SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202333059349101023
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T14:06:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341463411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 EUCLID AVE SUITE 1400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMUEL | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 CPA | PreparerPersonNm |
| PTIN | P01235000 | PTIN |
| Phone | 2165669000 | PhoneNum |
| Preparation | 2023-10-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,490,215 | 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 | $2,136,931 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,136,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,329,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,516,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,329,970 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,891,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,466,901 | 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 | $23,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $228,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $400,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $655,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,273,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,273,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,928,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,273,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,036,537 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,211,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,192,781 | CashBOYAmt |
| Cash EOY | $111,475,873 | CashEOYAmt |
| Cash EOYFMV | $101,894,606 | CashEOYFMVAmt |
| Other Investments BOY | $1,957,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,595,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,595,609 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $117,149,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,071,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,490,215 | 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 | $79,144,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,065,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,149,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,071,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,149,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,071,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,149,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,036,537 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $116,113,406 | SubtotalAmt |
| Other Decreases | $41,924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,071,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GMO BENCHMARK FREE ALLOC | P | 2022-04-28 | $1,423,424 | $1,507,346 | -$83,922 | -$83,922 | |
| JP MORGAN STRATEGIC INC | P | 2022-04-28 | $2,061,378 | $2,069,929 | -$8,551 | -$8,551 | |
| MONDRIAN GLOBAL EQUITY VAL | P | 2022-08-17 | $450,000 | $482,713 | -$32,713 | -$32,713 | 2021-12-31 |
| PGIM GLOBAL REAL ESTATE | P | 2022-04-28 | $7,602 | $6,200 | $1,402 | $1,402 | 2022-04-18 |
| TRANSAMERICA EMERG MKTS | P | 2022-12-15 | $78,558 | $89,233 | -$10,675 | -$10,675 | |
| VANGUARD EQUITY INC ADM | P | 2022-11-17 | $259,988 | $259,988 | $0 | $0 | 2022-04-28 |
| FEDERATED HERMES | P | 2022-11-09 | $5,170,000 | $5,694,684 | -$524,684 | -$524,684 | |
| FIDLEITY 500 INDEX | P | 2022-12-15 | $11,050,000 | $8,734,591 | $2,315,409 | $2,315,409 | 2019-06-17 |
| GMO BENCHMARK FREE ALLOC | P | 2022-04-28 | $2,848,581 | $3,016,526 | -$167,945 | -$167,945 | |
| GOLDMAN SACHS SMALL CAP | P | 2022-08-17 | $345,000 | $310,958 | $34,042 | $34,042 | 2020-10-27 |
| INVESTCO DEVELOPING MKTS | P | 2022-04-28 | $1,549,988 | $1,756,700 | -$206,712 | -$206,712 | 2020-05-05 |
| JP MORGAN STRATEGIC INC | P | 2022-04-08 | $6,235,099 | $6,261,276 | -$26,177 | -$26,177 | |
| LOOMIS SAYLES SMALL CAP | P | 2022-08-17 | $405,000 | $485,522 | -$80,522 | -$80,522 | 2020-10-27 |
| LORD ABBETT SHORT DURATION | P | 2022-11-09 | $350,000 | $375,201 | -$25,201 | -$25,201 | 2020-10-27 |
| PGIM GLOBAL REAL ESTATE | P | 2022-04-28 | $2,724,829 | $2,222,292 | $502,537 | $502,537 | 2020-05-05 |
| THE MERGER FUND | P | 2022-03-08 | $1,360,000 | $1,344,809 | $15,191 | $15,191 | 2018-11-09 |
| TRANSAMERICA EMERG MKTS | P | 2022-01-15 | $3,141,274 | $3,568,158 | -$426,884 | -$426,884 | |
| CAPITAL GAINS DIVIDENDS | P | $1,055,375 | $1,055,375 | $1,055,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,329,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $213,066 | 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 | $213,066 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $154,527 | OverpaymentAmt |
| Applied To ES Tax | $154,527 | 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 | 0.00 | $0 | $0 | $0 |
| ABRAHAM 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 | $105,634,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,186,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,821,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,821,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,632,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,188,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,359,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,359,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,539 | TotalTaxAmt |
| Distributable Before Adj | $5,300,896 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,300,896 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,300,896 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,273,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,273,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,300,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,273,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,222,323 | 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 | $78,573 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 23215 COMMERCE PARK STE 300 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $20,000 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $100,000 |
| 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 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $400,000 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 E NINTH STREET | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $50,000 |
| CLEVELAND CLINIC - EMERGENCY ROOM | |||||||
| 9105 CEDAR AVE E BUILDING | CLEVELAND | OH | 44195 | NONE | PUBLIC | GENERAL | $1,000,000 |
| 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 | $150,000 |
| 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 | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $1,000 |
| DANCING WHEELS COMPANY SCHOOL | |||||||
| 3030 EUCLID AVE 100 | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $2,000 |
| 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 |
| HEBREW ACADEMY OF CLEVELAND | |||||||
| 1860 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PUBLIC | GENERAL | $30,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $10,000 |
| 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 | $4,000 |
| MENORAH PARK CENTER SENIOR LIVING | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $50,000 |
| 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 | $300,000 |
| 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 | $450,000 |
| RATNER SCHOOL | |||||||
| 27575 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | NONE | PUBLIC | GENERAL | $75,000 |
| SHAKER SCHOOL FOUNDATION | |||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | NONE | PUBLIC | GENERAL | $10,000 |
| ST MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $66,000 |
| TELSHE YESHIVA | |||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $30,000 |
| US HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBURG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL | $250,000 |
| VILLAGE AT MARYMOUNT | |||||||
| 5200 MARYMOUNT VILLAGE DR | GARFIELD HEIGHTS | OH | 44125 | NONE | PUBLIC | GENERAL | $50,000 |
| YESHIVA OF STATEN ISLAND | |||||||
| 1870 DRUMGOOLE RD E | STATEN ISLAND | NY | 10309 | NONE | PUBLIC | GENERAL | $500 |
| CONGREGATION PRI ETZ CHAIM | |||||||
| 2592 OCEAN AVE | BROOKLYN | NY | 11229 | NONE | PUBLIC | GENERAL | $30,000 |
| 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 | $10,000 |
| FUND TO AID UKRAINE | |||||||
| 5909 STATE ROAD | PARMA | OH | 44134 | NONE | PUBLIC | GENERAL | $25,000 |
| GLOBAL GIVING | |||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL | $25,000 |
| I AM BOUNDLESS | |||||||
| 1065 MEDINA ROAD | MEDINA | OH | 44256 | NONE | PUBLIC | GENERAL | $500,000 |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $1,000 |
| METRO GENERAL HEALTH CENTER | |||||||
| PO BOX 74107 | CLEVELAND | OH | 44197 | NONE | PUBLIC | GENERAL | $250,000 |
| SHAKER HEIGHTS POLICE DEPARTMENT FOUNDATION | |||||||
| 2706 S BELVOIR BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PUBLIC | GENERAL | $40,000 |
| STELLA MARIS | |||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,500 |
| STEPSTONE ACADEMY | |||||||
| 2121 E 32ND ST | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,273,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,136,931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,329,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,466,901 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,466,901 | 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 | $23,140 | Amt |
| Net Investment Income | $23,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PASSTHROUGH ENTITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,595,609 | BookValueAmt |
| EOYFMV | $4,595,609 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSIVE LOSSES | Desc |
| Amt | $41,924 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $174 | $174 | $0 |
| INSURANCE | $5,400 | $5,400 | $0 |
| TRUST FEES | $200 | $200 | $0 |
| MISC EXPENSE | -$1,613 | -$1,613 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES- PNC | CategoryTxt |
| Amt | $228,137 | Amt |
| Net Investment Income | $228,137 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $400,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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