THE MINER ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: THE MINER ANDERSON FAMILY FOUNDATION (EIN 26-1119005)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-04-18
IRS object ID: 202311089349100436
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
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	2023-04-18T12:48:32-05:00	ReturnTs
Tax Period End	2022-06-30	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	2021-07-01	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	2023-04-04	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	2021	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	$6,345,560	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	$547,229	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,377	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,377	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$71,107	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$71,107	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$617,036	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,811,722	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$617,036	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$8,307	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$8,950	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,245,056	TotalRevAndExpnssAmt
Total Net Invst Incm	$698,470	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	$9,148	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$9,148	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,998	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,998	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$15,933	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$15,933	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$5,100	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$66,706	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$26,770	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$39,936	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$209,885	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$42,703	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$162,082	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$929,450	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$929,450	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,139,335	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$42,703	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,091,532	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$105,721	ExcessRevenueOverExpensesAmt
Net Investment Income	$655,767	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$671,496	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$620,293	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$620,293	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,338,835	CorporateStockBOYAmt
Corporate Stock EOY	$4,189,964	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,129,014	CorporateStockEOYFMVAmt
Other Investments BOY	$1,385,363	OtherInvestmentsBOYAmt
Other Investments EOY	$1,691,158	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,596,253	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$6,395,694	TotalAssetsBOYAmt
Total Assets EOY	$6,501,415	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,345,560	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$6,395,694	RetainedEarningBOYAmt
Retained Earning EOY	$6,501,415	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,395,694	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,501,415	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,395,694	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,501,415	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,395,694	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$105,721	ExcessRevenueOverExpensesAmt
Subtotal	$6,501,415	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$6,501,415	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	$1,811,722	$1,518,945	$292,777	$292,777
Passthrough K1 Capital Gain/(Loss)			$324,259

Field	Value	IRS element (for citing)
Capital Gain Net Income	$617,036	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,115	InvestmentIncomeExciseTaxAmt
Subtotal	$9,115	SubtotalAmt
Tax Based On Investment Income	$9,115	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,947	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$7,947	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$26	EsPenaltyAmt
Tax Due	$1,194	TaxDueAmt

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	$4,634,927	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$901,417	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,191,813	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,728,157	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,728,157	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$115,922	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,612,235	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$380,612	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$380,612	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,115	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,115	TotalTaxAmt
Distributable Before Adj	$371,497	DistributableBeforeAdjAmt
Distributable Before Ded	$371,497	DistributableBeforeDedAmt
Distributable As Adjusted	$371,497	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,091,532	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	$1,091,532	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$371,497	DistributableAsAdjustedAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Excess Distribution Cyov Yr5	$978,240	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$858,099	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,214,581	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,176,064	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$889,300	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,116,284	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,091,532	QualifyingDistributionsAmt
Applied To Current Year	$371,497	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$720,035	RemainingDistriFromCorpusAmt
Total Corpus	$5,836,319	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$978,240	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$4,858,079	ExcessDistriCyovToNextYrAmt
Excess From Year4	$858,099	ExcessFromYear4Amt
Excess From Year3	$1,214,581	ExcessFromYear3Amt
Excess From Year2	$1,176,064	ExcessFromYear2Amt
Excess From Year1	$889,300	ExcessFromYear1Amt
Excess From Current Year	$720,035	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 (38 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	$10,000
ALEXANDER VALLEY FILM SOCIETY
PO BOX 314	CLOVERDALE	CA	95425	N/A	PC	Educational programs	$5,000
ARTOGETHER
2749 ARLINGTON BLVD	EL CERRITO	CA	94530	N/A	PC	General & Unrestricted	$10,000
BROWN UNIVERSITY OF PROVIDENCE CONTROLLERS OFFICE
110 ELM ST	PROVIDENCE	RI	02903	N/A	PC	Brown University soccer team	$32,500
BROWN UNIVERSITY OF PROVIDENCE CONTROLLERS OFFICE
110 ELM ST	PROVIDENCE	RI	02903	N/A	PC	Annual Fund	$25,000
CALIFORNIA HUMANITIES
538 9TH ST STE 210	OAKLAND	CA	94607	N/A	PC	General & Unrestricted	$20,000
CHAPMAN UNIVERSITY
1 UNIVERSITY DR	ORANGE	CA	92866	N/A	PC	To fund the Peace Leadership Community Gathering in Spring 2021	$5,200
CHULA VISTA ELEMENTARY SCHOOL DISTRICT
84 EAST J ST	CHULA VISTA	CA	91910	N/A	GOV	Chula Vista Learning Community Charter School	$11,000
ELLINGTON FUND
3500 R ST NW	WASHINGTON	DC	20007	N/A	PC	Dave Chappelle Theater naming	$25,000
FRACTURED ATLAS INC
PO BOX 55	HARTSDALE	NY	10530	N/A	PC	General & Unrestricted	$8,000
FRIENDS OF AMERICAN SONG ARCHIVES INC
102 E MB BRADY ST	TULSA	OK	74103	N/A	PC	Bob Dylan Center	$10,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASON 3RD FL	SAN FRANCISCO	CA	94123	N/A	PC	Charitable Event	$20,000
GRACE HUDSON MUSEUM ENDOWMENT FUND INC
431 S MAIN ST	UKIAH	CA	95482	N/A	PC	18 Grace Hudson paintings from the PSAM to the GHM	$40,000
INTERNATIONAL FUND FOR PHOTOGRAPHY INC
55 VIA FARALLON	ORINDA	CA	94563	N/A	PC	Printing Costs for Master Rituals: Weston's Nudes by Tarrah Krajnak and Aperture + Orifice by Paul Mpagi Sepuya	$20,000
JOHN BURTON ADVOCATES FOR YOUTH
235 MONTGOMERY ST STE 1142	SAN FRANCISCO	CA	94104	N/A	PC	General & Unrestricted	$10,000
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 second edition of Education for Sustainability and Human Rights	$50,000
KQED INC
2601 MARIPOSA ST	SAN FRANCISCO	CA	94110	N/A	PC	General & Unrestricted	$30,000
LANIER HIGH SCHOOL
918 BUFORD HWY	SUGAR HILL	GA	30518	N/A	GOV	The Louise Radloff Middle School in Duluth, Georgia	$1,250
LOS CENZONTLES MEXICAN ARTS CENTER
13108 SAN PABLO AVE	SAN PABLO	CA	94805	N/A	PC	Charitable Event	$5,000
LOS CENZONTLES MEXICAN ARTS CENTER
13108 SAN PABLO AVE	SAN PABLO	CA	94805	N/A	PC	General & Unrestricted	$100,000
MOVEMENT VOTER FUND
PO BOX 749	NORTHAMPTON	MA	01061	N/A	PC	General & Unrestricted	$25,000
NEW LITERARY PROJECT
4100 REDWOOD ROAD STE 20A/424	OAKLAND	CA	94619	N/A	PC	General & Unrestricted	$10,000
PEN AMERICAN CENTER INC
588 BROADWAY RM 303	NEW YORK	NY	10012	N/A	PC	General & Unrestricted	$10,000
POOR PEOPLES RADIO INC
PO BOX 156650	SAN FRANCISCO	CA	94115	N/A	PC	General & Unrestricted	$15,000
REPRESENTATION PROJECT
5716 FOLSOM BLVD 155	SACRAMENTO	CA	95819	N/A	PC	General & Unrestricted	$15,000
ROOT & REBOUND
1730 FRANKLIN ST STE 300	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$5,000
SAN FRANCISCO HOST COMMITTEE
601 VAN NESS ST STE E240	SAN FRANCISCO	CA	94102	N/A	PC	General & Unrestricted	$2,500
SAN FRANCISCO JAZZ ORGANIZATION
201 FRANKLIN ST	SAN FRANCISCO	CA	94102	N/A	PC	Charitable Event	$25,000
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVE	SAN FRANCISCO	CA	94102	N/A	PC	General & Unrestricted	$100,000
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVE	SAN FRANCISCO	CA	94102	N/A	PC	Charitable Event	$50,000
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVE	SAN FRANCISCO	CA	94102	N/A	PC	Producer's Circle 2022	$100,000
SAN FRANCISCO UNIVERSITY HIGH SCHOOL
3065 JACKSON ST	SAN FRANCISCO	CA	94115	N/A	PC	Annual Fund	$75,000
SCHOOLS MENTORING AND RESOURCE TEAM
1061 MARKET ST MEZZANINE	SAN FRANCISCO	CA	94103	N/A	PC	To support SMART's 12-year continuum of programming that starts in 4th grade and goes through college	$1,000
STANFORD JAZZ WORKSHOP
PO BOX 20454	STANFORD	CA	94309	N/A	PC	Charitable Event	$5,000
THE 5 GYRES INSTITUTE
PO BOX 5699	SANTA MONICA	CA	90409	N/A	PC	General & Unrestricted	$20,000
UNITED STATES SOCCER FEDERATION INC
1801 S PRAIRIE AVE	CHICAGO	IL	60616	N/A	PC	Jill Ellis Scholarship Fund	$25,000
UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED
2390 ALUMNI DR UNIT 3206	STORRS	CT	06269	N/A	PC	Dodd Impact Fund in support of Human Rights Close to Home	$5,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON ST	SAN FRANCISCO	CA	94117	N/A	PC	School of Education's IME Paulo Freire scholarship fund	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$929,450	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	$1,377	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$71,107	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	$617,036	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
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	-$643	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$8,950	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$643	UnrelatedBusinessTaxblIncmAmt
Exclusion	$698,470	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$697,827	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	$547,229	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	$2,998	Amt
Disbursements Charitable Prps	$2,998	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AMG TIMESSQUARE INTERNATIONAL	$57,159	$49,144
BOSTON COMMON INTERNATIONAL	$402,152	$368,816
DOUBLELINE TOTAL RETURN BOND	$668,709	$589,071
FIERA CAPITAL INTERNATIONAL EQ	$123,133	$153,897
KAYNE ANDERSON RENEWABLE INFRA	$100,015	$84,407
METROPOLITAN WEST RETURN BOND	$746,808	$646,299
PARNASSUS EQUITY INCOME FUND I	$239,083	$268,012
THE EMERGING MARKETS FUND CLAS	$118,909	$101,885
TIAA-CREF SOCIAL CHOICE EQUITY	$934,006	$1,059,086
VANGUARD EMERGING MARKETS STOC	$108,714	$123,861
VANGUARD ULTRA ST BND ADMR	$691,276	$684,536

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
KAYNE ANDERSON RENEWABLE INFRA	$257,533	$233,329
VERIS GLOBAL SUSTAINABILITY FU	$1,433,625	$1,362,924

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$37,279	$37,279
K-1 Exp KAYNE ANDERSON RENEWAB	$2,052		$2,052
K-1 Exp VERIS GLOBAL SUSTAINAB	$24,718		$24,718
Payroll Processing Fees	$2,027	$2,027
State or Local Filing Fees	$250	$250
Website Hosting/Support	$380	$380

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 INFRASTRUCTU	$8,452	$9,095
K-1 Inc/Loss VERIS GLOBAL SUSTAINABILITY FUND, LLC	-$145	-$145

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$15,933	Amt
Net Investment Income	$15,933	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2022	CategoryTxt
Amt	$5,100	Amt