SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2018
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- Organization
- SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-29
- IRS object ID
- 201933029349100623
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-29T13:35:30-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-15 | 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 | 2019-10-15 | 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 | 2019-10-15 | IPDt |
| IP Tm | 11:11:55 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 048820C74D692738A2C0E0DECECCD202608BAB84 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 048820C74D692738A2C0E0DECECCD202608BAB84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,777,371 | 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 | $7,336,175 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $822,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $822,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,941,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,159,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,941,865 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,100,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,764,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $86,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $47,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,615 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,391,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,391,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,610,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,391,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,490,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,630,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,600,436 | CashBOYAmt |
| Cash EOY | $83,436,944 | CashEOYAmt |
| Cash EOYFMV | $81,777,371 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,251,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $34,851,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,436,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,777,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$3,153,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,431,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,851,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,436,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,851,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,436,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,851,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,490,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94,667 | OtherIncreasesAmt |
| Subtotal | $83,436,944 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,436,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS | 2017-09-13 | 2018-07-31 | $214,442 | $220,069 | -$5,627 | -$5,627 | |
| FEDERATED TOTAL RETURN BOND | 2017-09-13 | 2018-02-14 | $309,160 | $318,102 | -$8,942 | -$8,942 | |
| JOHN HANCOCK GL | 2018-05-07 | 2018-11-09 | $136,051 | $140,042 | -$3,991 | -$3,991 | |
| PRUDENTIAL TOTAL RETURN | 2017-09-13 | 2018-02-14 | $145,072 | $149,356 | -$4,284 | -$4,284 | |
| TRANSAMERICA INTL EQUITY | 2017-09-13 | 2018-07-31 | $297,572 | $295,054 | $2,518 | $2,518 | |
| VANGUARD MID CAP INDEX | 2017-09-13 | 2018-05-07 | $194,014 | $177,772 | $16,242 | $16,242 | |
| VANGUARD REAL ESTATE | 2017-09-13 | 2018-04-10 | $622,549 | $694,041 | -$71,492 | -$71,492 | |
| VANGUARD 500 INDEX ADMIRAL | 2017-09-13 | 2018-02-14 | $739,276 | $669,077 | $70,199 | $70,199 | |
| VICTORY RS SMALL CAP | 2017-09-13 | 2018-05-07 | $67,982 | $57,799 | $10,183 | $10,183 | |
| WELLS FARGO ABSOLUTE | 2017-06-07 | 2018-05-07 | $754,768 | $744,502 | $10,266 | $10,266 | |
| FOREST CITY | 2018-12-10 | $53,461,629 | $14,550,019 | $38,911,610 | $38,911,610 | ||
| JOHN HANCOCK GL | 2018-11-09 | $782,984 | $805,958 | -$22,974 | -$22,974 | ||
| OPPENHEIMER | 2018-04-10 | $120,782 | $101,768 | $19,014 | $19,014 | ||
| WELLS FARGO ABSOLUTE | 2017-03-31 | 2018-05-07 | $668,779 | $659,102 | $9,677 | $9,677 | |
| FOREST CITY | 2018-12-10 | $6,463,566 | $3,635,381 | $2,828,185 | $2,828,185 | ||
| CAPITAL GAINS DIVIDENDS | $181,281 | $181,281 | $181,281 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,941,865 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,786,991 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,881,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,267,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,880,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,523,919 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,927,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $386,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,900,347 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,272,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,767,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036612 | DistributionYr5Rt |
| Total Distribution | 0.239560 | TotalDistributionRt |
| Average Distribution | 0.047912 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,448,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,033,773 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426,308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,460,081 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,391,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $852,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $852,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $852,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,394 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,075,394 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $222,778 | OverpaymentAmt |
| Applied To ES Tax | $222,778 | 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 (5 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 | 16.00 | $37,000 | $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 | $49,000 | $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 |
| 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 | $37,382,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,712,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,094,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,094,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $646,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,448,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,122,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,122,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $852,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $852,616 | TotalTaxAmt |
| Distributable Before Adj | $1,269,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,269,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,269,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,391,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,391,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,391,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,269,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $68,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,391,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,269,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $190,215 | 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 | $190,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $68,339 | ExcessFromYear1Amt |
| Excess From Current Year | $121,876 | ExcessFromCurrentYearAmt |
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 (55 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 JEWISH HISTORICAL SOCIETY | |||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL | $1,000 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $10,000 |
| ASHBROOK | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | NONE | PUBLIC | GENERAL | $1,500 |
| BALDWIN WALLACE COLLEGE | |||||||
| 275 EASTLAND ROAD | BEREA | OH | 44017 | NONE | PUBLIC | GENERAL | $500 |
| BENJAMIN ROSE INSTITUTE | |||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PUBLIC | GENERAL | $1,000 |
| BOYS HOPE - GIRLS HOPE | |||||||
| 9619 GARFIELD BOULEVARD | CLEVELAND | OH | 44125 | NONE | PUBLIC | GENERAL | $15,000 |
| BUCKEYE INSTITUTE | |||||||
| 88 E BROAD STREET SUITE 1300 | CLEVELAND | OH | 43215 | NONE | PUBLIC | GENERAL | $2,000 |
| COAR | |||||||
| 28700 EUCLID AVENUE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | GENERAL | $500 |
| CARMELITE GUILD OF CLEVELAND | |||||||
| 1544 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | NONE | PUBLIC | GENERAL | $1,000 |
| 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 | $500 |
| CENTER FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $5,000 |
| CHABAD JEWISH CENTER OF SOLON | |||||||
| 5570 HARPER ROAD | SOLON | OH | 44139 | NONE | PUBLIC | GENERAL | $300 |
| CHAMAH | |||||||
| 27 WILLIAM STREET SUITE 613 | NEW YORK | NY | 10005 | NONE | PUBLIC | GENERAL | $500 |
| 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 KIDS BOOK BANK | |||||||
| 3635 PERKINS AVENUE | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $2,000 |
| CLEVELAND PEACEKEEPERS ALLIANCE | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PUBLIC | GENERAL | $500 |
| CLEVELAND POLICE FOUNDATION | |||||||
| 2301 PAYNE AVENUE SUITE 201 | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL | $20,000 |
| CLEVELAND SCHOOL OF ARTS | |||||||
| 2064 STEARNS ROAD | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $10,000 |
| CROHN'S COLITIS FOUNDATION OF AMERICA | |||||||
| 4700 ROCKSIDE ROAD SUITE 425 | INDEPENDENCE | OH | 44131 | NONE | PUBLIC | GENERAL | $1,000 |
| DANCING WHEELS COMPANY SCHOOL | |||||||
| 3030 EUCLID AVENUE SUITE 100 | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $1,000 |
| ECDI | |||||||
| 7000 EUCLID AVENUE SUITE 203 | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $10,000 |
| EMPOWERING EPILIPSY | |||||||
| 32342 SPRINGSIDE LANE | SOLON | OH | 44139 | NONE | PUBLIC | GENERAL | $500 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $1,000 |
| 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 |
| KOLLEL YAD CHAIM MORDECHAI | |||||||
| 2480 S GREEN ROAD | UNIVERSITY HEIGHTS | OH | 44122 | NONE | PUBLIC | GENERAL | $500 |
| KOSHER FOOD PANTRY | |||||||
| 2004 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PUBLIC | GENERAL | $500 |
| 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 | $1,000 |
| MEALS ON WHEELS | |||||||
| 20300 HILLIARD BOULEVARD | CLEVELAND | OH | 44116 | NONE | PUBLIC | GENERAL | $1,000 |
| MENORAH PARK CENTER SENIOR LIVING | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL | $2,150 |
| MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL | $500,299 |
| NEIGHBORHOOD FAMILY PRACTICE | |||||||
| 2358 PROFESSOR AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| 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 | $20,000 |
| RATNER SCHOOL | |||||||
| 27575 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | NONE | PUBLIC | GENERAL | $25,000 |
| RHONDA'S KISS | |||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | NONE | PUBLIC | GENERAL | $1,000 |
| ROSE-MARY CENTER | |||||||
| 2346 W 14TH STREET | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| 2507 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $12,500 |
| SHOES & CLOTHES FOR KIDS | |||||||
| 3500 LORAIN AVENUE SUITE 301 | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $10,000 |
| ST AUGUSTINE HUNGER CENTER | |||||||
| 1400 HOWARD AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| ST HERMAN'S FOCUS | |||||||
| 4410 FRANKLIN BOULEVARD | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $500 |
| ST MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| ST MARTIN DEPORRES | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL | $16,666 |
| ST VINCENT CHARITY HOSPITAL CAPITAL CAMPUS | |||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $10,000 |
| TOWARDS EMPLOYMENT | |||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL | $500 |
| URSULINE COLLEGE | |||||||
| 2550 LANDER ROAD | PEPPER PIKE | OH | 44124 | NONE | PUBLIC | GENERAL | $1,000 |
| VALUE IN ACTION FOUNDATION | |||||||
| 6700 BETA DRIVE SUITE 120 | MAYFIELD | OH | 44143 | NONE | PUBLIC | GENERAL | $5,000 |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL | $1,000 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PUBLIC | GENERAL | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,391,665 | 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 | $822,816 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,941,865 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,764,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,764,681 | 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 Person | SAMUEL H MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30699 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,336,175 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,912,303 SHARES OF FOREST CITY RLTY TR INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $48,100,758 | FairMarketValueAmt |
| Received | 2018-11-02 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $72 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND COST BASIS OF DONATED STOCK | Desc |
| Amt | $94,667 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES- PNC | CategoryTxt |
| Amt | $47,615 | Amt |
| Net Investment Income | $47,615 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $85,200 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments