MILLER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 34-1855841)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201513149349101351
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T12:46:13-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD D ARMBRUSTER CPA | PreparerPersonNm |
| Phone | 4405193500 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,564,451 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $360,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,017,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $360,307 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,256 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,122 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,122 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $959,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $459,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,256 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $28,037 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,619 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $389,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $389,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $523,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,256 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,857 | CashBOYAmt |
| Cash EOY | $12,089 | CashEOYAmt |
| Cash EOYFMV | $12,089 | CashEOYFMVAmt |
| Acct Rcvbl | $485 | AcctRcvblAmt |
| Acct Rcvbl BOY | $321 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $485 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $485 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,498,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,030,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,551,661 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $342 | OtherAssetsBOYAmt |
| Other Assets EOY | $216 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $216 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,519,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,042,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,564,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,519,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,042,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,519,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,042,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,519,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,042,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,519,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $523,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,042,978 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,042,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1601.41SHS DODGE & COX BAL FD COM | P | 2014-01-21 | 2014-04-30 | $159,340 | $0 | $157,739 | $1,601 | $0 | $0 | $0 | $1,601 |
| 90.1SHS DODGE & COX BAL FD COM | P | 2014-03-26 | 2014-04-30 | $8,965 | $0 | $8,893 | $72 | $0 | $0 | $0 | $72 |
| 47SHS DODGE & COX BAL FD COM | P | 2014-01-21 | 2014-05-12 | $4,700 | $0 | $4,629 | $71 | $0 | $0 | $0 | $71 |
| 1.48SHS DODGE & COX BAL FD COM | P | 2014-01-21 | 2014-06-05 | $150 | $0 | $145 | $5 | $0 | $0 | $0 | $5 |
| 31.92SHS DODGE & COX BAL FD COM | P | 2014-06-25 | 2014-12-10 | $3,309 | $0 | $3,267 | $42 | $0 | $0 | $0 | $42 |
| 68.48SHS DODGE & COX BAL FD COM | P | 2014-01-21 | 2014-12-10 | $6,788 | $0 | $6,449 | $339 | $0 | $0 | $0 | $339 |
| 25.42SHS DODGE & COX BAL FD COM | P | 2014-09-25 | 2014-12-10 | $2,635 | $0 | $2,615 | $20 | $0 | $0 | $0 | $20 |
| 1316.84SHS DODGE & COX BAL FD COM | P | 2014-01-21 | 2014-12-29 | $136,068 | $0 | $129,708 | $6,360 | $0 | $0 | $0 | $6,360 |
| 134.83SHS DODGE & COX BAL FD COM | P | 2014-12-19 | 2014-12-29 | $13,932 | $0 | $13,836 | $96 | $0 | $0 | $0 | $96 |
| 1476.2SHS PIMCO SHORT-TERM FD | P | 2013-05-28 | 2014-02-03 | $14,570 | $0 | $14,570 | $0 | $0 | $0 | $0 | $0 |
| 7.23SHS PIMCO SHORT-TERM FD | P | 2013-05-22 | 2014-02-03 | $71 | $0 | $71 | $0 | $0 | $0 | $0 | $0 |
| 4.6SHS PIMCO SHORT-TERM FD | P | 2013-06-20 | 2014-02-03 | $45 | $0 | $45 | $0 | $0 | $0 | $0 | $0 |
| 1479.35SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-02-26 | $14,601 | $0 | $14,571 | $30 | $0 | $0 | $0 | $30 |
| 8.38SHS PIMCO SHORT-TERM FD | P | 2014-01-31 | 2014-02-26 | $83 | $0 | $83 | $0 | $0 | $0 | $0 | $0 |
| 3.35SHS PIMCO SHORT-TERM FD | P | 2013-12-31 | 2014-02-26 | $33 | $0 | $33 | $0 | $0 | $0 | $0 | $0 |
| 12.16SHS PIMCO SHORT-TERM FD | P | 2013-09-30 | 2014-02-26 | $120 | $0 | $120 | $0 | $0 | $0 | $0 | $0 |
| 1.68SHS PIMCO SHORT-TERM FD | P | 2013-12-11 | 2014-02-26 | $17 | $0 | $17 | $0 | $0 | $0 | $0 | $0 |
| 10.16SHS PIMCO SHORT-TERM FD | P | 2013-06-27 | 2014-03-04 | $100 | $0 | $100 | $0 | $0 | $0 | $0 | $0 |
| 13.61SHS PIMCO SHORT-TERM FD | P | 2013-05-28 | 2014-03-04 | $134 | $0 | $134 | $0 | $0 | $0 | $0 | $0 |
| 7.68SHS PIMCO SHORT-TERM FD | P | 2013-05-27 | 2014-03-04 | $76 | $0 | $76 | $0 | $0 | $0 | $0 | $0 |
| 2489.88SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-03-04 | $24,575 | $0 | $24,525 | $50 | $0 | $0 | $0 | $50 |
| 999.37SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-04-24 | $9,874 | $0 | $9,844 | $30 | $0 | $0 | $0 | $30 |
| 4.51SHS PIMCO SHORT-TERM FD | P | 2014-03-31 | 2014-04-24 | $45 | $0 | $45 | $0 | $0 | $0 | $0 | $0 |
| 126.39SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-05-14 | $1,250 | $0 | $1,249 | $1 | $0 | $0 | $0 | $1 |
| 123.62SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-05-14 | $1,222 | $0 | $1,221 | $1 | $0 | $0 | $0 | $1 |
| 119.42SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-06-02 | $1,182 | $0 | $1,179 | $3 | $0 | $0 | $0 | $3 |
| 6.85SHS PIMCO SHORT-TERM FD | P | 2014-05-30 | 2014-06-02 | $68 | $0 | $68 | $0 | $0 | $0 | $0 | $0 |
| 12SHS PIMCO SHORT-TERM FD | P | 2014-05-30 | 2014-06-02 | $119 | $0 | $119 | $0 | $0 | $0 | $0 | $0 |
| 114.26SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-06-02 | $1,131 | $0 | $1,129 | $2 | $0 | $0 | $0 | $2 |
| 505.05SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-06-20 | $5,000 | $0 | $4,990 | $10 | $0 | $0 | $0 | $10 |
| 110.32SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-07-01 | $1,091 | $0 | $1,086 | $5 | $0 | $0 | $0 | $5 |
| 7.3SHS PIMCO SHORT-TERM FD | P | 2014-06-30 | 2014-07-01 | $72 | $0 | $72 | $0 | $0 | $0 | $0 | $0 |
| 4935.11SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-07-01 | $48,808 | $0 | $48,759 | $49 | $0 | $0 | $0 | $49 |
| 2.89SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-07-01 | $29 | $0 | $29 | $0 | $0 | $0 | $0 | $0 |
| 2007.41SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-07-17 | $19,873 | $0 | $19,833 | $40 | $0 | $0 | $0 | $40 |
| 12.79SHS PIMCO SHORT-TERM FD | P | 2014-06-30 | 2014-07-17 | $126 | $0 | $126 | $0 | $0 | $0 | $0 | $0 |
| 7485.75SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-11-12 | $74,109 | $0 | $73,959 | $150 | $0 | $0 | $0 | $150 |
| 4.75SHS PIMCO SHORT-TERM FD | P | 2014-04-30 | 2014-11-12 | $47 | $0 | $47 | $0 | $0 | $0 | $0 | $0 |
| 11.37SHS PIMCO SHORT-TERM FD | P | 2014-07-31 | 2014-11-12 | $113 | $0 | $113 | $0 | $0 | $0 | $0 | $0 |
| 10.76SHS PIMCO SHORT-TERM FD | P | 2014-08-29 | 2014-11-12 | $107 | $0 | $107 | $0 | $0 | $0 | $0 | $0 |
| 5091.93SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-11-12 | $50,410 | $0 | $50,155 | $255 | $0 | $0 | $0 | $255 |
| 11.48SHS PIMCO SHORT-TERM FD | P | 2014-10-31 | 2014-11-12 | $114 | $0 | $114 | $0 | $0 | $0 | $0 | $0 |
| 10.23SHS PIMCO SHORT-TERM FD | P | 2014-09-30 | 2014-11-12 | $101 | $0 | $101 | $0 | $0 | $0 | $0 | $0 |
| 2.85SHS PIMCO SHORT-TERM FD | P | 2014-09-30 | 2014-12-01 | $28 | $0 | $28 | $0 | $0 | $0 | $0 | $0 |
| 3.09SHS PIMCO SHORT-TERM FD | P | 2014-11-28 | 2014-12-01 | $30 | $0 | $30 | $0 | $0 | $0 | $0 | $0 |
| 3.2SHS PIMCO SHORT-TERM FD | P | 2014-10-31 | 2014-12-01 | $32 | $0 | $32 | $0 | $0 | $0 | $0 | $0 |
| 3426.12SHS PIMCO SHORT-TERM FD | P | 2013-12-30 | 2014-12-01 | $33,850 | $0 | $33,747 | $103 | $0 | $0 | $0 | $103 |
| 3SHS PIMCO SHORT-TERM FD | P | 2014-08-29 | 2014-12-01 | $30 | $0 | $30 | $0 | $0 | $0 | $0 | $0 |
| 3.04SHS PIMCO SHORT-TERM FD | P | 2014-07-31 | 2014-12-01 | $30 | $0 | $30 | $0 | $0 | $0 | $0 | $0 |
| 0.08SHS PIMCO SHORT-TERM FD | P | 2012-12-12 | 2014-02-03 | $1 | $0 | $1 | $0 | $0 | $0 | $0 | $0 |
| 31.16SHS PIMCO SHORT-TERM FD | P | 2012-12-28 | 2014-02-03 | $307 | $0 | $308 | -$1 | $0 | $0 | $0 | -$1 |
| 0.48SHS PIMCO SHORT-TERM FD | P | 2012-12-31 | 2014-02-03 | $5 | $0 | $5 | $0 | $0 | $0 | $0 | $0 |
| 12.03SHS PIMCO SHORT-TERM FD | P | 2012-12-24 | 2014-02-26 | $119 | $0 | $119 | $0 | $0 | $0 | $0 | $0 |
| 0.48SHS PIMCO SHORT-TERM FD | P | 2012-12-31 | 2014-02-26 | $5 | $0 | $5 | $0 | $0 | $0 | $0 | $0 |
| 6.98SHS PIMCO SHORT-TERM FD | P | 2013-01-31 | 2014-02-26 | $69 | $0 | $69 | $0 | $0 | $0 | $0 | $0 |
| 3.74SHS PIMCO SHORT-TERM FD | P | 2013-01-22 | 2014-02-26 | $37 | $0 | $37 | $0 | $0 | $0 | $0 | $0 |
| 0.07SHS PIMCO SHORT-TERM FD | P | 2012-12-12 | 2014-02-26 | $1 | $0 | $1 | $0 | $0 | $0 | $0 | $0 |
| 2524.47SHS PIMCO SHORT-TERM FD | P | 2012-12-28 | 2014-02-26 | $24,917 | $0 | $24,942 | -$25 | $0 | $0 | $0 | -$25 |
| 5.31SHS PIMCO SHORT-TERM FD | P | 2013-01-22 | 2014-03-04 | $52 | $0 | $52 | $0 | $0 | $0 | $0 | $0 |
| 6.3SHS PIMCO SHORT-TERM FD | P | 2012-12-25 | 2014-03-04 | $62 | $0 | $62 | $0 | $0 | $0 | $0 | $0 |
| 8.27SHS PIMCO SHORT-TERM FD | P | 2012-12-26 | 2014-04-14 | $82 | $0 | $82 | $0 | $0 | $0 | $0 | $0 |
| 2.77SHS PIMCO SHORT-TERM FD | P | 2013-01-21 | 2014-05-14 | $27 | $0 | $27 | $0 | $0 | $0 | $0 | $0 |
| BNY MELLON CAPITAL GAIN DISTRIBUTION | P | 2013-01-01 | 2014-12-31 | $13,466 | $0 | $0 | $13,466 | $0 | $0 | $0 | $13,466 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380362 | P | 2014-06-01 | 2014-12-31 | $12,203 | $0 | $0 | $12,203 | $0 | $0 | $0 | $12,203 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380362 | P | 2013-01-01 | 2014-12-31 | $41,275 | $0 | $0 | $41,275 | $0 | $0 | $0 | $41,275 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380364 | P | 2014-06-01 | 2014-12-31 | $2,743 | $0 | $0 | $2,743 | $0 | $0 | $0 | $2,743 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0380364 | P | 2013-01-01 | 2014-12-31 | $63,155 | $0 | $0 | $63,155 | $0 | $0 | $0 | $63,155 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 88-0402975 | P | 2013-01-01 | 2014-12-31 | $104 | $0 | $0 | $104 | $0 | $0 | $0 | $104 |
| FLOW-THRU CAPITAL LOSS FROM PARTNERSHIP 27-3358127 | P | 2014-06-01 | 2014-12-31 | $0 | $0 | $1,025 | -$1,025 | $0 | $0 | $0 | -$1,025 |
| FLOW-THRU CAPITAL LOSS FROM PARTNERSHIP 27-3358127 | P | 2013-01-01 | 2014-12-31 | $0 | $0 | $642 | -$642 | $0 | $0 | $0 | -$642 |
| FLOW-THRU CAPITAL GAIN FROM PARTNERSHIP 80-0756321 | P | 2013-01-01 | 2014-12-31 | $219,719 | $0 | $0 | $219,719 | $0 | $0 | $0 | $219,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $360,307 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,256 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $674,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,199,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.160632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $361,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,617,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $414,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,376,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $646,194 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,165,821 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.204116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,040,734 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,051,445 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.341063 | DistributionYr5Rt |
| Total Distribution | 0.928351 | TotalDistributionRt |
| Average Distribution | 0.185670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,632,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $860,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $864,563 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,658 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,827 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,827 | SubtotalAmt |
| Tax Based On Investment Income | $8,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$20,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Overpayment | $11,088 | OverpaymentAmt |
| Applied To ES Tax | $11,088 | 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 |
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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,673,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,703,227 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,703,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,632,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,827 | TotalTaxAmt |
| Distributable Before Adj | $222,807 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $222,807 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $222,807 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,658 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $389,658 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $389,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,807 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $889,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $488,803 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $247,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,280,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,658 | QualifyingDistributionsAmt |
| Applied To Current Year | $222,807 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,851 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,446,931 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $889,086 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,557,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $488,803 | ExcessFromYear4Amt |
| Excess From Year3 | $247,089 | ExcessFromYear3Amt |
| Excess From Year2 | $181,997 | ExcessFromYear2Amt |
| Excess From Year1 | $473,105 | ExcessFromYear1Amt |
| Excess From Current Year | $166,851 | 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 | $389,658 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $389,658 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,523 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $360,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $459,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,954 | 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
| 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 | $500,000 | 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 |
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 | $1,017,552 | GrossSalesPriceAmt |
| Basis | $657,245 | BasisAmt |
| Total Net | $360,307 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX BALANCED FUND | $366,683 | $478,328 |
| PIMCO SHORT TERM FUND | $410,470 | $406,364 |
| SYMAX EMERGING MARKETS FUND LP | $429,831 | $440,778 |
| SYMAX INTERNATIONAL FUND LP | $767,226 | $779,965 |
| SYMAX LARGE CAP FUND LP | $229,077 | $694,915 |
| SYMAX SMALL CAP FUND LP | $593,129 | $515,564 |
| SYMAX HIGH QUALITY EQUITY FUND LP | $1,233,772 | $1,235,747 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| State of Ohio | $200 | $200 |
| Portfolio Deductions | $18,419 | $18,419 |
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 | $3,020 | $3,020 |
| FLOW-THRU FROM SYMAX SMALL CAP FD | $37 | $37 |
| FLOW-THRU FROM SYMAX LARGE CAP FD | $65 | $65 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2013 FORM 990-PF EXTENSION PYMT | $5,000 |
| 2013 FORM 990-PF TAX DUE | $3,037 |
| 2014 FORM 990-PF ESTIMATED TAX | $20,000 |