MILLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 20-1979637)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349101242
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T11:32:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900253328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201979637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 3108064000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108064000 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOHAMMADALI ROUZEGARIAN | PreparerPersonNm |
| PTIN | P01620722 | PTIN |
| Phone | 3108064000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,790,312 | 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 | $1,281,169 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $182,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,672,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,988 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,483,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,880 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,716 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,358 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,195 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,195 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $383 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $383 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,431 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,066 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $176,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,009,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,740 | CashBOYAmt |
| Cash EOY | $61,715 | CashEOYAmt |
| Cash EOYFMV | $61,715 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,548 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $700,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $700,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $700,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,052 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,873 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,873 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,118,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,435,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,435,599 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,406,503 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,079,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,079,361 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,560,628 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,189,557 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,189,557 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $189,289 | OtherAssetsBOYAmt |
| Other Assets EOY | $208,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $208,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,775,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,790,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,790,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,775,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,790,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,775,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,790,312 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,775,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,790,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,775,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,009,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,784,358 | SubtotalAmt |
| Other Decreases | $1,994,046 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,790,312 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $1,162,315 | $1,153,952 | $8,363 | $8,363 | |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $510,540 | $515,766 | -$5,226 | -$5,226 | |
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2022-12-31 | $9,462 | $9,462 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,599 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,363 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,873 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,873 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,043 | OverpaymentAmt |
| Applied To ES Tax | $10,043 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ASPIRIANT LLC | IndividualWithBooksNm |
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY A MILLER | ||||||||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN L MILLER | ||||||||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 | SEC & TREAS | 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $19,370 | AllOtherProgramRltdInvstTotAmt |
| Total | $19,370 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,535,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,885,510 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,672,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,672,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,512,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $830 | TotalTaxAmt |
| Distributable Before Adj | $524,801 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $524,801 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $524,801 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $19,370 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,801 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,732 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $59,732 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $328,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $59,732 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $59,732 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $137,066 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY A MILLER | ContributingManagerNm |
| Contributing Manager | KAREN L MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PRAIRIE FOUNDATION | ||||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | NONE | PC | UNRESTRICTED | $25,000 | |
| REALIZE IMPACT | ||||||||
| 271 WINSLOW WAY E 11548 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | UNRESTRICTED | $250,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | PC | UNRESTRICTED | $20,000 | |
| FIRST TEE | ||||||||
| 13000 SAWGRASS VILLAGE CIRCLE | PONTE VEDRA BEACH | FL | 32082 | NONE | PC | UNRESTRICTED | $2,500 | BUILDING 4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,393 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,980 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY A MILLER MILLER 2005 CRT TE | |||||||
| 1 | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | $637,424 | Yes (X) | |
| KAREN L MILLER MILLER 2005 CRT TERM | |||||||
| 2 | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | $637,423 | Yes (X) | |
| JEFFREY A MILLER MILLER 2005 CRT TE | |||||||
| 3 | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | $3,161 | Yes (X) | |
| KAREN L MILLER MILLER 2005 CRT TERM | |||||||
| 4 | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | $3,161 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES (UPON MILLER 2005 CRT TERMINATION) | $637,424 | 2022-09-13 |
| 2 | PUBLICLY TRADED SECURITIES (UPON MILLER 2005 CRT TERMINATION) | $637,423 | 2022-09-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,716 | Amt |
| Net Investment Income | $9,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,358 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ELEOS SOCIAL VENTURE FUND | Desc |
| Amt | $19,370 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALVERT SHORT DURATION INC FD I | $476,803 | $476,803 |
| CALVERT BOND FUND CLASS I | $348,457 | $348,457 |
| CCM COMMUNITY IMPACT BOND FUND INSTL | $358,772 | $358,772 |
| RBC BLUEBAY GLOBAL HIGH YIELD BOND | $178,915 | $178,915 |
| TIAA-CREF CORE IMPACT BOND INSTL | $512,906 | $512,906 |
| ASPIRIANT DEFENSIVE ALLOCATION FD | $203,508 | $203,508 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADVISORY SUSTAIN GROWTH INST | $487,074 | $487,074 |
| CALVERT EMERGING MARKETS EQUITY CL I | $494,749 | $494,749 |
| CALVERT U.S. LRG CAP CORE RESPNSBL INDX I | $1,526,588 | $1,526,588 |
| CALVERT INTERNTL RESPONSIBLE INDEX I | $1,673,471 | $1,673,471 |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX | $305,089 | $305,089 |
| CALVERT SMALL CAP CL I (CSVIX) | $237,672 | $237,672 |
| NUSHARES ETF TR NUVEEN ESG SMLCP | $222,375 | $222,375 |
| VANGUARD REAL ESTATE ETF | $303,939 | $303,939 |
| ASPIRIANT RISK MANGD EQTY ALLOCATION | $436,315 | $436,315 |
| DFA INTERNATIONAL CORE EQUITY (DFIEX) | $48,956 | $48,956 |
| DFA EMERGING MRKTS CORE EQU PORTF | $123,054 | $123,054 |
| DIMENSIONAL EMERGING MKTS VAL PRTF | $32,506 | $32,506 |
| DFA INT'L SMALL CAP VALUE | $52,287 | $52,287 |
| KAYNE ANDERSON RENEWABLE INFRA I | $231,441 | $231,441 |
| VANGUARD DIVIDEND GROWTH INVESTOR | $17,157 | $17,157 |
| VANGUARD TOTAL INTNL STOCK INDEX - T | $109,517 | $109,517 |
| ISHARES CORE S&P US VALUE ETF | $8,193 | $8,193 |
| SPDR S&P500 ETF TRUST TRUST UNIT | $97,902 | $97,902 |
| VANGUARD SMALL CAP VALUE ETF | $27,314 | $27,314 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRANCH INTERNATIONAL | AT COST | $541,988 | $541,988 |
| GENERATION IM SUST SOL | AT COST | $451,178 | $451,178 |
| GRATITUDE RAILROAD | AT COST | $150,000 | $150,000 |
| AZOLLA VENTURES CATALYTIC FUND | AT COST | $18,891 | $18,891 |
| CLOSED LOOP VENTURES II LP | AT COST | $62,984 | $62,984 |
| G2VP II LLC | AT COST | $138,886 | $138,886 |
| GREENBACKER RENEWABLE ENERGY CO | AT COST | $218,854 | $218,854 |
| GSSG SOLAR PARTNERS III | AT COST | $11,540 | $11,540 |
| GSSG SOLAR PARTNERS III-B | AT COST | $4,278 | $4,278 |
| WINDSAIL CREDIR QP FUND LP | AT COST | $192,016 | $192,016 |
| MEADOWLARK LANDS I, LP | AT COST | $150,382 | $150,382 |
| REGENERATION VC SPV I, LLC (SMARTER SORTING) | AT COST | $49,724 | $49,724 |
| RH CAPITAL FUND II LP | AT COST | $66,922 | $66,922 |
| FIFTH WALL EARLY-STAGE CLIMATE TECH | AT COST | $131,914 | $131,914 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALL ACROSS AFRICA (PROGRAM-RELATED INVESTMENT) | $125,000 | $125,000 | $125,000 |
| GLOBAL P/SHIP - ELEOS SOCIAL (PROGRAM-RELATED INVESTMENT) | $64,289 | $83,659 | $83,659 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $1,994,046 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES / MEMBERSHIPS | $225 | $0 | $0 | $225 |
| K-1 - OTHER DEDUCTIONS | $88,066 | $88,066 | $0 | $0 |
| REGISTRATION RENEWAL FEE | $800 | $0 | $0 | $800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WINDSAIL CREDIT QP FUND, L.P. | Desc |
| Revenue And Expenses Per Books | $6,988 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,988 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $30,195 | Amt |
| Net Investment Income | $30,195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JEFFREY A MILLER | |||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 |
| KAREN L MILLER | |||
| 11100 SANTA MONICA BLVD STE 600 | LOS ANGELES | CA | 90025 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $12,431 | $12,431 | $0 | $0 |
| EXCISE TAX ON INVESTMENT INCOME | $24,179 | $0 | $0 | $0 |