Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ALICE T MINER COLONIAL COLLECTION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 90
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAZY, NY12921
A Employer identification number

14-1405827
B Telephone number (see instructions)

(518) 846-7121
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,763,256J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,647
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3 3 3
4 Dividends and interest from securities... 161,929 161,929 161,929
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,408,170
b Gross sales price for all assets on line 6a 5,734,845
7 Capital gain net income (from Part IV, line 2)... 1,408,170
8 Net short-term capital gain......... 45,383
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,572,749 1,570,102 207,315
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,749     10,749
14 Other employee salaries and wages...... 89,769     89,769
15 Pension plans, employee benefits....... 11,053     11,053
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,700 1,850 1,850 1,850
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,284 31,284 31,284  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
34,262    
20 Occupancy.............. 16,419     16,419
21 Travel, conferences, and meetings....... 827     827
22 Printing and publications.......... 4,000     4,000
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,886     41,886
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 243,949 33,134 33,134 176,553
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 243,949 33,134 33,134 176,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,328,800
b Net investment income (if negative, enter -0-) 1,536,968
c Adjusted net income (if negative, enter -0-)... 174,181
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 52,503 102,846 102,846
2 Savings and temporary cash investments......... 69,984 85,227 85,227
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10,486 10,954 10,954
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,781,518 Click to see attachment
List of Attached Documents:
// Content
4,987,557 		4,987,557
c Investments—corporate bonds (attach schedule)....... 1,405,045 Click to see attachment
List of Attached Documents:
// Content
1,603,257 		1,603,257
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow1,728,639
Less: accumulated depreciation (attach schedule) right arrow848,730 814,026 Click to see attachment
List of Attached Documents:
// Content
879,909 		915,153
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
58,262 		Click to see attachment
List of Attached Documents:
// Content
58,262 		Click to see attachment
List of Attached Documents:
// Content
58,262
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,191,824 7,728,012 7,763,256
Liabilities 17 Accounts payable and accrued expenses.......... 1,381 1,861
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,381 1,861
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,633,957 1,633,957
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,556,486 6,092,194
29 Total net assets or fund balances (see instructions)..... 7,190,443 7,726,151
30 Total liabilities and net assets/fund balances (see instructions). 7,191,824 7,728,012
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,190,443
2
Enter amount from Part I, line 27a .....................
2
1,328,800
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,519,243
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
793,092
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,726,151
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AMERICAN FUNDS EUROPACIFIC GROWTH P 2024-06-10 2024-09-10
b JP MORGAN LARGE CAP GROWTH INDEX FUN P 2024-02-20 2024-10-30
c ISHARES 1-3 YEAR TREASURY BOND ETF P   2024-06-14
d AMERICAN FUNDS EUROPACIFIC GROWTH P   2024-06-10
e JP MORGAN LARGE CAP GROWTH INDEX FUN P   2024-12-12
AMERICAN FUNDS EUROPACIFIC GROWTH P   2024-12-19
NINETY ONE EMERGING MARKETS FUND P 2024-03-18 2024-06-14
DODGE & COX GLOBAL STOCK FUND P   2024-02-20
NINETY ONE EMERGING MARKET FUND P   2024-06-14
FIDELITY INTERNATIONAL INDEX FUND P 2024-02-20 2024-09-10
PRINCIPAL DIVERSIFIELD REAL ESTATE P   2024-06-14
GMO QUALITY INDEX FUND P 2024-02-20 2024-07-09
SCHWAB FUNDAMENTAL US LARGE CO. INDE P   2024-09-30
GMO QUALITY INDEX FUND P 2024-03-18 2024-12-13
SCHWAB TOTAL STOCK MARKET INDEX P 2024-06-14 2024-10-30
GMO QUALITY INDEX FUND P   2024-12-13
VANGUARD DEVELOPED MARKETS INDEX FUN P   2024-03-18
GMO RESOURCES INDEX FUND P 2024-02-20 2024-09-10
VANGUARD 500 INDEX FUND P 2024-03-18 2024-06-14
GRANDEUR PEAK INTERNATIONAL OPPTY P 2024-03-18 2024-06-14
VANGUARD 500 INDEX FUND P   2024-06-14
GRANDEUR PEAK INTERNATIONAL OPPTY P   2024-06-14
WILLIAM BLAIR SMALL MIDCAP GROWTH FU P 2024-01-01 2024-02-20
GQG PARTNERS GLOBAL QUALITY EQUITY F P   2024-02-20
WILLIAM BLAIR SMALL MIDCAP GROWTH FU P   2024-02-20
ISHARES MSCI USA P 2024-03-19 2024-09-10
GUGGENHEIM TOTAL RETURN BOND FUND P   2024-02-20
ISHARES MSCI USA P   2024-09-10
ISHARES 1-3 YEAR TREASURY BOND ETF P   2024-06-14
ISHARES MID CAP 400 GROWTH EFT P 2024-02-20 2024-09-10
ISHARES 1-3 YEAR TREASURY BOND ETF P 2024-02-21 2024-06-14
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 129,990   128,183 1,807
b 53,956   46,651 7,305
c 179,715   176,104 3,611
d 9,755     9,755
e 3,740     3,740
15,248     15,248
    3,879 -3,879
634,899   500,955 133,944
278,633   308,514 -29,881
11,990   11,290 700
395,657   432,999 -37,342
28     28
157,647   127,588 30,059
271     271
124,779   115,950 8,829
5,373     5,373
502,710   400,500 102,210
115,192   125,000 -9,808
20,290     20,290
558   1,116 -558
1,482,559   704,876 777,683
161,191   166,530 -5,339
3,656     3,656
644,623   388,532 256,091
213,060   167,416 45,644
10,690     10,690
11,000   11,131 -131
367,340   315,337 52,003
20,073   19,954 119
179,919   174,170 5,749
303     303
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,807
b       7,305
c       3,611
d       9,755
e       3,740
      15,248
      -3,879
      133,944
      -29,881
      700
      -37,342
      28
      30,059
      271
      8,829
      5,373
      102,210
      -9,808
      20,290
      -558
      777,683
      -5,339
      3,656
      256,091
      45,644
      10,690
      -131
      52,003
      119
      5,749
      303
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,408,170
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 45,383
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1987-06-17(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MINERMUSEUM.ORG
14
The books are in care ofright arrowKIRK E BEATTIE Telephone no.right arrow (518) 846-7121

Located atright arrow1034 MINER FARM RDCHAZYNY ZIP+4right arrow12921
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KIRK E BEATTIE TREASURER
000.00 		0 0 0
192 CLARK RD
PERU,NY12972
RACHEL DUTIL SECRETARY
000.00 		0 0 0
336 N STAR RD
MOOERS,NY12958
STEVE J FESSETTE CHAIRMAN
6.00 		10,749 0 0
74 CEMETERY RD
PLATTSBURGH,NY12901
DANA GRANT TRUSTEE
000.00 		0 0 0
931 CUMBERLAND HEAD RD
PLATTSBURGH,NY12901
MARK HENRY TRUSTEE
000.00 		0 0 0
6 CHURCH ST
CHAZY,NY12921
RICK LAURIN VICE CHAIR
000.00 		0 0 0
207 SHELDON LANE
CHAZY,NY12921
KIM HOWLEY TRUSTEE
000.00 		0 0 0
25 DUPREY RD
CHAZY,NY12921
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ELLEN ADAMS MUSEUM DIREC
40.00 		58,647 2,869  
241 CORNELIA ST
PLATTSBURGH,NY12901
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE ALICE T. MINER COLONIAL COLLECTION IS CHARTERED BY THE BOARD OF REGENTS FOR AND ON BEHALF OF THE EDUCATION DEPARTMENT OF THE STATE OF NEW YORK FOR THE PURPOSE OF PRESERVING AND MAINTAINING A MUSEUM LOCATED IN CHAZY, NEW YORK. 276,698
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,663,188
b
Average of monthly cash balances.......................
1b
28,250
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,691,438
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
6,691,438
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
100,372
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,591,066
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
329,553
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
176,553
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
100,145
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
276,698
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
1986-02-03
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
174,181 108,640 109,058 125,461 517,340
b 85% (0.85) of line 2a ......... 148,054 92,344 92,699 106,642 439,739
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		276,698 184,043 198,357 171,441 830,539
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		276,698 184,043 198,357 171,441 830,539
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		219,702 195,325 198,479 213,304 826,810
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3  
4 Dividends and interest from securities ....     14 161,929  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,408,170  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,570,102  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,570,102
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,700 1,850 1,850 1,850

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
DEPRECIATION           34,262      

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Statement:
THE ALICE T. MINER COLONIAL COLLECTION ("THE COLLECTION") IS NOT REQUIRED TO FILE A COPY OF FORM 990 PF WITH THE ATTORNEY GENERAL OF THE STATE OF NE W YORK BECAUSE THE STATE OF NEW YORK DEPARTMENT OF LAW HAS ADVISED THE COL LECTION BY LETTER DATED JUNE 17, 1987 THAT THE REGISTRATION FILE FOR THE C OLLECTION HAS BEEN CLOSED. AS SET FORTH IN THE ATTACHED COPY OF THE JUNE 17, 1987 LETTER FROM THE STATE OF NEW YORK, THE COLLECTION WAS ADVISED "DO NOT SUBMIT ANY MORE ANNUAL REPORTS OR FILLING FEES TO THIS OFFICE".

TY 2024 InvestmentsCorpBondsSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Name of Bond End of Year Book Value End of Year Fair Market Value
BAIRD INTERMEDIATE BOND FUND    
PIMCO DIVERSIFIED INCOME FUND    
JOHN HANCOCK INCOME    
VANGUARD SHORT-TERM BOND FUND    
GUGGENHEIM TOTAL RETURN BOND FUND 400,750 400,750
ISHARES 7-10 YEAR TREASURY BOND 396,333 396,333
ISHARE 1-3 YEAR TREASURY BOND ETF    
FIDELITY US BOND INDEX 316,656 316,656
DOUBLELINE CORE FIXED INCOME 326,423 326,423
PIMCO INCOME INSTITUTIONAL FUND 163,095 163,095

TY 2024 InvestmentsCorpStockSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Name of Stock End of Year Book Value End of Year Fair Market Value
DODGE & COX GLOBAL STOCK FUND    
GQG PARTNERS GLOBAL QUALITY EQUITY F    
GRANDEUR PEAK INTERNATIONAL OPPORTUN    
NINETY ONE EMERGING MARKETS FUND    
PRINCIPAL DIVERSIFIED REAL ESTATE    
VANGUARD DEVELOPED MARKETS INDEX FUN    
VANGUARD 500 INDEX FUND    
WILLIAM BLAIR SMALL MIDCAP GROWTH FU    
SCHWAB FUNDAMENTAL US LARGE CO. FUND 517,516 517,516
ISHARES MSCI USA    
AMERICAN FUNDS EUROPACCIFIC GROWTH 455,029 455,029
FIDELITY EMERGING MARKETS INDEX FUND 250,175 250,175
FIDELITY INTERNATIONAL INDEX FUND 639,026 639,026
GMO QUALITY INDEX FUND 144,324 144,324
ISHARES CORE & S&P MID CAP ETF 132,720 132,720
JP MORGAN LARGE CAP GROWTH INDEX FUN 373,322 373,322
SCHWAB TOTAL SHOCK MARKET INDEX 1,726,655 1,726,655
VANGUARD INTERNATIONAL HIGH DIVIDEND 264,732 264,732
VANGUARD MEGA CAP ETF 327,496 327,496
VANGUARD SMALL CAP VALUE ETF 156,562 156,562

TY 2024 LandEtcSchedule2
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDINGS 1,082,142 725,269 356,873 915,153
FURNITURE AND FIXTURES 67,749 52,652 15,097  
CONSTRUCITON IN PROCESS 85,576   85,576  
IMPROVEMENTS 490,172 70,809 419,363  
LAND 3,000   3,000  


TY 2024 OtherAssetsSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS 58,262 58,262 58,262


TY 2024 OtherDecreasesSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Description Amount
UNREALIZED LOSS ON INVESTMENTS 793,092


TY 2024 OtherExpensesSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSE 2,797     2,797
CONTRACT SERVICE 6,114     6,114
INSURANCE 10,598     10,598
MEMBERSHIP & SUBSCRIPTION 511     511
BLDG., GENERAL MAINT & SUPPLI 10,584     10,584
COLLECTION MAINT. & RESTORATI 2,000     2,000
MUSEUM EXHIBITS/ LECTURES 127     127
PROGRAM/GRANT EXPENSES 6,604     6,604
MUSEUM GROUND 2,551     2,551


TY 2024 OtherProfessionalFeesSchedule
Name:
ALICE T MINER COLONIAL COLLECTION
EIN:
14-1405827
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CAP TRUST 31,284 31,284 31,284