Miami University Foundation Inc.
990T • Fiscal year 2023 • EIN 31-6026014
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Balance Sheet
Assets
-
No earlier filing loaded for comparison.
Net Assets
-
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Nov 15, 2023
- Return Version
- 2022v7.0
Mission and Program Overview
Mission
Support of miami university
Filing and Contact Details
Filer
- Filer Name
- Miami University Foundation
- EIN
- 31-6026014
- In Care Of
- % BRUCE A GUIOT
- Phone
- 5135296110
- Address
- 107 ROUDEBUSH HALL, OXFORD, OH 45056
Signing Officer
- Name
- Bruce Guiot
- Title
- CFO
- Phone
- 5135296110
- Signed
- 2023-11-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Forvis Llp
- Address
- 312 WALNUT STREET SUITE 3000, CINCINNATI, OH 45202
- Preparer
- Aaron Hershberger
- Phone
- 5136218300
Raw XML Appendix136 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 |
|---|---|---|
| IRS1120ScheduleD/CapitalGainNetIncomeAmt | 0 | 443426 |
| IRS1120ScheduleD/DisposeInvestmentQOFInd | 0 | false |
| IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt | 0 | 364714 |
| IRS1120ScheduleD/Form4797GainOrLossAmt | 0 | 77342 |
| IRS1120ScheduleD/NetCapitalGainAmt | 0 | 78712 |
| IRS1120ScheduleD/NetLTCapitalGainOrLossAmt | 0 | 78712 |
| IRS1120ScheduleD/NetSTCapitalGainOrLossAmt | 0 | 364714 |
| IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalCostOrOtherBasisAmt | 0 | 31734 |
| IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt | 0 | 1370 |
| IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt | 0 | 33104 |
| IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalCostOrOtherBasisAmt | 0 | 7 |
| IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalGainOrLossAmt | 0 | 364714 |
| IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt | 0 | 364721 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 0 | 13406 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 1 | 972 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 2 | 17356 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | 24836 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | -13406 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 2 | 122 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 3 | -972 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 4 | -17356 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 5 | 6783 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 6 | 1363 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 0 | 24836 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 1 | 122 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 2 | 6783 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 3 | 1363 |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | HAMILTON LANE CO-INV FUND II |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | PENN SQ GLOBAL RE I |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 2 | PENN SQ GLOBAL RE II |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 3 | STRATEGIC PE FUND V |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 4 | CF CAP NR PARTNERS VI LP |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 5 | CF CAP NR PARTNERS VII LP |
| IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 6 | CF CAP NR PARTNERS VIII LP |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt | 0 | 31734 |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | 1370 |
| IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt | 0 | 33104 |
| IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd | 0 | X |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/CostOrOtherBasisAmt | 0 | 7 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 0 | 363659 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 1 | 1062 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt | 2 | -7 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 0 | 363659 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt | 1 | 1062 |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 0 | STRATEGIC PE FUND V |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 1 | VIA ENERGY III-A |
| IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc | 2 | CF CAP NR PARTNERS VIII LP |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt | 0 | 7 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt | 0 | 364714 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt | 0 | 364721 |
| IRS8949/ShortTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd | 0 | X |
| IRS990T/AvlblPre2018NOLCarryoverAmt | 0 | 0 |
| IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BRUCE A GUIOT |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 5135296110 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | MIAMI UNIVERSITY |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | OXFORD |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45056 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 781643093 |
| IRS990T/ChangeInMethodOfAccountingInd | 0 | false |
| IRS990T/EstimatedTaxPaymentsAmt | 0 | 172792 |
| IRS990T/ForeignAccountsQuestionInd | 0 | false |
| IRS990T/ForeignTrustQuestionInd | 0 | false |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 2 |
| IRS990T/Organization501cCorporationInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990T/OverpaymentSection/OverpaymentAmt | 0 | 172792 |
| IRS990T/OverpaymentSection/RefundAmt | 0 | 172792 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 0 | 394354 |
| IRS990TScheduleA/CapitalGainNetIncomeAmt | 1 | 49072 |
| IRS990TScheduleA/OtherDeductionsAmt | 0 | 361413 |
| IRS990TScheduleA/OtherDeductionsAmt | 1 | 4852 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 901101 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 1 | 901102 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceReferenceNum | 1 | 2 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 2 |
| IRS990TScheduleA/SequenceTotalNum | 1 | 2 |
| IRS990TScheduleA/TotalDeductionsAmt | 0 | 361413 |
| IRS990TScheduleA/TotalDeductionsAmt | 1 | 4852 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 0 | -1100982 |
| IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt | 1 | -139262 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | -706628 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 1 | -90190 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | -706628 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 1 | -90190 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 0 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 1 | 0 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | INVESTMENTS IN LIMITED PARTNERSHIPS |
| IRS990TScheduleA/TradeOrBusinessDesc | 1 | INVESTMENTS IN LIMITED PARTNERSHIPS |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | -1068041 |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 1 | -95042 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | -1068041 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 1 | -95042 |
| IRS990T/SubsidiaryCorporationInd | 0 | false |
| IRS990T/TaxableCorporationAmt | 0 | 0 |
| IRS990T/TaxLessCreditsAmt | 0 | 0 |
| IRS990T/TotalPaymentsAmt | 0 | 172792 |
| IRS990T/TotalTaxAmt | 0 | 0 |
| IRS990T/TotalTaxComputationAmt | 0 | 0 |
| IRS990T/TotalUBTIAmt | 0 | 0 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 0 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 0 |
| IRS990T/TotalUBTIComputedAmt | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRUCE GUIOT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CFO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5135296110 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MIAMI UNIVERSITY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MIAM |
| ReturnHeader/Filer/EIN | 0 | 316026014 |
| ReturnHeader/Filer/InCareOfNm | 0 | % BRUCE A GUIOT |
| ReturnHeader/Filer/PhoneNum | 0 | 5135296110 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 107 ROUDEBUSH HALL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OXFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 45056 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 440160260 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FORVIS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 312 WALNUT STREET SUITE 3000 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CINCINNATI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 45202 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5136218300 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | AARON HERSHBERGER |
| ReturnHeader/ReturnTs | 0 | 2024-04-11T20:10:09-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | BRUCE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | GUIOT |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- -
- Liabilities
- -
- Net assets
- -
- Revenue
- -
- Expenses
- -
- Net income
- -