MILLER CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MILLER CHARITABLE FOUNDATION (EIN 41-2056936)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-02-20
- IRS object ID
- 201900519349100005
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-20T09:21:29-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 N MARKET ST | AddressLine1Txt |
| City | WOOSTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412056936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 3302637890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1086 - ATTN JACK MILLER | AddressLine1Txt |
| City | WOOSTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44691 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK MILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3302637890 | PhoneNum |
| Signature | 2019-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLEY A MAST CPA | PreparerPersonNm |
| PTIN | P00539961 | PTIN |
| Phone | 3302640791 | PhoneNum |
| Preparation | 2019-02-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.142.138.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-18 | IPDt |
| IP Tm | 13:20:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D18C3CDC4FA544EED8D335F53BD00780138BC0A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,394,785 | 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 | $10,023 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,141 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,141 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $10 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $10 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $10 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,295 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,446 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,151 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,090 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,077 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,486 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,501 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $8,778 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,778 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,610 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,501 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,501 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,650 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,404 | CashBOYAmt |
| Cash EOY | $17,382 | CashEOYAmt |
| Cash EOYFMV | $17,382 | CashEOYFMVAmt |
| Other Investments BOY | $804,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $787,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $825,980 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $561,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,765 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $549,622 | LandBOYAmt |
| Land EOY | $551,423 | LandEOYAmt |
| Land EOYFMV | $551,423 | LandEOYFMVAmt |
| Total Assets BOY | $1,363,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,363,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,356,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,363,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,363,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,363,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,356,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 587.504 SH BLACKROCK GLOBAL ALL ND INC CLASS A | 2009-11-10 | 2018-11-13 | $10,975 | $10,557 | $418 | $418 | |
| 567.108 SH DOUBLELINE TOTAL RET UND CLASS N | 2014-10-15 | 2018-01-16 | $6,000 | $6,284 | -$284 | -$284 | |
| CAPITAL GAINS DIVIDENDS | $3,161 | $3,161 | $3,161 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $153,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $167,131 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105851 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $201,967 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $223,729 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $231,245 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085364 | DistributionYr5Rt |
| Total Distribution | 0.519095 | TotalDistributionRt |
| Average Distribution | 0.103819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,292 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,938 | 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 | $48 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $48 | TaxDueAmt |
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 | 0 | 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 | Yes (1) | 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 | JACK MILLER | IndividualWithBooksNm |
| Phone | 3302637890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1086 | AddressLine1Txt |
| City | WOOSTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44691 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACK K MILLER | ||||||||
| 2262 HEYL RD | WOOSTER | OH | 44691 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JANE K GROSJEAN | ||||||||
| 2459 COLUMBUS RD | WOOSTER | OH | 44691 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MAX A MILLER | ||||||||
| 462 MCENTEE DR | WADSWORTH | OH | 44281 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARJORIE A ALLEN | ||||||||
| 1840 BURNETTS CORNER RD | WOOSTER | OH | 44691 | 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 | THE FOUNDATION MANAGES AND OPERATES A PUBLIC MUSEUM. THE PUBLIC OIL, GAS, CAR AND TRUCK MUSEUM MAINTAINS AND DISPLAYS TO THE PUBLIC HISTORIC AGRICULTURAL AND OIL AND GAS INDUSTRY VEHICLES, MACHINERY AND EQUIPMENT. | Description1Txt |
| Expenses1 | $18,046 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,890 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2003-01-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,650 | CurrentYearAmt |
| Year1 | $1,380 | Year1Amt |
| Year2 | $1,677 | Year2Amt |
| Year3 | $2,524 | Year3Amt |
| Total | $7,231 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,403 | CurrentYearAmt |
| Year1 | $1,173 | Year1Amt |
| Year2 | $1,425 | Year2Amt |
| Year3 | $2,145 | Year3Amt |
| Total | $6,146 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,938 | CurrentYearAmt |
| Year1 | $19,029 | Year1Amt |
| Year2 | $17,732 | Year2Amt |
| Year3 | $22,785 | Year3Amt |
| Total | $79,484 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,938 | CurrentYearAmt |
| Year1 | $19,029 | Year1Amt |
| Year2 | $17,732 | Year2Amt |
| Year3 | $22,785 | Year3Amt |
| Total | $79,484 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,156 | CurrentYearAmt |
| Year1 | $10 | Year1Amt |
| Year2 | $10 | Year2Amt |
| Total | $10,176 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $100 | Year3Amt |
| Total | $100 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,436 | CurrentYearAmt |
| Year1 | $8,223 | Year1Amt |
| Year2 | $6,222 | Year2Amt |
| Year3 | $10,850 | Year3Amt |
| Total | $31,731 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,141 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,446 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN & LOIS MILLER FUND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 NORTH MARKET STREET | AddressLine1Txt |
| City | WOOSTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,090 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,090 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | 2006-08-24 | $512,000 | L | $0 | $0 | $0 | ||
| ROOF | 2006-08-24 | $21,063 | SL | $540 | $0 | $540 | $6,143 | 39.000000000000 |
| FIELD DRAINAGE TILE | 2012-05-23 | $1,903 | 150DB | $112 | $0 | $127 | $836 | 15.000000000000 |
| LIMESTONE GRAVEL FOR DRIVEWAY | 2016-02-01 | $4,235 | SL | $282 | $0 | $282 | $541 | 15.000000000000 |
| REPLACED ROOF | 2016-06-07 | $18,700 | SL | $479 | $0 | $479 | $759 | 39.000000000000 |
| REPAIRED PORCH | 2018-09-04 | $3,287 | SL | $73 | $0 | $73 | 15.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DONATED VEHICLES | AT COST | $412,300 | $412,300 |
| DONATED MOBILIA ITEMS | AT COST | $289,935 | $289,935 |
| VOYA FINANCIAL MUTUAL FUNDS | AT COST | $85,566 | $123,745 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $512,000 | $0 | $512,000 |
| ROOF | $21,063 | $6,683 | $14,380 |
| FIELD DRAINAGE TILE | $1,903 | $948 | $955 |
| LIMESTONE GRAVEL FOR DRIVEWAY | $4,235 | $823 | $3,412 |
| REPLACED ROOF | $18,700 | $1,238 | $17,462 |
| REPAIRED PORCH | $3,287 | $73 | $3,214 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL STATE FEES | $200 | $0 | $0 | $200 |
| INVESTMENT EXPENSES | $1,610 | $1,610 | $0 | $0 |
| INSURANCE | $5,505 | $0 | $0 | $5,505 |
| FEDERAL EXCISE TAX EXPENSE | $64 | $0 | $0 | $64 |
| OFFICE EXPENSES | $224 | $0 | $0 | $224 |
| MISCELLANEOUS | $497 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $2,077 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,077 | DisbursementsCharitablePrpsAmt |
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