Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
JAMES F & MARION L MILLER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)520 SW YAMHILL STREET NO 520   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97204
A Employer identification number

03-0373895
B Telephone number (see instructions)

(503) 546-3191
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$191,889,725
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 12,088 12,088 12,088
4 Dividends and interest from securities...... 5,187,829 5,187,829 5,187,829
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,043,906
b Gross sales price for all assets on line 6a 61,203,204
7 Capital gain net income (from Part IV, line 2)... 19,043,906
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 2,588 2,588 2,588
12 Total. Add lines 1 through 11........ 24,246,411 24,246,411 5,202,505
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 630,533 266,185 0 364,348
14 Other employee salaries and wages...... 161,859 8,093 0 153,766
15 Pension plans, employee benefits....... 44,717 2,236 0 42,481
16a Legal fees (attach schedule)......... 14,374 12,338 0 0
b Accounting fees (attach schedule)....... 51,896 33,358 0 6,438
c Other professional fees (attach schedule).... 455,905 455,905 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 474,580 160,080 0 0
19 Depreciation (attach schedule) and depletion... 9,258 0 0
20 Occupancy.............. 52,586 2,629 0 49,957
21 Travel, conferences, and meetings....... 11,124 0 0 11,124
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 70,807 1,850 0 68,957
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,977,639 942,674 0 697,071
25 Contributions, gifts, grants paid........ 11,727,650 11,727,650
26 Total expenses and disbursements. Add lines 24 and 25 13,705,289 942,674 0 12,424,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,541,122
b Net investment income (if negative, enter -0-) 23,303,737
c Adjusted net income (if negative, enter -0-)... 5,202,505
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 19,163,840 30,076,897 30,076,897
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 116,171,125 Click to see attachment113,728,768 155,124,738
c Investments—corporate bonds (attach schedule)........ 3,581,387 Click to see attachment1,392,532 1,262,305
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,288,515 Click to see attachment5,560,725 5,408,204
14 Land, buildings, and equipment: basis bullet61,046
Less: accumulated depreciation (attach schedule) bullet48,350 21,954 Click to see attachment12,696 12,696
15 Other assets (describe bullet) Click to see attachment8,560 Click to see attachment4,885 Click to see attachment4,885
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 140,235,381 150,776,503 191,889,725
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 140,235,381 150,776,503
30 Total net assets or fund balances (see instructions)...... 140,235,381 150,776,503
31 Total liabilities and net assets/fund balances (see instructions).. 140,235,381 150,776,503
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 140,235,381
2 Enter amount from Part I, line 27a..................... 2 10,541,122
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 150,776,503
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 150,776,503
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 61,203,204   42,159,298 19,043,906
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       19,043,906
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 19,043,906
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 10,901,004 175,506,985 0.062112
2012 9,638,953 161,773,557 0.059583
2011 8,955,457 164,078,445 0.054580
2010 10,881,916 157,380,704 0.069144
2009 10,303,926 144,730,235 0.071194
2 Total of line 1, column (d) ...................... 2 0.316613
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.063323
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 191,992,450
5 Multiply line 4 by line 3....................... 5 12,157,538
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 233,037
7 Add lines 5 and 6......................... 7 12,390,575
8 Enter qualifying distributions from Part XII, line 4.............. 8 12,424,721
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 233,037
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 233,037
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 233,037
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 448,586
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 448,586
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 215,549
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet215,549 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MILLERFOUND.ORG
    14
    The books are in care ofbulletCHARLES WALKER Telephone no.bullet (503) 546-3191
    Located atbullet520 SW YAMHILL STE 520PORTLANDOR ZIP+4bullet97204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    CHARLES H PUTNEYClick to see attachment PRESIDENT
    2.00
    0 0 0
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    CHARLES WALKER SECRETARY/VICE PRESIDENT
    8.00
    50,000 0 0
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    ALICE MCCARTOR DIRECTOR
    3.00
    50,000 0 0
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    CHARLES ROOKS DIRECTOR
    5.00
    30,000 0 0
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    WILLIAM SWINDELLS DIRECTOR
    5.00
    30,000 0 0
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    MARTHA RICHARDS EXECUTIVE DIRECTOR
    40.00
    206,216 10,609 6,699
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    PATRICIA M REYNOLDS PROGRAM MANAGER
    40.00
    82,525 4,156 6,699
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    GRETCHEN SCHACKEL GRANTS MANAGER
    40.00
    72,675 180 6,699
    520 SW YAMHILL STREET SUITE 520
    PORTLAND,OR97204
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CHARLES H PUTNEY INVESTMENT MANAGEMENT 247,009
    805 SW BROADWAY SUITE 1800
    PORTLAND,OR97205
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    172,309,354
    b
    Average of monthly cash balances.......................
    1b
    22,606,839
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    194,916,193
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    194,916,193
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,923,743
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    191,992,450
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,599,623
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,599,623
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    233,037
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    233,037
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,366,586
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,366,586
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,366,586
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    12,424,721
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,424,721
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    233,037
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    12,191,684
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 9,366,586
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 3,159,199
    b From 2010....... 3,166,151
    c From 2011....... 876,703
    d From 2012....... 1,690,123
    e From 2013....... 2,403,635
    fTotal of lines 3a through e......... 11,295,811
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 12,424,721
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 9,366,586
    e Remaining amount distributed out of corpus 3,058,135
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 14,353,946
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    3,159,199
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    11,194,747
    10 Analysis of line 9:
    a Excess from 2010.... 3,166,151
    b Excess from 2011.... 876,703
    c Excess from 2012.... 1,690,123
    d Excess from 2013.... 2,403,635
    e Excess from 2014.... 3,058,135
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARTHA RICHARDS EXECUTIVE DIRECTOR
    520 SW YAMHILL STREET STE 520
    PORTLAND,OR97204
    (503) 546-3191
    INFO@MILLERFOUND.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY
    cAny submission deadlines:
    APPLICATION DEADLINES ARE POSTED PERIODICALLY AT WWW.MILLERFOUND.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MILLER FOUNDATION MAKES RESPONSIVE GRANTS TO REQUESTS FROM ORGANIZATIONS BASED IN OREGON WHOSE PRIMARY FOCUS IS IN THE ARTS OR EDUCATION. FOR MORE INFORMATION, PLEASE SEE APPLICATION GUIDELINES AT WWW.MILLERFOUND.ORG/APPLY
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALBINA HEAD START
    3417 NE 7TH AVENUE
    PORTLAND,OR97212
      PC TO PROVIDE ONE-TIME SUPPORT FOR A PROGRAM 5,000
    ALL CLASSICAL PUBLIC MEDIA INC
    515 NE 15TH AVE
    PORTLAND,OR97232
      PC TO EXPAND OPERATIONS 75,000
    ALL HANDS RAISED
    2069 NE HOYT STREET
    PORTLAND,OR97232
      PC FOR A COMMUNITY-WIDE COLLECTIVE IMPACT PROJECT 50,000
    ALLIANCE CHARTER ACADEMY
    16075 FRONT AVENUE
    OREGON CITY,OR97045
      PC TO PROVIDE PROJECT SUPPORT FOR THE ARROWSMITH PROGRAM FOR TREATING LEARNING DISABLED STUDENTS 20,000
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON ST
    PORTLAND,OR97217
      PC TO PROVIDE TWO YEARS OF OPERATING SUPPORT FOR THEATRE COMPANY AND ARTS HUB 60,000
    ARTS COUNCIL OF PENDLETON
    214 NORTH MAIN
    PENDLETON,OR97801
      PC GENERAL OPERATING SUPPORT 10,000
    ARTSMIDWEST
    2908 HENNEPIN AVE
    MINNEAPOLIS,MN55408
      PC BUILDING PUBLIC WILL FOR THE ARTS INITIATIVE 65,000
    ASTORIA MUSIC FESTIVAL
    PO BOX 113
    ASTORIA,OR97103
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A SUMMER MUSIC FESTIVAL IN ASTORIA WHICH REACHES THE GENERAL PUBLIC 10,000
    AUGUST WILSON RED DOOR PROJECT
    6344 N CURTIS AVENUE
    PORTLAND,OR97217
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR THE AUGUST WILSON MONOLOGUE COMPETITION AND RED DOOR SUMMER INSTITUTE 25,000
    BAG&BAGGAGE PRODUCTIONS
    PO BOX 3176
    HILLSBORO,OR97123
      PC FOR INCREASING STAFF CAPACITY 15,000
    BEAVERTON SCHOOL DISTRICT
    16550 SW MERLO ROAD
    BEAVERTON,OR97005
      PC TO SUPPORT THE ARTS FOR LEARNING LESSONS PROJECT 20,000
    BEAVERTON SCHOOL DISTRICT
    16550 SW MERLO ROAD
    BEAVERTON,OR97005
      PC TO SUPPORT THE ARTS FOR LEARNING LESSONS PROJECT 20,000
    BLUE SKY GALLERY
    122 NW 8TH AVE
    PORTLAND,OR97209
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PHOTOGRAPHY GALLERY, WHICH REACHES BOTH ITS MEMBERS AND THE GENERAL PUBLIC 10,000
    BUSINESS FOR CULTURE & THE ARTS
    921 SW WASHINGTON
    PORTLAND,OR97205
      PC PROGRAM EXPANSION FOR ARTS CONNECTOR, SKILLS DAY FOR THE ARTS AND THE ASSOCIATES PROGRAM 10,000
    CAPPELLA ROMANA
    1017 SW MORRISON ST STE 315
    PORTLAND,OR97205
      PC ADMINISTRATIVE SUPPORT 10,000
    CASCADE SCHOOL OF MUSIC
    200 NW PACIFIC PARK LANE
    BEND,OR97701
      PC GENERAL OPERATING SUPPORT 5,000
    CENTRAL CATHOLIC HIGH SCHOOL
    2401 SE STARK ST
    PORTLAND,OR97214
      PC TO PROVIDE SCHOLARSHIPS TO LOW INCOME STUDENTS OF ALL FAITHS 25,000
    CHALKBOARD PROJECT
    221 NW 2ND AVE
    PORTLAND,OR97209
      PC FOR THE TEACH OREGON PROJECT 100,000
    CHALKBOARD PROJECT
    221 NW 2ND AVE
    PORTLAND,OR97209
      PC IN SUPPORT OF THE CLASS PROJECT 219,000
    CHAMBER MUSIC NORTHWEST
    522 SW FIFTH AVE SUITE 920
    PORTLAND,OR97204
      PC GENERAL OPERATING SUPPORT 50,000
    CHILDREN'S INSTITUTE
    1411 SW MORRISON STREET 205
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN EARLY LEARNING LABORATORY AND PRE-K TO THIRD GRADE ADVOCACY PROGRAM 50,000
    CHILDRENS MUSEUM OF EASTERN OREGON
    400 S MAIN STREET
    PENDLETON,OR97801
      PC FOR A MUSEUM EXHIBIT 5,000
    CLACKAMAS COMMUNITY COLLEGE FOUNDATION
    19600 MOLALLA AVENUE
    OREGON CITY,OR97045
      PC TO PROVIDE PROJECT SUPPORT FOR PROFESSIONAL THEATRE COMPANY SERVING CLACKAMAS COUNTY AUDIENCES 5,000
    CLATSKANIE FOUNDATION
    PO BOX 243
    CLATSKANIE,OR97016
      PC FOR A/V EQUIPMENT 30,000
    COHO PRODUCTIONS
    2257 NW RALEIGH STREET
    PORTLAND,OR97210
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR A THEATRE INCUBATOR IN PORTLAND 30,000
    COLLEGE POSSIBLE
    501 NE HOOD AVE STE 310
    GRESHAM,OR97030
      PC TO LAUNCH A PROGRAM HELPING LOW-INCOME STUDENTS EARN ADMISSION TO AND GRADUATE FROM COLLEGE 50,000
    COLUMBIA CENTER FOR THE ARTS
    PO BOX 1543
    HOOD RIVER,OR97031
      PC GENERAL OPERATING SUPPORT 10,000
    COLUMBIA GORGE ARTS IN EDUCATION
    1009 EUGENE STREET
    HOOD RIVER,OR97031
      PC TO IMPROVE MARKETING AND INFRASTRUCTURE 5,000
    COLUMBIA RIVER MARITIME MUSEUM
    1792 MARINE DRIVE
    ASTORIA,OR97103
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO AN ORGANIZATION THAT PROMOTES MARITIME HISTORY AND TRADITIONAL MARITIME SKILLS IN ASTORIA OR 25,000
    CONDUIT DANCE INC
    918 SW YAMHILL STE 401
    PORTLAND,OR97205
      PC TO HIRE A PROGRAM MANAGER TO INCREASE FINANCIAL CAPACITY 5,000
    CREATIVE MUSIC GUILD
    4323 NE 18TH AVE
    PORTLAND,OR97211
      PC TO PROVIDE PERFORMANCE EQUIPMENT FOR AN ARTS ORGANIZATION WHICH PROMOTES EXPERIMENTAL AND IMPROVISED CONCERTS AND WORKSHOPS IN THE PORTLAND METRO AREA 2,500
    CROSSROADS CARNEGIE ART CENTER
    2020 AUBURN AVE
    BAKER CITY,OR97814
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A RURAL ARTS CENTER 10,000
    CROW'S SHADOW INSTITUTE OF THE ARTS
    48004 ST ANDREWS RD
    PENDLETON,OR97801
      PC FOR CAPACITY BUILDING TO INCREASE ORGANIZATIONAL CAPACITY 20,000
    DANCING PEOPLE COMPANY
    310 OAK STREET SUITE 5
    ASHLAND,OR97520
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO A DANCE COMPANY WHICH CREATES ORIGINAL DANCE WORKS IN ASHLAND OR 5,000
    DE LA SALLE NORTH CATHOLIC
    7528 N FENWICK
    PORTLAND,OR97217
      PC TO PROVIDE MATCHING FUNDS FOR A HIGH SCHOOL WHICH SERVES A POPULATION IN WHICH THE MAJORITY ARE STUDENTS OF COLOR LIVING IN POVERTY 75,000
    DEFUNKT THEATRE
    4319 SE HAWTHORNE BLVD
    PORTLAND,OR97215
      PC TO PROVIDE PROGRAM SUPPORT FOR AN ENSEMBLE THEATER COMPANY FOCUSING ON PERSPECTIVES OF RACE, GENDER AND CLASS 3,500
    DESERT ARTS COUNCIL
    PO BOX 554
    HERMISTON,OR97838
      PC TO PROVIDE DISPLAY MATERIALS FOR ARTS FESTIVALS AND YOUTH EDUCATION CLASSES 5,000
    EUGENE BALLET COMPANY
    1590 WILLAMETTE STREET SUITE 100
    EUGENE,OR97401
      PC FOR A RURAL DANCE TOURING INITIATIVE 20,000
    EUGENE SCHOOL DISTRICT 4J
    200 N MONROE STREET
    EUGENE,OR97402
      PC FOR PROGRAM EXPANSION 20,000
    EUGENE-SPRINGFIELD YOUTH ORCHESTRAS
    PO BOX 5666
    EUGENE,OR97405
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A YOUTH ORCHESTRA 10,000
    FILM ACTION OREGON DBA HOLLYWOOD THEATRE
    1827 NE 44TH AVE SUITE 130
    PORTLAND,OR97213
      PC TO PROVIDE CAPACITY BUILDING SUPPORT ON A CONTINGENT BASIS OVER THREE YEARS FOR EXPANSION OF FUNDRAISING PROGRAM AT REGIONAL FILM CENTER IN PORTLAND OREGON 30,000
    FISHTRAP
    PO BOX 38
    ENTERPRISE,OR97828
      PC TO PROVIDE CAPACITY BUILDING SUPPORT OVER TWO YEARS TO A NATIONALLY RECOGNIZED WRITERS PROGRAM LOCATED IN ENTERPRISE OREGON 15,000
    FRIENDS OF CHAMBER MUSIC
    211 SE CARUTHERS ST SUITE 202
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PRESENTING CHAMBER MUSIC ORGANIZATION 20,000
    FRIENDS OF CHAMBER MUSIC
    211 SE CARUTHERS ST SUITE 202
    PORTLAND,OR97214
      PC GENERAL OPERATING SUPPORT AND MATCHING FUNDS 15,000
    GRANTMAKERS IN THE ARTS
    4055 21ST AVE WEST
    SEATTLE,WA981991247
      PC TO PROVIDE PROJECT SUPPORT FOR GIA'S EDUCATIONAL CONFERENCE 5,000
    HAND2MOUTH THEATRE
    210 SE MADISON ST 11
    PORTLAND,OR97214
      PC GENERAL OPERATING SUPPORT 5,000
    HIGH DESERT CHAMBER MUSIC
    PO BOX 1272
    BEND,OR97709
      PC GENERAL OPERATING SUPPORT 2,500
    HIGH DESERT MUSEUM
    59800 SOUTH HIGHWAY 97
    BEND,OR97702
      PC TO PROVIDE GENERAL SUPPORT FOR THE MUSEUM'S CHANGING EXHIBITS 25,000
    HIGH DESERT MUSEUM
    59800 SOUTH HIGHWAY 97
    BEND,OR97702
      PC FOR MUSEUM EXHIBITS 25,000
    I HAVE A DREAM FOUNDATION - OREGON
    2916 ALBERTA STREET
    PORTLAND,OR97211
      PC FOR THE DREAMER SCHOOL PROJECT 200,000
    INDEPENDENT PUBLISHING RESOURCE CENTER
    1001 SE DIVISION ST STE 2
    PORTLAND,OR97202
      PC GENERAL OPERATING EXPENSES 15,000
    JEWISH THEATRE COLLABORATIVE
    PO BOX 42022
    PORTLAND,OR97242
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A THEATRE PROGRAM ADAPTING NOVELS OF JEWISH CULTURE 7,500
    JEWISH THEATRE COLLABORATIVE
    PO BOX 42022
    PORTLAND,OR97242
      PC PERFORMANCE PRODUCTION 7,500
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A NEW K-5 CHARTER SCHOOL IN THE N. KENTON NEIGHBORHOOD 25,000
    KNOW YOUR CITY
    800 NW 6TH AVE 331
    PORTLAND,OR97209
      PC TO PROVIDE A MOBILE KIOSK TO DISTRIBUTE PUBLICATIONS AND PROMOTE TOURS AND LECTURES ON OREGON ARTS AND CIVIC HISTORY IN PORTLAND OR 5,000
    KUKATONON CHILDREN'S AFRICAN DANCE TROUPE
    240 N BROADWAY STREET SUITE 215
    PORTLAND,OR97227
      PC TO PROVIDE PROJECT GRANT SUPPORT TO A CHILDREN'S AFRICAN DANCE TROUPE, COMPRISED OF 31 PREDOMINANTLY AFRICAN AMERICAN STUDENTS FROM 15 SCHOOLS IN THE PORTLAND METRO AREA 5,000
    LANE ARTS COUNCIL
    1590 WILLAMETTE ST SUITE 200
    EUGENE,OR97401
      PC GENERAL OPERATING SUPPORT 4,000
    LEWIS AND CLARK COLLEGE
    0615 SW PALATINE HILL ROAD
    PORTLAND,OR972197899
      PC TO STRENGTHEN STUDENT ACHIEVEMENT IN THE NATURAL SCIENCES 909,300
    LITERARY ARTS
    925 SW WASHINGTON ST
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL AND CAPACITY BUILDING SUPPORT FOR AN ORGANIZATION PROVIDING A RANGE OF LITERARY PROGRAMMING IN THE PORTLAND AREA 25,000
    LITERARY ARTS
    925 SW WASHINGTON ST
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL AND CAPACITY BUILDING SUPPORT FOR AN ORGANIZATION PROVIDING A RANGE OF LITERARY PROGRAMMING IN THE PORTLAND AREA 50,000
    LIVE WIRE RADIO
    3606 N MISSISSIPPI AVE
    PORTLAND,OR97227
      PC CAPACITY BUILDING 30,000
    MARATHON EDUCATION PARTNERS
    610 SW ALDER ST SUITE 921
    PORTLAND,OR97205
      PC FOR MATCHING GRANTS. 25,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214
      PC TO PROVIDE TWO YEARS OF GENERAL OPERATING SUPPORT AND PROGRAM DEVELOPMENT FOR A LATINO THEATRE ARTS ORGANIZATION WITH EDUCATIONAL OUTREACH TO SCHOOLS WITH A HIGH POPULATION OF LATINO STUDENTS IN THE PORTLAND METRO AREA. 35,000
    MT SCOTT LEARNING CENTERS
    6148 SE HOLGATE BLVD
    PORTLAND,OR97206
      PC FOR OPERATING SUPPORT OF TRANSITIONS PROGRAM. 15,000
    MY VOICE MUSIC
    PO BOX 28043
    PORTLAND,OR97228
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PROGRAM WHICH TEACHES YOUTH AGE 5-18 TO WRITE, RECORD AND PERFORM ORIGINAL MUSIC 10,000
    NEWPORT SYMPHONY ORCHESTRA
    PO BOX 1617
    NEWPORT,OR97365
      PC BUILDING OUTREACH AND FINANCIAL CAPACITY 15,000
    NEWSPACE CENTER FOR PHOTOGRAPHY
    1632 SE 10TH AVE
    PORTLAND,OR97214
      PC TO PROVIDE SUPPORT FOR AN EXHIBITION AND LECTURE PROGRAM FOR MEMBERS AND THE GENERAL PUBLIC 10,000
    NORTHWEST ACADEMY
    1130 SW MAIN STREET
    PORTLAND,OR97205
      PC TO FACILITATE A MOVE TO A NEW FACILITY 50,000
    NORTHWEST CHILDREN'S THEATER AND SCHOOL
    1819 NW EVERETT
    PORTLAND,OR97209
      PC TO PROVIDE TECHNICAL ASSISTANCE FOR AN ONLINE REGISTRATION PROGRAM FOR A THEATRE ARTS SCHOOL 53,000
    NORTHWEST DANCE PROJECT
    PO BOX 42488
    PORTLAND,OR97242
      PC TO PROVIDE GENERAL OPERATING SUPPORT AND CONTINGENT CAPACITY BUILDING SUPPORT FOR A DANCE COMPANY WHICH TOURS NATIONALLY AND IS LOCATED IN PORTLAND OR 25,000
    NORTHWEST DANCE PROJECT
    PO BOX 42488
    PORTLAND,OR97242
      PC TO PROVIDE GENERAL OPERATING SUPPORT AND CONTINGENT CAPACITY BUILDING SUPPORT FOR A DANCE COMPANY WHICH TOURS NATIONALLY AND IS LOCATED IN PORTLAND OR 25,000
    OPEN MEADOW
    7621 N WABASH AVE
    PORTLAND,OR97217
      PC TO PROVIDE GENERAL SUPPORT FOR A SPECIAL ACADEMY SERVING ACADEMIC PRIORITY MIDDLE SCHOOL STUDENTS IN THE EASTSIDE PORTLAND SCHOOL DISTRICTS 200,000
    OPEN MEADOW
    7621 N WABASH AVE
    PORTLAND,OR97217
      PC EXPANSION OF THE STEP-UP ACADEMY 100,000
    OREGON BALLET THEATRE
    818 SE 6TH AVE
    PORTLAND,OR972142329
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 300,000
    OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE
    1100 SW 6TH AVENUE
    PORTLAND,OR97204
      PC TO PROVIDE THREE YEARS OF SUPPORT FOR EDUCATION REFORM ADVOCACY AND CONSULTING SERVICES 75,000
    OREGON CHILDREN'S FOUNDATION
    101 SW MARKET STREET
    PORTLAND,OR97201
      PC TO IMPLEMENT STRATEGIC PLANNING OUTCOMES 50,000
    OREGON CHILDREN'S THEATRE
    1939 NE SANDY BLVD
    PORTLAND,OR97232
      PC FOR THEATRE EQUIPMENT AND TO HIRE A PROGRAM MANAGER TO INCREASE FINANCIAL CAPACITY 22,200
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365
      PC GENERAL OPERATING SUPPORT 50,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365
      PC TO PROVIDE GENERAL SUPPORT FOR THE AQUARIUM'S CURRENT PROGRAMS SUPPORTING STUDENTS AND TEACHERS IN LINCOLN COUNTY 50,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
      PC DEVOS INSTITUTES ARTS AND CULTURE PROJECT FUND 15,500
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL SUITE 100
    PORTLAND,OR97205
      PC DEVOS INSTITUTES ARTS AND CULTURE PROJECT FUND 18,650
    OREGON CONTEMPORARY THEATRE
    174 WEST BROADWAY
    EUGENE,OR97401
      PC TO PROVIDE TWO YEARS OF GENERAL OPERATING SUPPORT FOR A THEATRE COMPANY SERVING LANE AND MARION COUNTIES IN OREGON 10,000
    OREGON CULTURAL HERITAGE COMMISSION
    PO BOX 3588
    PORTLAND,OR97208
      PC TO PROVIDE PROJECT SUPPORT FOR A FILM AND HISTORY PARTNERSHIP FEATURING MID-CENTURY OREGON FILMMAKERS 8,000
    OREGON HISTORICAL SOCIETY
    1200 SW PARK AVENUE
    PORTLAND,OR97205
      PC TO SUPPORT AN EXHIBIT SERIES 30,000
    OREGON HUMANITIES
    813 SW ALDER STREET SUITE 702
    PORTLAND,OR97205
      PC TO PROVIDE PROJECT SUPPORT FOR WRITERS AND EXPANSION OF CIRCULATION OF A STATEWIDE MAGAZINE 20,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A SCIENCE MUSEUM WITH A STATEWIDE REACH 75,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214
      PC GENERAL OPERATING SUPPORT 75,000
    OREGON PUBLIC BROADCASTING
    7140 SW MACADAM AVE
    PORTLAND,OR97219
      PC EXPANDING STORYTELLING-BASED COVERAGE OF OREGON'S ARTS AND CULTURAL INSTITUTIONS 300,000
    OREGON SHAKESPEARE FESTIVAL
    15 SOUTH PIONEER STREET
    ASHLAND,OR97520
      PC FOR BUILDING A MORE FLEXIBLE BUSINESS MODEL 200,000
    OREGON SYMPHONY
    921 SW WASHINGTON STREET
    PORTLAND,OR97205
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 500,000
    OREGON WRITERS COLONY
    PO BOX 15200
    PORTLAND,OR972935200
      PC TO PROVIDE A CAPACITY BUILDING GRANT FOR MATCHING FUNDS TO AN ORGANIZATION WHICH SUPPORTS WRITERS THROUGH RETREATS, WORKSHOPS AND OUTREACH ON THE OREGON COAST. 5,000
    PACIFIC YOUTH CHOIR
    1012 SW KING AVE SUITE 10
    PORTLAND,OR97205
      PC GENERAL OPERATING EXPENSES 7,000
    PACIFIC YOUTH CHOIR
    1012 SW KING AVE SUITE 10
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A CHILDREN'S YOUTH CHOIR 7,000
    PAINTED SKY INC
    7280 SW 82ND AVENUE
    PORTLAND,OR97223
      PC TO PROVIDE PROGRAM SUPPORT FOR NATIVE AMERICAN TRADITIONAL AND CONTEMPORARY PERFORMANCE AND EDUCATION 5,000
    PENDULUM AERIAL ARTS
    1503 SW 18TH AVENUE
    PORTLAND,OR97201
      PC GENERAL OPERATING SUPPORT 5,000
    PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION
    PO BOX 1124
    MEDFORD,OR97501
      PC GENERAL OPERATING SUPPORT 15,000
    PHAME
    1631 NE BROADWAY 134
    PORTLAND,OR97232
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO AN ORGANIZATION WHO SERVES YOUNG AND OLDER ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING YEAR-ROUND EDUCATION IN THEATER, MUSIC DANCE, WRITING AND THE VISUAL ARTS IN THE PORTLAND METRO AREA. 10,000
    PIONEER COURTHOUSE SQUARE INC
    715 SW MORRISON STREET SUITE 702
    PORTLAND,OR97205
      PC TO PROVIDE PROJECT SUPPORT FOR PROJECT PUBLIC -- A LARGE-SCALE INCUBATOR AND PRESENTER FOR PUBLIC IN INTERACTIVE ARTS EXPERIENCES--- IN PORTLAND, OREGON. 10,000
    PLAYWRITE
    PO BOX 13420
    PORTLAND,OR97213
      PC GENERAL OPERATING EXPENSES 10,000
    PORTLAND ACTORS CONSERVATORY
    1436 SW MONTGOMERY STREET
    PORTLAND,OR97201
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR A PROFESSIONAL THEATRE ARTIST TRAINING PROGRAM WITH STUDENT DRAWN NATIONALLY 25,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT 150,000
    PORTLAND ART MUSEUM
    1219 SW PARK AVENUE
    PORTLAND,OR97205
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 400,000
    PORTLAND BALLET
    6250 SW CAPITOL HWY
    PORTLAND,OR97239
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A BALLET COMPANY 15,000
    PORTLAND BAROQUE ORCHESTRA
    1020 SW TAYLOR ST STE 200
    PORTLAND,OR97205
      PC GENERAL OPERATING SUPPORT 30,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 200,000
    PORTLAND CENTER STAGE
    128 NW 11TH AVE
    PORTLAND,OR97209
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 200,000
    PORTLAND FESTIVAL SYMPHONY
    PO BOX 585
    PORTLAND,OR97207
      PC TO PROVIDE PROGRAM SUPPORT FOR FREE SYMPHONY PERFORMANCES IN PUBLIC PARKS 5,000
    PORTLAND GAY MENS CHORUS
    PO BOX 3223
    PORTLAND,OR97208
      PC GENERAL OPERATING SUPPORT FOR THE 2013-14 SEASON 10,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    415 SW 10TH AVE STE 300
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A LOCAL PRESENTER OF CONTEMPORARY PERFORMANCES AND EXHIBITS 50,000
    PORTLAND JAPANESE GARDEN
    PO BOX 3847
    PORTLAND,OR97208
      PC FOR EXHIBITIONS AND ARTS PROGRAMMING 25,000
    PORTLAND JAZZ FESTIVAL
    133 SW 2ND AVE SUITE 420
    PORTLAND,OR97204
      PC GENERAL OPERATING SUPPORT 10,000
    PORTLAND OPERA ASSOCIATION
    211 SE CARUTHERS STREET
    PORTLAND,OR97214
      PC IN SUPPORT OF GENERAL OPERATING EXPENSES 500,000
    PORTLAND OPERA ASSOCIATION
    211 SE CARUTHERS STREET
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT 80,000
    PORTLAND PLAYHOUSE
    602 NE PRESCOTT ST
    PORTLAND,OR97211
      PC TO PROVIDE GENERAL SUPPORT FOR A THEATRE WITH DIVERSE PROGRAMMING LOCATED IN THE PORTLAND'S KING NEIGHBORHOOD 25,000
    PORTLAND STATE UNIVERSITY
    PO BOX 751
    PORTLAND,OR97207
      PC SUSTAINABILITY INITIATIVES 2,400,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 751
    PORTLAND,OR97207
      PC SUSTAINABILITY INITIATIVES 700,000
    PORTLAND STATE UNIVERSITY FOUNDATION
    PO BOX 751
    PORTLAND,OR97207
      PC SUSTAINABILITY INITIATIVES 1,250,000
    PORTLAND STORY THEATER
    3333 NE 15TH AVENUE
    PORTLAND,OR97212
      PC TO PROVIDE MARKETING SUPPORT TO INCREASE AUDIENCE CAPACITY AT A NEW VENUE 5,000
    PORTLAND SUMMERFEST
    PO BOX 4084
    PORTLAND,OR97208
      PC TO PROVIDE PROGRAM SUPPORT FOR FREE OPERA PERFORMANCES IN PUBLIC PARKS 5,000
    PORTLAND YOUTH PHILHARMONIC
    9230 SW BARBUR BLVD
    PORTLAND,OR97219
      PC GENERAL OPERATING SUPPORT 25,000
    PROFILE THEATRE
    PO BOX 14845
    PORTLAND,OR97293
      PC TO PROVIDE GENERAL AND CONTINGENT OPERATING SUPPORT FOR AUDIENCE DIVERSIFICATION AND EXPANSION FOR A THEATRE COMPANY IN PORTLAND OR 25,000
    REGIONAL ARTS & CULTURE COUCIL
    411 NW PARK AVENUE SUITE 101
    PORTLAND,OR972093356
      PC TO PROVIDE TWO YEARS OF GENERAL SUPPORT TO CONTINUE EXPANSION OF AN ARTS INTEGRATION PROGRAM CURRENTLY SERVING 44 SCHOOLS IN SIX LOCAL SCHOOL DISTRICTS 50,000
    ROGUE GALLERY & ART CENTER
    40 S BARTLETT ST
    MEDFORD,OR97501
      PC TO INCREASE PROGRAMMING AND AUDIENCE DEVELOPMENT 7,500
    ROGUE VALLEY SYMPHONY ASSOCIATION
    1250 SISKIYOU BOULEVARD
    ASHLAND,OR97520
      PC GENERAL OPERATING SUPPORT 8,000
    ROSS RAGLAND
    218 N 7TH STREET
    KLAMATH FALLS,OR97601
      PC A PILOT PARTNERSHIP BETWEEN THE SCHOOL DISTRICT AND THEATER TO BRING STUDENTS IN GRADES 2-4 TO THE THEATER 10,000
    SALEM ART ASSOCIATION
    600 MISSION STREET SE
    SALEM,OR97302
      PC GENERAL OPERATING EXPENSES 20,000
    SALEM KEIZER COALITION FOR EQUALITY
    1411 SW MORRISON STREET 205
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN EARLY LEARNING LABORATORY AND PREK TO THIRD GRADE ADVOCACY PROGRAM 20,000
    SALEMKEIZER COALITION FOR EQUALITY
    PO BOX4296
    SALEM,OR97302
      PC FOR IMPROVING EDUCATION OUTCOMES FOR LOW-INCOME, SPANISH-SPEAKING STUDENTS 25,000
    SATURDAY ACADEMY
    5000 N WILLAMETTE
    PORTLAND,OR97203
      PC GENERAL OPERATING SUPPORT 25,000
    SCHOOLHOUSE SUPPLIES
    2735 NE 82ND AVE
    PORTLAND,OR97202
      PC GENERAL OPERATING SUPPORT 10,000
    SELF ENHANCEMENT INC
    3920 NORTH KERBY AVENUE
    PORTLAND,OR97227
      PC TO PROVIDE THREE YEAR CAPACITY BUILDING SUPPORT FOR THE EXPANSION OF ACADEMIC SUPPORTS TO STUDENTS IN PREDOMINANTLY AFRICAN AMERICAN MIDDLE SCHOOLS IN THE JEFFERSON HS CLUSTER, PORTLAND OR 100,000
    SILETZ BAY MUSIC FESTIVAL
    540 SE US HWY 101
    LINCOLN CITY,OR97367
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO A TWO WEEK SUMMER MUSIC FESTIVAL ON THE CENTRAL OREGON COAST 5,000
    ST ANDREW NATIVITY SCHOOL
    PO BOX 11126 4925 NE 9TH AVENUE
    PORTLAND,OR97211
      PC FOR MIDDLE SCHOOL SUMMER SCHOOL PROGRAM 20,000
    STAGED MUSICAL THEATRE
    1002 15TH ST
    OREGON CITY,OR97045
      PC FOR INCREASING TWO STAFF POSITIONS 10,000
    SUNRIVER MUSIC FESTIVAL
    PO BOX 4308
    SUNRIVER,OR97707
      PC GENERAL OPERATING SUPPORT 10,000
    SUNRIVER MUSIC FESTIVAL
    PO BOX 4308
    SUNRIVER,OR97707
      PC GENERAL OPERATING SUPPORT 15,000
    TEARS OF JOY THEATRE
    323 NE WYGANT ST SUITE 201
    PORTLAND,OR97211
      PC BUILDING FUNDRAISING CAPACITY 20,000
    THE JOHN G SHEDD INSTITUTE FOR THE ARTS
    PO BOX 1497
    EUGENE,OR97440
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PRESENTING AND PRODUCING ARTS COMPANY IN EUGENE OREGON 20,000
    THEATRE VERTIGO
    4110 SE HAWTHORNE BLVD 618
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN ENSEMBLE-DRIVEN THEATER IN PORTLAND 2,500
    THIRD ANGLE NEW MUSIC
    PO BOX 28225
    PORTLAND,OR97228
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A NEW SEASON FORMAT, STAFF POSTION AND MARKETING 7,500
    THIRD RAIL REPERTORY THEATRE
    PO BOX 96063
    PORTLAND,OR97296
      PC TO PROVIDE TWO YEARS GENERAL OPERATING SUPPORT TO A THEATRE COMPANY LOCATED IN PORTLAND OR 30,000
    TRIANGLE PRODUCTIONS
    1785 NE SANDY BLVD MB 2
    PORTLAND,OR97232
      PC GENERAL OPERATING SUPPORT 10,000
    UNION COUNTY ARTS AND CULTURE CENTER
    PO BOX 1479
    LA GRANDE,OR97850
      PC TO INCREASE STAFF CAPACITY 10,000
    VERNONIA HANDS-ON ART
    PO BOX 195
    VERNONIA,OR97064
      PC TO PROVIDE SOUND AND LIGHTING EQUIPMENT FOR THREE PERFORMANCE VENUES/HALLS IN THIS RURAL OREGON COMMUNITY 25,000
    WHITE BIRD
    5620 SW EDGEMONT PLACE
    PORTLAND,OR97239
      PC GENERAL OPERATING SUPPORT 75,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501
      PC GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 11,727,650
    bApproved for future payment
    ARTISTS REPERTORY THEATRE
    1515 SW MORRISON ST
    PORTLAND,OR97217
      PC TO PROVIDE TWO YEARS OF OPERATING SUPPORT FOR THEATRE COMPANY AND ARTS HUB 60,000
    ARTSEAST
    PO BOX 541
    LA GRANDE,OR97850
      PC TO PROVIDE SUPPORT FOR SCHOOL AND COMMUNITY BASED ARTS PROGRAMS IN RURAL OREGON 30,000
    AUGUST WILSON RED DOOR PROJECT
    6344 N CURTIS AVENUE
    PORTLAND,OR97217
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR THE AUGUST WILSON MONOLOGUE COMPETITION 25,000
    BLUE SKY GALLERY
    122 NW 8TH AVE
    PORTLAND,OR97209
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PHOTOGRAPHY GALLERY, WHICH REACHES BOTH ITS MEMBERS AND THE GENERAL PUBLIC 10,000
    BUSINESS EDUCATION COMPACT
    12655 SW CENTER ST SUITE 430
    BEAVERTON,OR97005
      PC TO PROVIDE TWO YEARS OF OPERATING SUPPORT FOR A STATEWIDE TRAINING OF TEACHER AND TEACHER LEADERS IN PROFICIENCY-BASED PRACTICE. 100,000
    BUSINESS FOR CULTURE & THE ARTS
    921 SW WASHINGTON
    PORTLAND,OR97205
      PC TO PROVIDE SUPPORT FOR EXPANDING EXISTING SERVICE AND MEMBERSHIP MODEL TO ENGAGE MORE SMALL BUSINESSES AND INDIVIDUALS 10,000
    CALDERA
    224 NW 13TH AVE SUITE 304
    PORTLAND,OR97209
      PC TO PROVIDE SUPPORT FOR TEACHING ARTISTS AND MENTORS FOR A YOUTH EDUCATION PROJECT WHICH REACHES UNDERSERVED YOUTH IN OREGON 20,000
    CHILDREN'S INSTITUTE
    1411 SW MORRISON STREET 205
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN EARLY LEARNING LABORATORY AND PRE-K TO THIRD GRADE ADVOCACY PROGRAM 50,000
    COHO PRODUCTIONS
    2257 NW RALEIGH STREET
    PORTLAND,OR97210
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR A THEATRE INCUBATOR IN PORTLAND 30,000
    COLLEGE POSSIBLE
    501 NE HOOD AVE STE 310
    GRESHAM,OR97030
      PC TO PROVIDE A THREE YEAR GRANT SUPPORTING CONTINUED GROWTH OF A HIGH SCHOOL TO COLLEGE PROGRAM IN EAST COUNTY SCHOOL DISTRICT INCLUDING A CHALLENGE GRANT TO STIMULATE INDIVIDUAL GIVING 300,000
    DE LA SALLE NORTH CATHOLIC
    7528 N FENWICK
    PORTLAND,OR97217
      PC TO PROVIDE MATCHING FUNDS FOR A HIGH SCHOOL WHICH SERVES A POPULATION IN WHICH THE MAJORITY ARE STUDENTS OF COLOR LIVING IN POVERTY 150,000
    DEFUNKT THEATRE
    4319 SE HAWTHORNE BLVD
    PORTLAND,OR97215
      PC TO PROVIDE PROGRAM SUPPORT FOR AN ENSEMBLE THEATER COMPANY FOCUSING ON PERSPECTIVES OF RACE, GENDER AND CLASS 3,500
    FEARNOMUSIC
    PO BOX 1262
    PORTLAND,OR97207
      PC TO PROVIDE SUPPORT FOR CONTEMPORARY MUSIC PERFORMANCES AND THE YOUNG COMPOSER'S PROJECT IN THE PORTLAND METRO AREA 5,000
    FISHTRAP
    PO BOX 38
    ENTERPRISE,OR97828
      PC TO PROVIDE CAPACITY BUILDING SUPPORT OVER TWO YEARS TO A NATIONALLY RECOGNIZED WRITERS PROGRAM LOCATED IN ENTERPRISE OREGON 5,000
    FRIENDS OF CHAMBER MUSIC
    211 SE CARUTHERS ST SUITE 202
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PRESENTING CHAMBER MUSIC ORGANIZATION 20,000
    HIGH DESERT MUSEUM
    59800 SOUTH HIGHWAY 97
    BEND,OR97702
      PC TO PROVIDE GENERAL SUPPORT FOR THE MUSEUM'S CHANGING EXHIBITS 25,000
    HOLLYWOOD THEATRE
    1827 NE 44TH AVE SUITE 130
    PORTLAND,OR97213
      PC TO PROVIDE CAPACITY BUILDING SUPPORT ON A CONTINGENT BASIS OVER THREE YEARS FOR EXPANSION OF FUNDRAISING PROGRAM AT REGIONAL FILM CENTER IN PORTLAND OREGON 30,000
    HOLLYWOOD THEATRE
    1827 NE 44TH AVE SUITE 130
    PORTLAND,OR97213
      PC TO PROVIDE PROGRAM SUPPORT FOR A THREE DAY DOCUMENTARY FILM FESTIVAL WHICH DEALS WITH LGBTQ ISSUES AND SUBJECTS 5,000
    IMAGO THEATRE
    PO BOX 15182
    PORTLAND,OR97293
      PC TO PROVIDE SUPPORT FOR THE CREATION A NEW TOURING PRODUCTION THAT WILL PLAY IN THE PORTLAND METRO AREA AS WELL AS INTERNATIONALLY 50,000
    KAIROSPDX
    PO BOX 12190
    PORTLAND,OR97212
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A NEW K-5 CHARTER SCHOOL IN THE N. KENTON NEIGHBORHOOD 25,000
    LITERARY ARTS
    925 SW WASHINGTON ST
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL AND CAPACITY BUILDING SUPPORT FOR AN ORGANIZATION PROVIDING A RANGE OF LITERARY PROGRAMMING IN THE PORTLAND AREA 75,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214
      PC TO PROVIDE TWO YEARS OF GENERAL OPERATING SUPPORT AND PROGRAM DEVELOPMENT FOR A LATINO THEATRE ARTS ORGANIZATION WITH EDUCATIONAL OUTREACH TO SCHOOLS WITH A HIGH POPULATION OF LATINO STUDENTS IN THE PORTLAND METRO AREA 25,000
    MUSEUM AT WARM SPRINGS
    PO BOX 909
    WARM SPRINGS,OR97761
      PC TO PROVIDE ONE YEAR OF UNRESTRICTED OPERATING SUPPORT FOR THIS MUSEUM LOCATED ON THE WARM SPRINGS RESERVATION 25,000
    MUSIC WORKSHOP
    6681 SW 88TH PL
    PORTLAND,OR97223
      PC TO PROVIDE PROGRAM SUPPORT FOR THE CREATION OF MUSIC EDUCATION DVDS FOR PUBLIC SCHOOLS IN THE PORTLAND METRO AREA 10,000
    MY VOICE MUSIC
    PO BOX 28043
    PORTLAND,OR97228
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A PROGRAM WHICH TEACHES YOUTH AGE 5-18 TO WRITE, RECORD AND PERFORM ORIGINAL MUSIC 5,000
    NW DOCUMENTARY ARTS & MEDIA
    115 SW ASH ST SUITE 620
    PORTLAND,OR97204
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN ORGANIZATION WHICH PROVIDES DOCUMENTARY CLASSES AND CREATES DOCUMENTARIES IN THE PORTLAND METRO AREA. 15,000
    OPEN MEADOW
    7621 N WABASH AVE
    PORTLAND,OR97217
      PC TO PROVIDE GENERAL SUPPORT FOR A SPECIAL ACADEMY SERVING ACADEMIC PRIORITY MIDDLE SCHOOL STUDENTS IN THE EASTSIDE PORTLAND SCHOOL DISTRICTS 200,000
    OREGON BUSINESS COUNCIL CHARITABLE INST
    1100 SW 6TH AVENUE
    PORTLAND,OR97204
      PC TO PROVIDE THREE YEARS OF SUPPORT FOR EDUCATION REFORM ADVOCACY AND CONSULTING SERVICES 150,000
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP ROAD
    NEWPORT,OR97365
      PC TO PROVIDE GENERAL SUPPORT FOR THE AQUARIUM'S CURRENT PROGRAMS SUPPORTING STUDENTS AND TEACHERS IN LINCOLN COUNTY 50,000
    OREGON CONTEMPORARY THEATRE
    174 WEST BROADWAY
    EUGENE,OR97401
      PC TO PROVIDE TWO YEARS OF GENERAL OPERATING SUPPORT FOR A THEATRE COMPANY SERVING LANE AND MARION COUNIES IN OREGON 10,000
    OREGON MUSEUM OF SCIENCE AND INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A SCIENCE MUSEUM WITH A STATEWIDE REACH 75,000
    OREGON REPERTORY SINGERS
    5319 SW WESTGATE DR SUITE 134
    PORTLAND,OR97221
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR THE HIRING OF A NEW EXECUTIVE DIRECTOR 35,000
    PDX JAZZ
    133 SW 2ND AVE SUITE 420
    PORTLAND,OR97204
      PC TO PROVIDE SUPPORT FOR A 10 DAY JAZZ FESTIVAL FOR THE GENERAL PUBLIC IN THE PORTLAND METRO AREA 15,000
    PHAME
    1631 NE BROADWAY 134
    PORTLAND,OR97232
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO AN ORGANIZATION WHO SERVES YOUNG AND OLDER ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING YEAR-ROUND EDUCATION IN THEATER, MUSIC DANCE, WRITING AND THE VISUAL ARTS IN THE PORTLAND METRO AREA. 10,000
    PIONEER COURTHOUSE SQUARE INC
    715 SW MORRISON STREET SUITE 702
    PORTLAND,OR97205
      PC TO PROVIDE PROJECT SUPPORT FOR PROJECT PUBLIC -- A LARGE-SCALE INCUBATOR AND PRESENTER FOR PUBLIC INERACTIVE ARTS EXPERIENCES IN PORTLAND, OREGON 15,000
    PORTLAND ACTORS CONSERVATORY
    1436 SW MONTGOMERY STREET
    PORTLAND,OR97201
      PC TO PROVIDE CAPACITY BUILDING SUPPORT FOR A PROFESSIONAL THEATRE ARTIST TRAINING PROGRAM WITH STUDENT DRAWN NATIONALLY 25,000
    PORTLAND INSTITUTE FOR CONTEMPORARY ART
    415 SW 10TH AVE STE 300
    PORTLAND,OR97205
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR A LOCAL PRESENTER OF CONTEMPORARY PERFORMANCES AND EXHIBITS 50,000
    PROFILE THEATRE
    PO BOX 14845
    PORTLAND,OR97293
      PC TO PROVIDE GENERAL AND CONTINGENT OPERATING SUPPORT FOR AUDIENCE DIVERSIFICATION AND EXPANSION FOR A THEATRE COMPANY IN PORTLAND OR 25,000
    READING RESULTS
    3115 NE SANDY BLVD SUITE 229
    PORTLAND,OR97232
      PC TO PROVIDE MATCHING FUNDS FOR NEW AND INCREASED GIFTS FOR A READING PROGRAM THAT HELPS STUDENTS REACH READING BENCHMARKS IN THE PORTLAND METRO AREA 40,000
    REGIONAL ARTS & CULTURE COUNCIL
    411 NW PARK AVENUE SUITE 101
    PORTLAND,OR972093356
      PC TO PROVIDE TWO YEARS OF GENERAL SUPPORT TO CONTINUE EXPANSION OF AN ARTS INTEGRATION PROGRAM CURRENTLY SERVING 44 SCHOOLS IN SIX LOCAL SCHOOL DISTRICTS 50,000
    ROGUE GALLERY AND ART CENTER
    40 S BARTLETT ST
    MEDFORD,OR97501
      PC TO PROVIDE PROGRAM SUPPORT FOR A GALLERY WHICH SERVES THE GENERAL PUBLIC IN MEDFORD OR 7,500
    SALEM KEIZER COALITION FOR EQUALITY
    PO BOX4296
    SALEM,OR97302
      PC TO PROVIDE GENERAL OPERATING SUPPORT TO A CULTURALLY SPECIFIC PROGRAM PROVIDING EDUCATIONAL PROGRAMMING FOR LATINO FAMILIES IN SALEM-KEIZER 20,000
    SELF ENHANCEMENT INC
    3920 NORTH KERBY AVENUE
    PORTLAND,OR97227
      PC TO PROVIDE THREE YEAR CAPACITY BUILDING SUPPORT FOR THE EXPANSION OF ACADEMIC SUPPORTS TO STUDENTS IN PREDOMINANTLY AFRICAN AMERICAN MIDDLE SCHOOLS IN THE JEFFERSON HS CLUSTER, PORTLAND OR 125,000
    THEATRE VERTIGO
    4110 SE HAWTHORNE BLVD 618
    PORTLAND,OR97214
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR AN ENSEMBLE-DRIVEN THEATER IN PORTLAND 2,500
    THIRD RAIL REPERTORY THEATRE
    PO BOX 96063
    PORTLAND,OR97296
      PC TO PROVIDE TWO YEARS GENERAL OPERATING SUPPORT TO A THEATRE COMPANY LOCATED IN PORTLAND OR 30,000
    WHITE BIRD
    5620 SW EDGEMONT PLACE
    PORTLAND,OR97239
      PC TO PROVIDE TWO YEARS OPERATING SUPPORT FOR THE COMPANY'S DANCE OFFERINGS IN PORTLAND IN 2015 AND 2016 120,000
    WRITE AROUND PORTLAND
    133 SW 2ND AVE 304
    PORTLAND,OR97204
      PC TO PROVIDE GENERAL OPERATING SUPPORT FOR CREATIVE WRITING WORKSHOPS WITH LOW INCOME, DISABLED OR SOCIALLY ISOLATED PARTICIPANTS 15,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501
      PC TO PROVIDE OPERATING SUPPORT FOR A YOUTH SYMPHONY IN SOUTHERN OREGON 5,000
    Total .................................bullet 3b 2,183,500
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 12,088  
    4 Dividends and interest from securities....     14 5,187,829  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     14 2,588  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 19,043,906  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 24,246,411 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1324,246,411
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 14,325 7,163 0 0
    AUDIT FEES 12,875 6,438 0 6,438
    OTHER ACCOUNTING FEES 24,696 19,757 0 0

    TY 2014 CompensationExplanation
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Person Name Explanation
    CHARLES H PUTNEY IN ADDITION TO SERVING AS A DIRECTOR, CHARLES H PUTNEY IS AN INVESTMENT MANAGER FOR THE FOUNDATION. HE RECEIVES NO COMPENSATION FOR HIS ROLE AS A DIRECTOR.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    SOFTWARE 2010-10-15 16,964 10,839 200DB 3.000000000000 6,125 0 6,125  
    FURNITURE AND FIXTURES 2009-03-16 35,128 19,299 200DB 7.000000000000 3,133 0 3,133  
    COMPUTERS 2007-01-31 8,954 8,954 200DB 5.000000000000 0 0 0  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Name of Bond End of Year Book Value End of Year Fair Market Value
    13072 SHARES GENERAL MOTORS CORP 73375% SR NTS DUE 5/15/48 195,389 0
    13900 SHARES MISSOURI PACIFIC RR GENL MTG 4.750% DUE 01/01/2030 9,730 13,899
    300000 SHARES ZIONS BANCORPORATION SR NT 4.000% DUE 06/20/2016 295,500 309,396
    400000 SHARES UNITED STS STL CORP NEW 6.050% DUE 06/01/2017 397,538 416,000
    500000 SHARES SPRINT NEXTEL CORP 6.000% DUE 12/01/2016 494,375 523,010

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10000 SHARES CATERPILLAR INC 838,843 915,296
    10000 SHARES CIGNA CORPORATION 420,600 1,029,100
    10000 SHARES COACH INC 355,163 375,600
    10000 SHARES HOLLYFRONTIER CORPORATION 448,400 374,800
    10000 SHARES QUALCOMM INC 619,482 743,300
    10000 SHARES TENCENT HOLDINGS LIMITED 141,328 145,070
    10000 SHARES US BANCORP DEL 415,600 449,500
    10000 SHARES VERIZON COMMUNICATIONS 485,099 467,800
    10000 SHARES WELLS FARGO & CO 308,500 548,200
    10000 SHARES XILINX INC 369,800 432,900
    100000 SHARES AK STEEL HOLDING CORP 617,691 594,000
    100000 SHARES INTERNATIONAL PAPER CO 1,766,947 5,358,000
    100000 SHARES TECK RESOURCES LIMITED 2,058,929 1,364,000
    10065 SHARES BROOKDALE SR LIVING INC 167,465 369,084
    10105 SHARES OWENS ILLINOIS INC NEW 206,215 272,734
    10400 SHARES TAIWAN SEMICONDUCTOR MFG CO 214,594 232,752
    10440 SHARES QUESTAR CORP 236,424 263,923
    1055 SHARES MASONITE INTL CORP NEW 61,088 64,840
    1056 SHARES FACEBOOK INC 55,870 82,389
    1061 SHARES CBS CORP 48,429 58,716
    1071 SHARES LOWES COMPANIES INC 62,161 73,685
    1085 SHARES UNIFIRST CORP-MASS 92,434 131,773
    109 SHARES AUTOZONE INC 62,198 67,483
    110000 SHARES MERCK & CO INC 3,007,504 6,246,900
    1106 SHARES VISA INC 196,455 289,993
    1112 SHARES ELECTRONIC ARTS INC 38,575 52,281
    1115 SHARES CUBIC CORPORATION 52,247 58,694
    11200 SHARES BANK OF AMERICA CORP 171,136 200,368
    1126 SHARES UNION PACIFIC CORP 74,700 134,140
    1131 SHARES FOOT LOCKER INC 61,830 63,540
    1135 SHARES TARO PHARMACEUTICAL 162,842 168,196
    1179 SHARES HALLIBURTON COMPANY 61,814 46,370
    1182 SHARES CONSTELLIUM N V 28,757 19,420
    120000 SHARES CORNING INC 1,528,300 2,751,600
    120000 SHARES MICROSOFT CORP 3,302,748 5,574,000
    12311 SHARES WPX ENERGY INC 214,158 143,177
    1274 SHARES JPMORGAN CHASE & CO 59,316 79,727
    1330 SHARES ROBERT HALF INTERNATIONAL INC 51,008 77,645
    1355 SHARES ESTERLINE TECHNOLOGIES CORP 89,021 148,616
    1365 SHARES NXP SEMICONDUCTORS 42,092 104,286
    1370 SHARES TJX COMPANIES INC NEW 80,568 93,955
    137881 SHARES INTEL CORP 2,825,196 5,003,701
    1400 SHARES APACHE CORP 114,702 87,738
    14045 SHARES DARLING INGREDIENTS INC 210,821 255,057
    1450 SHARES CORE MARK HOLDING CO INC 55,689 89,799
    146 SHARES GOOGLE INC 54,031 77,476
    147 SHARES GOOGLE INC 54,366 77,381
    1485 SHARES CASEYS GENERAL STORES INC 79,113 134,125
    1485 SHARES STAMPS.COM INC 57,634 71,265
    15000 SHARES DEERE & CO 1,263,266 1,327,050
    15000 SHARES OI S A 1,078,501 47,850
    150000 SHARES FORD MOTOR CO 1,728,547 2,325,000
    150000 SHARES PFIZER INC 2,731,399 4,672,500
    1610 SHARES UNIFIRST CORP-MASS 155,907 195,535
    1613 SHARES MARTIN MARIETTA MATERIALS INC 160,573 177,946
    1625 SHARES ACE LIMITED 165,763 186,680
    1626 SHARES CHEVRON CORPORATION 182,748 182,405
    1632 SHARES PFIZER INC 47,435 50,837
    16355 SHARES KEYCORP NEW 142,616 227,335
    1637 SHARES WAL-MART STORES INC 121,313 140,586
    1650 SHARES ASML HOLDING N V 136,213 177,920
    1658 SHARES ENERGIZER HOLDINGS INC 149,883 213,152
    1670 SHARES ASHLAND INC 90,999 199,999
    169 SHARES REGENERON PHARMACEUTICALS INC 50,699 69,332
    170000 SHARES PETROLEO BRASILEIRO SA 1,163,125 1,288,600
    17164 SHARES MBIA INC 194,184 163,745
    1730 SHARES OMNICELL INC 53,526 57,298
    1736 SHARES APPLE INC 126,720 191,620
    1771 SHARES TOTAL SYSTEM SERVICES INC 50,930 60,143
    1825 SHARES LITTELFUSE INC 157,430 176,423
    1865 SHARES MANPOWERGROUP 87,165 127,137
    1870 SHARES B & G FOODS INC 57,795 55,913
    1895 SHARES CLEARWATER PAPER CORPORATION 98,312 129,902
    1908 SHARES PRICESMART INC 143,097 174,048
    1930 SHARES ALEXANDER & BALDWIN INC 72,286 75,772
    19400 SHARES GENWORTH FINANCIAL INC 126,334 164,900
    2000 SHARES NESTLE SA-SPONSORED ADR 154,580 146,832
    20000 SHARES ADT CORPORATION 607,690 724,600
    20000 SHARES ALLSTATE CORP 621,136 1,405,000
    20000 SHARES EXXON MOBIL CORP 959,483 1,849,000
    20000 SHARES JOHNSON CONTROLS INC 905,300 966,800
    20000 SHARES MICRON TECHNOLOGY INC 500,199 700,200
    20000 SHARES PETROLEO BRASILEIRO SA 130,300 146,000
    20000 SHARES SASOL LTD-SPONSORED ADR 629,300 759,400
    20000 SHARES TERADATA CORP 855,900 873,600
    20000 SHARES TEVA PHARMACEUTICAL 766,932 1,150,200
    20000 SHARES TOTAL S A 935,399 1,024,000
    20000 SHARES UBS AG 346,999 330,600
    20000 SHARES UNITED STATES STL CORP NEW 521,358 534,800
    2010 SHARES IBERIABANK CORP 101,297 130,349
    20110 SHARES MBIA INC 273,393 191,849
    2025 SHARES SBA COMMUNICATIONS CORP 78,027 224,289
    2030 SHARES ALLIANT TECHSYSTEMS INC 170,679 235,988
    2125 SHARES LVMH MOET HENNESSY LOUIS 83,823 68,013
    214 SHARES ALLIANCE DATA SYSTEM CORP 34,437 61,215
    2150 SHARES GENERAL DYNAMICS CORP 182,097 295,883
    2195 SHARES BARNES GROUP INC 49,204 81,237
    2225 SHARES CANADIAN NATIONAL RAILWAY 131,259 153,325
    2245 SHARES SENSIENT TECHNOLOGIES CORP 83,746 135,463
    2257 SHARES BERKSHIRE HATHAWAY INC DEL 222,964 338,889
    2265 SHARES BOB EVANS FARMS INC 108,111 115,923
    2265 SHARES FLUOR CORP NEW 134,235 137,327
    2315 SHARES CABELAS INC 104,182 122,024
    2331 SHARES CONOCOPHILLIPS 145,659 160,979
    2395 SHARES BROOKDALE SR LIVING INC 65,455 87,825
    2500 SHARES METHANEX CORP 136,945 114,575
    250000 SHARES GENERAL ELECTRIC CO 4,462,010 6,317,500
    2554 SHARES MICROSOFT CORP 80,619 118,633
    2605 SHARES H&E EQUIPMENT SERVICES 50,296 73,174
    2621 SHARES VERIZON COMMUNICATIONS 121,741 122,610
    2676 SHARES VERITIV CORPORATION 43,110 138,804
    2685 SHARES PLANTRONICS INC NEW 127,611 142,359
    2690 SHARES WELLS FARGO & CO 104,696 147,466
    278 SHARES PHARMACYCLICS INC 33,974 33,988
    2800 SHARES ENERGIZER HOLDINGS INC 234,652 359,968
    2815 SHARES ONEOK INC 93,774 140,159
    2825 SHARES BED BATH & BEYOND INC 179,272 215,180
    2935 SHARES ARM HOLDINGS PLC 134,887 135,891
    2994 SHARES LORILLARD INC 141,306 188,442
    3000 SHARES SENSATA TECHNOLOGIES 131,021 157,230
    30000 SHARES ALCOA INC 253,377 473,700
    30000 SHARES CHEVRON CORPORATION 1,573,942 3,365,400
    30000 SHARES CONOCOPHILLIPS 986,525 2,071,800
    30000 SHARES DOW CHEMICAL CO. 911,589 1,368,300
    30000 SHARES E I DU PONT DE NEMOURS & CO 1,041,902 2,218,200
    30000 SHARES GANNETT CO INC 525,183 957,900
    30000 SHARES HALLIBURTON COMPANY 1,206,611 1,179,900
    30000 SHARES UNILEVER N V 629,026 1,171,200
    3018 SHARES BANK NEW YORK MELLON CORP 79,636 122,440
    3025 SHARES WAL-MART DE MEXICO S A B DE 76,939 65,098
    30763.79 SHARES HSBC HOLDINGS PLC 1,627,081 1,452,974
    30851 SHARES POSCO 2,486,270 1,968,602
    3100 SHARES NORTHWESTERN CORPORATION 163,160 175,398
    3105 SHARES AAR CORP 83,873 86,257
    3119 SHARES ALBEMARLE CORP 188,114 187,545
    3125 SHARES NOVOZYMES A/S 150,654 131,931
    3135 SHARES SWATCH GROUP AG (THE) 73,154 70,074
    3186 SHARES OLD DOMINION FREIGHT LINES INC 105,417 247,361
    3210 SHARES DOLLAR TREE INC 171,986 225,920
    3225 SHARES COCA COLA ENTERPRISES INC 146,622 142,610
    3247 SHARES HASBRO INC 135,714 178,553
    327 SHARES JAZZ PHARMACEUTICALS PLC 51,984 53,540
    3275 SHARES YANDEX N V 100,411 58,819
    3310 SHARES ALBANY INTERNATIONAL CORP NEW 79,661 125,747
    3313 SHARES MICROSOFT CORP 116,357 153,889
    332 SHARES COOPER COMPANIES INC NEW (THE) 51,958 53,814
    3364 SHARES NOVO NORDISK A/S-ADR 147,383 142,364
    3400 SHARES LAZARD LTD 165,642 170,102
    3418 SHARES COCA COLA COMPANY 131,986 144,308
    3420 SHARES ELI LILLY & CO 180,162 235,946
    34600 SHARES THE TRAVELERS COMPANIES INC 1,368,367 3,662,410
    3470 SHARES CASEYS GENERAL STORES INC 218,208 313,410
    35000 SHARES APPLE INC 2,101,870 3,863,300
    351 SHARES WHITE MOUNTAINS INSURANCE 190,246 221,169
    3510 SHARES DECKERS OUTDOOR CORPORATION 161,763 319,550
    3515 SHARES PORTLAND GENERAL ELECTRIC CO 97,930 132,972
    3520 SHARES STURM RUGER & CO INC 192,138 121,898
    3555 SHARES GENERAC HOLDINGS INC 167,797 166,232
    360 SHARES CORE LABORATORIES NV 73,011 43,322
    3620 SHARES MUELLER INDUSTRIES INC 92,462 123,587
    3639 SHARES ATWOOD OCEANICS INC 155,388 103,238
    3650 SHARES SYSMEX CORPORATION 60,775 82,045
    3668 SHARES LOWES COMPANIES INC 140,455 252,358
    3695 SHARES OWENS ILLINOIS INC NEW 82,498 99,728
    3720 SHARES MOSAIC COMPANY 179,331 169,818
    3795 SHARES MEDIA GENERAL INC 66,339 63,490
    3938 SHARES EATON VANCE CORP-NON VTG 122,488 161,182
    400 SHARES FIRST NATIONAL BANK ALASKA 310,965 635,200
    40000 SHARES ABBOTT LABORATORIES 864,644 1,800,800
    40000 SHARES CITIGROUP INC 1,995,847 2,164,400
    40000 SHARES EXELON CORPORATION 1,300,204 1,483,200
    40000 SHARES ROYAL DUTCH SHELL PLC 1,905,792 2,678,000
    4010 SHARES TEMPUR SEALY INTERNATIONAL INC 139,034 220,189
    4086 SHARES PFIZER INC 111,173 127,279
    4150 SHARES FANUC CORPORATION 121,042 115,063
    43100 SHARES NUCOR CORP 1,619,137 2,114,055
    4367 SHARES ALTRIA GROUP INC 158,954 215,162
    4385 SHARES PRESTIGE BRANDS HLDGS INC 91,431 152,247
    4460 SHARES ADVENT SOFTWARE INC 127,823 136,654
    447 SHARES WYNN RESORTS LTD 69,949 66,496
    450 SHARES ALLEGHANY CORP-DEL 190,561 208,575
    451 SHARES TRIPADVISOR INC 32,819 33,672
    4510 SHARES TIDEWATER INC 227,004 146,169
    4516 SHARES BRISTOL MYERS SQUIBB CO 199,248 266,579
    4525 SHARES SVENSKA CELLULOSA 128,138 97,631
    4545 SHARES VERISK ANALYTICS INC 159,099 291,107
    462 SHARES PPG INDUSTRIES INC 64,675 106,791
    4645 SHARES AMBAC FINANCIAL GROUP INC 116,363 113,803
    4652 SHARES CARMAX INC 146,288 309,730
    4670 SHARES CNO FINANCIAL GROUP INC 45,159 80,417
    4750 SHARES EXPERIAN PLC 81,711 80,584
    4850 SHARES SHOPRITE HOLDINGS LTD 79,179 70,534
    5000 SHARES AMGEN INC 561,100 796,450
    5000 SHARES INTERNATIONAL BUSINESS 815,978 802,200
    5000 SHARES JPMORGAN CHASE & CO 271,750 312,900
    50000 SHARES ELI LILLY & CO 1,726,500 3,449,500
    50000 SHARES FIRSTENERGY CORP 1,695,449 1,949,500
    50000 SHARES FREEPORT MCMORAN INC 1,564,000 1,168,000
    50000 SHARES VALE S A 688,299 409,000
    51200 SHARES TRANSOCEAN LTD 2,292,822 938,496
    5166 SHARES CARMAX INC 193,052 343,952
    518 SHARES MEDIVATION INC 51,300 51,598
    52 SHARES PRICELINE GROUP INC (THE) 34,734 59,291
    520 SHARES CUMMINS INC 66,552 74,968
    525 SHARES COSTCO WHOLESALE CORP-NEW 71,937 74,419
    5251 SHARES INTEL CORP 131,501 190,559
    5264 SHARES WELLS FARGO & CO 214,456 288,572
    5350 SHARES CHEMTURA CORPORATION 124,634 132,306
    536 SHARES VISA INC 85,764 140,539
    5450 SHARES TERADATA CORP 235,375 238,056
    5465 SHARES HEALTHSOUTH CORP 204,664 210,184
    55006 SHARES GENERAL MOTORS COMPANY 1,486,154 1,920,259
    5535 SHARES ARRIS GROUP INC NEW 164,551 167,102
    5540 SHARES MEADWESTVACO CORP 142,506 245,921
    5661 SHARES TENET HEALTHCARE CORPORATION 143,558 286,843
    5665 SHARES CROWN HOLDINGS INC 194,717 288,349
    568 SHARES NEWMARKET CORPORATION 176,452 229,205
    5900 SHARES DOMTAR CORP 259,047 237,298
    5906 SHARES IRON MOUNTAIN INC 174,950 228,326
    5940 SHARES CISCO SYSTEMS INC 111,384 165,221
    5952 SHARES BANK OF AMERICA CORP 101,507 106,481
    60 SHARES WTB FINANCIAL CORP-CL A 1,160 15,300
    60000 SHARES BANK OF AMERICA CORP 902,600 1,073,400
    60000 SHARES EMC CORP-MASS 1,550,597 1,784,400
    60000 SHARES GLAXOSMITHKLINE PLC 2,564,255 2,564,400
    6100 SHARES CARNIVAL CORP 236,264 276,513
    6135 SHARES DARLING INGREDIENTS INC 103,966 111,412
    6150 SHARES XYLEM INC 147,875 234,131
    6175 SHARES REX ENERGY CORP 126,156 31,493
    6265 SHARES WTB FINANCIAL CORP 819,035 1,102,640
    628 SHARES VIACOM INC 50,786 47,257
    6350 SHARES SGS SA 157,378 130,689
    665 SHARES 3M COMPANY 65,242 109,273
    670 SHARES PETSMART INC 44,267 54,468
    6937 SHARES EMC CORP-MASS 170,216 206,306
    6940 SHARES LIVE NATION ENTERTAINMENT INC 84,429 181,203
    695 SHARES BLACKROCK INC 175,566 248,504
    70000 SHARES AETNA INC NEW 2,375,203 6,218,100
    70000 SHARES AT&T INC 2,115,398 2,351,300
    70000 SHARES HONDA MOTOR CO LTD 2,068,012 2,066,400
    722 SHARES QUALCOMM INC 47,115 53,666
    728 SHARES EXPEDIA INC 61,159 62,142
    72985.173 SHARES BP P L C SPONSORED ADR 3,451,932 2,782,195
    735 SHARES CHICAGO BRIDGE & IRON CO NV 50,983 30,855
    7400 SHARES BANKUNITED INC 227,331 214,378
    747 SHARES INTERNATIONAL BUSINESS 134,448 119,849
    7600 SHARES ADT CORPORATION 231,678 275,348
    762 SHARES JOHNSON & JOHNSON 80,017 79,682
    766 SHARES VMWARE INC CL A 78,155 63,210
    7705 SHARES CHR HANSEN HLDG 163,730 171,721
    775 SHARES FEDEX CORP 88,960 134,587
    813 SHARES BROWN-FORMAN CORPORATION 58,839 71,414
    8250 SHARES USG CORP NEW 231,567 230,918
    834 SHARES NEWMARKET CORPORATION 204,083 336,544
    836 SHARES CELGENE CORP 49,868 93,515
    836 SHARES EOG RES INC 68,469 76,971
    8500 SHARES SUN ART RETAIL GP LTD 107,762 84,507
    875 SHARES TIDEWATER INC 40,065 28,359
    890 SHARES NORDSTROM INC 60,242 70,657
    8950 SHARES INDUSTRIA DE DISENO TEXTIL 130,727 128,361
    899 SHARES COMCAST CORPORATION 33,945 51,751
    915 SHARES CANADIAN PACIFIC RAILWAY 147,943 176,311
    9235 SHARES HERTZ GLOBAL HLDGS INC 201,050 230,321
    9350 SHARES RECKITT BENCKISER PLC 166,124 151,919
    936 SHARES EXPRESS SCRIPTS HOLDING 51,287 79,251
    940 SHARES CORE LABORATORIES NV 165,619 113,120
    9480 SHARES NORTHWEST BANCSHARES INC MD 125,983 118,784
    959 SHARES HOSPIRA INC 54,354 58,739
    960 SHARES ELI LILLY & CO 50,639 66,230
    960 SHARES PERRIGO COMPANY PLC 137,867 160,474
    966 SHARES GILEAD SCIENCES INC 45,661 91,055
    9710 SHARES ASSURED GUARANTY LTD 174,962 252,363
    9718 SHARES CORNING INC 145,045 222,834
    9770 SHARES KULICKE & SOFFA INDUSTRIES INC 122,511 141,274
    984 SHARES M & T BANK CORP 87,787 123,610
    9860 SHARES CNO FINANCIAL GROUP INC 64,432 169,789

    TY 2014 InvestmentsOtherSchedule2
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    .267804% SHARE ABERDEEN EAFE PLUS FUND, A SERIES OF ABERDEEN INSTITUTIONAL C AT COST 3,220,741 2,985,775
    13930 SHARES REDWOOD TRUST INC AT COST 222,809 274,421
    2420 SHARES OMEGA HEALTHCARE INVESTORS INC AT COST 59,087 94,549
    2690 SHARES SABRA HEALTH CARE REIT INC AT COST 73,999 81,695
    374 SHARES INDIVIOR PLC AT COST 0 4,226
    4800 SHARES ALTISOURCE RESIDENTIAL AT COST 122,664 93,120
    4985 SHARES OMEGA HEALTHCARE INVESTORS INC AT COST 83,900 194,764
    5720 SHARES FIRST INDUSTRIAL REALTY TRUST AT COST 93,751 117,603
    60000 SHARES ANNALY CAPITAL MANAGEMENT INC AT COST 778,899 648,600
    6370 SHARES REDWOOD TRUST INC AT COST 116,913 125,489
    NEW MOUNTAIN PARTNERS IV L.P. AT COST 787,962 787,962

    TY 2014 LandEtcSchedule2
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    SOFTWARE 16,964 16,964 0  
    FURNITURE AND FIXTURES 35,128 22,432 12,696  
    COMPUTERS 8,954 8,954 0  


    TY 2014 LegalFeesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES RELATED TO INVESTMENT STRATEGY AND LITIGATION 12,338 12,338 0 0
    LEGAL FEES FOR ADMINISTRATION 2,036 0 0 0


    TY 2014 OtherAssetsSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST 8,560 4,885 4,885


    TY 2014 OtherExpensesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 1,200 0 0 1,200
    OFFICE SUPPLIES 3,255 0 0 3,255
    PAYROLL SERVICE 1,015 51 0 964
    PROGRAM EDUCATION 17,064 0 0 17,064
    WEBSITE FEES AND TECH SUPPORT 21,375 0 0 21,375
    INSURANCE 8,997 1,799 0 7,198
    POSTAGE AND DELIVERY 995 0 0 995
    TELEPHONE 2,042 0 0 2,042
    MISCELLANEOUS 564 0 0 564
    LARGE ARTS INITIATIVE 6,250 0 0 6,250
    OTHER INITIATIVES 8,000 0 0 8,000
    STATE REGISTRATION 50 0 0 50


    TY 2014 OtherIncomeSchedule2
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM SECURITIES AND LITIGATION SETTLEMENTS 70 70 70
    OTHER INVESTMENT INCOME 2,518 2,518 2,518


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 455,905 455,905 0 0


    TY 2014 TaxesSchedule
    Name:
    JAMES F & MARION L MILLER FOUNDATION
    EIN: 03-0373895
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 314,500 0 0 0
    FOREIGN TAXES ON INVESTMENT INCOME 160,080 160,080 0 0