ANDREW R AND JANET F MILLER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDREW R AND JANET F MILLER FOUNDATION (EIN 82-6699990)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-09
IRS object ID
202401919349100800
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-09T08:15:25-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320077509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARRISON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN826699990EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW R AND JANET F MILLER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT T NAPIER HARRISON LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone2393161400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18625 TAMIAMI TRAIL NORTH 202AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW R MILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2393161400PhoneNum
Signature2024-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET A NAGELAPreparerPersonNm
PTINP00439254PTIN
Phone3123321111PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
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$19,235,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,059,238ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$265,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$219,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,672,031NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,946,521GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,672,031CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$238OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$238OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$11,996,781TotalRevAndExpnssAmt
Total Net Invst Incm$1,892,058TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$68,270OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,270OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,933TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,933TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,241OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,241OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,444TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,444TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,041,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,041,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,117,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,444TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,041,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,878,837ExcessRevenueOverExpensesAmt
Net Investment Income$1,815,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,610CashBOYAmt
Cash EOY$1,412CashEOYAmt
Cash EOYFMV$1,412CashEOYFMVAmt
Sav And Temp Cash Invst BOY$166,059SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$811,077SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$811,077SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,618,393OtherInvestmentsBOYAmt
Other Investments EOY$19,853,410OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,422,957OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,787,062TotalAssetsBOYAmt
Total Assets EOY$20,665,899TotalAssetsEOYAmt
Total Assets EOYFMV$19,235,446TotalAssetsEOYFMVAmt
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$10,787,062RetainedEarningBOYAmt
Retained Earning EOY$20,665,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,787,062TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,665,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,787,062TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,665,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,787,062TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,878,837ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,665,899SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,665,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
MAF GLOBAL EQUITY FUNDP$549-$549-$549
MAF GLOBAL EQUITY FUNDP$17,703-$17,703-$17,703
NORTHERN TRUST A/C 9115 - VARIOUS$93,936-$14,161-$14,161$79,775
NORTHERN TRUST A/C 9115 - VARIOUS$2,162,302$1,704,311$1,704,311$3,866,613
CAPITAL GAINS DIVIDENDSP$133$133$133
FieldValueIRS element (for citing)
Capital Gain Net Income$1,672,031CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,237InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,237SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,119EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,118ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,237TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T NAPIER HARRISON LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2393161400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18625 TAMIAMI TRAIL NORTH SUITE 202AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW R MILLER
8625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108TRUSTEE0.00$0$0$0
JANET F MILLER
8625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108TRUSTEE0.50$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$12,365,717AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$818,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,184,611TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,184,611AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$197,769CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,986,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$649,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$649,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,237TaxBasedOnInvestmentIncomeAmt
Total Tax$25,237TotalTaxAmt
Distributable Before Adj$624,105DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$624,105DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$624,105DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,041,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,041,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$624,105DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$444,830ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$717,562ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,162,392TotalExcessDistributionCyovAmt
Qualifying Distributions$2,041,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$624,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,417,395RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,579,787TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,579,787ExcessDistriCyovToNextYrAmt
Excess From Year2$444,830ExcessFromYear2Amt
Excess From Year1$717,562ExcessFromYear1Amt
Excess From Current Year$1,417,395ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR THE GREAT LAKES
150 N MICHIGAN AVENUE SUITE 700CHICAGOIL60601NONEPCGENERAL PURPOSES$25,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPCGENERAL PURPOSES$50,000
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAYNAPLESFL34102NONEPCGENERAL PURPOSES$25,000
CONSERVATION RESOURCE ALLIANCE
10850 E TRAVERSE HWY SUITE 1180TRAVERSE CITYMI49684NONEPCGENERAL PURPOSES$25,000
CORAL REEF ALLIANCE
1330 BROADWAY SUITE 600OAKLANDCA94612NONEPCGENERAL PURPOSES$300,000
CORAL RESTORATION FOUNDATION
5 SEAGATE BLVDKEY LARGOFL33037NONEPCGENERAL PURPOSES$25,000
EVERGLADES FOUNDATION - EVERGLADES LITERACY PROGRAM
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL33157NONEPCGENERAL PURPOSES$50,000
FLORIDA GULF COAST UNIVERSITY FOUNDATION (FGCU) - THE WATER SCHOOL
10501 FGCU BLVD SFORT MYERSFL33965NONEPCGENERAL PURPOSES$50,000
FLORIDA WILDLIFE FEDERATION
PO BOX 6870TALLAHASSEEFL32314NONEPCGENERAL PURPOSES$25,000
FLOW FOR THE LOVE OF WATER (GROUNDWATER EXPANSION PROGRAM)
153 1/2 E FRONT STREET SUITE 203CTRAVERSE CITYMI49684NONEPCGENERAL PURPOSES$25,000
FRIENDS OF SLEEPING BEAR DUNES
PO BOX 545EMPIREMI49630NONEPCGENERAL PURPOSES$36,500
GLEN LAKE ASSOCIATION
PO BOX 551 6406 WESTERN AVENUEGLEN ARBORMI49636NONEPCGENERAL PURPOSES$25,000
LEELANAU CONSERVANCY
105 N FIRST STREETLELANDMI49654NONEPCGENERAL PURPOSES$1,025,000
LINCOLN PARK CONSERVATORY
2391 N STOCKTON DRIVECHICAGOIL60614NONEPCGENERAL PURPOSES$35,000
NAPLES BOTANICAL GARDEN
4820 BAYSHORE DRIVENAPLESFL34112NONEPCGENERAL PURPOSES$280,000
NATIONAL PARK TRUST
401 E JEFFERSON STREET SUITE 207ROCKVILLEMD20850NONEPCGENERAL PURPOSES$25,000
THE ALLIANCE FOR FLORIDA'S NATIONAL PARKS
1390 S DIXIE HWY SUITE 2217CORAL GABLESFL33146NONEPCGENERAL PURPOSES$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,041,500TotalGrantOrContriPdDurYrAmt
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$265,274ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,672,031ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,937,543ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,937,543TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ANDREW R MILLER
18625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108$958,931Yes (X)
JANET F MILLER
28625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108$958,930Yes (X)
ANDREW R MILLER
38625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108$4,070,689Yes (X)
JANET F MILLER
48625 TAMIAMI TRAIL NORTH SUITE 202NAPLESFL34108$4,070,688Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
3VARIOUS MARKETABLE SECURITIES.$4,070,6892023-08-07
4VARIOUS MARKETABLE SECURITIES.$4,070,6882023-08-07

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNORTHERN TRUST - TOTAL ASSETSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$19,853,410BookValueAmt
EOYFMV$18,422,957EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMAF GLOBAL EQUITY FUND - OTHERDesc
Revenue And Expenses Per Books$4,241RevenueAndExpensesPerBooksAmt
Net Investment Income$4,241NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NORTHERN TRUST A/C 9115 - OTHER INCOME$101$101$101
NORTHERN TRUST A/C 9115 - NONDIVIDEND DISTRIBUTIONS$137$137$137

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL AND TAX SERVICES$4,123$4,123$0
NORTHERN TRUST - INVESTMENT FEES$36,521$36,521$0
NORTHERN TRUST - MISC. EXPENSES$27,626$27,626$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ANDREW R MILLER
8625 TAMIAMI TRAIL SUITE 202NAPLESFL34108
JANET F MILLER
8625 TAMIAMI TRAIL SUITE 202NAPLESFL34108

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES - NORTHERN$3,702$3,702$0
FOREIGN TAXES - MAF GLOBAL$231$231$0

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