MINERVA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MINERVA FOUNDATION INC (EIN 20-1836334)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-10
- IRS object ID
- 202240699349101009
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T18:00:15-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201836334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINERVA FOUNDATION-INVESCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINE | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 AFT | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIE MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-01-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,460,855 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $210,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,091,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,709 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16,210 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $812,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $496,770 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,959 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,306 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,423 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $108,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $266,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $549 | CashBOYAmt |
| Cash EOY | $671 | CashEOYAmt |
| Cash EOYFMV | $671 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $171,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $276,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $276,306 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $8,317,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,479,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,183,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,489,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,756,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,460,855 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,489,708 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,756,597 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,489,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,756,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,489,708 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,756,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,489,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $266,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,756,597 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,756,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (134 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 47. INVESCO PREFERRED ETF | 2020-01-22 | 2021-09-13 | $713 | $709 | $4 | $4 | |
| 60. ISHARES MSCI CANADA ETF | 2014-12-10 | 2021-09-23 | $2,222 | $1,693 | $529 | $529 | |
| 198. ISHARES MSCI CANADA ETF | 2015-09-15 | 2021-09-23 | $7,333 | $4,632 | $2,701 | $2,701 | |
| 51. ISHARES MSCI CANADA ETF | 2013-06-10 | 2021-10-26 | $2,011 | $1,412 | $599 | $599 | |
| 84. ISHARES MSCI CANADA ETF | 2013-06-10 | 2021-10-26 | $3,312 | $2,243 | $1,069 | $1,069 | |
| 224. ISHARES MSCI EUROZONE ETF | 2017-01-18 | 2021-02-04 | $9,963 | $7,894 | $2,069 | $2,069 | |
| 247. ISHARES MSCI EUROZONE ETF | 2017-01-18 | 2021-02-04 | $10,986 | $8,704 | $2,282 | $2,282 | |
| 64. ISHARES MSCI EUROZONE ETF | 2017-01-18 | 2021-09-23 | $3,231 | $2,255 | $976 | $976 | |
| 33. ISHARES MSCI PACIFIC EX JAPAN ETF | 2016-08-05 | 2021-03-01 | $1,679 | $1,370 | $309 | $309 | |
| 122. ISHARES MSCI PACIFIC EX JAPAN ETF | 2017-01-18 | 2021-03-01 | $6,206 | $5,106 | $1,100 | $1,100 | |
| 605. ISHARES MSCI PACIFIC EX JAPAN ETF | 2017-01-18 | 2021-10-06 | $29,495 | $25,323 | $4,172 | $4,172 | |
| 538. ISHARES MSCI PACIFIC EX JAPAN ETF | 2018-01-04 | 2021-10-06 | $26,228 | $26,205 | $23 | $23 | |
| 127. ISHARES MSCI PACIFIC EX JAPAN ETF | 2017-12-07 | 2021-10-06 | $6,191 | $5,946 | $245 | $245 | |
| 135. ISHARES MSCI PACIFIC EX JAPAN ETF | 2017-01-18 | 2021-10-06 | $6,581 | $5,651 | $930 | $930 | |
| 180. ISHARES MSCI PACIFIC EX JAPAN ETF | 2018-10-29 | 2021-10-06 | $8,775 | $7,412 | $1,363 | $1,363 | |
| 238. ISHARES MSCI PACIFIC EX JAPAN ETF | 2017-01-18 | 2021-10-26 | $12,276 | $9,962 | $2,314 | $2,314 | |
| 3. ISHARES TIPS BOND ETF | 2015-11-16 | 2021-09-13 | $388 | $330 | $58 | $58 | |
| 7. ISHARES TIPS BOND ETF | 2015-11-16 | 2021-09-13 | $905 | $768 | $137 | $137 | |
| 76. ISHARES CORE S&P 500 ETF | 2013-12-11 | 2021-05-06 | $31,789 | $13,769 | $18,020 | $18,020 | |
| 12. ISHARES CORE S&P 500 ETF | 2016-02-04 | 2021-09-23 | $5,361 | $2,297 | $3,064 | $3,064 | |
| 175. ISHARES CORE S&P 500 ETF | 2015-09-15 | 2021-09-23 | $78,180 | $34,699 | $43,481 | $43,481 | |
| 83. ISHARES CORE S&P 500 ETF | 2016-03-18 | 2021-09-23 | $37,080 | $17,131 | $19,949 | $19,949 | |
| 11. ISHARES CORE S&P 500 ETF | 2013-12-11 | 2021-10-06 | $4,741 | $1,993 | $2,748 | $2,748 | |
| 104. ISHARES CORE S&P 500 ETF | 2013-12-11 | 2021-10-26 | $47,640 | $18,841 | $28,799 | $28,799 | |
| 24. ISHARES IBOXX $ INVT GRADE CORP BD | 2020-01-22 | 2021-09-13 | $3,254 | $3,115 | $139 | $139 | |
| 264. ISHARES 20 YEAR TREASURY BOND ETF | 2020-01-22 | 2021-01-12 | $39,662 | $36,947 | $2,715 | $2,715 | |
| 170. ISHARES 20 YEAR TREASURY BOND ETF | 2020-01-22 | 2021-09-13 | $25,391 | $23,791 | $1,600 | $1,600 | |
| 5. ISHARES IBOXX$ HIGH YIEL | 2020-01-22 | 2021-01-12 | $434 | $442 | -$8 | -$8 | |
| 877. ISHARES US TREASURY BOND ETF | 2019-06-05 | 2021-02-04 | $23,661 | $22,458 | $1,203 | $1,203 | |
| 876. ISHARES US TREASURY BOND ETF | 2019-06-05 | 2021-02-04 | $23,634 | $22,432 | $1,202 | $1,202 | |
| 855. ISHARES CORE MSCI EMERGING MARKETS ETF | 2014-12-10 | 2021-05-06 | $56,049 | $40,758 | $15,291 | $15,291 | |
| 574. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-08-05 | 2021-05-06 | $37,628 | $25,411 | $12,217 | $12,217 | |
| 147. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-06-15 | 2021-05-06 | $9,637 | $5,974 | $3,663 | $3,663 | |
| 160. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-08-05 | 2021-10-06 | $9,666 | $7,083 | $2,583 | $2,583 | |
| 58. ISHARES CORE MSCI EMERGING MARKETS ETF | 2015-02-09 | 2021-10-06 | $3,504 | $2,782 | $722 | $722 | |
| 166. ISHARES CORE MSCI EMERGING MARKETS ETF | 2014-12-10 | 2021-10-06 | $10,029 | $7,913 | $2,116 | $2,116 | |
| 901. ISHARES CORE MSCI EMERGING MARKETS ETF | 2015-12-11 | 2021-10-06 | $54,432 | $34,968 | $19,464 | $19,464 | |
| 252. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-06-23 | 2021-10-06 | $15,224 | $10,536 | $4,688 | $4,688 | |
| 182. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-08-05 | 2021-10-06 | $10,995 | $8,057 | $2,938 | $2,938 | |
| 342. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-10-06 | 2021-10-06 | $20,661 | $15,748 | $4,913 | $4,913 | |
| 396. ISHARES CORE MSCI EMERGING MARKETS ETF | 2019-01-08 | 2021-10-06 | $23,924 | $18,963 | $4,961 | $4,961 | |
| 344. ISHARES CORE MSCI EMERGING MARKETS ETF | 2017-04-11 | 2021-10-06 | $20,782 | $16,319 | $4,463 | $4,463 | |
| 117. ISHARES CORE MSCI EMERGING MARKETS ETF | 2018-11-19 | 2021-10-06 | $7,068 | $5,735 | $1,333 | $1,333 | |
| 738. ISHARES CORE MSCI EMERGING MARKETS ETF | 2018-10-29 | 2021-10-06 | $44,585 | $34,428 | $10,157 | $10,157 | |
| 461. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-08-05 | 2021-10-26 | $29,368 | $20,408 | $8,960 | $8,960 | |
| 37. ISHARES CORE MSCI EMERGING MARKETS ETF | 2016-10-06 | 2021-10-26 | $2,357 | $1,704 | $653 | $653 | |
| 70. ISHARES MSCI UNITED KINGDOM ETF | 2016-08-05 | 2021-03-01 | $2,159 | $2,176 | -$17 | -$17 | |
| 342. ISHARES MSCI UNITED KINGDOM ETF | 2016-03-25 | 2021-09-23 | $11,235 | $10,969 | $266 | $266 | |
| 213. ISHARES MSCI UNITED KINGDOM ETF | 2016-08-05 | 2021-10-26 | $7,228 | $6,620 | $608 | $608 | |
| 2. ISHARES MSCI UNITED KINGDOM ETF | 2016-08-05 | 2021-10-26 | $68 | $62 | $6 | $6 | |
| 247. ISHARES MSCI UNITED KINGDOM ETF | 2016-10-06 | 2021-10-26 | $8,382 | $7,765 | $617 | $617 | |
| 8. SPDR BLOOMBERG BARCLAYS | 2020-03-12 | 2021-01-12 | $732 | $733 | -$1 | -$1 | |
| 337. SCHWAB SHORT-TERM U.S. TREASURY ETF | 2017-10-24 | 2021-01-12 | $17,305 | $16,972 | $333 | $333 | |
| 126. SCHWAB SHORT-TERM U.S. TREASURY ETF | 2017-10-30 | 2021-01-12 | $6,470 | $6,344 | $126 | $126 | |
| 7. VANECK VECTORS FALLEN | 2020-01-22 | 2021-01-12 | $224 | $211 | $13 | $13 | |
| 41. VANECK VECTORS FALLEN | 2020-01-22 | 2021-09-13 | $1,365 | $1,236 | $129 | $129 | |
| 9. VANGUARD TOTAL INTERNATIONAL BOND ETF | 2020-01-22 | 2021-01-12 | $524 | $513 | $11 | $11 | |
| 266. VANGUARD TOTAL INTERNATIONAL BOND ETF | 2018-07-06 | 2021-02-04 | $15,436 | $14,585 | $851 | $851 | |
| 436. VANGUARD TOTAL INTERNATIONAL BOND ETF | 2019-01-08 | 2021-02-04 | $25,301 | $23,596 | $1,705 | $1,705 | |
| 199. VANGUARD TOTAL INTERNATIONAL BOND ETF | 2019-01-08 | 2021-02-04 | $11,548 | $10,770 | $778 | $778 | |
| 505. VANGUARD TOTAL INTERNATIONAL BOND ETF | 2019-01-15 | 2021-02-04 | $29,305 | $27,420 | $1,885 | $1,885 | |
| 696. VANGUARD INTRMDIATE-TERM | 2020-01-22 | 2021-09-13 | $66,523 | $64,227 | $2,296 | $2,296 | |
| 68. VANGUARD TOTAL STOCK MARKET ETF | 2017-01-18 | 2021-02-04 | $13,679 | $7,938 | $5,741 | $5,741 | |
| 73. VANGUARD TOTAL STOCK MARKET ETF | 2017-01-18 | 2021-02-04 | $14,684 | $8,522 | $6,162 | $6,162 | |
| 133. VANGUARD TOTAL STOCK MARKET ETF | 2017-01-18 | 2021-09-23 | $30,602 | $15,526 | $15,076 | $15,076 | |
| 2. VANGUARD TOTAL STOCK MARKET ETF | 2017-01-18 | 2021-10-06 | $444 | $233 | $211 | $211 | |
| 49. VANGUARD TOTAL STOCK MARKET ETF | 2017-01-18 | 2021-10-26 | $11,556 | $5,720 | $5,836 | $5,836 | |
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,163 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,709 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,652 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,652 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $433 | OverpaymentAmt |
| Applied To ES Tax | $433 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KRISTIE MILLER | ||||||
| 3133 CONNECTICUT AVE NW APT 1015 | WASHINGTON | DC | 20008 | PRESIDENT | 1 | $0 |
| DR W S TWADDELL | ||||||
| 3600 QUAKER MILL CT | ELLICOTT CITY | MD | 21043 | TRUSTEE | 1 | $0 |
| ELLEN JOHNSON TWADDELL | ||||||
| 151 SEELEY ST | BROOKLYN | NY | 11218 | TREASURER | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $11,722,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,984,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,984,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,804,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $590,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $590,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,219 | TotalTaxAmt |
| Distributable Before Adj | $584,021 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $584,021 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $584,021 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,140 | 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 | $485,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $485,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $584,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $437,333 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $437,333 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,807 | 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 | $536,214 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KRISTIE MILLER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODWELL CLIMATE RESEARCH CENTER | |||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | N/A | PC | UNRESTRICTED GENERAL | $60,025 |
| NEW URBAN ARTS | |||||||
| 705 WESTMINSTER ST | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| MEDECINS SANS FRONTIERS USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | UNRESTRICTED GENERAL | $80,284 |
| 826NYC INC | |||||||
| 372 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| FUND FOR CONSTITUTIONAL GOVT | |||||||
| 122 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | N/A | PC | UNRESTRICTED GENERAL | $20,000 |
| PANDAS NETWORK | |||||||
| 655 OAK GROVE AVE UNIT 1373 | MENLO PARK | CA | 94026 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G ST NE STE 800 | WASHINGTON | DC | 20002 | N/A | PC | UNRESTRICTED GENERAL | $60,025 |
| NATIONAL WOMEN'S HISTORY MUSEUM | |||||||
| 205 WHITING ST STE 254 | ALEXANDRIA | VA | 22304 | N/A | PC | UNRESTRICTED GENERAL | $100,000 |
| NATIONAL SCENIC VISITORS CENTER | |||||||
| 5231 GEISSINGER RD | ZIONSVILLE | PA | 18092 | N/A | PC | UNRESTRICTED GENERAL | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,334 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,061 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $286,709 | 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 | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $16,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $512,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $512,980 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIE MILLER CHARITABLE LEAD ANNUITY T | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 808524862 SCHWAB SHORT-TERM U. | AT COST | $237,418 | $239,943 |
| 92206C409 VANGUARD SHORT-TERM | AT COST | $217,925 | $217,062 |
| 464286665 ISHARES MSCI PACIFIC | AT COST | $362,659 | $410,849 |
| 464286749 ISHARES MSCI SWITZER | AT COST | $175,592 | $259,764 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $340,525 | $404,422 |
| 46435G334 ISHARES MSCI UNITED | AT COST | $563,962 | $620,891 |
| 46429B267 ISHARES US TREASURY | AT COST | $61,368 | $61,589 |
| 464288588 ISHARES MBS ETF | AT COST | $613,440 | $609,132 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $2,453,985 | $5,010,500 |
| 464286608 ISHARES MSCI EUROZON | AT COST | $706,234 | $933,436 |
| 464286509 ISHARES MSCI CANADA | AT COST | $205,340 | $298,081 |
| 464287176 ISHARES TIPS BOND ET | AT COST | $98,551 | $109,112 |
| 464286756 ISHARES MSCI SWEDEN | AT COST | $69,876 | $98,695 |
| 464287242 ISHARES IBOXX INVEST | AT COST | $526,354 | $550,071 |
| 92203J407 VANGUARD TOTAL INTER | AT COST | $508,716 | $507,650 |
| 922908769 VANGUARD TOTAL STOCK | AT COST | $729,293 | $1,248,279 |
| 464288513 ISHARES IBOXX$ HIGH | AT COST | $65,600 | $65,198 |
| 92189F437 VANECK VECTORS FALLE | AT COST | $39,420 | $43,560 |
| 78468R663 SPDR BLOOMBERG BARCL | AT COST | $109,701 | $109,557 |
| 92206C870 VANGUARD INTRMDIATE- | AT COST | $170,959 | $172,382 |
| 464287432 ISHARES 20 YEAR TREA | AT COST | $43,880 | $43,569 |
| 46138E784 INVESCO EMERGING MAR | AT COST | $135,597 | $126,585 |
| 46138E511 INVESCO PREFERRED ET | AT COST | $43,225 | $43,551 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $16,210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $78,266 | Amt |
| Net Investment Income | $46,959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,306 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIE MILLER CHARITABLE LEAD ANNUITY T | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,658 | $1,658 | $0 |
| EXCISE TAX - PRIOR YEAR | $4,916 | $0 | $0 |
| EXCISE TAX ESTIMATES | $6,652 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $765 | $765 | $0 |