2022-11-03T12:42:31-07:00 2021-12-31 582197917 SYMAX LTD 32333 AURORA ROAD SUITE 300 SOLON OH 44139 990PF 2021-01-01 341855841 THE MILLER FAMILY FOUNDATION MILL 4405193500 32333 AURORA ROAD SOLON OH 44139 STACIE L HALPERN TRUSTEE 4405193500 2022-05-09 true STACIE HALPERN XXX-XX-XXXX Richard D Armbruster CPA P00340818 4405193500 2022-11-03 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 4425687 X 202320 316 316 52741 52741 -51639 0 0 21746 0 -7403 -7403 196335 45654 21746 0 0 0 0 0 2150 2150 2150 2150 0 2083964 2083964 2086114 2150 2083964 -1889779 43504 21746 3634347 1766872 1766872 275 2551 275 275 0 0 0 1798187 1775899 2658400 0 175 140 140 5435260 3543186 4425687 0 0 0 0 0 X 5435260 3543186 5435260 3543186 5435260 3543186 5435260 -1889779 0 3545481 2295 3543186 FLOW THRU FROM PARTNERSHIP 88-0380362 P 2021-07-15 2021-12-31 21746 0 0 21746 0 0 0 21746 FLOW THRU FROM PARTNERSHIP 88-0380362 P 2019-01-01 2021-12-31 42536 0 0 42536 0 0 0 42536 FLOW THRU FROM PARTNERSHIP 80-0756321 P 2019-01-01 2021-12-31 32508 0 0 32508 0 0 0 32508 BNY MELLON CAPITAL GAIN DISTRIBUTION P 2019-01-01 2021-12-31 15143 0 0 15143 0 0 0 15143 FLOW THRU FROM PARTNERSHIP 88-0380364 P 2019-01-10 2021-12-31 0 0 163572 -163572 0 0 0 -163572 -51639 21746 605 0 605 0 605 11148 0 11148 -11148 10543 10543 false false false false false false false true true OH true false false false false true N/A LAUREN B SPILMAN STACIE L HALPERN 4405193500 32333 AURORA RD SUITE 300 SOLON OH 441392851 false false false false false false false false false false false false false false false false false false false false false false LAUREN B SPILMAN 32333 AURORA RD 300 SOLON OH 44139 TRUSTEE 1.00 0 0 0 STACIE L HALPERN 32333 AURORA RD 300 SOLON OH 44139 TRUSTEE 1.00 0 0 0 DENNIS E LUBIN 32333 AURORA RD 300 SOLON OH 44139 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 2533928 2770586 0 5304514 0 5304514 79568 5224946 261247 261247 605 605 260642 260642 260642 2083964 0 2083964 260642 167332 286181 119721 156198 305343 1034775 2083964 0 260642 1823322 2858097 0 0 0 0 167332 2690765 286181 119721 156198 305343 1823322 NONE NONE X SEE STATEMENT ATTACHED VARIOUS VARIOUS OH 44139 PUBLIC CHARITABLE 2083964 2083964 14 316 14 52741 18 111933 Other Income (Loss) 14 -7403 157587 157587 0 N/A false false false false false false false false false false X X 1 STACIE L HALPERN 2003 CLAT 32333 AURORA RD 3OO SOLON OH 44139 101160 X 2 LAUREN B SPILMAN 2003 CLAT 32333 AURORA RD 3OO SOLON OH 44139 101160 X N/A 0 AS REPORTED IN PART IV Purchased MARKET TRADING 0 51639 -51639 DODGE & COX BALANCED FUND 128777 187598 PIMCO SHORT TERM FUND 222801 226028 SYMAX EMERGING MARKETS FUND LP 0 0 SYMAX INTERNATIONAL FUND LP 915166 1298026 SYMAX SMALL CAP FUND LP 0 0 SYMAX HIGH QUALITY EQUITY FUND LP 509155 946748 Accrued 1099 Income BNY Mellon Int 29 15 15 Accrued 1099 Income BNY Mellon Div 146 125 125 Book To Tax Difference 2295 Ohio Filing Fee 2021 200 200 Portfolio Deductions 1950 1950 Misc FLOW-THRU FROM SYMAX INT'L FUND LP -7403 -7403 FLOW-THRU FROM SYMAX SMALL CAP FD FLOW-THRU FROM SYMAX EMERGING MRKT FD TAX EXEMPT INCOME 0 NONDIVIDEND DISTRIBUTION 0 2018 FORM 990-PF EXTENSION PYMT