THE MINER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MINER FAMILY FOUNDATION (EIN 98-0441716)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-10
- IRS object ID
- 202022239349100012
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-10T10:39:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870631982 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS S MONSON CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 S 250 W SUITE 204 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980441716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MINER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINE | BusinessNameControlTxt |
| Phone | 4356283930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TMONSON CPA 1173 S 250 W 2 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MONSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4356283930 | PhoneNum |
| Signature | 2020-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS S MONSON | PreparerPersonNm |
| PTIN | P01049821 | PTIN |
| Phone | 4356283930 | 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 | $3,071,817 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$149,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,195,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$76,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,282 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,237 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $647 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,508 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,515 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $797 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,074,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $247,500 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,544,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,741,549 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,252 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,252 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,166,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,874,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,071,817 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $139,391 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $139,391 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $1,993 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,992 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $141,384 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,383 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,024,901 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,733,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,024,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,733,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,166,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,874,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,024,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,733,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,733,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (RJ C023) | P | 2018-12-01 | 2019-01-08 | $5,423 | $6,420 | -$997 | -$997 |
| PUBLICLY TRADED SECURITIES (RJ 8106)) | P | 2018-12-01 | 2019-01-15 | $2,174,864 | $2,195,779 | -$20,915 | -$20,915 |
| PUBLICLY TRADED SECURITIES (RJ C023)) | P | 2019-01-01 | 2019-01-08 | $72,241 | $77,183 | -$4,942 | -$4,942 |
| PUBLICLY TRADED SECURITIES (RJ 8106)) | P | 2019-01-01 | 2019-01-15 | $1,942,702 | $2,065,780 | -$123,078 | -$123,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$149,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,037,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042258 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,048,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,756 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,849,760 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $111,883 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,959,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,846 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,093,638 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037123 | DistributionYr5Rt |
| Total Distribution | 0.187316 | TotalDistributionRt |
| Average Distribution | 0.037463 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,928,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,392 | 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 | $335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,252 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,917 | OverpaymentAmt |
| Applied To ES Tax | $2,917 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MINERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS S MONSON CPA | IndividualWithBooksNm |
| Phone | 4356283930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 S 250 W 204 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALLEN P MINER | ||||||||
| 115 RIORDAN PLACE | MENLO PARK | CA | 94025 | PRSDNT,SECTRY,EXEC DIR. | 12.00 | $0 | $0 | $0 |
| MICHIKO MINER | ||||||||
| 115 RIORDAN PLACE | MENLO PARK | CA | 94025 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS S MONSON | ||||||||
| 256 N CRESCENT CIRCLE | ST GEORGE | UT | 84770 | TREASURER, OUTSIDE DIR. | 0.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,901,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,973,128 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,973,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,928,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $335 | TotalTaxAmt |
| Distributable Before Adj | $146,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,392 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,521 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,521 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,871 | 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 | $22,221 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLEN P MINER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLEN P MINER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THOMAS MONSON CPA 1173 S 250 W | AddressLine1Txt |
| Address Line2 | 204 | AddressLine2Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4356283930 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANTS ARE SUBJECT TO SIGNATURE OF GENERAL OPERATING DONATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANT FUNDS MUST BE EXPENDED FOR CHARITABLE PURPOSES WITHIN THE MEANING OF SEC 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| DONORSCHOOSEORG | ||||||||||
| 347 WEST 36TH STREET STE 503 | NEW YORK | NY | 10018 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $30,996 | |||
| REED COLLEGE | ||||||||||
| 3203 SOUTHEAST WOODSTOCK BLVD | PORTLAND | OR | 97202 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $2,000 | |||
| GLOBAL CITIZENS INITIATIVE | ||||||||||
| 2 SOUND VIEW DR | GREENWICH | CT | 06830 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $6,000 | |||
| JAPAN AMERICA STUDENT CONFERENCE | ||||||||||
| 1211 CONNECTICUT AVE NW STE 420 | WASHINGTON | DC | 20036 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $4,731 | |||
| SUNNYVALE SISTER CITY ASSOCIATION | ||||||||||
| 440 N WOLFE RD | SUNNYVALE | CA | 94085 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $2,000 | |||
| LIBERTAS INSTITUTE | ||||||||||
| 785 EAST 200 SOUTH 2 | LEHI | UT | 84043 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 | |||
| MA FOUNDATION OF THE FUTURE | ||||||||||
| PO BOX 1228 | MENLO PARK | CA | 94026 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $2,000 | |||
| UTAH YOUTH VILLAGE | ||||||||||
| 5800 S HIGHLAND DRIVE | SALT LAKE CITY | UT | 84121 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 | |||
| SCHOOL OF LIFE FOINDATION | ||||||||||
| 81 NORTH 1100 WEST | ST GEORGE | UT | 84770 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $7,500 | |||
| ST GEORGE CHILDREN'S MUSUEM | ||||||||||
| 86 SOUT MAIN STREET | ST GEORGE | UT | 84770 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATIN PURPOSES | $10,000 | |||
| THE HAPPY FACTORY | ||||||||||
| 896 N 2175 W CIRCLE | CEDAR CITY | UT | 84721 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $2,500 | |||
| UTAH FENCING ACADEMY | ||||||||||
| 1549 NORTH ALPINE VALLEY WAY | APPLE VALLEY | UT | 84737 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 | |||
| EYE CARE 4 KIDS | ||||||||||
| 6911 SOUTH ST STREET | MIDVALE | UT | 84047 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $6,000 | |||
| CANYON CREEK SERVICES | ||||||||||
| 95 N MAIN STREET 22 | CEDAR CITY | UT | 84720 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 | |||
| YMCA OF NORTHERN UTAH | ||||||||||
| 675 E 2100 S 200 | SALT LAKE CITY | UT | 84106 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 | |||
| NPO SEITAIKAI | ||||||||||
| NONE | FOREIGN EQUIVALENT O | GENERAL DONATION FOR OPERATING PURPOSES | $56,781 | 3-1 OFUKA-CHO KITA-KU | OSAKA | JA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,508 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,975 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$149,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$76,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$76,650 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,237 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,237 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BLUE STARK TECHNOLOGIES | StockNm |
| EOY Book Value | $247,500 | EOYBookValueAmt |
| EOYFMV | $247,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETF'S (CHARLES SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,544,150 | BookValueAmt |
| EOYFMV | $2,741,549 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | ALLEN P MINER | LenderPersonNm |
| Title | PRESIDENT | TitleTxt |
| Loan Original | $139,528 | LoanOriginalAmt |
| Balance Due | $139,391 | BalanceDueAmt |
| Note | 2018-06 | NoteDt |
| Loan Maturity | 2018-06 | LoanMaturityDt |
| Repayment Terms | IN FULL | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PROVIDE TEMPORARY OPERATING FUNDS | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $4,000 | BOYBookValueAmt |
| EOY Book Value | $3,252 | EOYBookValueAmt |
| EOYFMV | $3,252 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $555 | $555 | $0 |
| PAYROLL TAXES | $930 | $0 | $930 |
| WEBSITE | $250 | $0 | $250 |
| TAXES & LICENSES | $582 | $0 | $582 |
| OFFICE SUPPLIES | $106 | $0 | $106 |
| MISCELLANEOUS | -$1,221 | $0 | -$1,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS (RJ) | $24 | $24 | $24 |
| RAYMOND JAMES NONDIV DIST (C023) | $83 | $83 | $83 |
| K-1 LOSS | -$9 | -$9 | -$9 |
| ADJUSTMENT | -$2 | -$2 | -$2 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $300 | $299 |
| FOREIGN TAX PAYABLE | $1,693 | $1,693 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $37,950 | Amt |
| Net Investment Income | $37,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $571 | $571 | $0 |
| EXCISE TAX (2018) | $748 | $748 | $0 |
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