THE MINER ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MINER ANDERSON FAMILY FOUNDATION (EIN 26-1119005)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-05
- IRS object ID
- 202111259349101811
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T14:00:28-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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 | 2021-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,222,743 | 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 | $1,163,918 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,845,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $735,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,839 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,839 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,429,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843,724 | 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 | $9,352 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,352 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,745 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,500 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,904 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,541,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,505,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $811,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $437,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $876,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $876,092 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $16,575 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $4,523,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,910,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,086,641 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $918,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,014,963 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,260,010 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,895,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,801,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,222,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,895,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,801,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,895,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,801,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,895,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,801,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,895,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,700 | OtherIncreasesAmt |
| Subtotal | $5,801,178 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,801,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,829,194 | $2,194,703 | $634,491 | $634,491 | |||
| Passthrough K1 Capital Gain/(Loss) | $101,288 | ||||||
| FPA MULTI-ADVISOR OFFSHOR FUND | $16,575 | $16,575 | P | 2018-12-31 | 2019-07-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $735,779 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,528,868 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,560,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.233027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,200,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,100,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.169142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,307,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,796,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.192395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $489,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,355,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $748,493 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,902,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126806 | DistributionYr5Rt |
| Total Distribution | 0.798341 | TotalDistributionRt |
| Average Distribution | 0.159668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,377,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,018,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,118 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,026,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,505,511 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,118 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,118 | SubtotalAmt |
| Tax Based On Investment Income | $8,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,421 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,221 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,103 | OverpaymentAmt |
| Applied To ES Tax | $8,200 | AppliedToESTaxAmt |
| Refund | $2,903 | 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 | 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 | $4,425,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $696,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,352,758 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,474,421 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,474,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,377,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,118 | TotalTaxAmt |
| Distributable Before Adj | $310,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $18,700 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,447 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,505,511 | 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 | $1,505,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,118 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,497,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,447 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $485,326 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $978,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $858,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,214,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,733,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,505,511 | QualifyingDistributionsAmt |
| Applied To Current Year | $329,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,176,064 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,909,686 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $485,326 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,424,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,376 | ExcessFromYear4Amt |
| Excess From Year3 | $978,240 | ExcessFromYear3Amt |
| Excess From Year2 | $858,099 | ExcessFromYear2Amt |
| Excess From Year1 | $1,214,581 | ExcessFromYear1Amt |
| Excess From Current Year | $1,176,064 | 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 (35 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 | |||||||
| PO BOX 314 | CLOVERDALE | CA | 95425 | N/A | PC | Student Fund | $2,000 |
| ALL STARS HELPING KIDS INC | |||||||
| 4675 STEVENS CREEK BLVD STE 125 | SANTA CLARA | CA | 95051 | N/A | PC | Charitable Event | $1,000 |
| ARHOOLIE FOUNDATION | |||||||
| 10341 SAN PABLO AVE | EL CERRITO | CA | 94530 | N/A | PC | Charitable Event | $5,000 |
| BROWN UNIVERSITY OF PROVIDENCE CONTROLLERS OFFICE | |||||||
| 110 ELM ST | PROVIDENCE | RI | 02903 | N/A | PC | Annual Fund | $25,000 |
| BROWN UNIVERSITY OF PROVIDENCE CONTROLLERS OFFICE | |||||||
| 110 ELM ST | PROVIDENCE | RI | 02903 | N/A | PC | Performing Arts Center | $250,000 |
| CALIFORNIA HUMANITIES | |||||||
| 538 9TH ST STE 210 | OAKLAND | CA | 94607 | N/A | PC | General & Unrestricted | $10,000 |
| CASTRO ORGAN DEVOTEES ASSOCIATION | |||||||
| 1876 MARKET ST APT 103 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $10,000 |
| CHILDRENS BOOK PROJECT | |||||||
| 3433 21ST ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY FOUNDATION OF MENDOCINO COUNTY INC | |||||||
| 204 S OAK ST | UKIAH | CA | 95482 | N/A | PC | Boonville Fire Fund | $5,000 |
| COUNTERPULSE | |||||||
| 80 TURK ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $15,000 |
| FILM NOIR FOUNDATION | |||||||
| 1411 PARU ST | ALAMEDA | CA | 94501 | N/A | PC | EL VAMPIRO NEGRO restoration fund | $25,000 |
| HEYDAY | |||||||
| PO BOX 9145 | BERKELEY | CA | 94709 | N/A | PC | Harlem of The West book | $10,000 |
| HUMAN NEEDS PROJECT INC | |||||||
| 36 PROFESSIONAL CENTER PKWY | SAN RAFAEL | CA | 94903 | N/A | PC | General & Unrestricted | $2,000 |
| KENNESAW STATE UNVERSITY RESEARCH AND SERVICE FOUN | |||||||
| 3391 TOWN POINT DR STE 4530 MD 9101 | KENNESAW | GA | 30144 | N/A | SO I | An Atlanta educational program | $60,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | City Arts & Lectures broadcasting | $30,000 |
| LITQUAKE FOUNDATION | |||||||
| 57 POST ST | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $75,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | |||||||
| 13108 SAN PABLO AVE | SAN PABLO | CA | 94805 | N/A | PC | General & Unrestricted | $100,000 |
| MACDOWELL COLONY INC | |||||||
| 521 W 23RD ST 2ND FL | NEW YORK | NY | 10011 | N/A | PC | Michael Chabon Endowment Scholarship Fund | $5,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | Annual Fund | $40,000 |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | N/A | PC | Beyond MA Capital Campaign | $250,000 |
| NATIONAL REDISTRICTING FOUNDATION | |||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $50,000 |
| PAD PROJECT | |||||||
| 10322 TENNESSEE AVE | LOS ANGELES | CA | 90064 | N/A | PC | General & Unrestricted | $5,000 |
| PEN AMERICA LOS ANGELES | |||||||
| 8444 WILSHIRE BLVD 4TH FL | BEVERLY HILLS | CA | 90211 | N/A | PC | Writer's Emergency Fund | $5,000 |
| PUBLIC GLASS | |||||||
| 1750 ARMSTRONG AVE | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $10,000 |
| ROOT & REBOUND | |||||||
| 1730 FRANKLIN ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $20,000 |
| SAN FRANCISCO BEAUTIFUL | |||||||
| 2269 CHESTNUT ST STE 437 | SAN FRANCISCO | CA | 94123 | N/A | PC | Muni Art 2020 | $15,000 |
| SAN FRANCISCO BEAUTIFUL | |||||||
| 2269 CHESTNUT ST STE 437 | SAN FRANCISCO | CA | 94123 | N/A | PC | Muni Poetry Art 2021 | $15,000 |
| SAN FRANCISCO DAY SCHOOL | |||||||
| 350 MASONIC AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | This is Our Day campaign and two annual funds | $75,000 |
| SAN FRANCISCO JAZZ ORGANIZATION | |||||||
| 201 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | N/A | PC | Charitable Event | $30,000 |
| 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 | Charitable Event | $10,000 |
| SAN FRANCISCO UNIVERSITY HIGH SCHOOL | |||||||
| 3065 JACKSON ST | SAN FRANCISCO | CA | 94115 | N/A | PC | Annual Fund | $40,000 |
| VOICE OF WITNESS - A NONPROFIT PUBLIC BENEFIT CORP | |||||||
| 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $15,510 |
| YERBA BUENA CENTER FOR THE ARTS | |||||||
| 701 MISSION ST | SAN FRANCISCO | CA | 94103 | N/A | PC | Charitable Event | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,510 | 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 | $4,386 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,720 | 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 | $157,152 | 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 | $12,839 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $265,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,097 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| The Miner Anderson 2009 CLAT | |||||||
| 1 | 500 Stanton Christiana Road | Newark | DE | 19713 | $413,783 | Yes (X) | |
| The Nicola Miner Revocable Trust | |||||||
| 2 | 2835 Broadway Street | San Francisco | CA | 94115 | $750,135 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ZEBRA TECHNOLOGIES CORP ZBRA, 2342 sh. | $597,210 | 2019-12-26 |
| 2 | DANAHER CORP DHR, 1000 sh. | $152,925 | 2019-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING | CategoryTxt |
| Amt | $2,745 | Amt |
| Disbursements Charitable Prps | $2,745 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG TIMESSQUARE INTERNATIONAL | $124,912 | $122,511 |
| BOSTON COMMON INTERNATIONAL | $419,374 | $417,164 |
| BRAMSHILL INCOME PERFORMANCE F | $130,000 | $127,521 |
| DOUBLELINE TOTAL RETURN BOND | $320,373 | $316,472 |
| FIERA CAPITAL INTERNATIONAL EQ | $170,000 | $189,319 |
| METROPOLITAN WEST RETURN BOND | $793,887 | $838,444 |
| PARNASSUS EQUITY INCOME FUND I | $360,000 | $368,432 |
| PIMCO SHORT ASSET INVESTMENT F | $434,831 | $432,453 |
| THE EMERGING MARKETS FUND CLAS | $100,000 | $111,094 |
| TIAA-CREF SOCIAL CHOICE EQUITY | $971,746 | $1,054,549 |
| VANGUARD EMERGING MARKETS STOC | $85,000 | $108,682 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VERIS GLOBAL SUSTAINABILITY FU | CategoryOrItemTxt |
| Book Value | $1,014,963 | BookValueAmt |
| EOYFMV | $1,260,010 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,749 | $30,749 | |
| K-1 Exp VERIS GLOBAL SUSTAINAB | $17,426 | $17,426 | |
| Payroll Processing Fees | $1,945 | $1,945 | |
| State or Local Filing Fees | $210 | $210 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss VERIS GLOBAL SUSTAINABILITY FUND, LLC | Desc |
| Revenue And Expenses Per Books | $12,839 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,839 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $18,700 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,500 | Amt |
| Net Investment Income | $14,500 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $4,300 |
| 990-PF Extension for 2019 | $200 |