SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349101417
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T09:42:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-27 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A SCOTT CPA | PreparerPersonNm |
| PTIN | P01235000 | PTIN |
| Phone | 2165669000 | PhoneNum |
| Preparation | 2022-10-27 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,043,779 | 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 | $20,400,947 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,214,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,214,030 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,149,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,225,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,149,912 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,764,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,363,942 | 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 | $8,151 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,151 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,768,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,768,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,969,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,768,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,795,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,163,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,074,341 | CashBOYAmt |
| Cash EOY | $115,192,781 | CashEOYAmt |
| Cash EOYFMV | $132,086,617 | CashEOYFMVAmt |
| Other Investments BOY | $301,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,957,162 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,957,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,376,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,149,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,043,779 | 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 | $40,370,623 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,144,381 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,376,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,149,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,376,185 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,149,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,376,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,795,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,172,055 | SubtotalAmt |
| Other Decreases | $22,112 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,149,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR LARGE CAP DEFENSIVE STYLE R6, QUERX, 0091K831 | P | 2020-05-05 | 2021-04-13 | $1,599,988 | $1,198,175 | $401,813 | $401,813 |
| GOLDMAN SACHS SMALL CAP VALUES INSIGHTS I, GSITX, 3814H241 | P | 2020-10-27 | 2021-01-21 | $650,000 | $496,748 | $153,252 | $153,252 |
| LOOMIS SAYLES SMALL CAP GROWTH INSTL, LSSIX, XXX-XX-XXXX | P | 2020-10-27 | 2021-01-21 | $450,000 | $360,769 | $89,231 | $89,231 |
| TRANSAMERICA INTL EQUITY CLASS I2, TRWIX, XXX-XX-XXXX | P | 2021-12-31 | $1,956,527 | $1,666,995 | $289,532 | $289,532 | |
| VANGUARD INTL GROWTH ADMIRAL, VWILX, XXX-XX-XXXX | P | 2020-05-05 | 2021-01-21 | $979,988 | $532,387 | $447,601 | $447,601 |
| VANGUARD INTL GROWTH ADMIRAL, VWILX, XXX-XX-XXXX | P | 2021-10-05 | 2021-12-31 | $2,087,017 | $1,778,219 | $308,798 | $308,798 |
| APPLE INC, APPL, XXX-XX-XXXX | P | 2019-03-17 | 2021-10-05 | $3,936,772 | $1,291,146 | $2,645,626 | $2,645,626 |
| AQR LARGE CAP DEFENSIVE STYLE R6, QUERX, 0091K831 | P | 2020-05-05 | 2021-08-23 | $1,274,988 | $869,251 | $405,737 | $405,737 |
| AQR LARGE CAP DEFENSIVE STYLE R6, QUERX, 0091K831 | P | 2020-05-05 | 2021-12-31 | $2,635,112 | $1,751,538 | $883,574 | $883,574 |
| BK OF AMERICA CORP COM, BAC, XXX-XX-XXXX | P | 2019-03-17 | 2021-10-05 | $2,458,352 | $1,634,980 | $823,372 | $823,372 |
| FIDELITY MID CAP INDEX FUND, FSMDX, XXX-XX-XXXX | P | 2019-02-15 | 2021-01-21 | $550,000 | $421,130 | $128,870 | $128,870 |
| FIDELITY MID CAP INDEX FUND, FSMDX, XXX-XX-XXXX | P | 2021-08-21 | $350,000 | $238,037 | $111,963 | $111,963 | |
| FIDELITY MID CAP INDEX FUND, FSMDX, XXX-XX-XXXX | P | 2021-12-31 | $4,215,000 | $3,184,629 | $1,030,371 | $1,030,371 | |
| JPMORGAN CHASE & CO, JPM, 46625H100 | P | 2019-03-17 | 2021-10-05 | $18,507,664 | $11,643,302 | $6,864,362 | $6,864,362 |
| TRANSAMERICA INTL EQUITY CLASS I2, TRWIX, XXX-XX-XXXX | P | 2021-12-31 | $4,906,438 | $4,180,371 | $726,067 | $726,067 | |
| VANGUARD INTL GROWTH ADMIRAL, VWILX, XXX-XX-XXXX | P | 2020-05-05 | 2021-12-31 | $3,641,146 | $3,102,396 | $538,750 | $538,750 |
| ZIONS BANCORPORATIONN A COM, ZION, XXX-XX-XXXX | P | 2019-03-17 | 2021-10-06 | $7,308,493 | $5,725,269 | $1,583,224 | $1,583,224 |
| CAPITAL GAINS DIVIDENDS | P | $2,717,769 | $2,717,769 | $2,717,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,149,912 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $321,975 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $321,975 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $321,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138,446 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $538,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $216,471 | OverpaymentAmt |
| Applied To ES Tax | $216,471 | 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 | $99,295,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,433,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,728,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,728,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,540,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,187,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,059,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,059,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321,975 | TotalTaxAmt |
| Distributable Before Adj | $4,737,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,737,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,737,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,768,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,768,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,737,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,007 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,768,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,007 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,686,743 | 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 | $50,677 | 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | NONE | PUBLIC | GENERAL | $20,000 |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | |||||||
| 22001 FAIRMONT BLVD | CLEVELAND | OH | 44118 | NONE | PUBLIC | GENERAL | $25,000 |
| BENJAMIN ROSE INSTITUTE | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PUBLIC | GENERAL | $1,000 |
| BOYS HOPE - GIRLS HOPE | |||||||
| 9619 GARFIELD BOULEVARD | CLEVELAND | OH | 44125 | NONE | PUBLIC | GENERAL | $50,000 |
| CARNEGIE INST FOR INTERNATIONAL PEACE | |||||||
| 1779 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL | $50,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $600,000 |
| CATHOLIC DIOCESE OF CLEVELAND | |||||||
| 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 FIRE FIGHTERS MEMORIAL COMM | |||||||
| 1645 SUPERIOR AVE | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $50,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $75,000 |
| CLEVELAND JEWISH NEWS FOUNDATION | |||||||
| 23880 COMMERCE PARK SUITE 1 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $50,000 |
| CLEVELAND POLICE FOUNDATION | |||||||
| 2301 PAYNE AVE STE 201 | CLEVELAND | OH | 44144 | NONE | PUBLIC | GENERAL | $20,000 |
| COAR | |||||||
| 28700 EUCLID AVENUE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $1,000 |
| 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 | $27,500 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $10,000 |
| HELP FOUNDATION INC | |||||||
| 26900 EUCLID AVE | EUCLID | OH | 44132 | NONE | PUBLIC | GENERAL | $50,000 |
| JESUIT RETREAT HOUSE | |||||||
| 5629 STATE ROAD | CLEVELAND | OH | 44134 | NONE | PUBLIC | GENERAL | $7,250 |
| KOSHER FOOD PANTRY | |||||||
| 2004 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $2,000 |
| MENORAH PARK CENTER SENIOR LIVING | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $2,500 |
| 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 | $250,000 |
| 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 |
| SALVATION ARMY | |||||||
| 2507 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $25,000 |
| 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 | $28,000 |
| TELSHE YESHIVA | |||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $25,000 |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $2,500 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PUBLIC | GENERAL | $50,000 |
| ADOPTION NETWORK OF CLEVELAND | |||||||
| 12200 FAIRHILL RD STE 3A | CLEVELAND | OH | 44120 | NONE | PUBLIC | GENERAL | $500 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $50,000 |
| BUCKEYE INSTITUTE | |||||||
| 88 EAST BROAD ST STE 1300 | COLUMBUS | OH | 43215 | NONE | PUBLIC | GENERAL | $10,000 |
| CEDAR SINAI SYNAGOGUE | |||||||
| 23749 CEDAR RD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $1,000 |
| CITY MISSION | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $1,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $500,000 |
| 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 | $10,000 |
| INCARNATE WORD ACADEMY | |||||||
| 6620 PEARL RD | PARMA HEIGHTS | OH | 44130 | NONE | PUBLIC | GENERAL | $2,000 |
| IRISH AMERICAN ARCHIVES SOCIETY | |||||||
| PO BOX 91756 | CLEVELAND | OH | 44101 | NONE | PUBLIC | GENERAL | $2,000 |
| JENNINGS CENTER FOR OLDER ADULTS | |||||||
| 10204 GRANGER RD | GARFIELD HEIGHTS | OH | 44125 | NONE | PUBLIC | GENERAL | $10,000 |
| MAGNIFICANT HIGH SCHOOL | |||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | NONE | PUBLIC | GENERAL | $25,000 |
| OUR LADY OF THE WAYSIDE | |||||||
| 14339 TURNEY RD | CLEVELAND | OH | 44137 | NONE | PUBLIC | GENERAL | $10,000 |
| RICHMOND HEIGHTS POLICE | |||||||
| 27201 HIGHLAND RD | CLEVELAND | OH | 44143 | NONE | PUBLIC | GENERAL | $1,000 |
| SAINT MARTIN DEPORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $5,000 |
| 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 | $25,000 |
| 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 | $4,768,750 | 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 | $3,214,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,149,912 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,363,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,363,942 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SAMUEL HENRY MILLER ESTATE | |||||||
| 1 | 16840 GILFORD LANE | MIDDLEBURG HEIGHTS | OH | 44130 | $20,294,697 | Yes (X) | |
| SAMUEL HENRY MILLER ESTATE | |||||||
| 2 | 16840 GILFORD LANE | MIDDLEBURG HEIGHTS | OH | 44130 | $106,250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 27,270 SHS APPLE; 55,348 SHS BOA; 109,246 SHS JPMORGAN; 115,662 SHS ZION | NoncashPropertyDesc |
| Fair Market Value | $20,294,697 | FairMarketValueAmt |
| Received | 2021-10-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,151 | Amt |
| Net Investment Income | $8,151 | 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 | $1,957,162 | BookValueAmt |
| EOYFMV | $1,957,162 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSIVE LOSSES | Desc |
| Amt | $22,112 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $177 | $177 | $0 |
| INSURANCE | $4,850 | $4,850 | $0 |
| TRUST FEES | $200 | $200 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES- PNC | CategoryTxt |
| Amt | $186,891 | Amt |
| Net Investment Income | $186,891 | 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 |
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