MILLER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 20-1979637)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349101308
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:32:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900253392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 600 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108064000 | PhoneNum |
| Signature | 2014-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE LEE | PreparerPersonNm |
| PTIN | P00991536 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,868,312 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,442,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,214 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $398,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $398,308 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $17,251 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,626 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,388 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,565 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $394,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,930 | CashBOYAmt |
| Cash EOY | $17,682 | CashEOYAmt |
| Cash EOYFMV | $17,682 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $158,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,206 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,687,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,643,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,610,057 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $802,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $914,442 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $875,348 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $256,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $286,019 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,912,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,917,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,868,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,912,950 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,917,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,912,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,917,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,912,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,917,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,912,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $4,917,058 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,917,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B-46 | P | 2010-09-14 | 2013-04-09 | $4,847 | $3,839 | $1,008 | $1,008 |
| VANGUARD EMERGING MKTS EFT-500 | P | 2011-12-20 | 2013-04-09 | $21,343 | $19,495 | $1,848 | $1,848 |
| DFA INT'L SMALL CAP VALUE-1020.408 | P | 2012-03-28 | 2013-12-19 | $19,975 | $16,168 | $3,807 | $3,807 |
| BERKSHIRE HATHAWAY CL B-437 | P | 2010-10-20 | 2013-04-09 | $46,045 | $36,198 | $9,847 | $9,847 |
| VANGUARD EMERGING MKTS EFT-1087 | P | 2011-12-20 | 2013-04-09 | $46,400 | $42,273 | $4,127 | $4,127 |
| DFA US LARGE CAP VALUE III-2155.172 | P | 2011-04-06 | 2013-12-19 | $49,975 | $36,558 | $13,417 | $13,417 |
| DFA INT'L SMALL CAP VALUE-1736.315 | P | 2012-01-25 | 2013-04-09 | $29,475 | $25,848 | $3,627 | $3,627 |
| VANGUARD EMERGING MKTS EFT-1348 | P | 2011-12-20 | 2013-04-09 | $57,541 | $52,559 | $4,982 | $4,982 |
| DFA US SMALL CAP-631.291 | P | 2010-07-21 | 2013-12-19 | $18,917 | $10,450 | $8,467 | $8,467 |
| DFA INTERNATIONAL VALUE-881.703 | P | 2012-01-25 | 2013-04-09 | $14,867 | $14,000 | $867 | $867 |
| VANGUARD TOTAL INTL STK-3201.73 | P | 2005-06-09 | 2013-04-09 | $98,460 | $80,154 | $18,306 | $18,306 |
| DFA US SMALL CAP-369.042 | P | 2012-05-16 | 2013-12-19 | $11,058 | $8,000 | $3,058 | $3,058 |
| DFA INTERNATIONAL VALUE-6.396 | P | 2012-03-28 | 2013-04-09 | $108 | $105 | $3 | $3 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-5 | P | 2011-04-06 | 2013-04-25 | $22,709 | $28,564 | -$5,855 | -$5,855 |
| DFA US SMALL CAP VALUE-220.61 | P | 2010-09-14 | 2013-12-19 | $7,541 | $4,581 | $2,960 | $2,960 |
| DFA INTERNATIONAL VALUE III-3201.716 | P | 2005-06-10 | 2013-04-09 | $49,512 | $48,541 | $971 | $971 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-1 | P | 2011-05-11 | 2013-04-25 | $47,871 | $54,583 | -$6,712 | -$6,712 |
| DFA US SMALL CAP VALUE-656.327 | P | 2012-05-16 | 2013-12-19 | $22,434 | $16,000 | $6,434 | $6,434 |
| DFA INTERNATIONAL VALUE III-569.804 | P | 2005-08-10 | 2013-04-09 | $8,812 | $9,409 | -$597 | -$597 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-7 | P | 2013-02-13 | 2013-04-25 | $3,316 | $3,684 | -$368 | -$368 |
| ISHARES CORE S&P 500 ETF-494 | P | 2012-03-28 | 2013-12-19 | $90,149 | $69,342 | $20,807 | $20,807 |
| DFA INTERNATIONAL VALUE III-559.443 | P | 2010-07-21 | 2013-04-09 | $8,651 | $8,098 | $553 | $553 |
| IPATH GSCI TOTAL RETURN - ETN-3150 | P | 2013-04-25 | 2013-06-12 | $100,168 | $99,674 | $494 | $494 |
| ISHARES RUSSELL MICROCAP-276 | P | 2011-12-20 | 2013-12-19 | $20,060 | $12,319 | $7,741 | $7,741 |
| DFA US LARGE CAP VALUE III-3744.939 | P | 2005-06-10 | 2013-04-09 | $73,975 | $58,769 | $15,206 | $15,206 |
| IPATH GSCI TOTAL RETURN - ETN-1382 | P | 2013-05-15 | 2013-06-12 | $43,947 | $43,859 | $88 | $88 |
| VANGUARD TOTAL INTL STK-613.121 | P | 2011-04-06 | 2013-12-19 | $19,975 | $20,353 | -$378 | -$378 |
| DFA US SMALL CAP-1599.63 | P | 2010-07-21 | 2013-04-09 | $39,742 | $26,480 | $13,262 | $13,262 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-1 | P | 2010-09-14 | 2013-08-22 | $5,976 | $5,271 | $705 | $705 |
| DFA US SMALL CAP VALUE-2875.209 | P | 2010-07-21 | 2013-04-09 | $83,787 | $56,047 | $27,740 | $27,740 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-4 | P | 2010-09-14 | 2013-08-22 | $19,124 | $16,882 | $2,242 | $2,242 |
| ISHARES RUSSELL MICROCAP-56 | P | 2011-12-20 | 2013-04-09 | $3,223 | $2,503 | $720 | $720 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-1 | P | 2010-10-20 | 2013-08-22 | $8,367 | $7,740 | $627 | $627 |
| ISHARES RUSSELL MICROCAP-249 | P | 2011-12-20 | 2013-04-09 | $14,330 | $11,115 | $3,215 | $3,215 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-2 | P | 2012-06-13 | 2013-08-22 | $12,096 | $10,840 | $1,256 | $1,256 |
| SPDR S&P 500-940 | P | 2010-10-20 | 2013-04-09 | $147,841 | $111,131 | $36,710 | $36,710 |
| GOLDMAN SACHS CONNECT S&P GSCI ENH-2 | P | 2013-02-13 | 2013-08-22 | $1,243 | $1,312 | -$69 | -$69 |
| SPDR S&P INTERNATIONAL SC-1452 | P | 2011-12-20 | 2013-04-09 | $43,798 | $36,010 | $7,788 | $7,788 |
| VANGUARD EMERGING MKTS EFT-1725 | P | 2011-12-20 | 2013-09-06 | $68,319 | $67,085 | $1,234 | $1,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,214 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $145 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,171,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033700 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $291,831 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,150,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,387 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,172,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $234,502 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,516,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093203 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $195,888 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,301,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059331 | DistributionYr5Rt |
| Total Distribution | 0.291879 | TotalDistributionRt |
| Average Distribution | 0.058376 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,723,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $337,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,345 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,707 | SubtotalAmt |
| Tax Based On Investment Income | $3,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,147 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,147 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,440 | OverpaymentAmt |
| Applied To ES Tax | $8,440 | 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 | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY MILLER | ||||||||
| 11100 SANTA MONICA BLVD 600 | LOS ANGELES | CA | 90025 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAREN MILLER | ||||||||
| 11100 SANTA MONICA BLVD 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,733,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,810,344 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,810,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,723,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,707 | TotalTaxAmt |
| Distributable Before Adj | $282,452 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,452 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,345 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $353,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,707 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $349,638 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,452 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $30,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,052 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $102,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,345 | QualifyingDistributionsAmt |
| Applied To Current Year | $282,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,893 | RemainingDistriFromCorpusAmt |
| Total Corpus | $173,711 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $173,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,425 | ExcessFromYear4Amt |
| Excess From Year3 | $14,341 | ExcessFromYear3Amt |
| Excess From Year2 | $58,052 | ExcessFromYear2Amt |
| Excess From Current Year | $70,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY MILLER KAREN MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| THE TECH MUSEUM | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | UNRELATED | 501(C)(3) | CHARITABLE | $10,000 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | UNRELATED | 501 (C)(3) | CHARITABLE | $326,000 | |
| NEUE GALERIE | ||||||||
| 1048 5TH AVE | NEW YORK | NY | 10028 | UNRELATED | 501 (C)(3) | CHARITABLE | $1,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | UNRELATED | 501 (C)(3) | CHARITABLE | $1,500 | |
| IFAW | ||||||||
| 1350 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | UNRELATED | 501 (C)(3) | CHARITABLE | $100 | SUITE 1220 |
| NARAL-PAC | ||||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | UNRELATED | 501 (C)(3) | CHARITABLE | $500 | SUITE 700 |
| SF BALLET ASSOCIATION | ||||||||
| 455 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | UNRELATED | 501 (C)(3) | CHARITABLE | $250 | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DR | LOS ANGELES | CA | 90045 | UNRELATED | 501 (C)(3) | CHARITABLE | $1,000 | |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||
| 1201 W 5TH STREET | LOS ANGELES | CA | 90017 | UNRELATED | 501 (C)(3) | CHARITABLE | $2,015 | SUITE T-700 |
| ALZHEIMERS ASSOCIATION | ||||||||
| 4221 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | UNRELATED | 501 (C)(3) | CHARITABLE | $250 | STE 400 |
| WOUNDED WARRIOR PROJECT | ||||||||
| 370 7TH AVENUE | NEW YORK | NY | 10001 | UNRELATED | 501 (C)(3) | CHARITABLE | $1,000 | SUITE 1802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,615 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $266,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $398,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $398,308 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,251 | Amt |
| Net Investment Income | $8,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,625 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| JEFFREY MILLER |
| KAREN MILLER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTL | $787,545 | $750,832 |
| VANGUARD INFLATION-PROTECTED | $126,897 | $124,516 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL B | $84,484 | $127,452 |
| COHEN & STREERS INST | $271,123 | $299,587 |
| DFA EMERGING MARKETS CORE EQUITY | $581,068 | $604,455 |
| DFA INT'L SMALL COMPANY PORT | $10,000 | $13,614 |
| DFA INT'L VALUE PORTFOLIO III | $209,402 | $227,203 |
| DFA INT'L VALUE PRTF INSTIL | $35,895 | $47,598 |
| DFA INTL SMALL CAP VALUE | $108,147 | $143,826 |
| DFA US LARGE CAP VALUE PORT III | $228,573 | $342,710 |
| DFA US MICRO CAP | $22,327 | $38,937 |
| DFA US SMALL CAP | $74,246 | $139,041 |
| DFA US SMALL CAP VALUE PORT | $153,445 | $272,399 |
| ISHARES FTSE EPRA/NAREIT | $217,237 | $264,859 |
| ISHARES RUSSELL MICROCAP | $16,740 | $28,170 |
| ISHARES TR S&P | $101,903 | $139,980 |
| SPDR S&P INTERNATIONAL SC | $318,024 | $545,574 |
| SPDR S&P INTL | $103,598 | $140,423 |
| VANGUARD EMERGING MARKETS | ||
| VANGUARD TOTAL INT'L STOCK INDEX | $346,143 | $406,426 |
| SPDR DOW JONES INTL | $20,922 | $21,754 |
| ASPIRIANT RISK MGD GLBL | $740,000 | $806,049 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GS CONNECT S&P GSCI E | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $262,451 | BookValueAmt |
| EOYFMV | $286,019 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES & MEMBERSHIPS | $170 | |
| CALIFORNIA REGISTRATION FEES | $75 | $75 |
| CA FILING FEES | $10 | $10 |
| LEGAL FEES | $1,020 | $1,020 |
| MISC. EXPENSES | $108 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $15,388 | Amt |
| Net Investment Income | $15,388 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,565 | $3,565 |
| FEDERAL TAXES | $13,000 |