GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: GERALD M & CAROLE A MILLER FAMILY FOUNDATION (EIN 31-1153159)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-11-06
IRS object ID: 201233119349100703
Schema version: 2011v1.2
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
Compensation Explanation
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-06T10:31:29-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MANNING & ASSOCIATES CPAS LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	6105 NORTH DIXIE DR PO BOX 13449	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	454130449	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311153159	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	GERALD M & CAROLE A MILLER	BusinessNameLine1
Business Name Line2	FAMILY FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	GERA	NameControl
Phone	9372930900	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2 PRESTIGE PLACE	AddressLine1
Address Line2	ROOM/SUITE 230	AddressLine2
City	MIAMISBURG	City
State	OH	State
ZIP Code	45342	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	GERALD A MILLER	Name
Title	PRESIDENT	Title
Phone	9372930900	Phone
Date Signed	2012-11-05	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN C BENSMAN	Name
Phone	9378983167	Phone
Date Prepared	2012-11-06	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	1666022	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	187444	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	3	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	3	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	34852	DividendsRevAndExpnss
Dividends Net Invst Incm	34852	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-2422	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1985128	GrossSalesPrice
Total Revenue And Expenses	219877	TotalRevenueAndExpenses
Total Net Investment Income	34855	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1800	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	900	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	900	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	24072	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	24072	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	200	TaxesRevAndExpnss
Other Expenses Rev And Expnss	1052	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	525	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	27124	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	24972	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1425	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	125750	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	125750	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	152874	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	24972	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	127175	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	67003	ExcessOfRevenueOverExpenses
Net Investment Income	9883	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	12956	CashBOY
Cash EOY	2053	CashEOY
Cash EOYFMV	2053	CashEOYFMV
Savings And Temp Cash Invst BOY	63740	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	12219	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	12219	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	355184	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	145747	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	153750	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	808744	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1011121	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1123990	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	230951	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	367438	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	374010	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1471575	TotalAssetsBOY
Total Assets EOY	1538578	TotalAssetsEOY
Total Assets EOYFMV	1666022	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	1471575	UnrestrictedBOY
Unrestricted EOY	1538578	UnrestrictedEOY
Total Net Assets BOY	1471575	TotalNetAssetsBOY
Total Net Assets EOY	1538578	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1471575	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1538578	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1471575	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	67003	ExcessOfRevenueOverExpenses
Subtotal	1538578	Subtotal
Total Net Assets Fund Balances EOY	1538578	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
How Acquired	P	HowAcquired
Gross Sales Price	1985128	GrossSalesPrice
Cost Or Other Basis	1987550	CostOrOtherBasis
Gain Or Loss	-2422	GainOrLoss
Gains Minus Excess Or Losses	-2422	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	-2422	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	91929	QualifyingDistributionsYear1
Noncharitable Assets Year1	1571466	NoncharitableAssetsYear1
Distribution Ratio Year1	0.058499	DistributionRatioYear1
Qualifying Distributions Year2	134750	QualifyingDistributionsYear2
Noncharitable Assets Year2	1469251	NoncharitableAssetsYear2
Distribution Ratio Year2	0.091713	DistributionRatioYear2
Qualifying Distributions Year3	137150	QualifyingDistributionsYear3
Noncharitable Assets Year3	1560653	NoncharitableAssetsYear3
Distribution Ratio Year3	0.087880	DistributionRatioYear3
Qualifying Distributions Year4	276375	QualifyingDistributionsYear4
Noncharitable Assets Year4	2459899	NoncharitableAssetsYear4
Distribution Ratio Year4	0.112352	DistributionRatioYear4
Qualifying Distributions Year5	184840	QualifyingDistributionsYear5
Noncharitable Assets Year5	2189437	NoncharitableAssetsYear5
Distribution Ratio Year5	0.084424	DistributionRatioYear5
Total Distribution Ratio	0.434868	TotalDistributionRatio
Average Distribution Ratio	0.086974	AverageDistributionRatio
Net Noncharitable Assets	1712219	NetNoncharitableAssets
Adjusted Noncharitable Assets	148919	AdjustedNoncharitableAssets
One Percent Net Investment Income	99	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	149018	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	127175	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	198	InvestmentIncomeExciseTax
Subtotal	198	Subtotal
Tax Based On Investment Income	198	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2858	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2858	TotalCreditsAndPayments
Overpayment	2660	Overpayment
Amount Credited To Next Year	2660	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	SHARON SMETHERS	BooksInCareOfPersonName
Books In Care Of Phone Number	9372930900	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 PRESTIGE PLACE	AddressLine1
Address Line2	SUITE 230	AddressLine2
City	MIAMISBURG	City
State	OH	State
ZIP Code	45342	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
CAROLE A MILLER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	PRESIDENT	2.00	0	0	0
MATTHEW T MILLER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	VICE-PRES.	2.00	0	0	0
KATHY A ALPETER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	TREASURER	2.00	0	0	0
LAURIE MILLER-D'ARCANGELO
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	SECRETARY	2.00	0	0	0
CHRISTINE MILLER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	TRUSTEE	2.00	0	0	0
GERALD M MILLER JR
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	VICE-PRES	2.00	0	0	0
DAVID E ALPETER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	TRUSTEE	2.00	0	0	0
GERALD M MILLER
2 PRESTIGE PLACE	SUITE 230	MIAMISBURG	OH	45324	TRUSTEE	2.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1702439	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	35854	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1738293	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1738293	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	26074	CashDeemedCharitable
Net Noncharitable Assets	1712219	NetNoncharitableAssets
Minimum Investment Return	85611	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	85611	MinimumInvestmentReturn
Tax Based On Investment Income	198	TaxBasedOnInvestmentIncome
Total Tax	198	TotalTax
Distributable Amount Before Adj	85413	DistributableAmountBeforeAdj
Distributable Amount Before Ded	85413	DistributableAmountBeforeDed
Distributable Amount As Adjusted	85413	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	127175	ExpensesAndContributions
Qualifying Distributions	127175	QualifyingDistributions
Adj Qualifying Distributions	127175	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	85413	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	80191	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	158956	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	59567	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	62267	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	15518	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	376499	TotalExcessDistriCarryover
Qualifying Distributions	127175	QualifyingDistributions
Applied To Current Year	85413	AppliedToCurrentYear
Remaining Distri From Corpus	41762	RemainingDistriFromCorpus
Total Corpus	418261	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	80191	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	338070	ExcessDistriCyovToNextYear
Excess From Year4	158956	ExcessFromYear4
Excess From Year3	59567	ExcessFromYear3
Excess From Year2	62267	ExcessFromYear2
Excess From Year1	15518	ExcessFromYear1
Excess From Current Year	41762	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	GERALD M MILLER	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	KATHY ALPETER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2 PRESTIGE PLACE	AddressLine1
Address Line2	SUITE 230	AddressLine2
City	MIAMISBURG	City
State	OH	State
ZIP Code	45342	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9372930900	RecipientPhoneNumber
Form And Info And Materials	WHY ARE THE FUNDS NEEDED? HOW FUNDED IN THE PAST?	FormAndInfoAndMaterials
Submission Deadlines	APRIL 15TH OF EACH YEAR	SubmissionDeadlines
Restrictions On Awards	SUPPORT OF CHARITABLE, ELEEMOSANARY, EDUCATIONAL & LITERARY ORGANIZATIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALTER HIGH SCHOOL
940 EAST DAVID ROAD	KETTERING	OH	45429	NONE	50% PC	OPERATING EXP	$3,900
BISHOPS FAITH APPEAL
P O BOX 1958	VENICE	FL	342849907	NONE	50% PC	OPERATING EXP	$1,000
BOCA GRANDE ART ALLIANCE
PO BOX 979	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$500
BOCA GRANDE CHILD CARE CENTER
P O BOX 1386	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$400
BOCA GRANDE HEALTH CLINIC
P O BOX 517	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$5,200
BOCA GRANDE VILLAGE IN HAITI
6401 LYONS ROAD	COCONUT CREEK	FL	33073	NONE	50% PC	OPERATING EXP	$5,000
CAROLINA TIGER RESCUE
1940 HANKS CHAPEL ROAD	PITTSBORO	NC	27312	NONE	50% PC	OPERATING EXP	$1,000
CATHOLIC SOCIAL SERVICES
922 WEST RIVERVIEW AVENUE	DAYTON	OH	454072424	NONE	50% PC	OPERATING EXP	$12,000
CHAMINADE '52 SCHOLARSHIP FUND
425 S LINDBURGH BLVD	ST LOUIS	MO	631312799	NONE	50% PC	SCHOLARSHIP FUND	$500
CHATFIELD COLLEGE
20918 STATE ROUTE 251	ST MARTIN	OH	45118	NONE	50% PC	OPERATING EXP	$3,000
CHILDREN'S CHRISTMAS FUND
P O BOX 62065	CINCINNATI	OH	45262	NONE	50% PC	OPERATING EXP	$400
CNEWA
1011 FIRST AVENUE	NEW YORK	NY	100224195	NONE	50% PC	OPERATING EXP	$200
DAYTON FOUNDATION
500 KETTERING TOWER	DAYTON	OH	45423	NONE	50% PC	OPERATING EXP	$1,000
DAYTON RIGHT TO LIFE
425 N FINDLAY AVENUE	DAYTON	OH	45404	NONE	50% PC	OPERATING EXP	$5,000
EDUCATE BOCA
P O BOX 704	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$400
ELIZABETH'S NEW LIFE CENTER
359 FOREST AVENUE 105	DAYTON	OH	45405	NONE	50% PC	OPERATING EXP	$1,500
FOCUS DRGO
603 PARK POINT DRIVE	GENESEE	CO	80401	NONE	50% PC	OPERATING EXP	$1,000
FORT WAYNE PHILHARMONIC
2340 FAIRFIELD AVENUE	FT WAYNE	IN	46807	NONE	50% PC	OPERATING EXP	$500
FRANCISCAN MISSION ASSOCIATION
315 W CLAY STREET	CAREY	OH	43316	NONE	50% PC	OPERATING EXP	$3,000
FRIENDS OF BOCA GRANDE CO
P O BOX 1222	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$200
GASPARILLA MARITIME MUSEUM
P O BOX 100	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$1,500
GICIA CONSERVANCY FUND
P O BOX 446	BOCA GRANDE	FL	33921	NONE	50% PC	CAPITAL FUND	$250
GOODWILL INDUSTRIES
1511 KUNZ ROAD	DAYTON	OH	45404	NONE	50% PC	OPERATING EXP	$5,000
GREENWICH CATHOLIC SCHOOL
471 NORTH STREET	GREENWICH	CT	06830	NONE	50% PC	OPERATING EXP	$1,200
HEALTHNET FOUNDATION
33 RIVER STREET	CHAGRIN FALLS	OH	44022	NONE	50% PC	OPERATING EXP	$11,000
KETTERING MEDICAL CENTER
3535 SOUTHERN BLVD	KETTERING	OH	45429	NONE	50% PC	OPERATING EXP	$1,000
KIDS IN NEW DIRECTION
2338 EAST FIFTH AVENUE	DAYTON	OH	45403	NONE	50% PC	OPERATING EXP	$1,500
LABETTE COMMUNITY COLLEGE
200 S 14TH STREET	PARSONS	KS	67357	NONE	50% PC	OPERATING EXP	$10,000
NEWMAN CENTER OSU
64 WEST LANE AVENUE	COLUMBUS	OH	43201	NONE	50% PC	OPERATING EXP	$1,500
NEWARK CATHOLIC HS FOUND
1 GREEN WAY DRIVE	NEWARK	OH	43055	NONE	50% PC	OPERATING EXP	$2,000
ONE MORE SOUL
1846 N MAIN STREET	DAYTON	OH	45405	NONE	50% PC	OPERATING EXP	$3,000
OUR LADY OF MERCY
P O BOX 181	BOCA GRANDE	FL	33921	NONE	50% PC	OPERATING EXP	$3,000
PARTNERS 4 SUCCESS
55 WILLIAMSBURG LANE	CENTERVILLE	OH	45459	NONE	50% PC	OPERATING EXP	$3,000
RETIREMENT FUND FOR THE RELIGIOUS
3211 FOURTH STREET NE	WASHINGTON	DC	200171194	NONE	50% PC	OPERATING EXP	$500
SCHOOLS CHOICE OHIO
88 EAST BROAD STREET	COLUMBUS	OH	45215	NONE	50% PC	OPERATING EXP	$2,000
SINCLAIR FOUNDATION
444 W THIRD STREET	DAYTON	OH	45402	NONE	50% PC	OPERATING EXP	$1,000
ST ALBERT THE GREAT
3033 FAR HILLS AVENUE	KETTERING	OH	45429	NONE	50% PC	OPERATING EXP	$2,200
ST MARY DEVELOPMENT
713 W GRAND AVENUE	DAYTON	OH	45402	NONE	50% PC	OPERATING EXP	$4,000
ST PAUL CHAPEL
700 WEST MAUMEE ST	ANGOLA	IN	46703	NONE	50% PC	CAPITAL FUND	$1,000
ST VINCENT DEPAUL FOOD PANTRY
1133 S EDWIN C MOSES BLVD	DAYTON	OH	45417	NONE	50% PC	OPERATING EXP	$1,500
THE CONVENT OF THE SACRED HEART
1177 KING AVE	GREENWICH	CT	06830	NONE	50% PC	OPERATING EXP	$2,400
THE GLEN ST JOSEPH'S
611 SAINT JOSEPH AVENUE	DAYTON	OH	45410	NONE	50% PC	OPERATING EXP	$1,000
UNIVERSITY OF DAYTON ANNUAL FUND
300 COLLEGE PARK DR	DAYTON	OH	45401	NONE	50% PC	OPERATING EXP	$2,000
UNIVERSITY OF DAYTON MINORITY FUND
300 COLLEGE PARK DRIVE	DAYTON	OH	45469	NONE	50% PC	SCHOLARSHIP FUND	$2,250
UNIVERSITY OF DAYTON UCDRC
300 COLLEGE PARK	DAYTON	OH	45469	NONE	50% PC	OPERATING EXP	$7,000
UNIVERSITY OF TEXAS CANCER RESEARCH
1400 HOLCOMBE BLVD	HOUSTON	TX	77030	NONE	50% PC	CANCER RESEARCH	$3,000
VICTORY PROJECT
16 WEST FIFTH STREET	DAYTON	OH	45402	NONE	50% PC	OPERATING EXP	$3,000
VILLANOVA UNIVERSITY MINORITY FUND
800 LANCASTER AVE	VILLANOVA	PA	19085	NONE	50% PC	SCHOLARSHIP FUND	$2,250
XDS INC
800 EAST TOWN DRIVE	CHAPEL HILL	NC	27514	NONE	50% PC	OPERATING EXP	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	125750	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$34,852	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-2422	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$34,855	ExclusionAmount
Related Or Exempt Function Income	-2422	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	32433	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	GERALD M MILLER	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2 PRESTIGE PLACE SUITE 230	AddressLine1
City	MIAMISBURG	City
State	OH	State
ZIP Code	45342	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	187444	AggregateContributions
Person Contribution Type	X	PersonContributionType
Noncash Contribution Type	X	NoncashContributionType

Noncash Property NoncashProperty (7 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
1	900 SH - AMTRUST FINANCIAL SERV	21371	2011-07-27
1	175 SH - INTERNATIONAL BUSINESS	32086	2011-07-27
1	1964 SH - AMTRUST FINANCIAL SERV	46773	2011-12-23
1	90 SH - APACHE CORPORATION	11543	2011-07-27
1	495 SH - DOLLAR TREE INC	33331	2011-07-27
1	200 SH - FMC CORPORATION NEW	18357	2011-07-27
1	350 SH - INNOPHOS HOLDINGS INC	17483	2011-07-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	MANNING & ASSOCIATES	Category
Amount	$1,800	Amount
Net Investment Income	900	NetInvestmentIncome
Disbursements Charitable Prps	900	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (8 entries)

CAROLE A MILLER
MATTHEW T MILLER
KATHY A ALPETER
LAURIE MILLER-D'ARCANGELO
CHRISTINE MILLER
GERALD M MILLER JR
DAVID E ALPETER
GERALD M MILLER

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (6 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
SPDR BARCLAYS CAPITAL
ISHARES BARCLAYS 20+ YEAR	76447	81380
ISHARES BARCLAYS MBS BOND FUND	103069	103018
ISHARES BARCLAYS 1-3 YR TREAS
ISHARES BARCLAYS INTERMEDIATE	105612	106587
ISHARES BARCLAYS 3-7 YR TREAS	82310	83025

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CORPORATE	98187	112686
EQUITIES	912934	1011304

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	145747	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	153750	USGovtSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
MEMBERSHIP DUES	525	525
MISCELLANEOUS	527

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
JAMES INVESTMENTS	$13,602	13602
PNC BANK	$10,470	10470

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	OHIO FILING FEE	Category
Amount	$200	Amount

GERALD M & CAROLE A MILLER FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Noncash Property NoncashProperty (7 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (8 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (6 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

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