James F And Marion L Miller Foundation in Portland, Oregon (OR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| James F And Marion L Miller Foundation | |
| Employer Identification Number (EIN) | 030373895 |
| Name of Organization | James F And Marion L Miller Foundation |
| In Care of Name | Charles H Putney |
| Address | 520 Sw Yamhill, Portland, OR 97204-1335 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $50,000,000 to greater |
| Income | $50,000,000 to greater |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $140,235,381 |
| Amount of Income | $53,195,504 |
| Form 990 Revenue Amount | $6,959,493 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $53,195,504 (it was $43,405,531 in 2012)
| This organization: | $53,195,504 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $140,235,381 (it was $137,473,638 in 2012)
| This organization: | $140,235,381 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $10,388,152
| This organization: | $10,388,152 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 5.1
| This organization: | 5.1 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| James F And Marion L Miller Foundation: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $7,584,996 | $7,575,830 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,279,391 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6,453 | |||
| Other | $2,299,152 | |||
| Total expenses and disbursements | $10,388,152 | $583,468 | $0 | $9,708,877 |
| Compensation of officers, directors, trustees, etc. | $365,000 | |||
| Total operating and administrative expenses | $1,333,384 | $583,468 | $654,109 | |
| Contributions, gifts, grants paid | $9,054,768 | |||
| Excess of revenue over expenses and disbursements | $-2,803,156 | |||
| Net investment income | $6,992,362 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $137,473,638 | $165,659,087 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $109,370,518 | |
| Investments-corporate bonds | $5,459,508 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,894,860 | |
| Other | $20,748,752 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $137,473,638 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,299,152 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $69,924 |
| Total credits and payments | $165,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $165,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $95,076 |
| Amount to be credited to 2013 estimated tax | $95,076 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $164,237,114 |
| Net value of noncharitable-use assets | $161,773,560 |
| Minimum investment return | $8,088,678 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,018,754 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,018,754 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sanders Family Foundation | 1800 Blankenship Rd Ste 450, West Linn, OR 97068-4198 | OR | 2007-02 | $15,648,578 |
| 2 | The Renaissance Foundation | PO BOX 80516, Portland, OR 97280-1516 | OR | 2001-05 | $4,440,642 |
| 3 | Storms Family Foundation | 25 Nw 23rd Pl Ste 6 Pmb 325, Portland, OR 97210-5580 | OR | 2008-04 | $3,823,822 |
| 4 | The Leightman Maxey Foundation, Harris Dee Ann Ttee | PO BOX 907, Medford, OR 97501-0065 | OR | 2004-03 | $3,742,995 |
| 5 | Barbara Emily Knudson Foundation | 3637 Ne Sandy Blvd Ste 203, Portland, OR 97232-1978 | OR | 2010-09 | $2,246,971 |
| 6 | Hugh And Margie Colson Family Foundation | PO BOX 3407, Salem, OR 97302-0407 | OR | 2013-01 | $2,084,042 |
| 7 | W Glen Boyd Charitable Foundation | 25 Nw 23rd Pl Ste 6 Pmb 246, Portland, OR 97210-5580 | OR | 2002-02 | $1,449,197 |
| 8 | Shauna M And Kevin B Flanigan Family Foundation | 333 South State Street, Lake Oswego, OR 97034-3932 | OR | 2008-10 | $1,382,175 |
| 9 | The Romines Family Foundation | 2937 Nw Fitzgerald Ct, Bend, OR 97701-5442 | OR | 2006-03 | $1,375,686 |
| 10 | Roots For Success Charitable Foundation | PO BOX 1928, Bend, OR 97707-1928 | OR | 2001-04 | $1,262,298 |
| 11 | Crossroads Foundation Sunshine Brooks Permanent Fund Endowment Tr | PO BOX 3168, Portland, OR 97208-3168 | OR | 2004-02 | $908,284 |
| 12 | Toll & Wagner Family Foundation | 535 Lincoln Rd, Grants Pass, OR 97526-5838 | OR | 2003-01 | $907,118 |
| 13 | Smith Family Foundation | PO BOX 2058, Wilsonville, OR 97070-2058 | OR | 2004-10 | $878,553 |
| 14 | Scholarship Fund Of The Gateway Masonic Lodge 175 A F & A M Inc | 15 Nw 17th Pl, Warrenton, OR 97146-9728 | OR | 2002-05 | $573,657 |
| 15 | Simple Actions Family Foundation | 8045 Nw Skillings Dr, Corvallis, OR 97330-2724 | OR | 2009-08 | $538,090 |
| 16 | Rodger A Graef Foundation | PO BOX 3168, Portland, OR 97208-3168 | OR | 2001-06 | $429,085 |
| 17 | The Rhines Foundation | 01605 Sw Comus St, Portland, OR 97219-7858 | OR | 2003-03 | $407,438 |
| 18 | Tingley Family Foundation | PO BOX 70, Jefferson, OR 97352-0070 | OR | 2011-10 | $394,200 |
| 19 | Hibler Franke Foundation | 282 Nw Macleay Blvd, Portland, OR 97210-3374 | OR | 2010-05 | $379,573 |
| 20 | Wieden Family Public Foundation | 1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108 | OR | 2000-06 | $374,845 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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