MILLER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 34-1855841)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349100844
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T07:23:43-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMAX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32333 AURORA ROAD SUITE 300 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341855841 | 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 | 4405193500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32333 AURORA ROAD | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACIE L HALPERN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4405193500 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard D Armbruster CPA | PreparerPersonNm |
| PTIN | P00340818 | PTIN |
| Phone | 4405193500 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.63.60.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 07:23:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 02E9A09787E173A32FE1374F7CA0009BCCBA0194 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5FDD90D2AA45550AC2470BDF7851D67AE88AE01 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,659,047 | 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 | $487,671 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,349 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,511 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $880,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,168 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,511 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,807 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $414,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,511 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,095,293 | CashBOYAmt |
| Cash EOY | $1,209,140 | CashEOYAmt |
| Cash EOYFMV | $1,209,140 | CashEOYFMVAmt |
| Acct Rcvbl | $1,064 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,064 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,064 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $4,475,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,779,674 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,446,246 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $1,097 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,597 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,597 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,571,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,992,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,659,047 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,571,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,992,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,571,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,992,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,571,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,992,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,571,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $414,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,262 | OtherIncreasesAmt |
| Subtotal | $5,992,475 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,992,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BNY MELLON CAPITAL GAIN DISTRIBUTION | P | 2017-01-01 | 2018-12-31 | $8,562 | $0 | $0 | $8,562 | $0 | $0 | $0 | $8,562 |
| FLOW-THRU CAPTAL GAIN FROM PARTNERSHIP 88-0380362 | P | 2018-06-01 | 2018-12-31 | $2,511 | $0 | $0 | $2,511 | $0 | $0 | $0 | $2,511 |
| FLOW-THRU CAPTAL GAIN FROM PARTNERSHIP 88-0380362 | P | 2017-01-01 | 2018-12-31 | $18,936 | $0 | $0 | $18,936 | $0 | $0 | $0 | $18,936 |
| FLOW-THRU CAPTAL GAIN FROM PARTNERSHIP 88-0380364 | P | 2017-01-01 | 2018-12-31 | $77,439 | $0 | $0 | $77,439 | $0 | $0 | $0 | $77,439 |
| FLOW-THRU CAPTAL GAIN FROM PARTNERSHIP 27-3358127 | P | 2017-01-01 | 2018-12-31 | $18,432 | $0 | $0 | $18,432 | $0 | $0 | $0 | $18,432 |
| FLOW-THRU CAPTAL GAIN FROM PARTNERSHIP 80-0756321 | P | 2017-01-01 | 2018-12-31 | $126,469 | $0 | $0 | $126,469 | $0 | $0 | $0 | $126,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,349 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,511 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $570,974 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,984,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $418,327 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,139,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $499,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,851,814 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102924 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $389,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,632,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $674,577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,199,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160632 | DistributionYr5Rt |
| Total Distribution | 0.524480 | TotalDistributionRt |
| Average Distribution | 0.104896 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,329,984 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $663,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $667,744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $428,713 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,782 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,782 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$23,782 | OriginalReturnOverpaymentAmt |
| Overpayment | $16,275 | OverpaymentAmt |
| Applied To ES Tax | $16,275 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 | LAUREN B SPILMAN STACIE L HALPERN | IndividualWithBooksNm |
| Phone | 4405193500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32333 AURORA RD SUITE 300 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441392851 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,911,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,514,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,426,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,426,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,329,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,507 | TotalTaxAmt |
| Distributable Before Adj | $308,992 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $308,992 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $308,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $428,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $428,713 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $428,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,992 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $473,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $167,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,359,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $428,713 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,992 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,721 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,478,893 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $473,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,005,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,851 | ExcessFromYear4Amt |
| Excess From Year3 | $265,703 | ExcessFromYear3Amt |
| Excess From Year2 | $167,332 | ExcessFromYear2Amt |
| Excess From Year1 | $286,181 | ExcessFromYear1Amt |
| Excess From Current Year | $119,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE STATEMENT ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $428,713 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,713 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,614 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $393,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,168 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 0 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SYDELL L MILLER CHARITABLE LEAD ANN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32333 AURORA ROAD 300 | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $487,671 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | AS REPORTED IN PART IV | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARKET TRADING | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $252,349 | GrossSalesPriceAmt |
| Basis | $0 | BasisAmt |
| Total Net | $252,349 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX BALANCED FUND | $87,355 | $121,916 |
| PIMCO SHORT TERM FUND | $210,718 | $213,742 |
| SYMAX EMERGING MARKETS FUND LP | $457,083 | $439,240 |
| SYMAX INTERNATIONAL FUND LP | $1,393,071 | $1,390,042 |
| SYMAX SMALL CAP FUND LP | $966,651 | $665,362 |
| SYMAX HIGH QUALITY EQUITY FUND LP | $1,664,796 | $1,615,944 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued 1099 Income BNY Mellon Int | $796 | $2,079 | $2,079 |
| Accrued 1099 Income BNY Mellon Div | $301 | $518 | $518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ohio Filing Fee 2017 | $200 | $200 |
| Portfolio Deductions | $17,607 | $17,607 |
| Misc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FLOW-THRU FROM SYMAX INT'L FUND LP | $234 | $234 |
| FLOW-THRU FROM SYMAX SMALL CAP FD | $30 | $30 |
| FLOW-THRU FROM SYMAX EMERGING MRKT FD | $1,788 | $1,788 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX EXEMPT INCOME | $6,262 |
| NONDIVIDEND DISTRIBUTION | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 FORM 990-PF EXTENSION PYMT | CategoryTxt |
| Amt | $20,000 | Amt |