ANDREW R AND JANET F MILLER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ANDREW R AND JANET F MILLER FOUNDATION (EIN 82-6699990)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-25
IRS object ID
201911159349100906
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-25T09:57:54-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320077509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Harrison & Held LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W Wacker Dr STE 1700AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN826699990EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW R AND JANET F MILLER FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO ROBERT T NAPIER HARRISON & HELDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone3123321111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW R MILLERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET A NAGELAPreparerPersonNm
PTINP00439254PTIN
Phone3123321111PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,626,370FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$125,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$125,948DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$35,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$321,816GrossSalesPriceAmt
Other Income Rev And Expnss$81OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$81OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$90,748TotalRevAndExpnssAmt
Total Net Invst Incm$126,029TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,810AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,810AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$14,353OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,353OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,266TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$21,429TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,429TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,429TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,319ExcessRevenueOverExpensesAmt
Net Investment Income$104,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,001,380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,350SavAndTempCashInvstEOYFMVAmt
Other Investments EOY$4,886,349OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,467,020OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,001,380TotalAssetsBOYAmt
Total Assets EOY$5,045,699TotalAssetsEOYAmt
Total Assets EOYFMV$4,626,370TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,001,380RetainedEarningBOYAmt
Retained Earning EOY$5,045,699RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,001,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,045,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,001,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,045,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,001,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,319ExcessRevenueOverExpensesAmt
Subtotal$5,045,699SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,045,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST A/C - VARIOUSP2018-12-312018-12-31$317,037$357,097-$40,060-$40,060
Capital Gain Dividends$4,779
FieldValueIRS element (for citing)
Capital Gain Net Income-$35,281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,092InvestmentIncomeExciseTaxAmt
Subtotal$2,092SubtotalAmt
Tax Based On Investment Income$2,092TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$2,093TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T NAPIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123321111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANDREW R MILLER
333 W WACKER DRIVE STE 1700CHICAGOIL60606Trustee0.50$0
JANET F MILLER
333 W WACKER DRIVE STE 1700CHICAGOIL60606Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,299,436AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$837,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,137,420TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,137,420AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,060,359NetVlNoncharitableAssetsAmt
Minimum Investment Return$253,018MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$253,018MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,092TaxBasedOnInvestmentIncomeAmt
Total Tax$2,092TotalTaxAmt
Distributable Before Adj$250,926DistributableBeforeAdjAmt
Distributable Before Ded$250,926DistributableBeforeDedAmt
Distributable As Adjusted$250,926DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$250,926DistributableAsAdjustedAmt
Undistributed Income PY$3,009UndistributedIncomePYAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Year1$3,009AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,991AppliedToCurrentYearAmt
Undistributed Income CY$228,935UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonCORAL REEF ALLIANCERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11330 BROADWAY SUITE 600AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSESGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125,948ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$40,060ExclusionAmt
Related Or Exempt Function Incm$4,779RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$85,969ExclusionAmt
Related Or Exempt Function Incm$4,779RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,748TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHARRISON & HELD, LLPCategoryTxt
Amt$3,810Amt
Net Investment Income$3,810NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUST A/C 9115AT COST$3,874,596$3,565,536
NORTHERN TRUST A/C 9338AT COST$237,357$232,790
NORTHERN TRUST A/C 9339AT COST$244,938$230,862
NORTHERN TRUST A/C 9340AT COST$255,918$211,755
NORTHERN TRUST A/C 9341AT COST$273,540$226,077

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$81RevenueAndExpensesPerBooksAmt
Net Investment Income$81NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHERN TRUST - AGENCY FEES$11,781$11,781$0$0
NORTHERN TRUST - INVESTMENT FEES$2,555$2,555$0$0
NORTHERN TRUST - MISC. EXPENSES$17$17$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3,266Amt
Net Investment Income$3,266NetInvestmentIncomeAmt

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