GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GERALD M & CAROLE A MILLER FAMILY FOUNDATION (EIN 31-1153159)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2025-08-13
IRS object ID: 202542259349100324
Schema version: 2024v5.0
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 Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-13T13:44:17-04:00	ReturnTs
Tax Period End	2025-06-30	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	2024-07-01	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	PO BOX 744	AddressLine1Txt
City	DAYTON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	454010744	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTINE MILLER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9372930900	PhoneNum
Signature	2025-07-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG L STEINKE CPA	PreparerPersonNm
PTIN	P00535679	PTIN
Phone	9378983167	PhoneNum
Preparation	2025-08-13	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,858,093	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	$1,254,588	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$55,897	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$55,897	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$101,300	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$101,300	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$81,210	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,410,027	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$81,210	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$816	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$816	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,493,811	TotalRevAndExpnssAmt
Total Net Invst Incm	$239,223	TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$52,186	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$52,186	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$200	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$200	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$624	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$624	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$11,712	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$11,712	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$64,722	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$52,186	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$12,536	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$392,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$392,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$457,322	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$52,186	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$405,136	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,036,489	ExcessRevenueOverExpensesAmt
Net Investment Income	$187,037	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,043	CashBOYAmt
Cash EOY	$25,165	CashEOYAmt
Cash EOYFMV	$25,165	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$595,712	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$910,341	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$918,668	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$3,126,733	CorporateStockBOYAmt
Corporate Stock EOY	$3,338,491	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,829,874	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$608,818	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,099,649	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,084,386	CorporateBondsEOYFMVAmt
Total Assets BOY	$4,338,306	TotalAssetsBOYAmt
Total Assets EOY	$5,373,646	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,858,093	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,338,306	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,373,646	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,338,306	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,373,646	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,338,306	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,373,646	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,338,306	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,036,489	ExcessRevenueOverExpensesAmt
Subtotal	$5,374,795	SubtotalAmt
Other Decreases	$1,149	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,373,646	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED STOCK	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$2,410,027	GrossSalesPriceAmt
Cost Or Other Basis	$2,328,817	CostOrOtherBasisAmt
Gain Or Loss	$81,210	GainOrLossAmt
Gains Minus Excess Or Losses	$81,210	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$81,210	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$81,210	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,600	InvestmentIncomeExciseTaxAmt
Subtotal	$2,600	SubtotalAmt
Tax Based On Investment Income	$2,600	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,100	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,100	TotalPaymentsAndCreditsAmt
Tax Due	$1,500	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	9379567849	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 744	AddressLine1Txt
City	DAYTON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	454010744	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	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
PO BOX 744	DAYTON	OH	454010744	TRUSTEE	0.50	$0	$0	$0
MATTHEW T MILLER
PO BOX 744	DAYTON	OH	454010744	VICE-PRES.	0.50	$0	$0	$0
KATHY A ALPETER
PO BOX 744	DAYTON	OH	454010744	TREASURER	1.00	$0	$0	$0
LAURIE MILLER-D'ARCANGELO
PO BOX 744	DAYTON	OH	454010744	SECRETARY	0.75	$0	$0	$0
CHRISTINE MILLER
PO BOX 744	DAYTON	OH	454010744	PRESIDENT	1.00	$0	$0	$0
DAVID E ALPETER
PO BOX 744	DAYTON	OH	454010744	TRUSTEE	0.25	$0	$0	$0
GERALD M MILLER
PO BOX 744	DAYTON	OH	454010744	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	$6,395,310	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$928,687	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,323,997	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$7,323,997	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$109,860	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,214,137	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$360,707	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$360,707	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,600	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,600	TotalTaxAmt
Distributable Before Adj	$358,107	DistributableBeforeAdjAmt
Distributable Before Ded	$358,107	DistributableBeforeDedAmt
Distributable As Adjusted	$358,107	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$405,136	ExpensesAndContributionsAmt
Qualifying Distributions	$405,136	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$358,107	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$1,422	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$19,185	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$32,908	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$41,586	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$23,559	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$118,660	TotalExcessDistributionCyovAmt
Qualifying Distributions	$405,136	QualifyingDistributionsAmt
Applied To Current Year	$358,107	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$47,029	RemainingDistriFromCorpusAmt
Total Corpus	$165,689	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$1,422	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$164,267	ExcessDistriCyovToNextYrAmt
Excess From Year4	$19,185	ExcessFromYear4Amt
Excess From Year3	$32,908	ExcessFromYear3Amt
Excess From Year2	$41,586	ExcessFromYear2Amt
Excess From Year1	$23,559	ExcessFromYear1Amt
Excess From Current Year	$47,029	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	PO BOX 744	AddressLine1Txt
City	DAYTON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	454010744	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9379567849	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 (68 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALZHEIMERS ASSOCIATION
6 N MAIN ST STE 130	DAYTON	OH	45402	NONE	50% PC	OPERATING EXPENSES	$1,000
AMERICAN CAMP ASSOCIATION
PO BOX 98	TUXEDO	NC	28784	NONE	50% PC	OPERATING EXPENSES	$5,000
ASHEVILLE GREENWORKS
2 SULPHER SPRINGS ROAD	ASHEVILLE	NC	28806	NONE	50% PC	OPERATING EXPENSES	$10,000
BARRIER ISLAND PARKS SOCIETY
PO BOX 637	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$5,000
BASCOM PALMER PEDIATRIC EYE INST
900 NW 17TH STREET STE 6	MIAMI	FL	33136	NONE	50% PC	OPERATING EXPENSES	$5,000
BIG DOG RANCH RESCUE
14444 OKEECHOBEE BLVD	LOXAHATCHEE GROVE	FL	33470	NONE	50% PC	OPERATING EXPENSES	$10,000
BISHOPS FAITH APPEAL
1000 PINEBROOK	VENICE	FL	34284	NONE	50% PC	OPERATING EXP	$1,500
BOCA GRANDE DISASTER FUND
PO BOX 1468	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$10,000
BOCA GRANDE FIREFIGHTERS ASSOC
PO BOX 532	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$1,000
BOCA GRANDE HEALTH CLINIC
PO BOX 517	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSE	$6,000
BOCA GRANDE HISTORICAL SOCIETY
PO BOX 553	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$1,000
BOCA GRANDE PRESCHOOL
PO BOX 1386	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$3,000
BRIGIDS PATH
3601 SOUTH DIXIE HIGHWAY	KETTERING	OH	45439	NONE	50% PC	OPERATING EXPENSES	$20,000
BUILDING BRIDGES
3501 MERRIMACK AVENUE	DAYTON	OH	45405	NONE	50% PC	OPERATING EXPENSES	$5,000
CAREYES FOUNDATION
10850 WILSHIRE BOULEVARD	LOS ANGELES	CA	90024	NONE	50% PC	OPERATING EXPENSES	$5,000
CARINGBRIDGE
2750 BLUE WATERS RD	EAGAN	MN	551211679	NONE	50% PC	OPERATING EXPENSES	$300
CATHOLIC CHARITIES
1000 PINEBROOK	VENICE	FL	34284	NONE	50% PC	OPERATING EXPENSES	$5,000
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
CLEAR LAKE CONSERVANCY
111 GECOWETS DRIVE	FREMONT	IN	46737	NONE	50% PC	OPERATING EXPENSES	$5,000
CLOTHES THAT WORK
1133 SEDWIN C MOSES BLV	DAYTON	OH	45417	NONE	50% PC	OPERATING EXPENSES	$10,000
CNEWA
1011 FIRST AVENUE	NEW YORK	NY	100224195	NONE	50% PC	OPERATING EXPENSE	$300
COMMUNITY FOUNDATION OF W NC
4 VANDERBILT PARK DR	ASHVILLE	NC	28803	NONE	50% PC	OPERATING EXPENSES	$10,000
COVENANT HOUSE OF PHILADELPHIA
31 E ARMAT STREET	PHILADELPHIA	PA	19144	NONE	50% PC	OPERATING EXPENSES	$5,000
CRAYONS TO CLASSROOM
1750 WODMAN DRIVE	DAYTON	OH	454203639	NONE	50% PC	OPERATING EXPENSES	$5,000
DAYTON EARLY COLLEG DECA
300 COLLEGE PARK	DAYTON	OH	454692930	NONE	50% PC	OPERATING	$2,000
DCDC
840 GERMANTOWN STREET	DAYTON	OH	45402	NONE	50% PC	OPERATING EXPENSES	$5,000
DIOCESE OF VENICE
1000 PINEBROOK ROAD	VENICE	FL	34285	NONE	50% PC	OPERATING EXPENSES	$15,000
DUKE UNIVERSITY
300 W MORGAN STREET	DURHAM	NC	27701	NONE	50% PC	OPERATING EXPENSES	$10,000
ELIZABETH'S NEW LIFE CENTER
359 FOREST AVENUE STE 105	DAYTON	OH	45405	NONE	50% PC	OPERATING EXP	$500
EVERGLADES FOUNDATION
18001 OLD CUTTER ROAD	PALMETTO BAY	FL	33157	NONE	50% PC	OPERATING EXPENSES	$5,000
FIRST RESPONDERS BRIDGE
752 N STATE STREET 146	WESTERVILLE	OH	43082	NONE	50% PC	OPERATING EXPENSES	$5,000
FOOD BANK INC
56 ARMOR PLACE	DAYTON	OH	45417	NONE	50% PC	OPERATING EXPENSES	$10,000
FORT WAYNE PHILHARMONIC
4901 FULLER DRIVE	FT WAYNE	IN	46835	NONE	50% PC	OPERATING EXP	$2,000
FRIENDS OF FREMONT PUBLIC LIBRARY
PO BOX 616	FREMONT	IN	46737	NONE	50% PC	OPERATING EXP	$5,000
FRIENDS OF LOS NINOS
PO BOX 250065	PLANO	TX	750250065	NONE	50% PC	OPERATING EXPENSES	$2,000
GASPARILLA MARITIME MUSEUM
P O BOX 100	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$1,500
GEORGETOWN UNIVERSITY
PO BOX 571253	WASHINGTON	DC	200571253	NONE	50% PC	OPERATING EXPENSES	$2,000
GICIA
P O BOX 445	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$3,000
GOODWILL EASTER SEALS MIAMI VALLEY
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
HEALTHNET FOUNDATION
33 RIVER STREET	CHAGRIN FALLS	OH	44022	NONE	50% PC	OPERATING EXPENSE	$15,000
JOHANN FUST LIBRARY
PO BOX 309	BOCA GRANDE	FL	339210309	NONE	50% PC	OPERATING EXPENSES	$5,000
JOSEPHINUM ACADEMY
1501 N OAKLEY BLVD	CHICAGO	IL	60622	NONE	50% PC	OPERATING EXPENSES	$10,000
KIND
2338 EAST FIFTH AVENUE	DAYTON	OH	45403	NONE	50% PC	OPERATING EXP	$10,000
MIAMI VALLEY MEALS
428 S EDWIN MOSES DRIVE	DAYTON	OH	45402	NONE	50% PC	OPERATING EXPENSES	$15,000
MISSION OF MARY COOPERATIVE
619 SILVER LAKE	DAYTON	OH	45410	NONE	50% PC	OPERATING EXPENSES	$8,000
MISSION PARTNERS GUATAMALA
3 FDR WALK	CINCINNATI	OH	452181500	NONE	50% PC	OPERATING EXP	$1,500
NATIONAL MS SOCIETY BIKE MS
2020 WEST 89TH ST STE 100	LEAWOOD	KS	66206	NONE	50% PC	OPERATING EXPENSES	$10,000
NATIONAL OVERIAN CANCER COALITION
12221 MERIT DR STE 1950	DALLAS	TX	75251	NONE	50% PC	OPERATING EXPENSES	$10,000
NEWARK CATHOLIC HS FOUND
1 GREEN WAY DRIVE	NEWARK	OH	43055	NONE	50% PC	OPERATING EXP	$5,000
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	$10,000
RETIREMENT FUND FOR THE RELIGIOUS
3211 FOURTH STREET NE	WASHINGTON	DC	200171194	NONE	50% PC	OPERATING EXP	$2,000
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	$3,000
ST PAUL CHAPEL
700 WEST MAUMEE ST	ANGOLA	IN	46703	NONE	50% PC	MAINTENANCE FUND	$1,000
ST VINCENT DE PAUL HOUSING
1240 W APPLE ST	DAYTON	OH	45402	NONE	50% PC	OPERATING EXPENSES	$10,000
THE BOOK FAIR FOUNDATION
2181 EMBURY PARK ROAD	DAYTON	OH	45414	NONE	50% PC	OPERATING EXPENSES	$10,000
THE DAYTON FOUNDATION
40 N MAIN STREET STE 500	DAYTON	OH	45423	NONE	50% PC	OPERATING EXPENSES	$3,000
THE ISLAND SCHOOL
PO BOX 1505	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$5,000
THE MARIANISTS
4425 WEST PINE BLVD	ST LOUIS	MO	63108	NONE	50% PC	OPERAATING EXPENSES	$10,000
TRINITY HIGH SCHOOL
12425 GRANGER ROAD	GARFIELD HEIGHTS	OH	44125	NONE	50% PC	OPERATING EXPENSES	$1,000
UNIVERSITY OF DAYTON - MEMORIAL FUN
300 COLLEGE PARK DR	DAYTON	OH	45469	NONE	50% PC	OPERATING EXP	$18,000
UNIVERSITY OF DAYTON ANNUAL FUND
300 COLLEGE PARK DR	DAYTON	OH	45469	NONE	50% PC	OPERATING EXP	$5,000
VICTORIAN AT RIVERSIDE
702 GARRARD STREET	COVINGTON	KY	41011	NONE	50 %PC	OPERATING EXPENSES	$5,000
VILLANOVA UNIVERSITY
800 LANCASTER AVENUE	VILLANOVA	PA	19085	NONE	50% PC	SCHOLARSHIP FUND	$5,000
WOMEN'S CLUB OF BOCA GRANDE
PO BOX 65	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXPENSES	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$392,600	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$55,897	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$101,300	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$816	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$81,210	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$158,013	ExclusionAmt
Related Or Exempt Function Incm	$81,210	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$239,223	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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
GERALD M MILLER
1	PO BOX 744	DAYTON	OH	454010744	$936,588	Yes (X)	Yes (X)
GERALD M MILLER LLC
2	PO BOX 744	DAYTON	OH	454010744	$250,000	Yes (X)
KLMM HOLDING LLC
3	PO BOX 744	DAYTON	OH	454010744	$68,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	STOCKS	NoncashPropertyDesc
Fair Market Value	$746,588	FairMarketValueAmt
Received	2024-11-22	ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INVESCO VARIABLE RATE	$45,932	$46,418
ISHARES IBOXX INVESTMENT	$52,164	$49,324
ISHARES BARCLAYS 7-10	$45,269	$41,851
ISHARES 1 TO 3 YEAR TREASURY	$84,630	$82,860
ISHARES 1-5 YEARS INVESTMENT GRADE	$74,109	$72,862
ISHARES 10-20 TREASURY BOND	$48,777	$43,180
ISHARES SHORT TREASURY
ISHARES FLOATING RATE BOND
VANGUARD LONG-TERM CORP BOND	$50,947	$47,438
VANGUARD INTERMEDIATE TERM CORP BOND	$49,911	$52,074
US TREASURY NOTES	$597,635	$597,460
OHIO STATE BONDS	$50,275	$50,919

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE	$2,249,256	$4,386,857
EQUITIES	$1,064,334	$1,393,753
ALTERNATIVE INVESTMENTS	$24,901	$49,264

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL INCOME TAX	Desc
Amt	$1,149	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MEMBERSHIP DUES	$1,000	$1,000
MISCELLANEOUS	$212	$212
SOFTWARE	$10,500	$10,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PNC	Desc
Revenue And Expenses Per Books	$816	RevenueAndExpensesPerBooksAmt
Net Investment Income	$816	NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
JAMES INVESTMENTS	$42,430	$42,430
PNC BANK	$8,093	$8,093
PROFESSIONAL FEES	$1,663	$1,663

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	OHIO FILING FEE	CategoryTxt
Amt	$200	Amt
Disbursements Charitable Prps	$200	DisbursementsCharitablePrpsAmt

GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (3 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments