MINERVA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MINERVA FOUNDATION INC (EIN 20-1836334)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-01
- IRS object ID
- 202600609349100450
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-01T14:01:23-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | 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 | 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 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIE MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,630,254 | 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 | $321,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,514,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,779 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $908,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $603,899 | 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 |
| Other Prof Fees Rev And Expnss | $92,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,962 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,950 | 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 | $131,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $567,492 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $567,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $698,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,506 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,079 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $133,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,633 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,989,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,279,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,512,618 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,188,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,397,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,630,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,188,529 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,397,422 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,188,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,397,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,188,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,397,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,188,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,397,876 | SubtotalAmt |
| Other Decreases | $454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,397,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 698. BLACKROCK LIQUIDITY FUND FEDFUND CL PREMIER | 2024-02-15 | 2025-03-14 | $698 | $698 | |||
| 1271. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-03-14 | $38,459 | $34,263 | $4,196 | $4,196 | |
| 278. FIRST TRUST WATER ETF | 2023-12-07 | 2025-03-14 | $28,061 | $24,942 | $3,119 | $3,119 | |
| 715. FIRST TRUST WATER ETF | 2023-12-07 | 2025-03-14 | $72,170 | $64,150 | $8,020 | $8,020 | |
| 1071. ISHARES USD GREEN BOND ETF | 2023-12-07 | 2025-03-14 | $50,443 | $49,705 | $738 | $738 | |
| 1654. ISHARES USD GREEN BOND ETF | 2023-12-07 | 2025-03-14 | $77,902 | $76,762 | $1,140 | $1,140 | |
| 1349. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-03-14 | $63,617 | $63,133 | $484 | $484 | |
| 2807. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-03-14 | $132,374 | $131,368 | $1,006 | $1,006 | |
| 3058. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-03-14 | $144,211 | $143,114 | $1,097 | $1,097 | |
| 708. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-04-21 | $33,073 | $33,134 | -$61 | -$61 | |
| 61. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-04-21 | $2,850 | $2,855 | -$5 | -$5 | |
| 319. SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | 2023-12-07 | 2025-04-21 | $13,533 | $12,026 | $1,507 | $1,507 | |
| 1387. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-05-27 | $67,242 | $51,929 | $15,313 | $15,313 | |
| 100. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-08 | 2025-05-30 | $2,410 | $2,117 | $293 | $293 | |
| 565. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-05-30 | $27,450 | $21,154 | $6,296 | $6,296 | |
| 474. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-09-05 | $25,146 | $17,747 | $7,399 | $7,399 | |
| 888. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-09-30 | $32,033 | $23,813 | $8,220 | $8,220 | |
| 1207. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-09-30 | $43,541 | $32,368 | $11,173 | $11,173 | |
| 28. FIRST TRUST WATER ETF | 2023-12-07 | 2025-09-30 | $3,116 | $2,512 | $604 | $604 | |
| 355. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-07 | 2025-09-30 | $9,297 | $7,505 | $1,792 | $1,792 | |
| 644. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-08 | 2025-09-30 | $16,866 | $13,633 | $3,233 | $3,233 | |
| 3136. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-09-30 | $170,943 | $117,412 | $53,531 | $53,531 | |
| 943. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-09-30 | $51,403 | $35,306 | $16,097 | $16,097 | |
| 449. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-10-07 | $16,530 | $12,041 | $4,489 | $4,489 | |
| 136. FIRST TRUST WATER ETF | 2023-12-07 | 2025-10-07 | $15,329 | $12,202 | $3,127 | $3,127 | |
| 114. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-10-07 | $5,473 | $5,335 | $138 | $138 | |
| 1320. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-07 | 2025-10-07 | $34,769 | $27,905 | $6,864 | $6,864 | |
| 950. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-10-07 | $52,326 | $35,568 | $16,758 | $16,758 | |
| 493. SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | 2023-12-07 | 2025-10-07 | $24,579 | $18,586 | $5,993 | $5,993 | |
| 343. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-10-09 | $12,637 | $9,198 | $3,439 | $3,439 | |
| 140. FIRST TRUST WATER ETF | 2023-12-07 | 2025-10-09 | $15,836 | $12,561 | $3,275 | $3,275 | |
| 140. ISHARES USD GREEN BOND ETF | 2023-12-07 | 2025-10-09 | $6,718 | $6,497 | $221 | $221 | |
| 20. ISHARES USD GREEN BOND ETF | 2023-12-07 | 2025-10-09 | $960 | $928 | $32 | $32 | |
| 478. ISHARES ESG AWARE US AGGREGATE BOND ETF | 2022-12-30 | 2025-10-09 | $22,918 | $22,370 | $548 | $548 | |
| 650. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-07 | 2025-10-09 | $17,108 | $13,741 | $3,367 | $3,367 | |
| 1673. STATE STR SPDR SP 500 FOSS FUEL RESE FRE ETF | 2023-12-07 | 2025-10-09 | $92,500 | $62,637 | $29,863 | $29,863 | |
| 271. SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | 2023-12-07 | 2025-10-09 | $13,419 | $10,217 | $3,202 | $3,202 | |
| 327. XTRACKERS EMERGING MRK CARBON REDUCTION AND | 2023-12-07 | 2025-10-16 | $12,029 | $8,769 | $3,260 | $3,260 | |
| 251. IMPAX GLBL ENVIRONMENTAL MARKETS FUND CL INSTL | 2023-12-08 | 2025-10-16 | $6,589 | $5,314 | $1,275 | $1,275 | |
| 124. SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | 2023-12-07 | 2025-10-16 | $6,187 | $4,675 | $1,512 | $1,512 | |
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P | |||||
| CAPITAL GAIN DIVIDENDS | $54,219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,134 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,134 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,843 | OverpaymentAmt |
| Applied To ES Tax | $4,843 | 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 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 SANDERSON TWADDELL | ||||||
| 3600 QUAKER MILL CT | ELLICOTT CITY | MD | 21043 | TRUSTEE | 1 | $0 |
| ELLEN JOHNSON TWADDELL | ||||||
| 151 SEELEY ST | BROOKLYN | NY | 11218 | TRUSTEE | 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 | $13,579,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,743,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,743,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,536,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $676,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $676,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,291 | TotalTaxAmt |
| Distributable Before Adj | $669,553 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $669,553 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $669,553 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,454 | 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 | $619,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $669,553 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $540,492 | 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 | $619,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $540,492 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,962 | 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 | $590,591 | 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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW URBAN ARTS | |||||||
| 705 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | N/A | PC | UNRESTRICTED GENERAL | $44,164 |
| 826NYC INC | |||||||
| 372 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| UNRWA USA | |||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GENERAL | $44,164 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| FUND FOR CONSTITUTIONAL GOVERNMENT | |||||||
| 1100 13TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED GENERAL | $30,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD STE N2100 | BALTIMORE | MD | 21211 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | UNRESTRICTED GENERAL | $75,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | UNRESTRICTED GENERAL | $25,000 |
| NSVC - EARTHWALK | |||||||
| PO BOX 80 | OLD ZIONSVILLE | PA | 18068 | N/A | PC | UNRESTRICTED GENERAL | $14,000 |
| DEMOCRACY FORWARD FDN | |||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | N/A | PC | UNRESTRICTED GENERAL | $180,164 |
| ALEX MANFULL FUND | |||||||
| PO BOX 705 | NEW CASTLE | NH | 03854 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $567,492 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,415 | 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 | $286,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $608,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,194 | 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 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09248U213 BLACKROCK LIQUIDITY | AT COST | $47,589 | $47,589 |
| 704223775 IMPAX GLBL ENVIRONME | AT COST | $906,237 | $1,099,864 |
| 78468R796 STATE STR SPDR S&P 5 | AT COST | $2,671,787 | $3,964,036 |
| 233051192 X TRACKERS EMERGING | AT COST | $480,913 | $662,488 |
| 46435G441 ISHARES TRUST ISHARE | AT COST | $93,118 | $94,786 |
| 33733B100 FIRST TRUST WATER ET | AT COST | $611,242 | $732,129 |
| 46435U549 ISHARES ESG AWARE US | AT COST | $1,275,507 | $1,308,087 |
| 78470E106 SPDR MSCI EAFE FOSSI | AT COST | $797,699 | $1,025,965 |
| 46435U440 ISHARES USD GREEN BO | AT COST | $362,274 | $373,544 |
| 46435U549 ISHARES ESG AWARE US | AT COST | $703,450 | $720,773 |
| 233051192 XTRACKERS EMERGING M | AT COST | $272,407 | $371,488 |
| 33733B100 FIRST TRUST WATER ET | AT COST | $337,493 | $411,377 |
| 46435U440 ISHARES TR GLOBAL GR | AT COST | $198,817 | $205,596 |
| 704223775 IMPAX GLBL ENVIRONME | AT COST | $510,161 | $620,013 |
| 78468R796 SPDR S&P 500 FOSSIL | AT COST | $1,491,054 | $2,227,315 |
| 78470E106 SPDR MSCI EAFE FOSSI | AT COST | $444,211 | $570,800 |
| 09248U213 BLACKROCK LIQUIDITY | AT COST | $25,664 | $25,664 |
| 46435G441 ISHARES TRUST ISHARE | AT COST | $50,163 | $51,104 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $454 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $92,405 | Amt |
| Net Investment Income | $55,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,962 | 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 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $20,408 | $20,408 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,001 | $1,001 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,541 | $2,541 | $0 |