROST FUND INC | ||||||||
| 19088 GRANDVIEW AVE | YORBA LINDA AVE | CA | 92886 | N/A | PC | PROVIDING HOPE AND RESOURCES TO ANIMALS AND THE PEOPLE PROTECTING THEM | $1,000 | |
| FUNDAMENTAL HEALTH | ||||||||
| 571 HYGEIA AVE C | ENCINITAS | CA | 92024 | N/A | PC | TO HELP INDIVIDUALS IN NEED ACCESS THE MENTALHEALTHCARE | $5,000 | |
| GET SAFE | ||||||||
| 18122 NORWOOD PARK PLACE | TUSTIN | CA | 92780 | N/A | PC | SAFETY TRAINING FOR COMMUNITIES AND ORGANIZATIONS | $10,000 | |
| GO2 FOR LUNG CANCER | ||||||||
| 2033 K STREET NW SUITE 500 | WASHINGTON | DC | 20817 | 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 | NV | 89130 | N/A | PC | ANIMAL RESCUE | $10,000 | |
| GRANT A GIFT AUTISM FOUNDATION | ||||||||
| 630 S RANCHO DRIVE STE D | LAS VEGAS | NV | 89106 | 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 | NV | 89031 | 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 | ID | 83858 | N/A | PC | PROTECT AND PRESERVE THE INNOCENCE OF CHILDREN IN THE UNITED STATES | $250,000 | |
| INSTITUTE FOR SHIPBOARD EDUCATION | ||||||||
| POBOX 842945 | DALLAS | TX | 75284 | 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 | AZ | 85018 | N/A | PC | FINDING A CURE FOR TYPE 1 DIABETES | $10,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | N/A | PC | PREPARING YOUNG PEOPLE FOR FUTURE ECONOMIC SUCCESS | $15,000 | |
| LAURA'S HOUSE | ||||||||
| 33 JOURNEY STE 150 | ALISO VIEJO | CA | 92650 | 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 | CA | 92782 | N/A | PC | PROVIDING HOUSING AND SUPPORT FOR AT-RISK TEENS | $5,000 | |
| OLIVE CREST | ||||||||
| 4285 N RANCHO DRIVE SUITE 160 | LAS VEGAS | NV | 89130 | 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 | NV | 89130 | 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 | CA | 91011 | N/A | PC | ENHANCING THE HOSPITAL EXPERIENCE FOR CHILDREN | $10,000 | |
| OUR RESCUE | ||||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | N/A | PC | FIGHTING AGAINST SEX TRAFFICKING AND SEXUAL EXPLOITATION AROUND THE GLOBE | $5,000 | |
| POWER2PARENT | ||||||||
| 6670 S TENAYA WAY SUITE 190 | LAS VEGAS | NV | 89113 | 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 | CA | 91709 | N/A | PC | TO SAVE AND REHABILITATE HOURSES | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 2323 POTOSI ST | LAS VEGAS | NV | 89146 | 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 | NORWALK | CT | 06851 | N/A | PC | REVERSING THE ADDICTION CRISIS IN THE US | $2,500 | FLOOR |
| SUCCESSFUL SURVIVORS FOUNDATION INC | ||||||||
| PO BOX 13175 | NEWPORT BEACH | CA | 92658 | N/A | PC | HELP SURVIVORS OF TRAMA | $25,000 | |
| TARA'S CHANCE | ||||||||
| 219 E CLAIRE AVE | FULLERTON | CA | 92835 | 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 | NV | 89108 | 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 | CA | 92663 | 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 | NV | 89115 | N/A | PC | FOOD BANK AND SOUTHERN NEVADA'S LARGEST HUNGER-RELIEF ORGANIZATION | $10,000 | |
| TONYS TREEHOUSE | ||||||||
| 668 N COAST HWY 112 | LAGUNA BEACH | CA | 92651 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,543,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION IN AFRICA INC | |||||||
| PO BOX 3853 | ASPEN | CO | 81611 | N/A | PC | HUMAN SERVICES | $25,000 |
| OLIVE CREST | |||||||
| 4285 N RANCHO DRIVE SUITE 160 | LAS VEGAS | NV | 89130 | N/A | PC | HUMAN SERVICES | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,025,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,292,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,881,784 | 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 | $9,132 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,132 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,174,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,183,232 | 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 | $34,352 | Amt |
| Net Investment Income | $8,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,060 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $4,620 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,617 | AccumulatedDepreciationAmt |
| Book Value | $1,003 | BookValueAmt |
| EOYFMV | $1,003 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,491 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,491 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON ASSETS | Desc |
| Amt | $176,529 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 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 |
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 | $9,132 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,132 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $124,000 | BOYBookValueAmt |
| EOY Book Value | $127,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECTION 4940 & 511 TAX EXPENSE | $45,858 | $0 | $0 |
| STATE FILING FEES | $1,269 | $292 | $642 |
| FOREIGN TAXES | $13,425 | $13,425 | $0 |