MILLER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MILLER FAMILY FOUNDATION (EIN 20-1979637)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-18
IRS object ID: 201201399349100705
Schema version: 2011v1.2
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
Accounting Fees Schedule
Compensation Explanation
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-18T13:40:18-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASPIRIANT LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201979637	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MILLER FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MILL	NameControl
Phone	3108064000	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	JEFFREY MILLER	Name
Title	PRESIDENT	Title
Phone	3108064000	Phone
Date Signed	2012-05-18	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JANE LEE	Name
Phone	3108064000	Phone
Date Prepared	2012-05-18	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	4888441	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1305435	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	8	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	8	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	111287	DividendsRevAndExpnss
Dividends Net Invst Incm	111287	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1106022	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	3045378	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1106022	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	2522752	TotalRevenueAndExpenses
Total Net Investment Income	1217317	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	15812	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	7906	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	7906	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	19468	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	19468	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	39049	TaxesRevAndExpnss
Taxes Net Invst Incm	2935	TaxesNetInvstIncm
Other Expenses Rev And Expnss	408	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	408	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	74737	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	30309	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	8314	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	283517	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	283517	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	358254	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	30309	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	291831	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	2164498	ExcessOfRevenueOverExpenses
Net Investment Income	1187008	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	51772	CashBOY
Cash EOY	27486	CashEOY
Cash EOYFMV	27486	CashEOYFMV
Savings And Temp Cash Invst BOY	140101	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	148777	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	148777	SavingsAndTempCashInvstEOYFMV
Accounts Receivable BOY	6438	AccountsReceivableBOY
Investments Corp Stock BOY	2496020	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3568788	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3591498	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	653262	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	862638	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	850776	InvestmentsCorpBondsEOYFMV
Investments Other BOY	569350	InvestmentsOtherBOY
Investments Other EOY	245769	InvestmentsOtherEOY
Investments Other EOYFMV	269904	InvestmentsOtherEOYFMV
Total Assets BOY	3916943	TotalAssetsBOY
Total Assets EOY	4853458	TotalAssetsEOY
Total Assets EOYFMV	4888441	TotalAssetsEOYFMV
Accounts Payable BOY	22000	AccountsPayableBOY
Accounts Payable EOY	4000	AccountsPayableEOY
Total Liabilities BOY	22000	TotalLiabilitiesBOY
Total Liabilities EOY	4000	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	3894943	RetainedEarningsBOY
Retained Earnings EOY	4849458	RetainedEarningsEOY
Total Net Assets BOY	3894943	TotalNetAssetsBOY
Total Net Assets EOY	4849458	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3916943	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	4853458	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3894943	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	2164498	ExcessOfRevenueOverExpenses
Subtotal	6059441	Subtotal
Other Decreases	1209983	OtherDecreases
Total Net Assets Fund Balances EOY	4849458	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (67 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
AMERICAN CAP STRATEGIES	D	2009-07-22	2011-04-06	325	84	241	241
NETFLIX INC	D	2002-08-14	2011-04-06	44602	1016	43586	43586
DFA INT'L SMALL COMPANY	P	2005-08-10	2011-12-20	18738	21495	-2757	-2757
DWS RREEF GLOBAL REAL ESTATE	P	2010-09-27	2011-09-21	17302	19084	-1782	-1782
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	6342	6817	-475	-475
ARUBA NETWORKS INC	D	2006-09-01	2011-04-06	331639	13545	318094	318094
SHORETEL INC	D	2002-10-11	2011-04-06	43744	3745	39999	39999
DFA US MICRO CAP	P	2005-08-10	2011-12-20	16639	19408	-2769	-2769
DWS RREEF GLOBAL REAL ESTATE	P	2010-09-29	2011-09-21	16854	18641	-1787	-1787
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	6348	6817	-469	-469
FINANCIAL ENGINES INC COM US	D	1997-03-28	2011-04-06	43609	1943	41666	41666
INFINERA CORP	D	2003-05-12	2011-04-06	341	358	-17	-17
DFA US SMALL CAP VALUE	P	2005-08-10	2011-11-23	18038	23869	-5831	-5831
GS CONNECT S&P GSCI ENHANCED C	P	2010-07-21	2011-06-03	8510	6422	2088	2088
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	9519	10225	-706	-706
FINANCIAL ENGINES INC COM US	D	1997-03-28	2011-04-06	96181	4285	91896	91896
INFINERA CORP	D	2003-06-30	2011-04-06	495	520	-25	-25
OPEN TABLE INC	P	2007-02-07	2011-04-06	68763	661	68102	68102
GS CONNECT S&P GSCI ENHANCED C	P	2010-07-21	2011-06-03	36541	27582	8959	8959
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	56345	60492	-4147	-4147
FINANCIAL ENGINES INC COM US	D	1998-06-05	2011-04-06	46074	6233	39841	39841
FORTINET INC COM USD0.001	D	2003-08-15	2011-04-06	2560	122	2438	2438
DFA US MICRO CAP	P	2007-12-11	2011-12-20	53752	60105	-6353	-6353
FIRST HORIZON NATIONAL CORP	P	2011-01-03	2011-04-11	1	1
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	72955	78392	-5437	-5437
FINANCIAL ENGINES INC COM US	D	1999-04-30	2011-04-06	47222	9341	37881	37881
FORTINET INC COM USD0.001	D	2004-01-13	2011-04-06	252767	12048	240719	240719
FIRST HORIZON NATIONAL CORP	P	2009-01-23	2011-04-06	33	23	10	10
DFA EMERGING MARKETS CORE EQUI	P	2011-04-06	2011-12-20	122619	165000	-42381	-42381
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	82444	88617	-6173	-6173
FINANCIAL ENGINES INC COM US	D	1999-11-23	2011-04-06	10895	4154	6741	6741
FORTINET INC COM USD0.001	D	2004-02-24	2011-04-06	19428	2315	17113	17113
FIRST HORIZON NATIONAL CORP	P	2009-01-23	2011-04-11	7	5	2	2
DFA INT'L SMALL CAP VALUE	P	2011-04-06	2011-12-20	41735	57000	-15265	-15265
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	6346	6817	-471	-471
OPEN TABLE INC	D	2000-01-05	2011-04-06	11091	1014	10077	10077
FORTINET INC COM USD0.001	D	2004-02-24	2011-04-06	111782	13320	98462	98462
DFA INT'L SMALL CAP VALUE	P	2010-07-21	2011-12-02	44886	44505	381	381
DFA INT'L SMALL COMPANY	P	2011-04-06	2011-12-20	44768	59000	-14232	-14232
NETFLIX INC	D	2000-04-13	2011-04-06	54194	1556	52638	52638
FORTINET INC COM USD0.001	D	2004-02-24	2011-04-06	137419	16375	121044	121044
DFA INT'L SMALL CAP VALUE	P	2010-07-21	2011-12-20	54578	57495	-2917	-2917
DFA US LARGE CAP VALUE III	P	2011-04-06	2011-11-23	59975	75447	-15472	-15472
OPEN TABLE INC	D	2000-09-22	2011-04-06	55454	5072	50382	50382
INFINERA CORP	D	2004-09-20	2011-04-06	3828	1078	2750	2750
DWS RREEF GLOBAL REAL ESTATE	P	2010-07-22	2011-09-21	243780	246000	-2220	-2220
DFA US MICRO CAP	P	2011-04-06	2011-12-20	19246	22000	-2754	-2754
OPEN TABLE INC	D	2000-10-16	2011-04-06	1268	45	1223	1223
INFINERA CORP	D	2004-11-06	2011-04-06	1040	293	747	747
DFA EMERGING MARKETS CORE EQUI	P	2010-09-14	2011-12-20	72105	83932	-11827	-11827
DFA US SMALL CAP VALUE	P	2011-04-06	2011-11-23	22181	29350	-7169	-7169
INFINERA CORP	D	2000-12-24	2011-04-06	205	233	-28	-28
PIMCO TOTAL RETURN	P	2005-06-09	2011-06-03	54975	53769	1206	1206
DFA INT'L SMALL CAP VALUE	P	2010-09-14	2011-12-20	39720	45000	-5280	-5280
DWS RREEF GLOBAL REAL ESTATE	P	2011-04-06	2011-09-21	165530	192000	-26470	-26470
INFINERA CORP	D	2001-03-19	2011-04-06	1935	2197	-262	-262
DFA INT'L SMALL CAP VALUE	P	2005-06-10	2011-12-02	10856	12162	-1306	-1306
DFA INT'L SMALL COMPANY	P	2010-09-14	2011-12-20	37283	41021	-3738	-3738
ISHARES TR S&P	P	2011-04-06	2011-11-23	59970	68550	-8580	-8580
INFINERA CORP	D	2001-04-21	2011-04-06	1049	1191	-142	-142
DFA US LARGE CAP VALUE III	P	2005-06-10	2011-06-03	14975	14362	613	613
DWS RREEF GLOBAL REAL ESTATE	P	2010-09-14	2011-09-21	81882	89000	-7118	-7118
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	3148	3408	-260	-260
INFINERA CORP	D	2001-11-20	2011-04-06	119	20	99	99
DFA INT'L SMALL CAP VALUE	P	2005-08-10	2011-12-02	4548	5515	-967	-967
PIMCO TOTAL RETURN	P	2010-10-20	2011-11-23	12728	13856	-1128	-1128
SPDR DJ WILSHIRE INTL REAL EST	P	2011-09-21	2011-12-20	3174	3408	-234	-234

Field	Value	IRS element (for citing)
Capital Gain Net Income	1106022	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-143217	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	155387	QualifyingDistributionsYear1
Noncharitable Assets Year1	3172286	NoncharitableAssetsYear1
Distribution Ratio Year1	0.048983	DistributionRatioYear1
Qualifying Distributions Year2	234502	QualifyingDistributionsYear2
Noncharitable Assets Year2	2516024	NoncharitableAssetsYear2
Distribution Ratio Year2	0.093203	DistributionRatioYear2
Qualifying Distributions Year3	195888	QualifyingDistributionsYear3
Noncharitable Assets Year3	3301598	NoncharitableAssetsYear3
Distribution Ratio Year3	0.059331	DistributionRatioYear3
Qualifying Distributions Year4	197084	QualifyingDistributionsYear4
Noncharitable Assets Year4	3915302	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050337	DistributionRatioYear4
Qualifying Distributions Year5	110756	QualifyingDistributionsYear5
Noncharitable Assets Year5	3613664	NoncharitableAssetsYear5
Distribution Ratio Year5	0.030649	DistributionRatioYear5
Total Distribution Ratio	0.282503	TotalDistributionRatio
Average Distribution Ratio	0.056501	AverageDistributionRatio
Net Noncharitable Assets	5150386	NetNoncharitableAssets
Adjusted Noncharitable Assets	291002	AdjustedNoncharitableAssets
One Percent Net Investment Income	11870	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	302872	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	291831	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	23740	InvestmentIncomeExciseTax
Subtotal	23740	Subtotal
Tax Based On Investment Income	23740	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	20000	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	3740	TaxPaidWithExtension
Total Credits And Payments	23740	TotalCreditsAndPayments
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ASPIRIANT	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3108064000	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JEFFREY MILLER
11100 SANTA MONICA BLVD 600	LOS ANGELES	CA	90025	PRESIDENT	0.25	0	0	0
KAREN MILLER
11100 SANTA MONICA BLVD 600	LOS ANGELES	CA	90025	SEC & TREAS	0.25	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5133161	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	95657	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5228818	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	5228818	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	78432	CashDeemedCharitable
Net Noncharitable Assets	5150386	NetNoncharitableAssets
Minimum Investment Return	257519	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	257519	MinimumInvestmentReturn
Tax Based On Investment Income	23740	TaxBasedOnInvestmentIncome
Total Tax	23740	TotalTax
Distributable Amount Before Adj	233779	DistributableAmountBeforeAdj
Distributable Amount Before Ded	233779	DistributableAmountBeforeDed
Distributable Amount As Adjusted	233779	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	291831	ExpensesAndContributions
Qualifying Distributions	291831	QualifyingDistributions
Adj Qualifying Distributions	291831	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	233779	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	109867	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	14341	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	124208	TotalExcessDistriCarryover
Qualifying Distributions	291831	QualifyingDistributions
Applied To Current Year	233779	AppliedToCurrentYear
Remaining Distri From Corpus	58052	RemainingDistriFromCorpus
Total Corpus	182260	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	182260	ExcessDistriCyovToNextYear
Excess From Year2	109867	ExcessFromYear2
Excess From Year1	14341	ExcessFromYear1
Excess From Current Year	58052	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JEFFREY MILLER KAREN MILLER	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
SANTA CLARA UNIVERSITY
500 EL CAMINO REAL	SANTA CLARA	CA	95053	UNRELATED	501(C)(3)	CHARITABLE	$160,000
THE TECH MUSEUM
201 S MARKET STREET	SAN JOSE	CA	95113	UNRELATED	501(C)(3)	CHARITABLE	$9,750
AMERICAN PRAIRIE FDTN
PO BOX 908	BOZEMAN	MT	59771	UNRELATED	501(C)(3)	CHARITABLE	$100,000
THE FALLEN HEROES
1701 EL NIDO SUITE 661	DIABLO	CA	94528	UNRELATED	501(C)(3)	CHARITABLE	$1,875
SMILETRAIN
PO BOX 96208	WASHINGTON	DC	20090	UNRELATED	501(C)(3)	CHARITABLE	$5,000
FINE ARTS MUSEUM OF SF
50 HAGIWARA TEA GARDEN DR	SAN FRANCISCO	CA	94118	UNRELATED	501(C)(3)	CHARITABLE	$1,000
FIRSTGIVINGCOM
34 FARNSWORTH ST 3RD FL	BOSTON	MA	02210	UNRELATED	501(C)(3)	CHARITABLE	$1,077
GROUNDSPRINGORG
7920 NORFOLK AVE STE520	BETHESDA	MD	20814	UNRELATED	501(C)(3)	CHARITABLE	$1,500
CANCERCARE
535 CONNECTICUT AVE 104	NORWALK	CT	06854	UNRELATED	501(C)(3)	CHARITABLE	$500
NEUE GALERIE
1048 5TH AVENUE	NEW YORK	NY	10028	UNRELATED	501(C)(3)	CHARITABLE	$815
SF MOMA
151 THIRD STREET	SAN FRANCISCO	CA	94103	UNRELATED	501(C)(3)	CHARITABLE	$1,000
SI DONATE NOW
PO BOX 2733	VISALIA	CA	93279	UNRELATED	501(C)(3)	CHARITABLE	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	283517	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$8	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$111,287	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,106,022	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,217,317	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1217317	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	JEFFREY KAREN MILLER LIVING TRUST	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1812 CLUB HOUSE RD	AddressLine1
City	DIABLO	City
State	CA	State
ZIP Code	94528	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1305435	AggregateContributions
Noncash Contribution Type	X	NoncashContributionType

Noncash Property NoncashProperty (29 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
1	AMERICAN CAP STRA	285	2011-03-17
1	INFINERA CORP	943	2011-03-17
1	NETFLIX INC	48875	2011-03-17
1	SHORETEL INC	34962	2011-03-17
1	FORTINET INC COM	2541	2011-03-17
1	ARUBA NETWORKS IN	337761	2011-03-17
1	INFINERA CORP	107	2011-03-17
1	NETFLIX INC	40224	2011-03-17
1	FINANCIAL ENGINES	36823	2011-03-17
1	FORTINET INC COM	250960	2011-03-17
1	FIRST HORIZON NAT	40	2011-03-17
1	INFINERA CORP	307	2011-03-17
1	OPEN TABLE INC	9406	2011-03-17
1	FINANCIAL ENGINES	81214	2011-03-17
1	FORTINET INC COM	19289	2011-03-17
1	FIRST HORIZON NAT	1	2011-03-17
1	INFINERA CORP	445	2011-03-17
1	OPEN TABLE INC	47032	2011-03-17
1	FINANCIAL ENGINES	38904	2011-03-17
1	FORTINET INC COM	110982	2011-03-17
1	INFINERA CORP	184	2011-03-17
1	INFINERA CORP	3442	2011-03-17
1	OPEN TABLE INC	1075	2011-03-17
1	FINANCIAL ENGINES	39874	2011-03-17
1	FORTINET INC COM	129564	2011-03-17
1	INFINERA CORP	1740	2011-03-17
1	INFINERA CORP	935	2011-03-17
1	OPEN TABLE INC	58320	2011-03-17
1	FINANCIAL ENGINES	9200	2011-03-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$15,812	Amount
Net Investment Income	7906	NetInvestmentIncome
Disbursements Charitable Prps	7906	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

JEFFREY MILLER
KAREN MILLER

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
PIMCO TOTAL RETURN INSTL	727138	705711
VANGUARD INFLATION-PROTECTED	135500	145065

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (18 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DFA US MICRO CAP	22327	25597
DFA EMERGING MARKETS CORE EQUITY	267069	253011
DFA INT'L SMALL COMPANY PORT	102520	99996
DFA INT'L SMALL CAP VALUE
DFA EMERGING MARKET PORT
DFA US SMALL CAP VALUE PORT	333276	354976
DFA US SMALL CAP	199000	228760
DFA INT'L VALUE PORTFOLIO III	275450	238926
DFA US LARGE CAP VALUE PORT III	303870	281432
VANGUARD TOTAL INT'L STOCK INDEX	402649	374370
S P D R TRUST UNIT SR	436567	497357
BERKSHIRE HATHAWAY CL B	107545	102929
ISHARES FTSE EPRA/NAREIT	225435	224902
ISHARES RUSSELL MICROCAP	82632	82603
ISHARES TR S&P	81269	76458
SPDR S&P INTERNATIONAL SC	282767	283616
VANGUARD EMERGING MKTS STOCK ETF	181412	178059
COHEN & STREERS INST	265000	288506

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
DWS RREEF GLOBAL REAL	AT COST
GS CONNECT S&P GSCI E	AT COST	245769	269904

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAINS FROM CONTRIBUTION	Description
Amount	$1,209,983	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK FEES	78	78
DUES & MEMBERSHIPS	170	170
CALIFORNIA REGISTRATION FEES	150	150
CA FILING FEES	10	10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	Category
Amount	$19,468	Amount
Net Investment Income	19468	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FOREIGN TAXES	$2,935	2935
FEDERAL TAXES	$36,114