ROGER AND BETH MILLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROGER AND BETH MILLER FAMILY FOUNDATION (EIN 45-6569366)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-15
- IRS object ID
- 202402599349100700
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-15T11:29:37-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461063166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Independent Accounting Office | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Park Ave Suite 202 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456569366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER AND BETH MILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 2394519040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3752 MAHOGANY BEND DR | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER MILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2394519040 | PhoneNum |
| Signature | 2024-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C MURRAY EA CAA | PreparerPersonNm |
| PTIN | P01786656 | PTIN |
| Phone | 2397917796 | PhoneNum |
| Preparation | 2024-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $665,567 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $105,483 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,513 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $47,608 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,174 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $116,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,900 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,071 | CashBOYAmt |
| Cash EOY | $49,100 | CashEOYAmt |
| Cash EOYFMV | $49,100 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $351,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $438,249 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $175,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,218 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $371,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $469,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $665,567 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $371,989 | CapitalStockBOYAmt |
| Capital Stock EOY | $469,181 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $469,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $469,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,363 | OtherIncreasesAmt |
| Subtotal | $469,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $469,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITYBLUE CHIP | D | 2020-01-01 | 2023-06-12 | $35,000 | $0 | $18,097 | $16,903 | $0 | $0 | $0 | $16,903 |
| ISHARES CORE S&P US GROWTH ETF | D | 2018-12-04 | 2023-06-12 | $15,000 | $0 | $8,823 | $6,177 | $0 | $0 | $0 | $6,177 |
| ISHARES TR MSCI USA MIN | D | 2018-12-17 | 2023-04-18 | $52,018 | $0 | $41,518 | $10,500 | $0 | $0 | $0 | $10,500 |
| SPDR SSGA US LARG CAP | D | 2019-08-05 | 2023-07-24 | $59,999 | $0 | $45,971 | $14,028 | $0 | $0 | $0 | $14,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,608 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $286 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $286 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $286 | OriginalReturnTaxPaidAmt |
| Tax Due | $533 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROGER MILLER | IndividualWithBooksNm |
| Phone | 2394519040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3752 MAHOGANY BEND DR | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER MILLER | ||||||||
| 3752 MAHOGANY DR | NAPLES | FL | 34114 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| MARCIA ELIZABETH MILLER | ||||||||
| 3752 MAGOGANY DRIVE | NAPLES | FL | 34114 | TRUSTEE | 4.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $819 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $43,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,429 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,783 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,367 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,429 | ExcessFromYear4Amt |
| Excess From Year3 | $4,783 | ExcessFromYear3Amt |
| Excess From Year2 | $800 | ExcessFromYear2Amt |
| Excess From Year1 | $33,132 | ExcessFromYear1Amt |
| Excess From Current Year | $900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEVERLY S ANGELS INC | ||||||
| 5080 POST OAK LANE | NAPLES | FL | 34105 | PC | SHARE LOVEKINDNESS GRATITUDETHROUGH ACTS | $0 |
| CHRISTIAN VETERNARY MISSION | ||||||
| 19303 FREMONT AVE N | SEATTLE | WA | 98133 | PC | EMPOWER VETINARYTO SERVE OTHER CHRISTIAN FATH | $0 |
| THE CRU FOUNDATION | ||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | PC | MINISTRY SUPPORT | $0 |
| DESIGN OUTREACH | ||||||
| 224 W JOHNSTOWN RD | COLUMBUS | OH | 43230 | PC | IMPROVE LIVES OF POORAND PROVIDE HEALTHEDUCATION AND JOBS | $6,000 |
| ECHO INC | ||||||
| 1921 EAST MURRAY DR | FARMINGTON | NM | 87401 | pc | PROVIDE RESOURES& EDUCATION TO INDIVUDALS AND FAMLIES | $0 |
| KEY LIFE | ||||||
| PO BOX 945000 | MAITLAND | FL | 32794 | PC | TO PROMOTECHRISTIANMINISTRY | $2,000 |
| LIFEWISE ACADEMY | ||||||
| LOCKBOX 4324 | COLUMBUS | OH | 43260 | PC | PROMOTE BIBLE BASED CHARACTER EDUCATION | $5,000 |
| MARCO LUTHERAN CHURCH | ||||||
| 525 N COLLIER BLVD | MARCO ISLAND | FL | 34145 | PC | TO PROMOTE CHRISTIAN MINISTRY | $0 |
| OUR DAILY BREAD | ||||||
| 1450 WINTERBERRY DRIVE | MARCO ISLAND | FL | 34145 | PC | TO PROMOTE THEFEEDING OF THENEEDY | $10,000 |
| SAMARITAN'S PURSE | ||||||
| 1180 WESLEY AVE SUITE 200 | XENIA | OH | 45385 | PC | TO PROMOTE THIS NONDENOMINATIONALEVANGELICAL CHRISTIAN ORGANIZATION WHICH PROVIDESSPIRITUAL AND PHYSICAL AID TO NEEDY PEOPLE AROUND THE GLOBE | $1,500 |
| SLOAN KETTERING | ||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | PROMOTE CANCERRESEARCH TREATMENTAND CURES | $0 |
| ST MATHEWS HOUSE | ||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | PC | PROVIDE HOUSING TO THEHOMELESS AND FOODTO THE NEEDY | $0 |
| UNITED CHURCH MARCO ISLAND | ||||||
| 320 N BARFIELD DRIVE | MARCO ISLAND | FL | 34145 | PC | TO PROMOTE CHRISTIANMINISTRY | $5,500 |
| WESTERVILLE AREA RESOURCE MINISTRY | ||||||
| 175A EAST BROADWAY | WESTERVILLE | OH | 43081 | PC | TO ASSIST WITH THE OPERATIONSOF THE WESTERVILLE AREA FOODPANTRY THAT PROVIDES FREE MEALS TO NEEDY | $0 |
| WALKING VICTORIOUS | ||||||
| 3306 CRANSTON DRIVE | DUBLIN | OH | 43017 | PC | TO SUPPORT ACHURCH INDUBLIN OHIO | $1,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | PC | TO REACH OUT TO HIGH SHCOOLAND COLLEGE STUDENTS WITH THE TRUTHOF THE GOSPEL OF JESUS CHRIST | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,000 | 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 | $4,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,118 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROGER MILLER | ||||||
| 1 | 3752 MAHOGANY BEND DR | NAPLES | FL | 34114 | $42,736 | Yes (X) |
| MARCIA ELIZABETH MILLER | ||||||
| 2 | 3752 MAHOGANY BEND DR | NAPLES | FL | 34114 | $42,736 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
| EOY Book Value | $175,330 | EOYBookValueAmt |
| EOYFMV | $178,218 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $62,050 | $129,346 |
| EXCHANGE TRADED PRODUCTS | $182,701 | $308,903 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITEDOWN ON ASSETS HELD FOR INVESTMENT | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,174 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,174 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE UP ON ASSETS HELD FOR INVESTMENT | Desc |
| Amt | $12,363 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL INCOME TAX |
| FEDERAL INCOME TAX |