WILLIAM H MINER FOUNDATION: Form 990, tax year 2023
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- Organization
- WILLIAM H MINER FOUNDATION (EIN 36-1488081)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-19
- IRS object ID
- 202422639349301032
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-19T12:18:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364474078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDLEY AUSTIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH DEARBORN | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361488081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM H MINER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3128534106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH DEARBORN STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GRANT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3128534106 | PhoneNum |
| Signature | 2024-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SVOBODA | PreparerPersonNm |
| PTIN | P01064026 | PTIN |
| Phone | 3128537000 | PhoneNum |
| Preparation | 2024-09-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD GRANT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH DEARBORN STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,534,249 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | ACTING AS SUPPORTING ORG. TO SUPPORT THREE PUBLIC CHARITIES LISTED IN PART III BELOW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,627 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,314,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,641,284 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,050,103 | PYOtherRevenueAmt |
| CY Other Revenue | $2,379,934 | CYOtherRevenueAmt |
| PY Total Revenue | $9,364,118 | PYTotalRevenueAmt |
| CY Total Revenue | $5,021,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,824,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,422,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $532,851 | PYOtherExpensesAmt |
| CY Other Expenses | $569,850 | CYOtherExpensesAmt |
| PY Total Expenses | $7,462,795 | PYTotalExpensesAmt |
| CY Total Expenses | $8,102,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,901,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,081,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $134,817,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,454,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,817,781 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $129,454,566 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACTING AS A SUPPORTING ORGANIZATION BY PROVIDING FINANCIAL SUPPORT TO THE THREE PUBLIC CHARITIES LISTED IN PART III BELOW. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,778,462 | ExpenseAmt |
| Grant | $6,778,462 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO THE WILLIAM H. MINER AGRICULTURAL RESEARCH INSTITUTE, CHAZY, NY | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $394,514 | ExpenseAmt |
| Grant | $394,514 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO CHAZY CENTRAL RURAL SCHOOL, CHAZY, NY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $250,000 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO CHAMPLAIN VALLEY PHYSICIANS HOSPITAL MEDICAL CENTER, PLATTSBURGH, NY | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,979 | ExpenseAmt |
| Desc | PROGRAM SERVICES EXPENSES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $115,979 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,538,955 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK BEATTIE FINANCE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188467217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 90 | AddressLine1Txt |
| City | CHAZY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12921 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| RICHARD J GRANT | |||||||
| TRUSTEE | 5.00 | 40.00 | Yes (X) | $40,000 | $299,182 | $39,943 | |
| PAUL A SVOBODA | |||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $40,000 | $0 | $0 | |
| KIRK E BEATTIE | |||||||
| FINANCE OFFICER | 7.00 | 40.00 | $30,000 | $175,754 | $28,901 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $474,936 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,844 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPTRUST | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGER | ServicesDesc |
| Compensation | $150,533 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,850,384 | TotalRevenueColumnAmt |
| Exclusion | $1,850,384 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,303,931 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,513,031 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $790,900 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790,900 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,052 | UnrelatedBusinessRevenueAmt |
| Exclusion | $789,848 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $2,370,685 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $575 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,370,110 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,249 | TotalRevenueColumnAmt |
| Exclusion | $9,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,379,934 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,021,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,627 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,019,591 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,422,976 | TotalAmt |
| Program Services | $7,422,976 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $55,000 | ProgramServicesAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,295 | TotalAmt |
| Program Services | $46,648 | ProgramServicesAmt |
| Management And General | $46,647 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $8,500 | ProgramServicesAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,747 | TotalAmt |
| Management And General | $449,747 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710 | TotalAmt |
| Program Services | $710 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632 | TotalAmt |
| Program Services | $316 | ProgramServicesAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,609 | TotalAmt |
| Program Services | $3,305 | ProgramServicesAmt |
| Management And General | $3,304 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REGISTRATION FEES | $1,500 | $1,500 | |
| US TREASURY UBTI TAX | $357 | $357 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,102,826 | TotalAmt |
| Program Services | $7,538,955 | ProgramServicesAmt |
| Management And General | $563,871 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,069 | BOYAmt |
| EOY | $29,407 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,442 | BOYAmt |
| EOY | $2,176,758 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $832 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,790 | BOYAmt |
| EOY | $4,790 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,224,227 | BOYAmt |
| EOY | $80,631,116 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,598,253 | BOYAmt |
| EOY | $46,611,663 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,817,781 | BOYAmt |
| EOY | $129,454,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,332,751 | BOYAmt |
| EOY | $6,332,751 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,122,250 | BOYAmt |
| EOY | $224,913,150 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$95,637,220 | BOYAmt |
| EOY | -$101,791,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,817,781 | BOYAmt |
| EOY | $129,454,566 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,817,781 | BOYAmt |
| EOY | $129,454,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,081,608 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2,281,607 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WILLIAM H MINER AGRICULTURAL RESEARCH INSTITUTE | ||||
| 141414736 | 2 | Yes (1) | $6,778,462 | $0 |
| CHAZY CENTRAL RURAL SCHOOL | ||||
| 146001318 | 6 | Yes (1) | $394,514 | $0 |
| CHAMPLAIN VALLEY PHYSICIANS HOSPITAL | ||||
| 141338471 | 3 | Yes (1) | $250,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $7,422,976 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | Yes (1) | ExcessBusinessHoldingsRulesInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $4,275 | PriorYearAmt |
| Current Year | $790,900 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,616,927 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,621,202 | PriorYearAmt |
| Current Year | $790,900 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $1,140,640 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $480,562 | PriorYearAmt |
| Current Year | $790,900 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $183,997,513 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $28,747 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $184,026,260 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $184,026,260 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $2,760,394 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $181,265,866 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $6,344,305 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $6,344,305 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $480,562 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $408,478 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $6,344,305 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $6,344,305 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $6,344,305 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $7,422,976 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $110,000 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $7,532,976 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $7,422,976 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $6,344,305 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 100.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $6,344,305 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,060,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,933,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,994,585 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $6,344,305 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $4,650,280 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $7,532,976 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $7,532,976 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $12,183,256 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,650,280 | ExcessFromYear2Amt |
| Excess From Year1 | $7,532,976 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 2 | ONE OF THE ORGANIZATION'S SUPPORTED ORGANIZATIONS IS A PUBLIC SCHOOL IN THE STATE OF NEW YORK AND DOES NOT HAVE AN IRS DETERMINATION OF PUBLIC CHARITY STATUS, BECAUSE PUBLIC SCHOOLS ARE NOT REQUIRED TO OBTAIN SUCH A DETERMINATION. HOWEVER, THIS SCHOOL IS A PUBLIC CHARITY AS DESCRIBED IN SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. |
| PART IV, SECTION D, LINE 3 | DURING 2023, THE CEO AND A BOARD MEMBER OF THE ORGANIZATION'S PRIMARY SUPPORTED CHARITY (THE WILLIAM H. MINER AGRICULTURAL INSTITUTE) HAS BEEN ONE OF THE TWO TRUSTEES OF THE ORGANIZATION AND THEREFORE HAS MAINTAINED SUBSTANTIAL INFLUENCE OVER THE DECISIONS OF THE ORGANIZATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF THE ORGANIZATION'S INCOME EACH YEAR. IN ADDITION, THE AFOREMENTIONED CEO/BOARD MEEMBER AND THE FINANCE OFFICER OF THE WILLIAM H. MINER AGRICULTURAL INSTITUTE ARE MEMBERS OF THE ORGANIZATION'S INVESTMENT COMMITTEE AND AS SUCH CONTRIBUTE SIGNIFICANTLY TO DISCUSSIONS AND DECISIONS ON THE ORGANIZATION'S INVESTMENT ASSETS AND POLICIES. THE ORGANIZATION'S TRUSTEES AND OFFICERS ALSO MEET DURING THE YEAR WITH OFFICERS AND BOARD MEMBERS OF THE ORGANIZATION'S TWO OTHER SUPPORTED CHARITIES TO DISCUSS AND RECEIVE INPUT ON THE ORGANIZATION'S LEVEL OF DISTRIBUTIONS TO THESE CHARITIES AND TO CONFER ON THE ORGANIZATION'S ASSETS, INCOME AND POLICIES. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (51 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| AEA VII LP | $1,941,186 |
| ADVENT LATIN AMERICAN PRIVATE EQUITY | $74,538 |
| BALDERTON CAPITAL III | $453,756 |
| BENCHMARK CAPITAL PARTNERS IV LP | $354,174 |
| BENCHMARK CAPITAL PARTNERS VI LP | $464,804 |
| BENCHMARK CAPITAL PARTNERS ISRAEL II | $469,437 |
| BERTRAM CAPITAL V-A LP | $288,999 |
| CROW HOLDINGS REALTY PARTNER VII-A | $134,071 |
| FOUNDATION CAPITAL V LP | $367,434 |
| FOUNDATION CAPITAL VI LP | $557,719 |
| FS EQUITY PARTNERS VIII LP | $2,211,632 |
| GRANITE VENTURES II LP | $468,719 |
| GRIFFIS RESIDENTIAL APT. FUND V LP | $1,373,663 |
| GRIFFIS RESIDENTIAL APT. FUND VI LP | $1,050,000 |
| HARRISON STREET REAL ESTATE PARTNERS V LP | $65,235 |
| HARRISON STREET REAL ESTATE PARTNERS VI LP | $607,791 |
| JLL PARTNERS FUND VII | $1,282,927 |
| JMI EQUITY FUND XI-B | $606,000 |
| KEPHA PARTNERS I LP | $899,883 |
| MADISON DEARBORN CAPITAL V LP | $351,459 |
| MADISON DEARBORN CAPITAL VI LP | $160,427 |
| MHR INSTITUTIONAL ADVISORS II | $318,012 |
| MHR INSTITUTIONAL ADVISORS III | $729,647 |
| MHR INSTITUTIONAL ADVISORS IV | $1,642,989 |
| MONARCH CAPITAL PARTNERS OFFSHORE V | $2,002,073 |
| OCM XB FEEDER (CAYMAN) | $1,500,000 |
| SCF VII LP | $369,824 |
| SCF VII (A) | $88,312 |
| SCF VIII LP | $894,093 |
| VERITAS CAPITAL FUND VI LP | $541,491 |
| VERITAS CAPITAL FUND VII LP | $2,367,970 |
| VERITAS CAPITAL FUND VIII LP | $1,667,282 |
| WARWICK PARALLEL PARTNERS IV LP | $1,472,817 |
| WELSH, CARSON, ANDERSON & STOWE XI | $84,545 |
| WELSH, CARSON, ANDERSON & STOWE XII | $321,936 |
| WEATHERGAGE VENTURE CAPITAL III | $183,609 |
| WEATHERGAGE VENTURE CAPITAL IV | $927,350 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE | $723,723 |
| BRILLIANT LIGHT POWER INC | $123,600 |
| BLUECREST ALLBLUE LTD | $13,257 |
| HBK OFFSHORE FUND | $2,099,450 |
| HG VORA SPECIAL OPPORTUNITIES FUND | $2,000,000 |
| MARSHALL WACE FUNDS | $1,790,829 |
| SCULPTOR OVERSEAS FUND III | $13,166 |
| SEG PARTNERS OFFSHORE LTD | $1,176,936 |
| TREND MACRO OFFSHORE LTD | $672,680 |
| HARBERT US REAL ESTATE FUND VII FEEDER | $1,704,810 |
| HUDSON BAY INTERNATIONAL FUND | $2,999,995 |
| RESOLUTE FUND PARTNERS V LP | $2,289,405 |
| ARES US REAL ESTATE FUND X-B | $1,127,440 |
| FRONTIER OPPORTUNITY FUND B LP | $580,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $46,611,663 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,506,284 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,216,420 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $16,216,420 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,289,864 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $449,747 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,281,607 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,731,354 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,021,218 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,653,079 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,653,079 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $449,747 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $449,747 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,102,826 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A SECTION 509(A)(3) NOT-FOR-PROFIT ORGANIZATION AND FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANY ORGANIZATION'S ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS MAY BE LESS CERTAIN ABOUT THE TECHNICAL MERITS OR THE AMOUNT OF THE TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023 AND 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT TO INCOME AS DESCRIBED IN PART XIII |
| PART XIII SUPPLEMENTAL INFORMATION: | THE ORGANIZATION HAS INVESTED IN A NUMBER OF LIMITED PARTNERSHIPS AND OTHER INVESTMENT VEHICLES. THE ORGANIZATION'S NET INCOME FROM THESE ENTITIES (AFTER TAKING INTO ACCOUNT DEDUCTIONS) AS SHOWN ON THE RESPECTIVE SCHEDULES K-1 IS $2,370,685. ALL BUT $89,078 OF THIS NET INCOME AMOUNT REPRESENTS INCOME REPORTED ON THE ORGANIZATION'S TAX RETURN, BUT NOT INCOME THAT WAS ACTUALLY RECEIVED AND REFLECTED IN THE FUND BALANCES AS SHOWN ON THE ORGANIZATION'S BOOKS. THUS, AN ADJUSTMENT OF $2,281,607 ($2,370,685 MINUS $89,078) IS NECESSARY TO RECONCILE THE NET ASSETS AND FUND BALANCES AT THE END OF THE YEAR AS SHOWN ON THE ORGANIZATION'S TAX RETURN WITH THE ORGANIZATION'S BOOKS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $521,127 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $15,957,786 |
| CANADA & MEXICO | 0 | 0 | INVESTMENTS | $210,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,689,292 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,689,292 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE WILLIAM H MINER AGRICULTURAL RESEARCH INSTITUTE | ||||||||
| 1034 MINER FARM ROAD | CHAZY | NY | 12921 | 141414736 | 501(C)(3) | $6,778,462 | $0 | GENERAL SUPPORT |
| CHAZY CENTRAL RURAL SCHOOL | ||||||||
| 09 OLD ROUTE 191 CHAZY NY 12921 | CHAZY | NY | 12921 | 146001318 | 170(C)(1) | $394,514 | $0 | GENERAL SUPPORT |
| CVPH FOUNDATION INC | ||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 141727048 | 501(C)(3) | $250,000 | $0 | HOSPITAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACTS AS A SUPPORTING ORGANIZATION FOR THE THREE PUBLIC CHARITIES LISTED IN PART I, LINE 11(G) OF SCHEDULE A. THE ORGANIZATION MAINTAINS A RELATIONSHIP WITH EACH OF THESE THREE PUBLIC CHARITIES AND THEREBY MONITORS EXPENDITURE OF GRANT FUNDS BY THESE CHARITIES. FOR 2023, ONE OF THE ORGANIZATION'S TRUSTEES IS THE CEO AND A BOARD MEMBER OF THE WH MINER AGRICULTURAL RESEARCH INSTITUTE. HIS RESPONSIBILITIES AND HIS RESIDENCE NEAR THE LOCATION OF THE ORGANIZATION'S BENEFICIARIES ARE EXTREMELY HELPFUL TO THE TRUSTEES IN DISCHARGING THEIR RESPONSIBILITIES IN KEEPING INFORMED AS TO THE NEEDS OF THE INSTITUTE AND THE TWO OTHER BENEFICIARIES, AND HELPING THE TRUSTEES FORM A JUDGMENT AS TO THE ORGANIZATION'S ALLOCATION OF DISTRIBUTIONS AMONG THE THREE BENEFICIARIES. THE ORGANIZATION'S TRUSTEES AND OFFICERS ALSO MEET DURING THE YEAR WITH OFFICERS AND BOARD MEMBERS OF ALL THREE OF THE ORGANIZATION'S BENEFICIARIES TO DISCUSS AND RECEIVE INPUT ON EACH BENEFICIARY'S ACTIVITIES AND USE OF THE ORGANIZATION'S DISTRIBUTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD J GRANT | ||||||||||||||
| TRUSTEE | $40,000 | $289,390 | $0 | $9,792 | $0 | $0 | $0 | $37,019 | $0 | $2,924 | $40,000 | $339,125 | $0 | $0 |
| KIRK E BEATTIE | ||||||||||||||
| FINANCE OFFICER | $30,000 | $168,754 | $0 | $7,000 | $0 | $0 | $0 | $26,565 | $0 | $2,336 | $30,000 | $204,655 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS TWO TRUSTEES. A DRAFT OF THE FORM 990 IS PROVIDED TO THE TWO TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING. THE FORM 990 IS SIGNED BY ONE OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ADOPTED A CONFLICT OF INTEREST POLICY IN OCTOBER 2009. EACH YEAR, IT IS EXPECTED THAT EACH OF THE ORGANIZATION'S TRUSTEES WILL SIGN AN ANNUAL DISLOSURE STATEMENT IN WHICH EACH TRUSTEE REPORTS HIS AFFILIATION, CONFIRMS HIS COMPLIANCE WITH THE POLICY, AND AGREES TO REPORT TO THE TRUSTEES ANY POSSIBLE CONFLICT OF INTEREST OF WHICH THE TRUSTEE MAY BECOME AWARE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS BASED ON COMPARABILITY DATA OF WHAT SIMILAR ORGANIZATIONS PAY FOR SIMILAR POSITIONS AND SERVICES. THE TRUSTEES APPROVE COMPENSATION AMOUNTS BASED ON AN ANALYSIS OF SUCH DATA AND A DETERMINATION OF WHAT IS REASONABLE COMPENSATION FOR THE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING INSTRUMENT AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION BY ITS SUPPORTED ORGANIZATIONS. |
| FORM 990, PART XI, LINE 9: | SEE SCHEDULE D, PART XIII FOR EXPLANATION. -2,281,607. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE WILLIAM H MINER AGRICULTURAL RESEARCH INSTITUTE | ||||||||||
| 1034 MINER FARM RD | CHAZY | NY | 12921 | 141414736 | OPERATION OF EDUCATIONAL AND RESEARCH INSTITUTION | NY | 501(C)(3) | LINE 2 | N/A | 0 |
| CHAZY CENTRAL RURAL SCHOOL | ||||||||||
| 09 OLD ROUTE 191 | CHAZY | NY | 12921 | 146001318 | OPERATION OF SCHOOL | NY | LINE 6 | N/A | 0 | |
| CHAMPLAIN VALLEY PHYSICIANS HOSPITAL MEDICAL CENTER | ||||||||||
| 75 BEEKMAN ST | PLATTSBURGH | NY | 12901 | 141338471 | OPERATION OF HOSPITAL | NY | 501(C)(3) | LINE 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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