STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILLER FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MILLER FAMILY FOUNDATION (EIN 34-1855841)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-07
IRS object ID
201703119349100540
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-07T13:54:30-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SYMAX LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132333 AURORA ROAD SUITE 300AddressLine1Txt
CitySOLONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341855841EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone4405193500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132333 AURORA ROADAddressLine1Txt
CitySOLONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTACIE L HALPERNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4405193500PhoneNum
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD D ARMBRUSTER CPAPreparerPersonNm
Phone4405193500PhoneNum
Preparation2017-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.63.60.204IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-07IPDt
IP Tm13:54:23IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id02E9A09787E173A32FE1374F7CA0009BCCBA0194AtSubmissionCreationDeviceId
At Submission Filing Device Id02E9A09787E173A32FE1374F7CA0009BCCBA0194AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,108,146FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$535,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$93,145DividendsRevAndExpnssAmt
Dividends Net Invst Incm$93,145DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$215,452NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$742,431GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$215,452CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$18,485NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$5,251OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,251OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$849,486TotalRevAndExpnssAmt
Total Net Invst Incm$313,986TotalNetInvstIncmAmt
Total Adj Net Incm$18,485TotalAdjNetIncmAmt
Taxes Rev And Expnss$15,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,688OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,688OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30,688TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,688TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$418,327ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$418,327ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$449,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,688TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$418,327TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$400,471ExcessRevenueOverExpensesAmt
Net Investment Income$298,298NetInvestmentIncomeAmt
Adjusted Net Income$18,485AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$105,830CashBOYAmt
Cash EOY$58,464CashEOYAmt
Cash EOYFMV$58,464CashEOYFMVAmt
Acct Rcvbl$840AcctRcvblAmt
Acct Rcvbl EOY$840AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$840AcctRcvblEOYFMVAmt
Other Investments BOY$4,401,382OtherInvestmentsBOYAmt
Other Investments EOY$4,848,077OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,048,054OtherInvestmentsEOYFMVAmt
Other Assets BOY$460OtherAssetsBOYAmt
Other Assets EOY$788OtherAssetsEOYAmt
Other Assets EOYFMV$788OtherAssetsEOYFMVAmt
Total Assets BOY$4,507,672TotalAssetsBOYAmt
Total Assets EOY$4,908,169TotalAssetsEOYAmt
Total Assets EOYFMV$5,108,146TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,507,672RetainedEarningBOYAmt
Retained Earning EOY$4,908,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,507,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,908,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,507,672TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,908,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,507,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$400,471ExcessRevenueOverExpensesAmt
Other Increases$26OtherIncreasesAmt
Subtotal$4,908,169SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,908,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (81 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.65SHS PIMCO SHORT-TERM FDP2015-11-302016-05-10$6$0$6$0$0$0$0$0
.07SHS PIMCO SHORT-TERM FDP2015-12-292016-05-10$1$0$1$0$0$0$0$0
.03SHS PIMCO SHORT-TERM FDP2015-12-312016-05-10$1$0$1$0$0$0$0$0
1029.11SHS PIMCO SHORT-TERM FDP2016-05-032016-05-10$9,993$0$9,982$11$0$0$0$11
14.77SHS PIMCO SHORT-TERM FDP2015-09-302016-07-12$144$0$144$0$0$0$0$0
.21SHS PIMCO SHORT-TERM FDP2015-12-292016-07-12$2$0$2$0$0$0$0$0
4.80SHS PIMCO SHORT-TERM FDP2015-12-312016-07-12$47$0$47$0$0$0$0$0
.10SHS PIMCO SHORT-TERM FDP2016-03-312016-07-12$1$0$1$0$0$0$0$0
.11SHS PIMCO SHORT-TERM FDP2016-04-292016-07-12$1$0$1$0$0$0$0$0
1997.20SHS PIMCO SHORT-TERM FDP2016-05-032016-07-12$19,413$0$19,373$40$0$0$0$40
13.80SHS PIMCO SHORT-TERM FDP2016-05-312016-07-12$134$0$135-$1$0$0$0-$1
5069.08SHS PIMCO SHORT-TERM FDP2016-05-032016-10-28$49,576$0$49,170$406$0$0$0$406
16.30SHS PIMCO SHORT-TERM FDP2016-07-292016-10-28$159$0$158$1$0$0$0$1
14.86SHS PIMCO SHORT-TERM FDP2016-08-312016-10-28$145$0$145$0$0$0$0$0
12.23SHS PIMCO SHORT-TERM FDP2016-09-302016-10-28$119$0$119$0$0$0$0$0
5018.86SHS PIMCO SHORT-TERM FDP2016-05-032016-11-14$49,135$0$48,683$452$0$0$0$452
12.71SHS PIMCO SHORT-TERM FDP2016-05-312016-11-14$124$0$124$0$0$0$0$0
15.10SHS PIMCO SHORT-TERM FDP2016-06-302016-11-14$148$0$146$2$0$0$0$2
16.55SHS PIMCO SHORT-TERM FDP2016-07-292016-11-14$162$0$161$1$0$0$0$1
16.57SHS PIMCO SHORT-TERM FDP2016-08-312016-11-14$162$0$162$0$0$0$0$0
13.64SHS PIMCO SHORT-TERM FDP2016-09-302016-11-14$134$0$133$1$0$0$0$1
13.81SHS PIMCO SHORT-TERM FDP2016-10-312016-11-14$135$0$135$0$0$0$0$0
4380.52SHS PIMCO SHORT-TERM FDP2016-05-032016-12-13$42,885$0$42,491$394$0$0$0$394
11.72SHS PIMCO SHORT-TERM FDP2016-11-302016-12-13$115$0$115$0$0$0$0$0
89.40SHS PIMCO SHORT-TERM FDP2015-12-292016-12-19$876$0$869$7$0$0$0$7
42.39SHS PIMCO SHORT-TERM FDP2015-12-312016-12-19$415$0$412$3$0$0$0$3
8756.43SHS PIMCO SHORT-TERM FDP2016-03-142016-12-19$85,813$0$84,762$1,051$0$0$0$1,051
130.91SHS PIMCO SHORT-TERM FDP2016-04-292016-12-19$1,283$0$1,270$13$0$0$0$13
84.11SHS PIMCO SHORT-TERM FDP2016-05-312016-12-19$824$0$820$4$0$0$0$4
95.80SHS PIMCO SHORT-TERM FDP2016-06-302016-12-19$939$0$929$10$0$0$0$10
105.01SHS PIMCO SHORT-TERM FDP2016-07-292016-12-19$1,029$0$1,021$8$0$0$0$8
105.13SHS PIMCO SHORT-TERM FDP2016-08-312016-12-19$1,030$0$1,026$4$0$0$0$4
86.51SHS PIMCO SHORT-TERM FDP2016-09-302016-12-19$847$0$844$3$0$0$0$3
87.63SHS PIMCO SHORT-TERM FDP2016-10-312016-12-19$859$0$857$2$0$0$0$2
104.02SHS PIMCO SHORT-TERM FDP2016-11-302016-12-19$1,019$0$1,018$1$0$0$0$1
26.14SHS PIMCO SHORT-TERM FDP2014-12-302016-07-12$254$0$255-$1$0$0$0-$1
.47SHS PIMCO SHORT-TERM FDP2014-12-302016-07-12$5$0$5$0$0$0$0$0
20715.43SHS PIMCO SHORT-TERM FDP2013-01-222016-04-29$200,940$0$204,876-$3,936$0$0$0-$3,936
21.92SHS PIMCO SHORT-TERM FDP2014-06-302016-04-29$213$0$217-$4$0$0$0-$4
21.23SHS PIMCO SHORT-TERM FDP2014-07-312016-04-29$206$0$210-$4$0$0$0-$4
21.93SHS PIMCO SHORT-TERM FDP2014-08-292016-04-29$212$0$217-$5$0$0$0-$5
20.84SHS PIMCO SHORT-TERM FDP2014-09-302016-04-29$202$0$206-$4$0$0$0-$4
23.40SHS PIMCO SHORT-TERM FDP2014-10-312016-04-29$227$0$232-$5$0$0$0-$5
4600.36SHS PIMCO SHORT-TERM FDP2013-01-222016-12-19$45,084$0$45,498-$414$0$0$0-$414
11.56SHS PIMCO SHORT-TERM FDP2013-01-312016-12-19$113$0$114-$1$0$0$0-$1
39.26SHS PIMCO SHORT-TERM FDP2013-02-282016-12-19$384$0$388-$4$0$0$0-$4
37.15SHS PIMCO SHORT-TERM FDP2013-05-312016-12-19$364$0$367-$3$0$0$0-$3
33.58SHS PIMCO SHORT-TERM FDP2013-06-282016-12-19$329$0$330-$1$0$0$0-$1
33.68SHS PIMCO SHORT-TERM FDP2013-07-312016-12-19$330$0$331-$1$0$0$0-$1
35.11SHS PIMCO SHORT-TERM FDP2013-08-302016-12-19$344$0$344$0$0$0$0$0
32.53SHS PIMCO SHORT-TERM FDP2013-09-302016-12-19$318$0$320-$2$0$0$0-$2
31.69SHS PIMCO SHORT-TERM FDP2013-10-312016-12-19$311$0$313-$2$0$0$0-$2
28.26SHS PIMCO SHORT-TERM FDP2013-11-292016-12-19$277$0$279-$2$0$0$0-$2
19.97SHS PIMCO SHORT-TERM FDP2013-12-112016-12-19$196$0$197-$1$0$0$0-$1
30.47SHS PIMCO SHORT-TERM FDP2013-12-312016-12-19$298$0$300-$2$0$0$0-$2
21.06SHS PIMCO SHORT-TERM FDP2014-01-312016-12-19$206$0$208-$2$0$0$0-$2
21.92SHS PIMCO SHORT-TERM FDP2014-02-282016-12-19$215$0$216-$1$0$0$0-$1
18.78SHS PIMCO SHORT-TERM FDP2014-03-312016-12-19$184$0$186-$2$0$0$0-$2
20.44SHS PIMCO SHORT-TERM FDP2014-04-302016-12-19$200$0$202-$2$0$0$0-$2
20.15SHS PIMCO SHORT-TERM FDP2014-05-302016-12-19$197$0$199-$2$0$0$0-$2
22.57SHS PIMCO SHORT-TERM FDP2014-11-282016-12-19$221$0$223-$2$0$0$0-$2
126.89SHS PIMCO SHORT-TERM FDP2014-12-102016-12-19$1,244$0$1,246-$2$0$0$0-$2
130.93SHS PIMCO SHORT-TERM FDP2014-12-292016-12-19$1,283$0$1,278$5$0$0$0$5
21.09SHS PIMCO SHORT-TERM FDP2014-12-312016-12-19$207$0$206$1$0$0$0$1
15.15SHS PIMCO SHORT-TERM FDP2015-01-302016-12-19$148$0$147$1$0$0$0$1
12.50SHS PIMCO SHORT-TERM FDP2015-02-272016-12-19$122$0$122$0$0$0$0$0
17.14SHS PIMCO SHORT-TERM FDP2015-03-312016-12-19$168$0$168$0$0$0$0$0
21.29SHS PIMCO SHORT-TERM FDP2015-04-302016-12-19$209$0$209$0$0$0$0$0
26.18SHS PIMCO SHORT-TERM FDP2015-05-292016-12-19$257$0$257$0$0$0$0$0
27.50SHS PIMCO SHORT-TERM FDP2015-06-302016-12-19$270$0$271-$1$0$0$0-$1
29.86SHS PIMCO SHORT-TERM FDP2015-07-312016-12-19$293$0$293$0$0$0$0$0
31.18SHS PIMCO SHORT-TERM FDP2015-08-312016-12-19$306$0$305$1$0$0$0$1
31.31SHS PIMCO SHORT-TERM FDP2015-09-302016-12-19$307$0$304$3$0$0$0$3
32.97SHS PIMCO SHORT-TERM FDP2015-10-302016-12-19$323$0$322$1$0$0$0$1
36.28SHS PIMCO SHORT-TERM FDP2015-11-302016-12-19$356$0$355$1$0$0$0$1
BNY MELLON CAPITAL GAIN DISTRIBUTIONP2015-01-012016-12-31$4,097$0$0$4,097$0$0$0$4,097
FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380362P2016-06-012016-12-31$16,072$0$0$16,072$0$0$0$16,072
FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380362P2015-01-012016-12-31$18,130$0$0$18,130$0$0$0$18,130
FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380364P2015-01-012016-12-31$100,782$0$0$100,782$0$0$0$100,782
FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0402975P2015-01-012016-12-31$54,327$0$0$54,327$0$0$0$54,327
FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 80-0756321P2015-01-012016-12-31$24,024$0$0$24,024$0$0$0$24,024
FieldValueIRS element (for citing)
Capital Gain Net Income$215,452CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$18,485NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$499,370AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,851,814NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.102924DistributionYr1Rt
Adjusted Qlfy Distri Yr2$389,658AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,632,679NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.084111DistributionYr2Rt
Adjusted Qlfy Distri Yr3$674,577AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,199,506NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.160632DistributionYr3Rt
Adjusted Qlfy Distri Yr4$361,285AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,617,707NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.099866DistributionYr4Rt
Adjusted Qlfy Distri Yr5$414,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,376,416NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.122674DistributionYr5Rt
Total Distribution0.570207TotalDistributionRt
Average Distribution0.114041AverageDistributionRt
Net Vl Noncharitable Assets$5,139,213NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$586,081AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,983NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$589,064AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$418,327QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,966InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,966SubtotalAmt
Tax Based On Investment Income$5,966TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,164EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$7,000AppliedToEsTaxAmt
Total Payments And Credits$24,164TotalPaymentsAndCreditsAmt
Original Return Overpayment-$24,164OriginalReturnOverpaymentAmt
Overpayment$18,198OverpaymentAmt
Applied To ES Tax$18,198AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAUREN B SPILMAN STACIE L HALPERNIndividualWithBooksNm
Phone4405193500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line132333 AURORA RD SUITE 300AddressLine1Txt
CitySOLONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441392851ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAUREN B SPILMAN
32333 AURORA RD 300SOLONOH44139TRUSTEE1.00$0$0$0
STACIE L HALPERN
32333 AURORA RD 300SOLONOH44139TRUSTEE1.00$0$0$0
DENNIS E LUBIN
32333 AURORA RD 300SOLONOH44139TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,065,167AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,217,475TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,217,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,139,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$256,961MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$256,961MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,966TaxBasedOnInvestmentIncomeAmt
Total Tax$5,966TotalTaxAmt
Distributable Before Adj$250,995DistributableBeforeAdjAmt
Distributable Before Ded$250,995DistributableBeforeDedAmt
Distributable As Adjusted$250,995DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$418,327ExpensesAndContributionsAmt
Qualifying Distributions$418,327QualifyingDistributionsAmt
Adjusted Qualifying Distri$418,327AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$250,995DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$247,089ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$473,105ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$166,851ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$265,703ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,334,745TotalExcessDistributionCyovAmt
Qualifying Distributions$418,327QualifyingDistributionsAmt
Applied To Current Year$250,995AppliedToCurrentYearAmt
Remaining Distri From Corpus$167,332RemainingDistriFromCorpusAmt
Total Corpus$1,502,077TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$247,089ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,254,988ExcessDistriCyovToNextYrAmt
Excess From Year4$181,997ExcessFromYear4Amt
Excess From Year3$473,105ExcessFromYear3Amt
Excess From Year2$166,851ExcessFromYear2Amt
Excess From Year1$265,703ExcessFromYear1Amt
Excess From Current Year$167,332ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE STATEMENT ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityVARIOUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$418,327Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$418,327TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,145ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,251ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$215,452ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$313,986ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$313,986TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SYDELL L MILLER CHARITABLE LEAD ANN
132333 AURORA ROAD 300SOLONOH44139$500,000Yes (X)
LAUREN B SPILMAN 71189 TRUST
232333 AURORA ROAD 300SOLONOH44139$35,500Yes (X)

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetAS REPORTED IN PART IVAssetDesc
How AcquiredPurchasedHowAcquiredTxt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
PersonMARKET TRADINGPersonNm
FieldValueIRS element (for citing)
Gross Sales Price$742,431GrossSalesPriceAmt
Basis$526,979BasisAmt
Total Net$215,452TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX BALANCED FUND$66,266$113,518
PIMCO SHORT TERM FUND$470,400$475,852
SYMAX EMERGING MARKETS FUND LP$433,649$395,039
SYMAX INTERNATIONAL FUND LP$1,236,488$1,293,479
SYMAX LARGE CAP FUND LP$379,710$753,887
SYMAX SMALL CAP FUND LP$836,429$689,127
SYMAX HIGH QUALITY EQUITY FUND LP$1,425,135$1,327,152

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
Accrued 1099 Income BNY Mellon Interest$5$5
Accrued 1099 Income BNY Mellon Dividends$783$783$460

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
Accrued 1099 Income BNY Mellon Interest$5$5
Accrued 1099 Income BNY Mellon Dividends$783$783$460

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
Accrued 1099 Income BNY Mellon Interest$5$5
Accrued 1099 Income BNY Mellon Dividends$783$783$460

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
State of Ohio$25$25
Portfolio Deductions$15,663$15,663

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FLOW-THRU FROM SYMAX INT'L FUND LP$5,139$5,139
FLOW-THRU FROM SYMAX SMALL CAP FD$68$68
FLOW-THRU FROM SYMAX LARGE CAP FD$44$44

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX EXEMPT INCOMEDesc
Amt$26Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2015 FORM 990-PF EXTENSION PYMTCategoryTxt
Amt$15,000Amt