GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GERALD M & CAROLE A MILLER FAMILY FOUNDATION (EIN 31-1153159)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-08-09
- IRS object ID
- 202102219349100910
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-09T12:14:39-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310984000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNING & ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13449 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454130449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311153159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD M & CAROLE A MILLER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 9372930900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE RM/STE 230 | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372930900 | PhoneNum |
| Signature | 2021-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C BENSMAN CPA | PreparerPersonNm |
| PTIN | P00236804 | PTIN |
| Phone | 9378983167 | PhoneNum |
| Preparation | 2021-08-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,916,548 | 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 | $103,134 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,294,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,755 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,149 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $23,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,527 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,188 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $933 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $933 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,296 | CashBOYAmt |
| Cash EOY | $12,108 | CashEOYAmt |
| Cash EOYFMV | $12,108 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $100,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,094 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,137,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,625,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,272,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $983,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $603,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $616,401 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,231,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,256,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,916,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,231,198 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,256,533 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,231,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,256,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,231,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,256,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,231,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,256,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,256,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLILY TRADED STOCKS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $1,294,116 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,237,361 | CostOrOtherBasisAmt |
| Gain Or Loss | $56,755 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56,755 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,755 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $56,755 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,009 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,009 | SubtotalAmt |
| Tax Based On Investment Income | $1,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $847 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $847 | TotalPaymentsAndCreditsAmt |
| Tax Due | $162 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARON SMETHERS | IndividualWithBooksNm |
| Phone | 9372930900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CAROLE A MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MATTHEW T MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | VICE-PRES. | 000.00 | $0 | $0 | $0 |
| KATHY A ALPETER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURIE MILLER-D'ARCANGELO | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | SECRETARY | 0.75 | $0 | $0 | $0 |
| CHRISTINE MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID E ALPETER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| GERALD M MILLER | |||||||||
| 2 PRESTIGE PLACE | SUITE 230 | MIAMISBURG | OH | 45324 | TRUSTEE | 0.75 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,603,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,681,115 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,681,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,640,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,009 | TotalTaxAmt |
| Distributable Before Adj | $131,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,221 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,221 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $150,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,036 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,291 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,706 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,221 | QualifyingDistributionsAmt |
| Applied To Current Year | $131,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,185 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,493 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,580 | ExcessFromYear4Amt |
| Excess From Year3 | $16,291 | ExcessFromYear3Amt |
| Excess From Year2 | $11,706 | ExcessFromYear2Amt |
| Excess From Year1 | $1,422 | ExcessFromYear1Amt |
| Excess From Current Year | $19,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY ALPETER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE | AddressLine1Txt |
| Address Line2 | SUITE 230 | AddressLine2Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372930900 | RecipientPhoneNum |
| Form And Info And Materials | WHY ARE THE FUNDS NEEDED? HOW FUNDED IN THE PAST? | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 15TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUPPORT OF CHARITABLE, ELEEMOSANARY, EDUCATIONAL & LITERARY ORGANIZATIONS | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| ALTER HIGH SCHOOL | |||||||
| 940 EAST DAVID ROAD | KETTERING | OH | 45429 | NONE | 50% PC | OPERATING EXP | $1,500 |
| BISHOPS FAITH APPEAL | |||||||
| P O BOX 1958 | VENICE | FL | 34284 | NONE | 50% PC | OPERATING EXP | $1,000 |
| BOCA GRANDE ART ALLIANCE | |||||||
| PO BOX 979 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $500 |
| BOCA GRANDE FIREFIGHTERS ASSOC | |||||||
| PO BOX 532 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $2,000 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| PO BOX 517 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXPENSE | $5,000 |
| BOCA GRANDE PRESCHOOL | |||||||
| PO BOX 1386 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $400 |
| CATHOLIC CHARITIES CHRISTMAS APPEAL | |||||||
| 1000 PINEBROOK | VENICE | FL | 34284 | NONE | 50% PC | OPERATING EXP | $4,500 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 922 WEST RIVERVIEW AVE | DAYTON | OH | 454072424 | NONE | 50% PC | OPERATING EXP | $7,500 |
| CARINGBRIDGE | |||||||
| 2750 BLUE WATERS RD | EAGAN | MN | 551211679 | NONE | 50% PC | OPERATING EXPENSES | $300 |
| CHAMINADE COLLEGE PREP SCHOOL | |||||||
| 425 S LINDBURGH BLVD | ST LOUIS | MO | 631312799 | NONE | 50% PC | SCHOLARSHIP FUND | $500 |
| CISE | |||||||
| 100 E EIGHTH STREET | CINCINNATI | OH | 45202 | NONE | 50% PC | OPERATING EXPENSES | $1,500 |
| CNEWA | |||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | NONE | 50% PC | OPERATING EXPENSE | $200 |
| DAYTON FOUNDATION | |||||||
| 40 N MAIN STREET | DAYTON | OH | 45402 | NONE | 50% PC | OPERATING EXP | $1,000 |
| ELIZABETH'S NEW LIFE CENTER | |||||||
| 359 FOREST AVENUE STE 105 | DAYTON | OH | 45405 | NONE | 50% PC | OPERATING EXP | $200 |
| FIRST RESPONDERS BRIDGE | |||||||
| 752 N STATE STREET 146 | WESTERVILLE | OH | 43802 | NONE | 50% PC | MENTAL HEALTH TREATMENT | $2,000 |
| FORDHAM PREPARATORY SCHOOL | |||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 104585175 | NONE | 50% PC | OPERATING EXPENSE | $1,500 |
| FORT WAYNE PHILHARMONIC | |||||||
| 4901 FULLER DRIVE | FT WAYNE | IN | 46835 | NONE | 50% PC | OPERATING EXP | $1,000 |
| FRIENDS OF BOCA GRANDE CO | |||||||
| P O BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $500 |
| GASPARILLA MARITIME MUSEUM | |||||||
| P O BOX 100 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $1,500 |
| GICIA | |||||||
| P O BOX 445 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXPENSES | $500 |
| GOODWILL INDUSTRIES | |||||||
| 660 SOUTH MAIN STREET | DAYTON | OH | 45402 | NONE | 50% PC | OPERATING EXP | $5,000 |
| GREATER DAYTON RIGHT TO LIFE | |||||||
| 425 N FINDLAY STREET | DAYTON | OH | 45404 | NONE | 50% PC | OPERATING EXP | $5,000 |
| HANDS THAT GIVE HOPE | |||||||
| 1306 GARBRY ROAD | PIQUA | OH | 45356 | NONE | 50% PC | OPERATING EXP | $5,000 |
| HEALTHNET FOUNDATION | |||||||
| 33 RIVER STREET | SHAGRIN FALLS | OH | 44022 | NONE | 50% PC | OPERATING EXPENSE | $25,000 |
| HOMEFUL | |||||||
| 829 SOUTH GETTYSBURG AVEN | DAYTON | OH | 45417 | NONE | 50% PC | HOUSING FOR THE HOMELESS | $7,500 |
| HOSPICE OF DAYTON | |||||||
| 324 WILMINGTON AVE | DAYTON | OH | 454201885 | NONE | 50% PC | OPERATING EXP | $4,000 |
| KIND | |||||||
| 2338 EAST FIFTH AVENUE | DAYTON | OH | 45403 | NONE | 50% PC | OPERATING EXP | $8,000 |
| MISSION PARTNERS GUATAMALA | |||||||
| 3 FDR WALK | CINCINNATI | OH | 452181500 | NONE | 50% PC | OPERATING EXP | $1,000 |
| NEWARK CATHOLIC HS FOUND | |||||||
| 1 GREEN WAY DRIVE | NEWARK | OH | 43055 | NONE | 50% PC | OPERATING EXP | $2,000 |
| ONE MORE SOUL | |||||||
| 1846 N MAIN STREET | DAYTON | OH | 45405 | NONE | 50% PC | OPERATING EXP | $3,000 |
| OUR LADY OF MERCY | |||||||
| P O BOX 181 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $3,000 |
| PAUL LAURENCE DUNBAR SCULTURE 2022 | |||||||
| 1135 W THIRD STREET | DAYTON | OH | 45402 | NONE | 50% PC | OPERATING EXP | $1,000 |
| RETIREMENT FUND FOR THE RELIGIOUS | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 200171194 | NONE | 50% PC | OPERATING EXP | $500 |
| SANIBEL COMMUNITY HOUSE | |||||||
| 2173 PERIWINKLE WAY | SANIBEL | FL | 33927 | NONE | 50% PC | OPERATING EXP | $11,000 |
| ST ALBERT THE GREAT | |||||||
| 3033 FAR HILLS AVENUE | KETTERING | OH | 45429 | NONE | 50% PC | OPERATING EXP | $1,000 |
| ST JOHN CATHOLIC CHURCH | |||||||
| 1986 POST ROAD | DARIEN | CT | 06820 | NONE | 50% PC | OPERATING EXP | $1,500 |
| ST PAUL CHAPEL | |||||||
| 700 WEST MAUMEE ST | ANGOLA | IN | 46703 | NONE | 50% PC | MAINTENANCE FUND | $1,000 |
| THE ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | 50% PC | OPERATING EXP | $1,000 |
| UNIVERSITY OF DAYTON - MEMORIAL FUN | |||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | NONE | 50% PC | OPERATING EXP | $12,500 |
| UNIVERSITY OF DAYTON ANNUAL FUND | |||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | NONE | 50% PC | OPERATING EXP | $5,000 |
| VICTORIAN AT RIVERSIDE | |||||||
| 702 GERRARD STREET | COVINGTON | KY | 41011 | NONE | 50% PC | OPERATING EXP | $5,000 |
| VICTORY PROJECT | |||||||
| 16 WEST FIFTH STREET | DAYTON | OH | 45402 | NONE | 50% PC | OPERATING EXP | $5,500 |
| VILLANOVA UNIVERSITY MINORITY FUND | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 50% PC | SCHOLARSHIP FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,755 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,394 | ExclusionAmt |
| Related Or Exempt Function Incm | $56,755 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,149 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | GERALD M MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PRESTIGE PLACE SUITE 230 | AddressLine1Txt |
| City | MIAMISBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,134 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX INVESTMENT | $24,679 | $25,528 |
| ISHARES 20+ YEAR TREASURY | ||
| ISHARES BARCLAYS 7-10 YEARS | ||
| ISHARES 1 TO 3 YEAR TREASURY | $111,736 | $113,731 |
| ISHARES 1-5 YEARS INVESTMENT GRADE | $74,109 | $75,693 |
| ISHARES 3 TO 7 YEAR TREASURY | $304,991 | $313,272 |
| ISHARE SHORT-TERM CORPORATE | ||
| ISHARES SHORT TREASURY | $38,138 | $38,119 |
| ISHARES FLOATING RATE BOND | $50,038 | $50,058 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE | $872,297 | $1,316,157 |
| EQUITIES | $728,442 | $930,157 |
| ALTERNATIVE INVESTMENTS | $24,901 | $26,631 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MEMBERSHIP DUES | $750 | $750 |
| MISCELLANEOUS | $183 | $183 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| JAMES INVESTMENTS | $18,768 | $18,768 |
| PNC BANK | $4,759 | $4,759 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OHIO FILING FEE | CategoryTxt |
| Amt | $200 | Amt |
Comments