MILLER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FAMILY FOUNDATION (EIN 20-1979637)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-26
- IRS object ID
- 201111469349100311
- Schema version
- 2010v3.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-26T17:41:06-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900253392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201979637 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 3108064000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 600 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY MILLER | Name |
| Title | PRESIDENT | Title |
| Phone | 3108064000 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE LEE | Name |
| Phone | 3108064000 | Phone |
| Date Prepared | 2011-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4333369 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1084996 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 17 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94950 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94950 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 804010 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3082098 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 804010 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1983973 | TotalRevenueAndExpenses |
| Total Net Investment Income | 898977 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 15033 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7517 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7516 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12082 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12082 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2418 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 964 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 549 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 549 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 220 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 220 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30302 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20563 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8285 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 147102 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 147102 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 177404 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20563 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 155387 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1806569 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 878414 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14899 | CashBOY |
| Cash EOY | 51772 | CashEOY |
| Cash EOYFMV | 51772 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 40727 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 140101 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 140101 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 6438 | AccountsReceivable |
| Accounts Receivable BOY | 4200 | AccountsReceivableBOY |
| Accounts Receivable EOY | 6438 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 6438 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 1454 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 2319368 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2496020 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2867918 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 572112 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 653262 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 629270 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 133022 | InvestmentsOtherBOY |
| Investments Other EOY | 569350 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 637870 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3085782 | TotalAssetsBOY |
| Total Assets EOY | 3916943 | TotalAssetsEOY |
| Total Assets EOYFMV | 4333369 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 22000 | AccountsPayableEOY |
| Total Liabilities EOY | 22000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3085782 | RetainedEarningsBOY |
| Retained Earnings EOY | 3894943 | RetainedEarningsEOY |
| Total Net Assets BOY | 3085782 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3894943 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3085782 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3916943 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3085782 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1806569 | ExcessOfRevenueOverExpenses |
| Subtotal | 4892351 | Subtotal |
| Other Decreases | 997408 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3894943 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (68 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 3330.333-SHS-PIMCO REAL RETURN BD FD | P | 2005-06-09 | 2010-07-02 | 36975 | 38570 | -1595 | -1595 |
| 248.26-SHS-VANGUARD REIT INDEX FUND | P | 2005-08-09 | 2010-07-21 | 3914 | 4828 | -914 | -914 |
| 5936-SHS-ENTROPIC COMMUNI | D | 2003-03-27 | 2010-09-14 | 56711 | 14335 | 42376 | 42376 |
| 100-SHS-SHORETEL INC | D | 2002-10-11 | 2010-09-14 | 510 | 80 | 430 | 430 |
| 1921-SHS-CISCO SYSTEMS | D | 2007-04-01 | 2010-10-20 | 44820 | 1 | 44819 | 44819 |
| 3064.411-SHS-DFA EMERGING MARKETS | P | 2005-06-10 | 2010-07-21 | 82163 | 51482 | 30681 | 30681 |
| 1495.886-SHS-VANGUARD TOTAL INT'L ST | P | 2005-06-09 | 2010-07-21 | 19975 | 18657 | 1318 | 1318 |
| 5968-SHS-ENTROPIC COMMUNI | D | 2005-12-21 | 2010-09-14 | 57017 | 15727 | 41290 | 41290 |
| 200-SHS-SHORETEL INC | D | 2002-10-11 | 2010-09-14 | 1022 | 160 | 862 | 862 |
| 4184-SHS-CISCO SYSTEMS | D | 2007-04-01 | 2010-10-20 | 97606 | 1 | 97605 | 97605 |
| 588.275-SHS-DFA EMERGING MARKETS VAL | P | 2005-06-10 | 2010-07-21 | 18123 | 11303 | 6820 | 6820 |
| 25174.4345-SHS-VANGUARD TOTAL STOCK | P | 2005-06-09 | 2010-07-21 | 644197 | 696112 | -51915 | -51915 |
| 3826-SHS-FORTINET INC COM | D | 2003-08-15 | 2010-09-14 | 85349 | 7652 | 77697 | 77697 |
| 600-SHS-SHORETEL INC | D | 2002-10-11 | 2010-09-14 | 3066 | 481 | 2585 | 2585 |
| 16-SHS-CISCO SYSTEMS | D | 2007-04-12 | 2010-10-20 | 373 | 2 | 371 | 371 |
| 5342.184-SHS-DFA REAL ESTATE | P | 2005-06-10 | 2010-07-21 | 98699 | 128194 | -29495 | -29495 |
| 12917.5965-SHS-VANGUARD TOTAL STOCK | P | 2005-08-09 | 2010-07-21 | 330553 | 367801 | -37248 | -37248 |
| 2723-SHS-FORTINET INC COM | D | 2003-08-15 | 2010-09-14 | 60847 | 5446 | 55401 | 55401 |
| 903-SHS-SHORETEL INC | D | 2002-10-11 | 2010-09-14 | 4615 | 724 | 3891 | 3891 |
| 282-SHS-CITRIX SYSTEMS | D | 2004-03-01 | 2010-10-20 | 16023 | 1711 | 14312 | 14312 |
| 92.946-SHS-DFA REAL ESTATE | P | 2005-08-10 | 2010-07-21 | 1717 | 2287 | -570 | -570 |
| 123-SHS-AMAZON COM INC | D | 2004-10-15 | 2010-09-14 | 17988 | 21 | 17967 | 17967 |
| 6549-SHS-FORTINET INC COM | D | 2003-08-15 | 2010-09-14 | 146341 | 13098 | 133243 | 133243 |
| 1311-SHS-SHORETEL INC | D | 2002-10-11 | 2010-09-14 | 6691 | 1051 | 5640 | 5640 |
| 300-SHS-CITRIX SYSTEMS | D | 2004-03-01 | 2010-10-20 | 17047 | 1821 | 15226 | 15226 |
| 5125.196-SHS-DFA US LARGE CAP VALUE | P | 2005-06-10 | 2010-07-21 | 65475 | 80430 | -14955 | -14955 |
| 178-SHS-AMAZON COM INC | D | 2004-10-15 | 2010-09-14 | 26032 | 21 | 26011 | 26011 |
| 220-SHS-NETFLIX INC | D | 2001-07-10 | 2010-09-14 | 32257 | 32257 | 32257 | |
| 463-SHS-SOURCEFIRE INC | D | 2004-01-16 | 2010-09-14 | 13152 | 5 | 13147 | 13147 |
| 300-SHS-CITRIX SYSTEMS | D | 2004-03-01 | 2010-10-20 | 17052 | 1821 | 15231 | 15231 |
| 12720.21-SHS-DFA US MICRO CAP | P | 2005-06-10 | 2010-07-21 | 136088 | 181934 | -45846 | -45846 |
| 74-SHS-AMAZON COM INC | D | 2005-11-01 | 2010-09-14 | 10822 | 30 | 10792 | 10792 |
| 220-SHS-NETFLIX INC | D | 2001-07-10 | 2010-09-14 | 32257 | 32257 | 32257 | |
| 46-SHS-SOURCEFIRE INC | D | 2006-05-22 | 2010-09-14 | 1307 | 11 | 1296 | 1296 |
| 500-SHS-CITRIX SYSTEMS | D | 2004-03-01 | 2010-10-20 | 28410 | 3034 | 25376 | 25376 |
| 4569.51-SHS-DFA US MICRO CAP | P | 2005-08-10 | 2010-07-21 | 48887 | 70442 | -21555 | -21555 |
| 100-SHS-ENTROPIC COMMUNIC | D | 2001-09-13 | 2010-09-14 | 956 | 270 | 686 | 686 |
| 330-SHS-NETFLIX INC | D | 2001-07-10 | 2010-09-14 | 48385 | 1 | 48384 | 48384 |
| 200-SHS-KAYNE ANDERSON MLP INVT | P | 2010-07-21 | 2010-09-27 | 5169 | 5224 | -55 | -55 |
| 600-SHS-CITRIX SYSTEMS | D | 2004-03-01 | 2010-10-20 | 34097 | 3641 | 30456 | 30456 |
| 5350.386-SHS-PIMCO FOREIGN BOND FUND | P | 2005-06-09 | 2010-07-21 | 56798 | 57710 | -912 | -912 |
| 100-SHS-ENTROPIC COMMUNIC | D | 2001-09-13 | 2010-09-14 | 956 | 270 | 686 | 686 |
| 398-SHS-NETFLIX INC | D | 2001-07-10 | 2010-09-14 | 58355 | 1 | 58354 | 58354 |
| 546-SHS-KAYNE ANDERSON MLP INVT | P | 2010-07-21 | 2010-09-27 | 14111 | 14234 | -123 | -123 |
| 386.062-SHS-PIMCO FOREIGN BOND FUND | P | 2005-08-09 | 2010-07-21 | 4098 | 4162 | -64 | -64 |
| 100-SHS-ENTROPIC COMMUNIC | D | 2001-09-13 | 2010-09-14 | 956 | 270 | 686 | 686 |
| 3-SHS-NETFLIX INC | D | 2002-08-07 | 2010-09-14 | 440 | 16 | 424 | 424 |
| 244-SHS-KAYNE ANDERSON MLP INVT | P | 2010-07-21 | 2010-09-29 | 6304 | 6361 | -57 | -57 |
| 1244.888-SHS-PIMCO HIGH YIELD FUND | P | 2005-06-09 | 2010-07-21 | 11191 | 12210 | -1019 | -1019 |
| 100-SHS-ENTROPIC COMMUNIC | D | 2001-09-13 | 2010-09-14 | 957 | 270 | 687 | 687 |
| 523-SHS-OPEN TABLE INC | D | 2003-02-07 | 2010-09-14 | 31860 | 1 | 31859 | 31859 |
| 485-SHS-KAYNE ANDERSON MLP INVT | P | 2010-09-14 | 2010-09-29 | 12530 | 12638 | -108 | -108 |
| 21762.968-SHS-PIMCO REAL RETURN BD F | P | 2005-06-09 | 2010-07-21 | 242635 | 252039 | -9404 | -9404 |
| 100-SHS-ENTROPIC COMMUNIC | D | 2001-09-13 | 2010-09-14 | 957 | 270 | 687 | 687 |
| 600-SHS-RACKSPACE HOSTING | D | 2008-01-01 | 2010-09-14 | 13102 | 13102 | 13102 | |
| 875-SHS-CISCO SYSTEMS | D | 2002-09-19 | 2010-10-20 | 20415 | 8 | 20407 | 20407 |
| 2886.465-SHS-PIMCO REAL RETURN BD FD | P | 2005-08-09 | 2010-07-21 | 32181 | 32450 | -269 | -269 |
| 1800-SHS-ENTROPIC COMMUNI | D | 2001-09-13 | 2010-09-14 | 17226 | 4862 | 12364 | 12364 |
| 1051-SHS-RACKSPACE HOSTING | D | 2008-01-01 | 2010-09-14 | 22968 | 1 | 22967 | 22967 |
| 223-SHS-CISCO SYSTEMS | D | 2004-05-03 | 2010-10-20 | 5203 | 9 | 5194 | 5194 |
| 1944.888-SHS-VANGUARD HIGH-YIELD COR | P | 2005-06-09 | 2010-07-21 | 10769 | 12210 | -1441 | -1441 |
| 2200-SHS-ENTROPIC COMMUNI | D | 2001-09-13 | 2010-09-14 | 21048 | 5942 | 15106 | 15106 |
| 202-SHS-RIGHT NOW TECHNOLOGIESINC | D | 1999-12-13 | 2010-09-14 | 3644 | 4 | 3640 | 3640 |
| 62-SHS-CISCO SYSTEMS | D | 2005-03-04 | 2010-10-20 | 1446 | 3 | 1443 | 1443 |
| 6612.951-SHS-VANGUARD REIT INDEX FUN | P | 2005-06-09 | 2010-07-21 | 104262 | 128194 | -23932 | -23932 |
| 2049-SHS-ENTROPIC COMMUNI | D | 2001-09-13 | 2010-09-14 | 19576 | 5534 | 14042 | 14042 |
| 202-SHS-RIGHT NOW TECHNOLOGIESINC | D | 2000-12-14 | 2010-09-14 | 3644 | 4 | 3640 | 3640 |
| 11-SHS-CISCO SYSTEMS | D | 2006-03-06 | 2010-10-20 | 257 | 6 | 251 | 251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 804010 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -343 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 234502 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2516024 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.093203 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 195888 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3301598 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059331 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 197084 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3915302 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050337 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 110756 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3613664 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.030649 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 121656 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3322151 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036620 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270140 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054028 | AverageDistributionRatio |
| Net Noncharitable Assets | 3172286 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 171392 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8784 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 180176 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 155387 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 17568 | InvestmentIncomeExciseTax |
| Subtotal | 17568 | Subtotal |
| Tax Based On Investment Income | 17568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1454 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1454 | TotalCreditsAndPayments |
| Tax Due | 16114 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | CA | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108064000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY MILLER | ||||||||
| 11100 SANTA MONICA BLVD 600 | LOS ANGELES | CA | 90025 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| KAREN MILLER | ||||||||
| 11100 SANTA MONICA BLVD 600 | LOS ANGELES | CA | 90025 | SEC & TREAS | 0.00 | 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 | 3108002 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 112593 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3220595 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3220595 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 48309 | CashDeemedCharitable |
| Net Noncharitable Assets | 3172286 | NetNoncharitableAssets |
| Minimum Investment Return | 158614 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 158614 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 17568 | TaxBasedOnInvestmentIncome |
| Total Tax | 17568 | TotalTax |
| Distributable Amount Before Adj | 141046 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 141046 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 141046 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 155387 | ExpensesAndContributions |
| Qualifying Distributions | 155387 | QualifyingDistributions |
| Adj Qualifying Distributions | 155387 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 141046 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 109867 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 109867 | TotalExcessDistriCarryover |
| Qualifying Distributions | 155387 | QualifyingDistributions |
| Applied To Current Year | 141046 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14341 | RemainingDistriFromCorpus |
| Total Corpus | 124208 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 124208 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 109867 | ExcessFromYear1 |
| Excess From Current Year | 14341 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY MILLER KAREN MILLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| LOYOLA MARYMOUNT | ||||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | UNRELATED | ACTIVE | CHARITABLE | $200 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | UNRELATED | ACTIVE | CHARITABLE | $53,750 | |
| THE TECH MUSEUM | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | UNRELATED | ACTIVE | CHARITABLE | $9,750 | |
| AMERICAN PRAIRIE FDTN | ||||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | UNRELATED | ACTIVE | CHARITABLE | $50,000 | |
| THE FALLEN HEROES | ||||||||
| 1701 EL NIDO SUITE 661 | DIABLO | CA | 94528 | UNRELATED | ACTIVE | CHARITABLE | $2,000 | |
| SMILETRAIN | ||||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | UNRELATED | ACTIVE | CHARITABLE | $10,000 | |
| LIBBY'S FOUNDATION | ||||||||
| PO BOX 67 | DIABLO | CA | 94528 | UNRELATED | ACTIVE | CHARITABLE | $540 | |
| SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 9016 | PITTSFIELD | MA | 01202 | UNRELATED | ACTIVE | CHARITABLE | $1,862 | |
| EIF HOPE FOR HAITI | ||||||||
| 1201 WEST 5TH ST T-700 | LOS ANGELES | CA | 90017 | UNRELATED | ACTIVE | CHARITABLE | $5,000 | |
| WILDLIFE TRUST | ||||||||
| 460 WEST 34TH ST 17TH FL | NEW YORK | NY | 10001 | UNRELATED | ACTIVE | CHARITABLE | $2,000 | |
| RAZOO | ||||||||
| 1020 19TH ST NW 800 | WASHINGTON | DC | 20036 | UNRELATED | ACTIVE | CHARITABLE | $100 | |
| FINE ARTS MUSEUM OF SF | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | UNRELATED | ACTIVE | CHARITABLE | $900 | |
| TONY LA RUSSA'S ANIMAL | ||||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | UNRELATED | ACTIVE | CHARITABLE | $10,000 | RESCUE FOUNDATION |
| SF MUSEUM OF MODERN ART | ||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | UNRELATED | ACTIVE | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 147102 | 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 | $17 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,950 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $804,010 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $898,977 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 898977 | 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 | JEFFREY KAREN MILLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1812 CLUB HOUSE RD | AddressLine1 |
| City | DIABLO | City |
| State | CA | State |
| ZIP Code | 94528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1084996 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | SEE STATEMENT ATTACHED | NoncashPropertyDescription |
| Fair Market Value | 1084996 | FairMarketValue |
| Date Received | 2010-09-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $15,033 | Amount |
| Net Investment Income | 7517 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7516 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JEFFREY MILLER |
| KAREN MILLER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO TOTAL RETURN INSTL | 551762 | 529133 |
| PIMCO HIGH YIELD INSTL | ||
| PIMCO FOREIGN INSTIL | ||
| PIMCO REAL RETURN BOND INSTL | ||
| VANGUARD FIXED INC HIGH YIELD | ||
| VANGUARD INFLATION-PROTECTED | 101500 | 100137 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DFA US MICRO CAP | 101841 | 100002 |
| DFA EMERGING MARKETS VALUE | ||
| DFA INT'L SMALL COMPANY PORT | 165036 | 194448 |
| DFA INT'L SMALL CAP VALUE | 164677 | 193914 |
| DFA EMERGING MARKET PORT | 351000 | 418888 |
| DFA US SMALL CAP VALUE PORT | 312495 | 372978 |
| DFA US SMALL CAP | 158000 | 200928 |
| DFA REAL ESTATE SECS | ||
| DFA INT'L VALUE PORTFOLIO III | 194450 | 221869 |
| DFA US LARGE CAP VALUE PORT III | 250679 | 248766 |
| VANGUARD TOTAL INT'L STOCK INDEX | 266649 | 322367 |
| VANGUARD TOTAL STOCK MKT SIGNAL | ||
| S P D R TRUST UNIT SR | 436567 | 498347 |
| BERKSHIRE HATHAWAY CL B | 94626 | 95411 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD REIT INDEX FUND | AT COST | ||
| DWS RREEF GLOBAL REAL | AT COST | 372725 | 402802 |
| GS CONNECT S&P GSCI E | AT COST | 196625 | 235068 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS FROM CONTRIBUTION | Description |
| Amount | $997,408 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 15 | 15 |
| DUES & MEMBERSHIPS | 170 | 170 |
| CALIFORNIA REGISTRATION FEES | 25 | 25 |
| CA FILING FEES | 10 | 10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $12,082 | Amount |
| Net Investment Income | 12082 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $964 | 964 |
| FEDERAL TAXES | $1,454 |