THE MINER ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MINER ANDERSON FAMILY FOUNDATION (EIN 26-1119005)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202441309349103214
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:49:06-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261119005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Miner Anderson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MINE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicola Miner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Nicola | PersonFirstNm |
| Person Last | Miner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,401,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $629,313 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,733 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $408,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,905 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $834,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $110,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,363 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,363 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,842 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,842 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,394 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,651 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $934,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $934,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,146,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$311,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $550,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $550,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,189,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,942,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,043,564 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,691,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,696,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,808,024 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,501,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,189,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,401,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,501,415 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,189,455 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,501,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,189,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,501,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,189,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,501,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$311,960 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,189,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,189,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $408,956 | $347,707 | $61,249 | $61,249 |
| Passthrough K1 Capital Gain/(Loss) | $8,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,349 | SubtotalAmt |
| Tax Based On Investment Income | $2,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,851 | OverpaymentAmt |
| Applied To ES Tax | $1,851 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Robert Mailer Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Nicola Miner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ION VLAD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 ANNAPOLIS TERRACE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PR DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $110,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,050,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $630,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,620,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,300,754 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,300,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,206,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,349 | TotalTaxAmt |
| Distributable Before Adj | $307,963 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $307,963 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $307,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,837 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,104,837 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,963 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $858,099 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,214,581 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,176,064 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $889,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $720,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,858,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,104,837 | QualifyingDistributionsAmt |
| Applied To Current Year | $307,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $796,874 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,654,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $858,099 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,796,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,214,581 | ExcessFromYear4Amt |
| Excess From Year3 | $1,176,064 | ExcessFromYear3Amt |
| Excess From Year2 | $889,300 | ExcessFromYear2Amt |
| Excess From Year1 | $720,035 | ExcessFromYear1Amt |
| Excess From Current Year | $796,874 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nicola Miner | ContributingManagerNm |
| Contributing Manager | Robert Mailer Anderson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 826 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | Charitable Event | $25,000 |
| ALEXANDER VALLEY FILM SOCIETY | |||||||
| 375 HEALDSBURG AVE STE 200 | HEALDSBURG | CA | 95448 | N/A | PC | General & Unrestricted | $10,000 |
| ANDERSON VALLEY EDUCATION FOUNDATION | |||||||
| PO BOX 242 | BOONVILLE | CA | 95415 | N/A | PC | Computer Building Workshop at the AVHS | $5,000 |
| Anderson Valley Junior-Senior High | |||||||
| PO BOX 130 | Boonville | CA | 95415 | N/A | GOV | Charitable Event | $10,000 |
| ARTLIFE PRODUCTIONS INC | |||||||
| 423 DUBOCE AVE | SAN FRANCISCO | CA | 94117 | N/A | PC | Theophilus movie fund | $25,000 |
| BEFORE COLUMBUS FOUNDATION | |||||||
| 355 13TH ST SUITE 302 | OAKLAND | CA | 94612 | N/A | PC | New York production of The Conductor | $15,000 |
| BROWN UNIVERSITY OF PROVIDENCE CONTROLLERS OFFICE | |||||||
| 110 ELM ST | PROVIDENCE | RI | 02903 | N/A | PC | Annual Fund | $25,000 |
| CALIFORNIA ASSOCIATION FOR BILINGUAL EDUCATION | |||||||
| 20888 AMAR RD | WALNUT | CA | 91789 | N/A | PC | To support the financial aid program for deserving high-school seniors who are bilingual or multilingual and are about to pursue a degree in higher education, while experiencing financial hardship | $1,000 |
| CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS INC | |||||||
| 544 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | N/A | PC | Decolonizing Models of Education program | $5,000 |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | N/A | PC | Peace Leadership and Education Summer Institute | $15,000 |
| EUPHRATES INSTITUTE | |||||||
| PO BOX 990924 | REDDING | CA | 96099 | N/A | PC | To support startup costs associated with the launch of the Peace Leadership Collaborative | $15,000 |
| FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLIC L | |||||||
| 1630 17TH ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Fund-A-Need at Library Laureates 2023 Lighting the Way for San Francisco | $10,000 |
| FRIENDS & FOUNDATION OF THE SAN FRANCISCO PUBLIC L | |||||||
| 1630 17TH ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Charitable Event | $10,000 |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | |||||||
| BLDG 201 FORT MASON | SAN FRANCISCO | CA | 94123 | N/A | PC | Charitable Event | $24,400 |
| GRABHORN INSTITUTE | |||||||
| 1802 HAYS ST | SAN FRANCISCO | CA | 94129 | N/A | PC | Charitable Event | $5,000 |
| GRABHORN INSTITUTE | |||||||
| 1802 HAYS ST | SAN FRANCISCO | CA | 94129 | N/A | PC | Charitable Event | $7,500 |
| INSTITUTE FOR FREEDOMS INC | |||||||
| 2354 WINDSOR AVE | ALTADENA | CA | 91001 | N/A | PC | Lyrics From Lockdown production | $10,000 |
| INTERMUSIC SF | |||||||
| 135 MAIN ST STE 1140 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $28,000 |
| INTERMUSIC SF | |||||||
| 135 MAIN ST STE 1140 | SAN FRANCISCO | CA | 94105 | N/A | PC | Here, Bullet - Production Fund | $25,000 |
| INTERNATIONAL FUND FOR PHOTOGRAPHY INC | |||||||
| 55 VIA FARALLON | ORINDA | CA | 94563 | N/A | PC | TBW Books fund | $32,000 |
| KENNESAW STATE UNVERSITY RESEARCH AND SERVICE FOUN | |||||||
| 3391 TOWN POINT DR STE 4530 MD 9101 | KENNESAW | GA | 30144 | N/A | SO I | To fund the fourth edition of the Education for Human Rights and Sustainability | $54,604 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | City Arts and Lectures fund | $30,000 |
| LITQUAKE FOUNDATION | |||||||
| 268 BUSH ST 4226 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $150,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SAN PABLO AVE | SAN PABLO | CA | 94805 | N/A | PC | General & Unrestricted | $50,000 |
| MECHANICS INSTITUTE | |||||||
| 57 POST ST STE 504 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $15,000 |
| NATIONAL ATAXIA FOUNDATION INC | |||||||
| PO BOX 27986 | MINNEAPOLIS | MN | 55427 | N/A | PC | Research Drive | $20,000 |
| NEW COMMUNITY LEADERSHIP FOUNDATION INC | |||||||
| 233 EDDY ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Transformational Miracles, Inc. - To fund the organization and implementation of the Reconciliation Group Series over the course of Fall and Winter 2022-2023 | $5,500 |
| NORTHEASTERN UNIVERSITY | |||||||
| PO BOX 981085 | BOSTON | MA | 02298 | N/A | PC | Chemistry Department fund | $50,000 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | Defend the black vote program | $20,000 |
| REPRESENTATION PROJECT | |||||||
| 5716 FOLSOM BLVD 155 | SACRAMENTO | CA | 95819 | N/A | PC | General & Unrestricted | $10,000 |
| ROXIE THEATER | |||||||
| 3125 16TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $5,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $100,000 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Annual Fund | $50,000 |
| TAARA US INC | |||||||
| 505 5TH ST UNIT B | PALISADES PARK | NJ | 07650 | N/A | PC | IFC For Her fund | $5,000 |
| THE CRUCIBLE | |||||||
| 1260 7TH ST | OAKLAND | CA | 94607 | N/A | PC | Charitable Event | $20,000 |
| THE CRUCIBLE | |||||||
| 1260 7TH ST | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $10,000 |
| US DEPARTMENT OF STATE | |||||||
| 2201 C ST NW | WASHINGTON | DC | 20520 | N/A | GOV | U.S. Mission the Netherlands' Independence Day events | $10,000 |
| UNITED STATES SOCCER FEDERATION INC | |||||||
| 303 E WACKER DR STE 1200 | CHICAGO | IL | 60601 | N/A | PC | Jill Ellis Scholarship Fund | $25,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | N/A | PC | School of Education fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $934,004 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,733 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $205,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Miner Anderson 2009 CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stanton Christiana Road | AddressLine1Txt |
| City | Newark | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $629,313 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL CONSULTATIONS | CategoryTxt |
| Amt | $2,842 | Amt |
| Disbursements Charitable Prps | $2,842 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOSTON COMMON INTERNATIONAL | $415,086 | $436,362 |
| DOUBLELINE TOTAL RETURN BOND | $668,709 | $555,049 |
| FIERA CAPITAL INTERNATIONAL EQ | $123,133 | $186,848 |
| KAYNE ANDERSON RENEWABLE INFRA | $100,015 | $71,010 |
| METROPOLITAN WEST RETURN BOND | $717,197 | $589,608 |
| PARNASSUS EQUITY INCOME FUND I | $239,083 | $286,959 |
| THE EMERGING MARKETS FUND CLAS | $133,924 | $120,016 |
| TIAA-CREF SOCIAL CHOICE EQUITY | $945,668 | $1,191,279 |
| VANGUARD EMERGING MARKETS STOC | $101,301 | $111,331 |
| VANGUARD ULTRA ST BND ADMR | $498,187 | $495,102 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KAYNE ANDERSON RENEWABLE INFRA | $249,432 | $208,283 |
| VERIS GLOBAL SUSTAINABILITY FU | $1,447,548 | $1,599,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $46,163 | $46,163 | |
| K-1 Exp KAYNE ANDERSON RENEWAB | $2,290 | $2,290 | |
| K-1 Exp VERIS GLOBAL SUSTAINAB | $20,361 | $20,361 | |
| Payroll Processing Fees | $2,215 | $2,215 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss KAYNE ANDERSON RENEWABLE INFRASTRUCT | $12,366 | $12,366 |
| K-1 Inc/Loss VERIS GLOBAL SUSTAINABILITY FUND, LL | $7,539 | $7,539 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,833 | Amt |
| Net Investment Income | $13,833 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $4,200 |
| 990-PF Excise Tax for 2022 | $1,194 |