BETA

THE MINER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE MINER FAMILY FOUNDATION (EIN 98-0441716)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-23
IRS object ID
201801439349100710
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-23T20:52:59-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870631982PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS S MONSON CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11173 S 250 W SUITE 204AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN980441716EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MINER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMINEBusinessNameControlTxt
Phone4356283930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TMONSON CPA 1173 S 250 W 204AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS MONSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4356283930PhoneNum
Signature2018-05-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS S MONSONPreparerPersonNm
PTINP01049821PTIN
Phone4356283930PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,213,558FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$94InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,459DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257,280NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,920,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257,280CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$27,549OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$27,549OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$343,382TotalRevAndExpnssAmt
Total Net Invst Incm$343,382TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$12,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$12,000OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,177AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,177AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,068OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,068OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,393TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,593OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,963OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,194TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,054TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,140TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,662ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,662ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,856TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,054TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,802TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$222,526ExcessRevenueOverExpensesAmt
Net Investment Income$325,328NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$230,385SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,115SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,115SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$716AcctRcvblAmt
Acct Rcvbl BOY$1,679AcctRcvblBOYAmt
Acct Rcvbl EOY$716AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$716AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,350,853CorporateStockBOYAmt
Corporate Stock EOY$3,124,884CorporateStockEOYAmt
Corporate Stock EOYFMV$3,142,840CorporateStockEOYFMVAmt
Corporate Bonds BOY$383,590CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Assets BOY$5,919OtherAssetsBOYAmt
Other Assets EOY$4,886OtherAssetsEOYAmt
Other Assets EOYFMV$4,886OtherAssetsEOYFMVAmt
Total Assets BOY$2,972,427TotalAssetsBOYAmt
Total Assets EOY$3,195,602TotalAssetsEOYAmt
Total Assets EOYFMV$3,213,558TotalAssetsEOYFMVAmt
Loans From Officers BOY$139,391LoansFromOfficersBOYAmt
Loans From Officers EOY$139,391LoansFromOfficersEOYAmt
Other Liabilities BOY$1,373OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,022OtherLiabilitiesEOYAmt
Total Liabilities BOY$140,764TotalLiabilitiesBOYAmt
Total Liabilities EOY$141,413TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,831,663RetainedEarningBOYAmt
Retained Earning EOY$3,054,189RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,831,663TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,054,189TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,972,427TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,195,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,831,663TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$222,526ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,054,189SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,054,189TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES (RBC)P2017-07-252017-07-27$37$38-$1-$1
PUBLICLY TRADED SECURITIES (RBC)P2016-06-012017-07-25$19,101$10,184$8,917$8,917
PUBLICLY TRADED SECURITIES (RJ WC023)))P2017-11-032017-12-12$27,950$27,369$581$581
PUBLICLY TRADED SECURITIES (RJ WC023)P2016-06-012017-11-03$606,949$527,770$79,179$79,179
PUBLICLY TRADED SECURITIES (RJ P8106)P2017-11-032017-11-14$194,305$195,767-$1,462-$1,462
PUBLICLY TRADED SECURITIES (RJ P8106)P2016-06-012017-11-03$2,072,298$1,902,232$170,066$170,066
FieldValueIRS element (for citing)
Capital Gain Net Income$257,280CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,756AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,849,760NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036409DistributionYr1Rt
Adjusted Qlfy Distri Yr2$111,883AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,959,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037804DistributionYr2Rt
Adjusted Qlfy Distri Yr3$114,846AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,093,638NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037123DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,437AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,916,071NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048160DistributionYr4Rt
Adjusted Qlfy Distri Yr5$166,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,081,440NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054041DistributionYr5Rt
Total Distribution0.213537TotalDistributionRt
Average Distribution0.042707AverageDistributionRt
Net Vl Noncharitable Assets$3,048,553NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$130,195AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,253NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$133,448AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,802QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,507InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,507SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,507TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,886EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,886TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,621TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressMINERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHOMAS S MONSON CPAIndividualWithBooksNm
Phone4356283930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11173 S 250 W 204AddressLine1Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLEN P MINER
115 RIORDAN PLACEMENLO PARKCA94025PRSDNT,SECTRY,EXEC DIR.12.00$0$0$0
MICHIKO MINER
115 RIORDAN PLACEMENLO PARKCA94025DIRECTOR1.00$0$0$0
THOMAS S MONSON
256 N CRESCENT CIRCLEST GEORGEUT84770TREASURER, OUTSIDE DIR.0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,910,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$184,091AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,094,978TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,094,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,425CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,048,553NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,507TaxBasedOnInvestmentIncomeAmt
Total Tax$6,507TotalTaxAmt
Distributable Before Adj$145,921DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$145,921DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$145,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,802ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,802QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,802AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,921DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,620ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$13,620TotalExcessDistributionCyovAmt
Qualifying Distributions$102,802QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$102,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$13,620ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,620ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$29,499UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLEN P MINERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALLEN P MINERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O THOMAS MONSON CPA 1173 S 250 WAddressLine1Txt
Address Line2204AddressLine2Txt
CityST GEORGECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84770ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4356283930RecipientPhoneNum
Form And Info And MaterialsALL GRANTS ARE SUBJECT TO SIGNATURE OF GENERAL OPERATING DONATION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALL 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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANYON CREEK WOMEN'S CRISIS CENTER
95 N MAIN SUITE 22CEDAR CITYUT84720NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$5,000
SKILLS USA DIXIE STATE UNIVERSITY
225 SOUTH UNIVERSITY AVEST GEORGEUT84770NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$2,000
DONORSCHOOSEORG
347 WEST 36TH STREET STE 503NEW YORKNY10018NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSESGENERAL DONATION FOR OPERATING PURPOSES$18,433
GILS SCOUTS OF UTAH
PO BOX 57280SALT LAKE CITYUT84157NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$2,000
DIXIE WATER COLOR SOCIETY
PO BOX 1127ST GEORGEUT84771NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$500
JAPAN AMERICA STUDENT CONFERENCE
1211 CONNECTICUT AVE NW STE 420WASHINGTONDC20036NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$4,629
JAPAN SOCIETY OF NORTHERN CALIFORNIA
500 WASHINGTON STREET STE 300SAN FRANCISCOCA94111NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$6,000
THE HAPPY FACTORY
896 N 2175 W CIRCLECEDAR CITYUT84721NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$2,500
SCHOOL OF LIFE FOINDATION
81 NORTH 1100 WESTST GEORGEUT84770NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$5,000
SOUTHERN UTAH UNIVERSITY
351 W UNIVERSITY BLVDCEDAR CITYUT84720NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$5,000
SUNNYVALE SISTER CITY ASSOCIATION
3964 RIVERMARK PLAZASAN FRANCISCOCA95054NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$1,000
UTAH FENCING ACADEMY
1549 NORTH ALPINE VALLEY WAYAPPLE VALLEYUT84737NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$5,000
MA FOUNDATION OF THE FUTURE
PO BOX 1228MENLO PARKCA94026NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$10,600
EYE CARE 4 KIDS
6911 SOUTH STATE STMIDVALEUT84047NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATING PURPOSES$5,000
ST GEORGE CHILDREN'S MUSUEM
86 SOUT MAIN STREETST GEORGEUT84770NONEPRIVATE FOUNDATION 5GENERAL DONATION FOR OPERATIN PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,662TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,459ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$257,280ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$343,382ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$343,382TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,177Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,177DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLUE STARK TECHNOLOGIES$247,500$247,500
ETP'S (RJ WC023)$3,863$4,012
REIT'S (RJ WC023)$27,883$28,069
STOCKS (RJ WC023)$665,220$685,173
ETP'S (RJ P8106)$699,818$710,349
MUTUAL FUNDS (RJ P8106)$1,480,600$1,467,737

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonALLEN P MINERLenderPersonNm
TitlePRESIDENTTitleTxt
Loan Original$139,528LoanOriginalAmt
Balance Due$139,391BalanceDueAmt
Note2016-06NoteDt
Loan Maturity2016-06LoanMaturityDt
Repayment TermsIN FULLRepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposePROVIDE TEMPORARY OPERATING FUNDSLoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAXESDesc
BOY Book Value$5,919BOYBookValueAmt
EOY Book Value$4,886EOYBookValueAmt
EOYFMV$4,886EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$423$423$0
OFFICE SUPPLIES$555$0$555
PAYROLL TAXES$942$0$942
AGENT FEES$120$0$120
TAXES & LICENSES$156$0$156
WEBSITE$190$0$190
COST BASIS DIFFERENCES$8,170$8,170$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CAPITAL GAIN DISTRIBUTIONS (RBC)$468$468$468
UNRECAPTURED SEC 1250 GAIN (RBC)$41$41$41
CAPITAL GAIN DISTRIBUTIONS (RJ)$26,960$26,960$26,960
UNRECAPTURED SEC 1250 GAIN (RJ)$43$43$43
RBC CAPITAL MARKETS (40047)$37$37$37

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYROLL TAXES PAYABLE$267$329
FOREIGN TAX PAYABLE$1,106$1,693

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$7,068Amt
Net Investment Income$7,068NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,360$1,360$0
EXCISE TAX (2016)$1,033$1,033$0

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