SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SAMUEL H AND MARIA MILLER FOUNDATION (EIN 34-1482231)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-14
IRS object ID: 202523189349100247
Schema version: 2024v5.2
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
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-14T09:33:54-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	340677006	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MALONEY NOVOTNY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 SUPERIOR AVE SUITE 700	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441142540	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	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	2025-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY A SCOTT	PreparerPersonNm
PTIN	P01235000	PTIN
Phone	2163630100	PhoneNum

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

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$132,002,955	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	$5,999,263	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$3,177,721	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,165,641	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,317,772	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$18,969,419	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,317,772	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$232,878	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$232,878	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,727,634	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,716,291	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
Legal Fees Rev And Expnss	$2,462	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$2,462	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$31,224	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$24,979	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,245	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$254,517	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$254,517	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$9,207	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$9,207	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,868	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$274	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$4,594	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$302,278	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$288,977	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,301	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,329,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,329,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,631,278	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$288,977	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,342,301	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,096,356	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,427,314	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,765,269	CashBOYAmt
Cash EOY	$3,882,499	CashEOYAmt
Cash EOYFMV	$3,882,499	CashEOYFMVAmt
Other Investments BOY	$110,460,210	OtherInvestmentsBOYAmt
Other Investments EOY	$115,181,500	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$127,786,187	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$11,769	OtherAssetsBOYAmt
Other Assets EOY	$334,269	OtherAssetsEOYAmt
Other Assets EOYFMV	$334,269	OtherAssetsEOYFMVAmt
Total Assets BOY	$113,237,248	TotalAssetsBOYAmt
Total Assets EOY	$119,398,268	TotalAssetsEOYAmt
Total Assets EOYFMV	$132,002,955	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	$75,231,686	RetainedEarningBOYAmt
Retained Earning EOY	$81,392,706	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$113,237,248	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$119,398,268	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$113,237,248	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$119,398,268	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$113,237,248	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,096,356	ExcessRevenueOverExpensesAmt
Other Increases	$64,677	OtherIncreasesAmt
Subtotal	$119,398,281	SubtotalAmt
Other Decreases	$13	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$119,398,268	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
LORD ABBETT SHORT DURATION INCOME CL I	P	2024-11-12	$254,696	$269,467	-$14,771	-$14,771
NATIONWIDE INTL SMALL CAP R6	P	2024-07-25	$201,455	$178,915	$22,540	$22,540
ALPHABET INC CAP STKCL A, GOOGL	P	2024-12-12	$577,664	$178,694	$398,970	$398,970	2019-03-17
FEDERATED HERMES TTL RETURN BOND CL IS	P	2024-07-29	$1,100,000	$1,230,557	-$130,557	-$130,557
FIDELITY MID CAP INDEX FUND	P	2024-11-12	$150,000	$100,782	$49,218	$49,218
FIDELITY 500 INDEX FUND	P	2024-02-12	$1,500,000	$1,007,107	$492,893	$492,893	2019-08-15
GATEWAY FUND CLASS Y	P	2024-07-29	$550,000	$483,207	$66,793	$66,793	2022-04-28
GOLDMAN SACHS SMALL CAP VALUE INSIGHTS	P	2024-11-12	$250,000	$181,992	$68,008	$68,008	2020-10-27
LOOMIS SAYLES SMALL CAP GROWTH INSTL	P	2024-11-12	$200,000	$195,932	$4,068	$4,068	2020-10-27
LORD ABBETT SHORT DURATION INCOME CL I	P		$5,483,181	$5,801,539	-$318,358	-$318,358
MICROSOFT CORP	P	2024-12-12	$1,128,690	$290,938	$837,752	$837,752	2019-03-17
MONDRIAN GLOBAL EQUITY VALUE FUND	P	2024-07-29	$365,000	$313,287	$51,713	$51,713	2021-12-31
NATIONWIDE INTL SMALL CAP R6	P	2024-07-25	$5,398,533	$4,794,521	$604,012	$604,012
NINETY ONE GLOBAL FRANCHISE FUND I,	P	2024-02-12	$630,000	$624,709	$5,291	$5,291	2021-12-31
FEDERATED HERMES TTL RETURN BOND CL IS - WASH SALE	P		$7,665		$7,665	$7,665
LORD ABBETT SHORT DURATION INCOME CL I	P		$1,426		$1,426	$1,426
CAPITAL GAINS DIVIDENDS	P		$1,171,109		$1,171,109	$1,171,109

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,317,772	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$89,340	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$89,340	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$89,340	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$128,905	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$100,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$228,905	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$139,565	OverpaymentAmt
Applied To ES Tax	$139,565	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	Yes (1)	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
GABRIELLE MILLER
PO BOX 30699	CLEVELAND	OH	441300699	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	5.00	$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	$121,712,086	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,069,850	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$124,781,936	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$124,781,936	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,871,729	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$122,910,207	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,145,510	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,145,510	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$89,340	TaxBasedOnInvestmentIncomeAmt
Total Tax	$89,340	TotalTaxAmt
Distributable Before Adj	$6,056,170	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$6,056,170	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$6,056,170	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,342,301	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$6,342,301	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,056,170	DistributableAsAdjustedAmt
Undistributed Income PY	$732,747	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,342,301	QualifyingDistributionsAmt
Applied To Year1	$732,747	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,609,554	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$446,616	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN RED CROSS
3747 EUCLID AVE	CLEVELAND	OH	44115	NONE	PUBLIC	FIRE ALARM PROGRAM	$100,000
ASHBROOK CENTER
401 COLLEGE AVENUE	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	$50,000
CASE WESTERN RESERVE UNIVERSITY- HEARING AND SPEECH
10900 EUCLID AVENUE	CLEVELAND	OH	44106	NONE	PUBLIC	GENERAL	$500,000
CITY MISSION
5310 CARNEGIE	CLEVELAND	OH	44103	NONE	PUBLIC	GENERAL	$5,000
CLEVELAND CLINIC - FRANCIS PAYNE BOLTON SCHOOL OF NURSING
9501 EUCLID AVE SAMSON PAVILION	CLEVELAND	OH	44106	NONE	PUBLIC	GENERAL	$250,000
CLEVELAND CLINIC - PLEDGE 7M
2500 METROHEALTH DR	CLEVELAND	OH	44109	NONE	PUBLIC	GENERAL	$2,200,000
CLEVELAND FOODBANK INC
15500 S WATERLOO RD	CLEVELAND	OH	44110	NONE	PUBLIC	GENERAL	$135,000
COAR
28700 EUCLID AVENUE	PARMA	OH	44092	NONE	PUBLIC	GENERAL	$1,000
DANCING WHEELS COMPANY SCHOOL
3030 EUCLID AVE 100	CLEVELAND	OH	44115	NONE	PUBLIC	GENERAL	$10,000
FRIENDS OF ISRAEL DEFENSE FORCES
PO BOX 4224	NEW YORK	NY	10163	NONE	PUBLIC	GENERAL	$250,000
FRIENDSHIP CIRCLE
27900 GATES MILLS BLVD	PEPPER PIKE	OH	44124	NONE	PUBLIC	GENERAL	$5,000
HABITAT FOR HUMANITY
2110 W 110TH ST	CLEVELAND	OH	44102	NONE	PUBLIC	GENERAL	$2,000
HUMBLE DESIGN
29050 AURORA RD	SOLON	OH	44139	NONE	PUBLIC	GENERAL	$15,000
IMPACT YOUTH PROGRAM
21600 SHAKER BLVD	SHAKER HEIGHTS	OH	44122	NONE	PUBLIC	GENERAL	$5,000
JESUIT RETREAT HOUSE
5629 STATE RD	PARMA	OH	44134	NONE	PUBLIC	GENERAL	$2,500
KOSHER FOOD PANTRY
2004 S GREEN ROAD	SOUTH EUCLID	OH	44121	NONE	PUBLIC	GENERAL	$275,000
LUTHERAN METROPOLITAN MINISTRY
4515 SUPERIOR AVE	CLEVELAND	OH	44103	NONE	PUBLIC	GENERAL	$11,000
METRO GENERAL HEALTH CENTER
PO BOX 74107	CLEVELAND	OH	44197	NONE	PUBLIC	GENERAL	$500,000
NEIGHBORHOOD FAMILY PRACTICE
2358 PROFESSOR AVENUE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$10,000
OPEN DOORS
1427 E 36TH ST	CLEVELAND	OH	44114	NONE	PUBLIC	GENERAL	$10,000
OUR LADY OF THE WAYSIDE
14339 TURNEY RD	CLEVELAND	OH	44137	NONE	PUBLIC	GENERAL	$10,000
PARMA HOSPITAL FOUNDATION
7007 POWERS BLVD	PARMA	OH	44129	NONE	PUBLIC	GENERAL	$700,000
SALVATION ARMY
2507 E 22ND ST	CLEVELAND	OH	44115	NONE	PUBLIC	GENERAL	$30,000
US HOLOCAUST MUSEUM
100 RAOUL WALLENBURG PL SW	WASHINGTON	DC	20024	NONE	PUBLIC	GENERAL	$250,000
YESHIVA OF STATEN ISLAND
1870 DRUMGOOLE RD E	STATEN ISLAND	NY	10309	NONE	PUBLIC	GENERAL	$500
CLEVELAND HEARING & SPEECH CENTER
11635 EUCLID AVE	CLEVELAND	OH	44106	NONE	PUBLIC	GENERAL	$200,000
JEWISH NEWS FOUNDATION
23880 COMMERCE PARK SUITE 1	BEACHWOOD	OH	44122	NONE	PUBLIC	DIGITAL CONTENT DIRECTOR & "SAM MILLER ACHIEVEMENT AWARD"	$105,000
ALZHEIMERS ASSOCIATION
3 SUMMIT PARK DR	INDEPENDENCE	OH	44131	NONE	PUBLIC	GENERAL	$30,000
CHABAD DOWNTOWN
1111 SUPERIOR AVE E STE 1320	CLEVELAND	OH	44114	NONE	PUBLIC	GENERAL	$20,000
CLEVELAND PROTECTIVE LEAGUE
1729 WILLEY AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$50,000
CONGREGATION PRI ETZ CHAIM
1649 E 13TH ST	BROOKLYN	NY	11229	NONE	PUBLIC	GENERAL	$30,000
DDC CLINIC CENTER FOR SPECIAL NEEDS CHILDREN
14567 MADISON RD	MIDDLEFIELD	OH	44062	NONE	PUBLIC	GENERAL	$5,000
DOWNTOWN CLEVELAND
668 EUCLID AVENUE	CLEVELAND	OH	44114	NONE	PUBLIC	GENERAL	$50,000
GREAT LAKES SCIENCE CENTER
601 ERIESIDE AVENUE	CLEVELAND	OH	44114	NONE	PUBLIC	GENERAL	$15,000
HELP FOUNDATION INC
3907 PROSPECT AVENUE E	CLEVELAND	OH	44115	NONE	PUBLIC	GENERAL	$150,000
MALACHI HOUSE
2810 CLINTON AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$5,000
MUSIC SETTLEMENT
2920 DETROIT AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$25,000
MUTTS IN A RUT
PO BOX 111335	CLEVELAND	OH	44111	NONE	PUBLIC	GENERAL	$10,000
SINGING ANGELS
4128 LORAIN AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$15,000
SOLON COMMUNITY LIVING
6790 RIDGECLIFF DR	SOLON	OH	44139	NONE	PUBLIC	GENERAL	$5,000
STELLA MARIS
1320 WASHINGTON AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$1,000
UH AHUJA MEDICAL CENTER
3999 RICHMOND RD	BEACHWOOD	OH	44122	NONE	PUBLIC	GENERAL	$250,000
WEST SIDE CATHOLIC CENTER
3135 LORAIN AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$1,000
WOMEN RELIGIOUS ARCHIVES COLLBERATIVE
2490 E 22ND ST	CLEVELAND	OH	44115	NONE	PUBLIC	GENERAL	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,329,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CLEVELAND KOSHER FOUNDATION
PO BOX 181476	CLEVELAND HTS	OH	44118	NONE	PUBLIC	BUILDING	$250,000
METRO GENERAL HEALTH CENTER
PO BOX 74107	CLEVELAND	OH	44197	NONE	PUBLIC	BUILDING	$3,000,000
CLEVELAND HEARING & SPEECH CENTER
10900 EUCLID AVENUE	CLEVELAND	OH	44106	NONE	PUBLIC	GENERAL	$454,500
MUSIC SETTLEMENT
2920 DETROIT AVE	CLEVELAND	OH	44113	NONE	PUBLIC	GENERAL	$75,000
DOWNTOWN CLEVELAND ALLIANCE
668 EUCLID AVENUE	CLEVELAND	OH	44114	NONE	PUBLIC	GENERAL	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$3,979,500	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,177,721	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$232,878	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,317,772	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,728,371	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,728,371	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	SAMUEL HENRY MILLER ESTATE	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	16840 GILFORD LANE	AddressLine1Txt
City	MIDDLEBURG HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,999,263	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$31,224	Amt
Net Investment Income	$24,979	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,245	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT IN PASSTHROUGH ENTITIES	AT COST	$6,180,467	$6,180,467
FIDELITY	AT COST	$109,001,033	$121,605,720

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,462	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,462	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DISTRIBUTIONS RECEIVABLE	Desc
BOY Book Value	$11,769	BOYBookValueAmt
EOY Book Value	$334,269	EOYBookValueAmt
EOYFMV	$334,269	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BASIS ADJUSTMENTS	Desc
Amt	$13	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$141	$141	$0
TRUST FEES	$200	$0	$200
INSURANCE	$4,212	$0	$4,212
OFFICE EXPENSE	$182	$0	$182
MISCELLANEOUS	$133	$133	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PASS-THROUGH PARTNERSHIPS	Desc
Revenue And Expenses Per Books	$232,878	RevenueAndExpensesPerBooksAmt
Net Investment Income	$232,878	NetInvestmentIncomeAmt
Adjusted Net Income	$232,878	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	DIVIDENDS RECEIVED IN 2024 BUT TAXED IN 2023	Desc
Amt	$64,677	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	AGENCY FEES- PNC	CategoryTxt
Amt	$254,517	Amt
Net Investment Income	$254,517	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	SAMUEL HENRY MILLER ESTATE	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	16840 GUILFORD LANE	AddressLine1Txt
City	MIDDLEBURG HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44130	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX	CategoryTxt
Amt	$9,207	Amt
Net Investment Income	$9,207	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

SAMUEL H AND MARIA MILLER FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments