SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202013149349101321
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T15:44:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A SCOTT CPA | PreparerPersonNm |
| PTIN | P01235000 | PTIN |
| Phone | 2165669000 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.89.36.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-27 | IPDt |
| IP Tm | 14:24:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A27AE9E02FDD30B1F3BB48D9D42151E474266A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 93BC5486F96F7EFA541EB149FC8DC9699AE7F6C2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,661,075 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,193,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,089,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,439,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,303,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,439,464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,632,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,528,522 | 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 | $11,593 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,593 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,291 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,291 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,178,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,983,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,983,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,161,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,983,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,529,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,350,519 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,436,944 | CashBOYAmt |
| Cash EOY | $81,827,169 | CashEOYAmt |
| Cash EOYFMV | $88,604,169 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,906 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,906 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,436,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,884,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,661,075 | 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 | $45,431,382 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,878,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,436,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,884,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,436,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,884,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,436,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,529,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,907,898 | SubtotalAmt |
| Other Decreases | $23,823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,884,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY INTERNATL INDEX FUND | 2019-02-15 | 2019-12-23 | $212,960 | $198,840 | $14,120 | $14,120 | |
| FIDELITY MID CAP INDEX FUND | 2019-02-15 | 2019-12-23 | $221,370 | $205,612 | $15,758 | $15,758 | |
| FIDELITY 500 INDEX FUND | 2019-02-15 | 2019-12-23 | $801,690 | $712,472 | $89,218 | $89,218 | |
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL | 2019-02-15 | $780,090 | $801,102 | -$21,012 | -$21,012 | ||
| VANGUARD MID CAP INDEX ADMIRAL SHS | 2019-02-15 | $839,354 | $764,426 | $74,928 | $74,928 | ||
| VANGUARD 500 INDEX ADMIRAL | 2019-02-15 | $2,597,294 | $2,352,137 | $245,157 | $245,157 | ||
| AQR LONG SHORT EQUITY FUND CL I | 2019-12-23 | $212,948 | $220,127 | -$7,179 | -$7,179 | ||
| DFA EMERGING MARKETSPORTFOLIO | 2017-09-13 | 2019-12-23 | $159,988 | $152,405 | $7,583 | $7,583 | |
| GMO BENCHMARK FREE ALLOCATION SERIES PS | 2018-07-31 | 2019-12-23 | $212,948 | $204,167 | $8,781 | $8,781 | |
| INVESCO OPPENHEIMER INTL GROWTH R6 | 2013-12-24 | 2019-12-23 | $116,148 | $98,232 | $17,916 | $17,916 | |
| INVESCO OPPENHEIMER INTL GROWTH R6 | 2017-03-31 | 2019-12-23 | $96,800 | $86,231 | $10,569 | $10,569 | |
| TRANSAMERICA INTL EQUITY CLASS I2 | 2017-09-13 | 2019-12-23 | $212,948 | $202,169 | $10,779 | $10,779 | |
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL | 2017-09-13 | 2019-02-15 | $1,516,748 | $1,557,604 | -$40,856 | -$40,856 | |
| VANGUARD MID CAP INDEX ADMIRAL SHS | 2017-09-13 | 2019-02-15 | $1,568,972 | $1,428,913 | $140,059 | $140,059 | |
| VANGUARD 500 INDEX ADMIRAL | 2017-09-13 | 2019-02-15 | $5,165,619 | $4,678,038 | $487,581 | $487,581 | |
| VICTORY RS SMALL CAP GROWTH CL Y | 2017-09-13 | 2019-12-23 | $212,948 | $201,445 | $11,503 | $11,503 | |
| CAPITAL GAINS DIVIDENDS | $374,559 | $374,559 | $374,559 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,439,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,391,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,448,101 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032785 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,786,991 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,881,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,267,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,880,817 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,523,919 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,927,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100892 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $386,768 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,900,347 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010773 | DistributionYr5Rt |
| Total Distribution | 0.235733 | TotalDistributionRt |
| Average Distribution | 0.047147 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,423,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,933,180 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,505 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,966,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,983,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $222,778 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $222,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $189,273 | OverpaymentAmt |
| Applied To ES Tax | $189,273 | 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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL H MILLER | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 |
| GABRIELLE MILLER | ||||||||
| PO BOX 30699 | CLEVELAND | OH | 441300699 | VICE 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 | $60,876,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,817,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,694,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,694,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,270,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,423,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,171,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,171,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,505 | TotalTaxAmt |
| Distributable Before Adj | $4,137,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,137,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,137,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,983,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,983,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,505 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,950,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,137,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $68,339 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,983,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,983,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $154,033 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $154,033 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,182 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $36,182 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMUEL H MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||
| 30100 CHAGRIN BOULEVARD SUITE 150 | PEPPER PIKE | OH | 44124 | NONE | PUBLIC | GENERAL | $500 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $150,000 |
| ASHBROOK | |||||||
| 401 COLLEGE AVE | 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 | $25,000 |
| BUCKEYE INSTITUTE | |||||||
| 88 E BROAD STREET SUITE 1300 | CLEVELAND | OH | 43215 | NONE | PUBLIC | GENERAL | $20,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $500,000 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 E NINTH STREET | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $1,000,000 |
| CLEVELAND CLINIC - PLEDGE 7M | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PUBLIC | GENERAL | $50,000 |
| CLEVELAND CULTURAL GARDEN FEDERATION | |||||||
| 750 E 88TH STREET | CLEVELAND | OH | 44108 | NONE | PUBLIC | GENERAL | $10,000 |
| CLEVELAND PEACEKEEPERS ALLIANCE | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PUBLIC | GENERAL | $500 |
| COAR | |||||||
| 28700 EUCLID AVENUE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $500 |
| CROHN'S COLITIS FOUNDATION OF AMERICA | |||||||
| 4700 ROCKSIDE ROAD SUITE 425 | INDEPENDENCE | OH | 44131 | NONE | PUBLIC | GENERAL | $2,000 |
| ECDI | |||||||
| 7000 EUCLID AVENUE SUITE 203 | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $10,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $5,000 |
| IRISH AMERICAN ARCHIVES SOCIETY | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $1,000 |
| JENNINGS CENTER FOR OLDER ADULTS | |||||||
| 10204 GRANGER ROAD | GARFIELD HEIGHTS | OH | 44125 | NONE | PUBLIC | GENERAL | $10,000 |
| JESUIT RETREAT HOUSE | |||||||
| 5629 STATE ROAD | CLEVELAND | OH | 44134 | NONE | PUBLIC | GENERAL | $6,250 |
| KOSHER FOOD PANTRY | |||||||
| 2004 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $1,000 |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $2,500 |
| MALACHI HOUSE | |||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $6,000 |
| NEIGHBORHOOD FAMILY PRACTICE | |||||||
| 2358 PROFESSOR AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $2,000 |
| NOTRE DAME COLLEGE | |||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $100,000 |
| OUR LADY OF THE WAYSIDE | |||||||
| 14339 TURNEY ROAD | CLEVELAND | OH | 44137 | NONE | PUBLIC | GENERAL | $10,000 |
| PROJECT LOVE | |||||||
| 6700 BETA DRIVE SUITE 120 | MAYFIELD | OH | 44143 | NONE | PUBLIC | GENERAL | $10,000 |
| RATNER SCHOOL | |||||||
| 27575 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | NONE | PUBLIC | GENERAL | $75,000 |
| ROSE-MARY CENTER | |||||||
| 2346 W 14TH STREET | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $2,000 |
| SALVATION ARMY | |||||||
| 2507 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $10,000 |
| ST AUGUSTINE HUNGER CENTER | |||||||
| 1400 HOWARD AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| ST VINCENT CHARITY HOSPITAL CAPITAL CAMPUS | |||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $10,000 |
| URSULINE COLLEGE | |||||||
| 2550 LANDER ROAD | PEPPER PIKE | OH | 44124 | NONE | PUBLIC | GENERAL | $1,000 |
| 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 | $25,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 23215 COMMERCE PARK STE 300 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $20,000 |
| CATHOLIC DIOCESE OF CLEVELAND | |||||||
| 1404 E NINTH STREET | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $50,000 |
| CHILDREN'S TOWN | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $1,000 |
| CLEVELAND CLINIC - EMERGANCY ROOM | |||||||
| 9105 CEDAR AVE E BUILDING | CLEVELAND | OH | 44195 | NONE | PUBLIC | GENERAL | $1,500,000 |
| CLEVELAND CLINIC - FRANCIS PAYNE BOLTON SCHOOL OF NURSING | |||||||
| 9501 EUCLID AVE SAMSON PAVILION | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $250,000 |
| CLEVELAND FOODBANK INC | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC | GENERAL | $5,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $50,000 |
| CONGREGATION PRI ETZ CHAIM | |||||||
| 2592 OCEAN AVE | BROOKLYN | NY | 11229 | NONE | PUBLIC | GENERAL | $1,000 |
| GREATER CLEVELAND HABITAT FOR HUMANITY | |||||||
| 2110 W 110TH ST | CLEVELAND | OH | 44102 | NONE | PUBLIC | GENERAL | $1,000 |
| HARVARD BUSINESS SCHOOL CLUB | |||||||
| 1120 CHESTER AVE 470 | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $1,000 |
| HEALTHY FATHERING COLLABORATIVE | |||||||
| PO BOX 606194 | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $2,500 |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET STREET SUITE 3600 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC | GENERAL | $10,000 |
| OHIO GUIDESTONE | |||||||
| 3500 CARNEGIE AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $1,000 |
| OPEN DOORS ACADEMY | |||||||
| 1427 E 36TH ST 4206A | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $5,000 |
| RICHMOND HEIGHTS POLICE | |||||||
| 27201 HIGHLAND RD | CLEVELAND | OH | 44143 | NONE | PUBLIC | GENERAL | $10,000 |
| WVIZ | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,983,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,193,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,439,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,632,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,632,607 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEE | CategoryTxt |
| Amt | $11,593 | Amt |
| Net Investment Income | $11,593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERSIDE ACCCELERATION CAPITAL FUND | AT COST | $53,757 | $53,757 |
| HIG MONEY MARKET FUND III | AT COST | $3,149 | $3,149 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAAP TO TAX DIFFERENCES | $1,016 |
| PASSIVE LOSSES | $22,807 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $119 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES- PNC | CategoryTxt |
| Amt | $166,291 | Amt |
| Net Investment Income | $166,291 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,000,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments