Civic Intelligence

Fred Lamke FBO Miami University

EIN 31-1436663 • 501(c)3 • Marietta, OH

Profile

Scholarships/Miami University

138 Putnam StreetMarietta, OH 45750

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$10,095

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-2.0%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$403,645

Down $9,132 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$403,645

Down $9,132 (-2.2%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Up

$33,249

Up $2,038 (+6.5%) from 2022

Expenses

Down

$41,528

Down $8,050 (-16%) from 2022

Net Income

Up

-$8,279

Up $10,088 (+55%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $415,518Liabilities 2011: $0Net Assets 2011: $415,5182011Assets 2012: $407,499Liabilities 2012: $0Net Assets 2012: $407,4992012Assets 2013: $414,150Liabilities 2013: $0Net Assets 2013: $414,1502013Assets 2015: $359,062Liabilities 2015: $0Net Assets 2015: $359,0622015Assets 2016: $410,828Liabilities 2016: $0Net Assets 2016: $410,8282016Assets 2017: $416,353Liabilities 2017: $0Net Assets 2017: $416,3532017Assets 2018: $426,127Liabilities 2018: $0Net Assets 2018: $426,1272018Assets 2019: $430,252Liabilities 2019: $0Net Assets 2019: $430,2522019Assets 2020: $410,734Liabilities 2020: $0Net Assets 2020: $410,7342020Assets 2021: $431,144Liabilities 2021: $0Net Assets 2021: $431,1442021Assets 2022: $412,777Liabilities 2022: $0Net Assets 2022: $412,7772022Assets 2024: $403,645Liabilities 2024: $0Net Assets 2024: $403,6452024

Highlighted filing

2024

Assets$403,645
Liabilities$0
Net Assets$403,645
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $27,6412011Expenses 2012: $26,5612012Expenses 2013: $27,5312013Revenue 2015: $23,608Expenses 2015: $51,072Net Income 2015: -$27,4642015Revenue 2016: $80,782Expenses 2016: $29,016Net Income 2016: $51,7662016Revenue 2017: $35,907Expenses 2017: $30,382Net Income 2017: $5,5252017Revenue 2018: $39,182Expenses 2018: $29,408Net Income 2018: $9,7742018Revenue 2019: $34,925Expenses 2019: $30,800Net Income 2019: $4,1252019Revenue 2020: $12,765Expenses 2020: $32,311Net Income 2020: -$19,5462020Revenue 2021: $42,879Expenses 2021: $22,469Net Income 2021: $20,4102021Revenue 2022: $31,211Expenses 2022: $49,578Net Income 2022: -$18,3672022Revenue 2024: $33,249Expenses 2024: $41,528Net Income 2024: -$8,2792024

Highlighted filing

2024

Revenue$33,249
Expenses$41,528
Net Income-$8,279
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$403,645
Liabilities
$0
Net assets
$403,645
Revenue
$33,249
Expenses
$41,528
Net income
-$8,279
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.33$0.42$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.00$4.13$0.31$0.50$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.43$0.22$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.11$0.00$4.11$0.13$0.32$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.00$4.30$0.35$0.31$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.00$4.26$0.39$0.29$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.36$0.30$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.81$0.29$0.52
2015Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.24$0.51$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.00$4.16$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$61,399
Mission and Program Overview

Mission

Scholarships/miami university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$389,247$390,651▲ $1,404
Cash and Non-Interest-Bearing Accounts$22,627--
Savings and Temporary Cash Investments-$12,994-
Total Assets$411,874$403,645▼ $8,229
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$411,874$403,645▼ $8,229
Total Net Assets Fund Balance$411,874$403,645▼ $8,229
Total Liabilities and Net Assets / Fund Balance$411,874$403,645▼ $8,229
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleBaseTotal
-Trustee$10,095$10,095
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,249
Other Revenue
$0
Change in Net Assets
$-8,279
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,907
Salaries, Compensation, and Employee Benefits$10,096
Other Expenses$2,525
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,907--$28,907
Current Officers, Directors, Trustees, and Key Employees$5,048$5,048-$10,096
Fees for Services Legal$590$590-$1,180
Fees for Services Accounting$534$534-$1,068
Other Expenses-$17-$17
Total Functional Expenses$35,079$6,449$0$41,528
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miami UniversityOxford, OH501(c)(3)-$28,907
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The Institutional Trustee reviews the Form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Fred Lamke Fbo Miami University
EIN
31-1436663
Phone
9373821441
Address
138 PUTNAM STREET, MARIETTA, OH 45750

Signing Officer

Name
Laura Meadows
Title
Officer
Phone
9373821441
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Net pre/post year income, Mutual Fund timing- $28.06”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum09373821441
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt048 N South Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045177
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt028907
IRS990/CYInvestmentIncomeAmt033249
IRS990/CYOtherExpensesAmt02525
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-8279
IRS990/CYSalariesCompEmpBnftPaidAmt010096
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt033249
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0This trust was established by the will. Miami University administers the scholarship program to attract needy rural students to their institution.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt041527
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0534
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0534
IRS990/FeesForServicesAccountingGrp/TotalAmt01068
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0590
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0590
IRS990/FeesForServicesLegalGrp/TotalAmt01180
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Peoples Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt019596
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt028907
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028907
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028907
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047746
IRS990/GrossReceiptsAmt061399
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013653
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013653
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0389247
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0390651
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt028150
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Scholarships/Miami University
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0411874
IRS990/NetAssetsOrFundBalancesEOYAmt0403645
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019596
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0411874
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0403645
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt050
IRS990/OtherExpensesGrp/Desc0OAG ANNUAL FILING FEE
IRS990/OtherExpensesGrp/Desc1CLINTON COUNTY PROBATE COURT ANNUAL
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX ON QUALIFIED DIVIDENDS
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX ON NONQUALIFIED DIVIDEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt113
IRS990/OtherExpensesGrp/TotalAmt2147
IRS990/OtherExpensesGrp/TotalAmt317
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Peoples Bank
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt027663
IRS990/PYInvestmentIncomeAmt025025
IRS990/PYOtherExpensesAmt02442
IRS990/PYRevenuesLessExpensesAmt0-13757
IRS990/PYSalariesCompEmpBnftPaidAmt08677
IRS990/PYTotalExpensesAmt038782
IRS990/PYTotalRevenueAmt025025
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8279
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt033250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012994
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt019817
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee is now aware of this requirement and will ensure that it is followed starting in 2023 and going forward.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trustee maintains a close and continuous relationship with Miami University by keeping them advised of the investments and income by providing quarterly bank statements.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in directing the use of the organization's income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Per the terms of the Trust document, the Trust is required to pay out all income on at least a semi-annually basis. The Trust has always satisfied this requirement.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5The Trustee has made changes to their procedure to distribute funds to the supported organization. In order to meet the IRS distribution requirements, the Trust will begin distributing an amount of Principal annually, to satisfy the requirements to maintain the status as a supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6The current year under distribution reported on line 6 is due to the taxpayer filing a short year period return, 10/1/2022 - 12/31/2022. The full required amount will be distributed within the next full calendar year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A-Part IV Sec D Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A-Part IV Sec D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A-Part IV Sec D line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A-Part V Sec D line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Schedule A-Part V Sec E line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Schedule A-Part V Sec E line 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Schedule A-Part V Sec E line 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0803178
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0691667
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt011862
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt016767
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0791316
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0674900
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt012048
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt010375
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0791130
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0681292
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt027690
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt023845
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0803178
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0691667
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt027690
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt023845
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316402089
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028907
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Miami University
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt028907
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt028907
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MIAMI UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN JAYNE WHITEHEAD
IRS990ScheduleI/RecipientTable/RecipientEIN0316402089
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0201 EAST HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OXFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045056
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Pursuant to the Will, the income from the investments is to be used for grants and scholarships for worthy rural students at Miami University of Ohio. The choices of the recipients of the grants and scholarships shall be within the total discretion of the Financial Aid Committee of Miami University of Ohio.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institutional Trustee reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Net pre/post year income, Mutual Fund timing- $28.06
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MIAMI UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0C/O JAYNE WHITEHEAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0316402089
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0501 EAST HIGH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045056
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027663
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MIAMI UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0411874
IRS990/TotalAssetsEOYAmt0403645
IRS990/TotalAssetsGrp/BOYAmt0411874
IRS990/TotalAssetsGrp/EOYAmt0403645
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06449
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035079
IRS990/TotalFunctionalExpensesGrp/TotalAmt041528
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0403645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041527
IRS990/TotalReportableCompFromOrgAmt010095
IRS990/TotalRevenueGrp/ExclusionAmt033249
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt033249
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0411874
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0403645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt048 N South Street
IRS990/USAddress/CityNm0Wilmington
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045177
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MEADOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED LAMKE FBO MIAMI UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0311436663
ReturnHeader/Filer/PhoneNum09373821441

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