STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROGER AND BETH MILLER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ROGER AND BETH MILLER FAMILY FOUNDATION (EIN 45-6569366)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-26
IRS object ID
201340859349100009
Schema version
2012v2.0
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)
Timestamp2013-03-26T11:41:29-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rogers Wood Hill Starman & Gustason PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1606 Bald Eagle Drive Suite 400AddressLine1
CityMarco IslandCity
StateFLState
ZIP Code341452766ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN456569366EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Roger and Beth Miller Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROGENameControl
Phone6143615448Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2059AddressLine1
CityMarco IslandCity
StateFLState
ZIP Code34146ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRoger MillerName
TitleTrusteeTitle
Date Signed2013-03-26DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameThomas E Boerio CPAName
PTINP00103344PTIN
Phone2393947502Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY75111FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss150000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss91InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm91InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm91InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss675DividendsRevAndExpnss
Dividends Net Invst Incm675DividendsNetInvstIncm
Dividends Adj Net Incm675DividendsAdjNetIncm
Total Revenue And Expenses150766TotalRevenueAndExpenses
Total Net Investment Income766TotalNetInvestmentIncome
Total Adjusted Net Income766TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1850AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm456AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm456AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps1394AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss310OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm310OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm310OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss2160TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm766TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm766TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1394TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss108300ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps108300ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss110460TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm766TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm766TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps109694TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses40306ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY34588SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY39699SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV39699SavingsAndTempCashInvstEOYFMV
Investments Corp Stock EOY35178InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV35178InvestmentsCorpStockEOYFMV
Other Assets EOY234OtherAssetsEOY
Other Assets EOYFMV234OtherAssetsEOYFMV
Total Assets BOY34588TotalAssetsBOY
Total Assets EOY75111TotalAssetsEOY
Total Assets EOYFMV75111TotalAssetsEOYFMV
Other Liabilities EOY217OtherLiabilitiesEOY
Total Liabilities EOY217TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY34588CapitalStockBOY
Capital Stock EOY74894CapitalStockEOY
Total Net Assets BOY34588TotalNetAssetsBOY
Total Net Assets EOY74894TotalNetAssetsEOY
Total Liabilities Net Assets BOY34588TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY75111TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY34588TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses40306ExcessOfRevenueOverExpenses
Subtotal74894Subtotal
Total Net Assets Fund Balances EOY74894TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGfalseForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Roger MillerBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6143615448BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2059AddressLine1
CityMarco IslandCity
StateFLState
ZIP Code34146ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Marcia Elizabeth Miller
PO Box 2059Marco IslandFL34146Trustee4.000
Roger Miller
PO Box 2059Marco IslandFL34146Trustee4.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions109694ExpensesAndContributions
Qualifying Distributions109694QualifyingDistributions
Adj Qualifying Distributions109694AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year183332ExcessDistriCarryoverYear1
Total Excess Distri Carryover83332TotalExcessDistriCarryover
Qualifying Distributions109694QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Remaining Distri From Corpus109694RemainingDistriFromCorpus
Total Corpus193026TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year193026ExcessDistriCyovToNextYear
Excess From Year183332ExcessFromYear1
Excess From Current Year109694ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMarcia Elizabeth MillerContributingManager
Contributing ManagerRoger MillerContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Juvenile Diabetes Research Foundati
26 Broadway 14th FloorNew YorkNY10004None501(c)(3)To assist in the research for a cure to juvenile diabetes.$300
World Vision
PO Box 9716Federal WayWA98063NoneWorld Vision is a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice.$5,000
Walking Victorious
3306 Cranston DriveDublinOH43017None501(c)(3)To support a church in Dublin, Ohio.$5,500
Marco Presbyterian Church
875 W Elkcam CircleMarco IslandFL34145None501(c)(3)To promote Christian ministry.$500
Christian Associates International
18940 Base Camp RoadMonumentCO80132None501(c)(3)To assist in a grassroots movement of reproducing churches in Europe, South America, and North America.$5,000
Westerville Area Resource Ministry
175A East BroadwayWestervilleOH43081None501(c)(3)To assist with the operations of the Westerville Area food pantry that provides free meals to the needy.$8,000
St Matthew's House
2001 Airport Road SNaplesFL34112None501(c)(3)Provide housing to the homeless and food for the needy.$5,000
School of Musical Ministries Intern
6284 Pablo StChinoCA91710None501(c)(3)To promote the writing and music of John Fischer to assist individuals to reach their highest potential.$1,000
The Salvation Army
615 Slaters LaneAlexandriaVA22314None501(c)(3)Provide aid to the needy.$2,000
Quest Community Church
4877 Central College RoadWestervilleOH43081None501(c)(3)To support a church in New Albany, Ohio.$60,000
Key Life
PO Box 945000MaitlandFL32794None501(c)(3)To promote Christian ministry.$15,000
Greg Farnham Memorial Scholarship F
1234 East Broad StColumbusOH43205None501(c)(3)To provide scholarships.$500
Christian Veterinary Mission
19303 Fremont Ave NSeattleWA98133None501(c)(3)To help veterinarians serve others and to spread the Christian faith.$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year108300TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$91ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$675ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$766ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA766TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
2Marcia Elizabeth MillerPO Box 2059Marco IslandFL3414675000X
1Roger MillerPO Box 2059Marco IslandFL3414675000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTax Return PreparationCategory
Amount$1,850Amount
Net Investment Income456NetInvestmentIncome
Adjusted Net Income456AdjustedNetIncome
Disbursements Charitable Prps1394DisbursementsCharitablePrps

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
StatementThe Foundation is a Florida Trust registered with the State of Florida as a non-profit organization. The Foundation does not, however, solicit any contributions from the general public, other charities, or businesses, and, therefore, is not required to file a copy of their Federal tax return with the Attorney General for the State of Florida.Statement

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
PIMCO Income Fund CLD - 1,669.714 shs2063820638
SPDR SER Tr S&P Div ETF - 250 shs1454014540

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionFidelity - Dividends ReceivableDescription
EOY Book Value234EOYBookValue
EOYFMV234EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
Postage and Office Supplies260260260
Annual Registration Fee505050

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionEOY Book ValueEOYBookValue
Rounding1
Investments - Unrealized Appreciation216

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
Marcia Elizabeth Miller
PO Box 2059Marco IslandFL34146
Roger Miller
PO Box 2059Marco IslandFL34146