THE MINER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MINER FAMILY FOUNDATION (EIN 98-0441716)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-07
- IRS object ID
- 201542199349100419
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers 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 | 2015-08-07T15:58:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | C/O TMONSON CPA 1173 S 250 W 204 | 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 | 2015-08-07 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,085,769 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,050,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $391 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $353,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,263 | 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 | $3,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,056 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,526 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $448 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,585 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,261 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,261 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $130,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,914 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,276 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,133 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,276 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,276 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,913,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,033,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,992,212 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $881,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $397,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $394,576 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $539,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $538,789 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,927,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,130,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,085,769 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $133,978 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $133,978 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $77 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $134,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,984 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,793,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,996,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,793,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,996,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,927,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,130,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,793,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,996,892 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,996,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (DEUTSCHE BANK) | P | 2013-04-11 | 2014-02-05 | $149,783 | $155,105 | -$5,322 | -$5,322 |
| PUBLICLY TRADED SECURITIES (DEUTSCHE BANK) | P | 2013-04-11 | 2014-07-11 | $68,761 | $59,550 | $9,211 | $9,211 |
| PUBLICLY TRADED SECURITIES (RBC 40047) | P | 2013-12-23 | 2014-08-21 | $12,137 | $11,786 | $351 | $351 |
| PUBLICLY TRADED SECURITIES (RBC 63418) | P | 2013-12-31 | 2014-11-21 | $380,335 | $347,148 | $33,187 | $33,187 |
| PUBLICLY TRADED SECURITIES (RBC 40047) | P | 2013-04-11 | 2014-08-21 | $750,891 | $666,364 | $84,527 | $84,527 |
| PUBLICLY TRADED SECURITIES (RBC 63418) | P | 2013-04-11 | 2014-11-21 | $1,688,862 | $1,526,063 | $162,799 | $162,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,437 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,916,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,081,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $427,222 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,251,327 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $238,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,649,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065430 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $199,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,678,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054294 | DistributionYr5Rt |
| Total Distribution | 0.353324 | TotalDistributionRt |
| Average Distribution | 0.070665 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,093,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,846 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,276 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,276 | TotalPaymentsAndCreditsAmt |
| Tax Due | $235 | TaxDueAmt |
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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $2,997,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,140,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,140,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,093,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,511 | TotalTaxAmt |
| Distributable Before Adj | $148,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,846 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $46,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,620 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $325,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,325 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,325 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,665 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $292,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,423 | ExcessFromYear4Amt |
| Excess From Year3 | $265,622 | ExcessFromYear3Amt |
| Excess From Year2 | $13,620 | ExcessFromYear2Amt |
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 |
|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $10,000 |
| UTAH FENCING ACADEMY | |||||||
| 1549 NORTH ALPINE VALLEY WAY | APPLE VALLEY | UT | 54737 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $7,000 |
| SUNNYVALE SISTER CITY ASSOCIATION | |||||||
| 3964 RIVERMARK PLAZA | SANTA CLARA | CA | 95054 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $1,000 |
| INTERNATIONAL STUDENT CONFERENCE | |||||||
| 1211 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $6,803 |
| DONORSCHOOSEORG | |||||||
| 347 WEST 36TH STREET STE 503 | NEW YORK | NY | 10018 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $12,708 |
| FAIRVIEW CITY CORPORATION | |||||||
| 85 N 100 E | FAIRVIEW | UT | 84629 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $1,000 |
| FAMILY SUPPORT CENTER OF CENTRAL UTAH | |||||||
| 58 E 300 N | RICHFIELD | UT | 84701 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $1,000 |
| FAMILY SUPPORT CENTER OF SOUTHERN UTAH | |||||||
| 102 NORTH 200 EAST | CEDAR CITY | UT | 84720 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $1,000 |
| FAMILY SUPPORT CENTER OF WASHINGTON CO | |||||||
| 310 W 200 N | ST GEORGE | UT | 84770 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $1,000 |
| GILS SCOUTS OF UTAH | |||||||
| PO BOX 57280 | SALT LAKE CITY | UT | 84157 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $6,000 |
| HAKONE FOUNDATION | |||||||
| PO BOX 2324 | SARATOGA | CA | 950700324 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $7,250 |
| HOUSE OF HOPE - UTAH ALCHOHOLISM FOUNDATION | |||||||
| 1726 SOUTH BUCKLEY LANE | PROVO | UT | 84606 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 |
| JAPAN SOCIETY OF NORTHERN CALIFORNIA | |||||||
| 500 WASHINGTON STREET STE 300 | SAN FRANCISCO | CA | 94111 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $35,000 |
| MENLO ATHERTON BANDS | |||||||
| PO BOX 1228 | MENLO PARK | CA | 94026 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $5,000 |
| MENLO ATHERTON EDUCATION FOUNDATION | |||||||
| PO BOX 1228 | ATHERTON | CA | 94026 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $200 |
| DAIKOKUJI AMERICA | |||||||
| 1951 OFARRELL ST APT 420 | SAN MATEO | CA | 94403 | NONE | PRIVATE FOUNDATION 5 | GENERAL DONATION FOR OPERATING PURPOSES | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,261 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,040 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,199 | 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 | $7,056 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 659 SHS ISHARES TR JP MORGAN USD BD | $0 | $0 |
| 793 SHS ISHARES TR IBOXX $ HGH YLD BD | $0 | $0 |
| 677 SHS ISHARES TR INTERMEDIATE CR BD | $0 | $0 |
| 2643 SHS SPDR SER TR BARCLAYS CONV | $0 | $0 |
| 15074 SHS SPDR SER TR NUVEEN BRCLYS FD | $0 | $0 |
| 8600 SHS PIMCO CMMDTY REAL RTRN | $0 | $0 |
| 13326 SHS ABSOLUTE STRAT FND INSTL | $0 | $0 |
| SPDR BARCLAYS INTL TREAS BOND | $70,692 | $69,605 |
| ISHARES JP MORGAN USD | $67,338 | $67,362 |
| ISHARES CORE US TREASURY | $94,227 | $94,539 |
| SPDR BARCLAYS HIGH YIELD BOND | $70,642 | $68,378 |
| ISHARES IBOXX CORPORATE BOND | $94,215 | $94,692 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1803 SHS WISDOMTREE TR EUR HEDGE EQUITY FD | $0 | $0 |
| 3975 SHS CLAYMORE EXCH-TRADED FD | $0 | $0 |
| 713 SHS ISHARES TR SELECT DIV ETF | $0 | $0 |
| 419 SHS ISHARES TR CORE S&P 500 ETF | $0 | $0 |
| 634 SHS ISHARES TR GLOBAL TECH ETF | $0 | $0 |
| 1728 SHS ISHARES TR GLOBAL ENERGY ETF | $0 | $0 |
| 797 SHS ISHARES TR MSCI ALL COUNTRY ASIA | $0 | $0 |
| 3500 SHS ISHARES TR MSCI ACWI ETF | $0 | $0 |
| 1931 SHS ISHARES TR S&P US PFD STK INDX | $0 | $0 |
| 1716 SHS POWERSHARES QQQ TR UNIT | $0 | $0 |
| 1984 SHS POWERSHARES EXCH-TRD FD | $0 | $0 |
| 636 SHS SPDER INDX SHS FDS CHINA | $0 | $0 |
| 933 SHS SELECT SECTOR SPDR TR HLTH | $0 | $0 |
| 2471 SHS VANGUARD WHITEHALL FDS H DIV | $0 | $0 |
| 1463 SHS WISDOMTREE TR EMRGNG MKTS EQUITY | $0 | $0 |
| 1957 SHS WISDOMTREE TR JAPAN HDG FND | $0 | $0 |
| 4491 SHS DIAMOND HILL LONG-SHRT FUND | $0 | $0 |
| 10500 SHS COMCAST CORP CL A | $0 | $0 |
| ISHARES CORE S&P | $655,648 | $670,346 |
| INDEXIQ | $140,467 | $131,180 |
| VANGUARD FTSE DEVELOPED MRKTS | $448,923 | $428,991 |
| VANGUARD FTSE EMERGING MRKTS | $128,408 | $120,180 |
| ALPS ETF TR ALERIAN MLP | $91,832 | $85,217 |
| ALTRIA GROUP INC | $22,861 | $23,058 |
| AMERICAN ELECTRIC POWER CO INC | $23,020 | $24,349 |
| CHEVRON CORPORATION | $22,880 | $21,987 |
| ELI LILLY & CO | $22,938 | $23,664 |
| LOCKHEED MARTIN CORP | $22,994 | $23,879 |
| LORILLARD INC | $22,892 | $22,973 |
| MERCK & CO INC | $22,933 | $21,978 |
| MICROCHIP TECHNOLOGY INC | $22,859 | $23,773 |
| BANK OF MONTREAL | $22,871 | $22,068 |
| BANK OF NOVA SCOTIA | $22,800 | $21,063 |
| BAYTEX ENERGY CORP | $22,869 | $14,351 |
| BCE INC | $22,857 | $21,921 |
| HSBC HLDGS PLC | $22,807 | $21,962 |
| ROYAL DUTCH SHELL PLC | $23,229 | $21,772 |
| BLUE STARK TECHNOLOGIES | $247,500 | $247,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEALTH CARE REIT INC | AT COST | $22,868 | $24,214 |
| NATIONAL RETAIL PROPERTIES INC | AT COST | $23,004 | $24,055 |
| PLUM CREEK TIMBER CO INC | AT COST | $22,921 | $24,134 |
| VENTAS INC | AT COST | $22,919 | $24,020 |
| IDEXIQ ETF HEDGE MACRO | AT COST | $94,423 | $91,868 |
| FIRST TRUST REAL ESTATE INDEX FUND | AT COST | $94,287 | $93,976 |
| INDEXIQ HEDGE MULTI-STRATEGY | AT COST | $117,895 | $115,268 |
| WISDOMTREE MANAGED FUTURES STRATEGY | AT COST | $141,665 | $141,254 |
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 | $133,978 | BalanceDueAmt |
| Note | 2013-06 | NoteDt |
| Loan Maturity | 2013-06 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $448 | $448 | $0 |
| EVENT EXPENSES | $11,337 | $0 | $11,337 |
| PAYROLL TAXES | $248 | $0 | $248 |
| CONTRACTOR EXPENSE | $6,706 | $0 | $0 |
| AGENT FEES | $120 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $391 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $391 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $391 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $77 | BOYBookValueAmt |
| EOY Book Value | $6 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $19,526 | Amt |
| Net Investment Income | $19,526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $739 | Amt |
| Net Investment Income | $739 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments