STUART A MILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STUART A MILLER FAMILY FOUNDATION INC (EIN 37-1452682)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-30
IRS object ID
202421219349100302
Schema version
2022v5.0
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)
Return2024-04-30T06:08:40-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371452682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STUART A MILLER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUABusinessNameControlTxt
Phone3052296422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15505 WATERFORD DISTRICT DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART A MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3052296422PhoneNum
Signature2024-03-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTUARTPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN M DEMAR CPAPreparerPersonNm
PTINP00080750PTIN
Phone3058585600PhoneNum
Preparation2024-03-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,831,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,062,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$597,251DividendsRevAndExpnssAmt
Dividends Net Invst Incm$597,251DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$117,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,024,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$643,600CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,777,051TotalRevAndExpnssAmt
Total Net Invst Incm$1,240,851TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,839TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$210OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,172TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,117,058ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,117,058ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,121,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,117,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,655,821ExcessRevenueOverExpensesAmt
Net Investment Income$1,240,641NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,629,430CashBOYAmt
Cash EOY$8,129,451CashEOYAmt
Cash EOYFMV$8,129,451CashEOYFMVAmt
Corporate Stock BOY$16,968,059CorporateStockBOYAmt
Corporate Stock EOY$25,123,859CorporateStockEOYAmt
Corporate Stock EOYFMV$38,702,545CorporateStockEOYFMVAmt
Total Assets BOY$25,597,489TotalAssetsBOYAmt
Total Assets EOY$33,253,310TotalAssetsEOYAmt
Total Assets EOYFMV$46,831,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$25,597,489RetainedEarningBOYAmt
Retained Earning EOY$33,253,310RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,597,489TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,253,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,597,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,253,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,597,489TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,655,821ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$33,253,310SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,253,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGAIN ON DONATION OF APPRECIATED SECURITIESPropertyDesc
Gross Sales Price$1,024,000GrossSalesPriceAmt
Cost Or Other Basis$380,400CostOrOtherBasisAmt
Gain Or Loss$643,600GainOrLossAmt
Gains Minus Excess Or Losses$643,600GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$643,600CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,245InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,245SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$14,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$804EsPenaltyAmt
Tax Due$4,049TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREBECCA MUELLERIndividualWithBooksNm
Phone3052296554PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 N W 107TH AVENUEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33172ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STUART A MILLER
5505 BLUE LAGOON DRIVE 9TH FLOORMIAMIFL33126PRESIDENT0.20$0$0$0
BRIAN L BILZIN
5505 BLUE LAGOON DRIVE 9TH FLOORMIAMIFL33126DIRECTOR0.20$0$0$0
MARSHALL AMES
5505 BLUE LAGOON DRIVE 9TH FLOORMIAMIFL33126DIRECTOR0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,530,410AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,201,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,731,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,731,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$505,972CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,225,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,661,274MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,661,274MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,245TaxBasedOnInvestmentIncomeAmt
Total Tax$17,245TotalTaxAmt
Distributable Before Adj$1,644,029DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,644,029DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,644,029DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,117,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,117,058QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,644,029DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$96,863ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$9,498,679ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$9,595,542TotalExcessDistributionCyovAmt
Qualifying Distributions$2,117,058QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,644,029AppliedToCurrentYearAmt
Remaining Distri From Corpus$473,029RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,068,571TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$96,863ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,971,708ExcessDistriCyovToNextYrAmt
Excess From Year2$9,498,679ExcessFromYear2Amt
Excess From Current Year$473,029ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTUART A MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A BREEZE OF HOPE FOUNDATION
10 SCARLET OAKHAVERFORDPA19041NONEPCGENERAL OPERATIONS$25,000
ACTION AGAINST HUNGER
ONE WHITEHALL STREET SECOND FLOORNEW YORKNY10004NONEPCGENERAL OPERATIONS$50,000
ALZHEIMER'S ASSOCIATION
255 NORTH MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCGENERAL OPERATIONS$10,000
AMERICAN JEWISH COMMITTE - GLOBAL JEWISH ADVOCACY
165 E 56TH STNEW YORKNY10022NONEPCGENERAL OPERATIONS$10,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION
6855 RED ROAD SITE 600CORAL GABLESFL33143NONEGENERAL OPERATIONS$25,000
BUONICONTI FUND TO CURE PARALYSIS INC
1095 NW 14 AVEMIAMIFL33136NONEPCSUPPORT FOR RESEACH TO CURE PARALYSIS$25,000
CEDARS SINAI MEDICAL CENTER - BOARD OF GOVERNORS
8700 BEVERLY BOULEVARD STE 2416LOS ANGELESCA90048NONEPCGENERAL OPERATIONS$2,000
CHADWICK SCHOOL
226800 S ACADEMY DRIVEPALOS VERDESCA90274NONEPCGENERAL OPERATIONS$30,000
CITY OF HOPE
1500 DUARTE RDDUARTECA91010NONEPCGENERAL OPERATIONS$25,000
CTJ MANHATTAN BEACH
1829 N SEPULVEDABLVDMANHATTAN BEACHCA90266NONEPCGENERAL OPERATIONS$15,000
DOLPHINS CYCLING CHALLENGE INC
347 DON SHULA DRIVEMIAMI GARDENSFL33056NONEPCSUPPORT OF CANCER RESEARCH$1,024,000
FAIRCHILD TROPICAL BOTANIC GARDEN
10901 OLD CUTLER RDCORAL GABLESFL33156NONEPCGENERAL OPERATIONS$50,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPCGENERAL OPERATIONS$100,000
FRIENDS OF MIAMI ANIMALS FOUNDATION
2665 S BAYSHORE DR STE 1200MIAMIFL33133NONEPCGENERAL OPERATIONS$10,000
MIAMI FOUNDATION
40 NORTHWEST THIRD ST STE 305MIAMIFL33128NONEPCGENERAL OPERATIONS$79,681
MIZEL MUSEUM
400 S KEARNEY STREETDENVERCO80224NONEPCGENERAL OPERATIONS$36,000
SAND & SURF SOCCER CLUB
1601 N SEPULVEDA BLVDMANHATTAN BEACHCA90266NONEPCGENERAL OPERATIONS$25,000
UJA FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONEPCGENERAL OPERATIONS$50,000
UNIVERSITY OF MIAMI
1311 MILLER DRIVECORAL GABLESFL33146NONEPCFROST SCHOOL OF MUSIC$130,377
UNIVERSITY OF MIAMI
1311 MILLER DRIVECORAL GABLESFL33146NONEPCCELEBRATION OF WOMEN'S ATHLETICS$25,000
UNIVERSITY OF MIAMI
1311 MILLER DRIVECORAL GABLESFL33146NONEPCMILLER SCHOOL OF MEDICINE - CROHN'S COLITIS FOUNDATION$10,000
WINSHIP CANCER INSTITUTE AT EMORY UNIVERSITY MIDTOWN
36 LINDEN AVE NEATLANTAGA30308NONEPCGENERAL OPERATIONS$350,000
WYNDI SMITH SCHOLARSHIP FUND
2655 S LEJEUNE RD STE 304CORAL GABLESFL33134NONEPCGENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,117,058TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$597,251ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,800ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$715,051ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$715,051TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTUART A MILLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1700 NW 107TH AVENUE SUITE 400AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33172ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,062,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100000 SHARES OF LENNAR CLASS A STOCKNoncashPropertyDesc
Fair Market Value$9,062,000FairMarketValueAmt
Received2022-12-23ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,994 SHS LENNAR CORP. - CLASS B$118,777$338,262
306,155 SHS LENNAR CORPO - CLASS A$25,005,082$38,364,283

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH INVESTMENT FEES$210$210$0
MISCELLANEOUS$123$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,839Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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