SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349101412
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:33:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341482231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL H & MARIA MILLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ELEANOR FANSLAU | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 2165361200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30699 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441300699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL H MILLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2165361200 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A SCOTT | PreparerPersonNm |
| PTIN | P01235000 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,251,456 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $425,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,263,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,263,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$652,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,743,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,035,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,263,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,908 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,477 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $224,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $224,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $171,947 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $166,339 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,440,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,440,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,870,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,449,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,834,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,843,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,475,873 | CashBOYAmt |
| Cash EOY | $2,765,269 | CashEOYAmt |
| Cash EOYFMV | $2,765,269 | CashEOYFMVAmt |
| Other Investments BOY | $4,595,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,460,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,474,418 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,769 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,071,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,237,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,251,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $38,005,562 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,005,562 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,065,920 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,231,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,071,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,237,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,071,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,237,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,071,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,834,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $113,237,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,237,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO DEVELOPING MARKETS | P | 2022-12-14 | 2023-11-08 | $44,670 | $50,536 | -$5,866 | -$5,866 |
| PGIM HIGH YIELD | P | 2023-04-20 | $2,340,179 | $2,554,947 | -$214,768 | -$214,768 | |
| THE MERGER FUND | P | 2022-12-21 | 2023-11-08 | $311,519 | $311,693 | -$174 | -$174 |
| VANGUARD EQUITY INCOME | P | 2022-04-28 | 2023-03-01 | $1,449,988 | $1,588,652 | -$138,664 | -$138,664 |
| INVESCO DEVELOPING MARKETS | P | 2020-05-05 | 2023-03-01 | $3,911,623 | $4,402,872 | -$491,249 | -$491,249 |
| MONDRIAN GLOBAL EQUITY | P | 2021-12-31 | 2023-03-01 | $350,000 | $386,816 | -$36,816 | -$36,816 |
| PGIM HIGH YIELD | P | 2023-04-20 | $3,250,228 | $3,548,515 | -$298,287 | -$298,287 | |
| THE MERGER FUND | P | 2023-11-03 | $6,552,689 | $6,552,136 | $553 | $553 | |
| CAPITAL GAINS DIVIDENDS | P | $532,286 | $532,286 | $532,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$652,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $154,527 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,527 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $128,905 | OverpaymentAmt |
| Applied To ES Tax | $128,905 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELEANOR FANSLAU | IndividualWithBooksNm |
| Phone | 2165361200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30699 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441300699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GABRIELLE MILLER | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELEANOR FANSLAU | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | TREASURER, TRUSTEE | 24.00 | $0 | $0 | $0 |
| BRADLEY KNAPP | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KIMBERLY SCOTT | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | SECRETARY, TRUSTEE | 5.00 | $0 | $0 | $0 |
| BARBARA MILLER | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,570,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,579,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,149,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,149,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,562,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,587,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,129,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,129,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,622 | TotalTaxAmt |
| Distributable Before Adj | $5,103,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,103,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,103,759 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,449,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,449,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,103,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,573 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,449,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,573 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,371,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $732,747 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND METROPOLITAN BAR FOUNDATION | |||||||
| 1375 E 9TH STREET | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $10,000 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $50,000 |
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | NONE | PUBLIC | GENERAL | $20,000 |
| BENJAMIN ROSE INSTITUTE | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PUBLIC | GENERAL | $5,000 |
| BOYS HOPE - GIRLS HOPE | |||||||
| 9619 GARFIELD BOULEVARD | CLEVELAND | OH | 44125 | NONE | PUBLIC | GENERAL | $50,000 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PUBLIC | GENERAL | $1,000,000 |
| CATHOLIC CHARITIES | |||||||
| 7911 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PUBLIC | GENERAL | $100,000 |
| CITY MISSION | |||||||
| 5310 CARNEGIE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $1,000 |
| CLEVELAND CLINIC - FRANCIS PAYNE BOLTON SCHOOL OF NURSING | |||||||
| 9501 EUCLID AVE SAMSON PAVILION | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $350,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $100,000 |
| CLEVELAND JEWISH NEWS FOUNDATION | |||||||
| 23880 COMMERCE PARK SUITE 1 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $35,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $250,000 |
| COAR | |||||||
| 28700 EUCLID AVENUE | PARMA | OH | 44092 | NONE | PUBLIC | GENERAL | $1,000 |
| EMPOWERING EPILEPSY | |||||||
| 23500 MERCANTILE RD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $1,000 |
| DANCING WHEELS COMPANY SCHOOL | |||||||
| 3030 EUCLID AVE 100 | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $2,000 |
| DOWNS SYNDROME ASSOCIATION | |||||||
| 6533-B BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | NONE | PUBLIC | GENERAL | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC | GENERAL | $250,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL | $100,000 |
| FRIENDSHIP CIRCLE | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | NONE | PUBLIC | GENERAL | $5,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC | GENERAL | $35,000 |
| HABITAT FOR HUMANITY | |||||||
| 2110 W 110TH ST | CLEVELAND | OH | 44102 | NONE | PUBLIC | GENERAL | $2,000 |
| FRONT STEPS | |||||||
| 2554 W 25TH ST | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $10,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $10,000 |
| HUMBLE DESIGN | |||||||
| 29050 AURORA RD | SOLON | OH | 44139 | NONE | PUBLIC | GENERAL | $5,000 |
| IMPACT YOUTH PROGRAM | |||||||
| 21600 SHAKER BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PUBLIC | GENERAL | $5,000 |
| KOSHER FOOD PANTRY | |||||||
| 2004 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $25,000 |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $1,000 |
| MENORAH PARK CENTER SENIOR LIVING | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $50,000 |
| METRO GENERAL HEALTH CENTER | |||||||
| PO BOX 74107 | CLEVELAND | OH | 44197 | NONE | PUBLIC | GENERAL | $250,000 |
| NEIGHBORHOOD FAMILY PRACTICE | |||||||
| 2358 PROFESSOR AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $5,000 |
| NOTRE DAME COLLEGE | |||||||
| 4545 COLLEGE RD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $10,000 |
| OUR LADY OF THE WAYSIDE | |||||||
| 14339 TURNEY RD | CLEVELAND | OH | 44137 | NONE | PUBLIC | GENERAL | $10,000 |
| PARK SYNAGOGUE | |||||||
| 3300 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PUBLIC | GENERAL | $500,000 |
| PARMA HOSPITAL FOUNDATION | |||||||
| 7007 POWERS BLVD | PARMA | OH | 44129 | NONE | PUBLIC | GENERAL | $700,000 |
| JESUIT RETREAT HOUSE | |||||||
| 5629 STATE RD | PARMA | OH | 44134 | NONE | PUBLIC | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $25,000 |
| SHOES AND CLOTHES FOR KIDS | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44119 | NONE | PUBLIC | GENERAL | $100,000 |
| ST MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RD | MORELAND HILLS | OH | 44022 | NONE | PUBLIC | GENERAL | $50,000 |
| OPEN DOORS | |||||||
| 1427 E 36TH ST | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $10,000 |
| TELSHE YESHIVA | |||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $50,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBURG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL | $250,000 |
| YESHIVA OF STATEN ISLAND | |||||||
| 1870 DRUMGOOLE RD E | STATEN ISLAND | NY | 10309 | NONE | PUBLIC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,440,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARMA HOSPITAL FOUNDATION | |||||||
| 7007 POWERS BLVD | PARMA | OH | 44129 | NONE | PUBLIC | GENERAL | $200,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBURG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL | $250,000 |
| PARMA UNIVERSITY HOSPITAL | |||||||
| 7007 POWERS BLVD | PARMA | OH | 44129 | NONE | PUBLIC | GENERAL | $500,000 |
| JEWISH NEWS FOUNDATION | |||||||
| 23880 COMMERCE PARK SUITE 1 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | DIGITAL CONTENT DIRECTOR & "SAM MILLER ACHIEVEMENT AWARD" | $105,000 |
| METROHEALTH GLICK HEALTH CENTER | |||||||
| PO BOX 74107 | CLEVELAND | OH | 44197 | NONE | PUBLIC | RENOVATIONS | $500,000 |
| CLEVELAND CLINIC | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PUBLIC | GENERAL | $2,200,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,855,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,263,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$652,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,610,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,610,939 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL HENRY MILLER ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16840 GILFORD LANE | AddressLine1Txt |
| City | MIDDLEBURG HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $425,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,385 | Amt |
| Net Investment Income | $13,908 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,477 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PASSTHROUGH ENTITIES | AT COST | $6,037,707 | $6,037,707 |
| FIDELITY | AT COST | $104,422,503 | $106,436,711 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS RECEIVABLE | Desc |
| EOY Book Value | $11,769 | EOYBookValueAmt |
| EOYFMV | $11,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $135 | $135 | $0 |
| INSURANCE | $5,400 | $0 | $5,400 |
| TRUST FEES | $200 | $0 | $200 |
| MISC | $8 | $0 | $8 |
| PASS-THROUGH PARTNERSHIP LOSSES | $166,204 | $166,204 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES- PNC | CategoryTxt |
| Amt | $224,052 | Amt |
| Net Investment Income | $224,052 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL HENRY MILLER ESTATE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16840 GUILFORD LANE | AddressLine1Txt |
| City | MIDDLEBURG HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,886 | $15,886 | $0 |
| STATE TAXES WITHHELD | $403 | $403 | $0 |
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