STUART A MILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
STUART A MILLER FAMILY FOUNDATION INC (EIN 37-1452682)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-08
IRS object ID
201130399349100103
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-08T15:19:49-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & CO PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12699 S BAYSHORE DRIVEAddressLine1
CityMIAMICity
StateFLState
ZIP Code33133ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN371452682EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STUART A MILLER FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTUANameControl
Phone3052296422Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 NW 107TH AVENUE No 400AddressLine1
CityMIAMICity
StateFLState
ZIP Code33172ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTUART A MILLERName
TitlePRESIDENTTitle
Phone3052296422Phone
Date Signed2011-01-18DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3058585600Phone
Date Prepared2011-01-18DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY418261FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss65InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm65InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3955DividendsRevAndExpnss
Dividends Net Invst Incm3955DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss810OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses4830TotalRevenueAndExpenses
Total Net Investment Income4020TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss272OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss272TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss272TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses4558ExcessOfRevenueOverExpenses
Net Investment Income3870NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY64848CashBOY
Cash EOY69406CashEOY
Cash EOYFMV69406CashEOYFMV
Investments Corp Stock BOY1296811InvestmentsCorpStockBOY
Investments Corp Stock EOY1296811InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV348855InvestmentsCorpStockEOYFMV
Total Assets BOY1361659TotalAssetsBOY
Total Assets EOY1366217TotalAssetsEOY
Total Assets EOYFMV418261TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1361659RetainedEarningsBOY
Retained Earnings EOY1366217RetainedEarningsEOY
Total Net Assets BOY1361659TotalNetAssetsBOY
Total Net Assets EOY1366217TotalNetAssetsEOY
Total Liabilities Net Assets BOY1361659TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1366217TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1361659TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses4558ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1366217Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1366217TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1835929QualifyingDistributionsYear1
Noncharitable Assets Year1372802NoncharitableAssetsYear1
Distribution Ratio Year12.242287DistributionRatioYear1
Qualifying Distributions Year2288500QualifyingDistributionsYear2
Noncharitable Assets Year2569985NoncharitableAssetsYear2
Distribution Ratio Year20.506154DistributionRatioYear2
Qualifying Distributions Year31959547QualifyingDistributionsYear3
Noncharitable Assets Year31238900NoncharitableAssetsYear3
Distribution Ratio Year31.581683DistributionRatioYear3
Qualifying Distributions Year42104342QualifyingDistributionsYear4
Noncharitable Assets Year41665668NoncharitableAssetsYear4
Distribution Ratio Year41.263362DistributionRatioYear4
Qualifying Distributions Year52565825QualifyingDistributionsYear5
Noncharitable Assets Year54383210NoncharitableAssetsYear5
Distribution Ratio Year50.585376DistributionRatioYear5
Total Distribution Ratio6.178862TotalDistributionRatio
Average Distribution Ratio1.235772AverageDistributionRatio
Net Noncharitable Assets425933NetNoncharitableAssets
Adjusted Noncharitable Assets526356AdjustedNoncharitableAssets
One Percent Net Investment Income39OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One526395AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax77InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal77Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income77TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment320EstTaxPaymentsAndOverpayment
Total Credits And Payments320TotalCreditsAndPayments
Overpayment243Overpayment
Amount Credited To Next Year243AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameBRIAN L BILZINBooksInCareOfPersonName
Books In Care Of Phone Number3053747580BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11450 BRICKELL AVEnue SUITE 2300AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
STUART A MILLER
700 NW 107TH AVENUE SUITE 400MIAMIFL33172PRESIDENT0.20000
BRIAN L BILZIN
1450 Brickell Avenue Suite 2300MIAMIFL33131DIRECTOR0.20000
MARSHALL AMES
700 NW 107TH AVENUE SUITE 400MIAMIFL33172DIRECTOR0.20000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities365197AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances67222AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets432419TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets432419AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6486CashDeemedCharitable
Net Noncharitable Assets425933NetNoncharitableAssets
Minimum Investment Return21297MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return21297MinimumInvestmentReturn
Tax Based On Investment Income77TaxBasedOnInvestmentIncome
Total Tax77TotalTax
Distributable Amount Before Adj21220DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded21220DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted21220DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted21220DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year52448042ExcessDistriCarryoverYear5
Excess Distri Carryover Year42022195ExcessDistriCarryoverYear4
Excess Distri Carryover Year31913074ExcessDistriCarryoverYear3
Excess Distri Carryover Year2260231ExcessDistriCarryoverYear2
Excess Distri Carryover Year1817431ExcessDistriCarryoverYear1
Total Excess Distri Carryover7460973TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus21220ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY21220ExcessDistriCyovAppliedCY
Total Corpus7439753TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year52426822ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year5012931ExcessDistriCyovToNextYear
Excess From Year42022195ExcessFromYear4
Excess From Year31913074ExcessFromYear3
Excess From Year2260231ExcessFromYear2
Excess From Year1817431ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSTUART A MILLERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$65ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,955ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
FEDERAL EXCISE TAX REFUND01$609
FEES REFUNDED BY COLONIAL BANK01$201

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,830ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4830TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock24,720 SHS LENNAR CORP.NameOfStock
EOY Book Value1296811EOYBookValue
EOYFMV348855EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
Merrill Lynch investment fees1501500
STATE ANNUAL FEE12200

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncome
FEDERAL EXCISE TAX REFUND609609
FEES REFUNDED BY COLONIAL BANK201201

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.