THE MILEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MILEY FOUNDATION (EIN 20-2007116)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-14
- IRS object ID
- 202442589349100459
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-14T13:50:25-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL GREENLEAF CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1025 | AddressLine1Txt |
| City | SCARBOROUGH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202007116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Miley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILE | BusinessNameControlTxt |
| Phone | 3523682863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Miley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3523682863 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cheryl Greenleaf CPA | PreparerPersonNm |
| PTIN | P01379101 | PTIN |
| Phone | 2076715510 | PhoneNum |
| Preparation | 2024-09-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,020,885 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,826 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $94,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $627,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,534,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $738,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,261 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,464 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,000 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $532,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,863 | CashBOYAmt |
| Cash EOY | $9,087 | CashEOYAmt |
| Cash EOYFMV | $9,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,347 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,453,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,960,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,960,451 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,509,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,020,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,020,885 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,509,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,020,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,509,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,020,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,509,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,020,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,509,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $532,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,042,381 | SubtotalAmt |
| Other Decreases | $21,531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,020,850 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,476 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,476 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,476 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,506 | OverpaymentAmt |
| Applied To ES Tax | $1,506 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | David Miley | IndividualWithBooksNm |
| Phone | 3523682863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Miley | ||||||||
| 3468 NW 85th Terrace | Ocala | FL | 34482 | President | 2.00 | $0 | $0 | $0 |
| Brenda Miley | ||||||||
| 3468 NW 85th Terrace | Ocala | FL | 34482 | Director | 0.50 | $0 | $0 | $0 |
| John Miley | ||||||||
| 886 Shore Road | Cape Elizabeth | ME | 04107 | Director | 0.50 | $0 | $0 | $0 |
| Ben Miley | ||||||||
| 886 Shore Road | Cape Elizabeth | ME | 04107 | Director | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,764,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,863,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,863,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,805,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $970 | TotalTaxAmt |
| Distributable Before Adj | $189,300 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,300 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,721 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,855 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,855 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $167,434 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David and Brenda Miley | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Big Brothers Big Sisters | ||||||
| 625 Main Street | Westbrook | ME | 04092 | PublicCharity | General Support | $5,000 |
| Boys & Girls Club | ||||||
| 277 Cumberland Avenue | Portland | ME | 04101 | Public Charity | General Support | $1,000 |
| Cape Elizabeth Land Trust | ||||||
| 330 Ocean House Road | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $100 |
| Cheverus High School | ||||||
| 267 Ocean Avenue | Portland | ME | 04103 | Public Charity | General Support | $2,000 |
| Fort Williams Foundation | ||||||
| PO Box 6260 | Cape Elizabeth | ME | 04107 | Public Charity | Genearl Support | $100 |
| Friends of Casco Bay | ||||||
| 43 Slocum Drive | South Portland | ME | 04106 | Public Charity | General Support | $100 |
| Good Shepard Food Bank | ||||||
| PO Box 1807 | Auburn | ME | 04211 | Public Charity | General Support | $1,000 |
| Maine Vitae Society | ||||||
| 2 Great Falls Plaza 6 | Auburn | ME | 04210 | Public Charity | General Support | $2,000 |
| Northern Light Mercy Hospital Foundation | ||||||
| 144 State Street | Portland | ME | 04101 | Public Charity | Annual campaignGeneral Support | $10,000 |
| Northern Light Mercy Hospital Foundation | ||||||
| 144 State Street | Portland | ME | 04101 | Public Charity | EndowmentRestricted Fund | $100,000 |
| Project Grace | ||||||
| PO Box 6846 | Scarborough | ME | 04074 | Public Charity | General Support | $5,000 |
| Salvation Army | ||||||
| 297 Cumberland Avenue | Portland | ME | 04104 | Public Charity | General Support | $3,000 |
| Smile Train | ||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | Public Charity | General Support | $1,000 |
| Thomas Memorial Library Foundation | ||||||
| 6 Scott Dyer Road | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $100 |
| Wentworth Institute of Technology | ||||||
| 550 Huntington Avenue | Boston | MA | 02115 | Public Charity | General Support | $1,000 |
| YMCA Camp Belknap | ||||||
| 172 Governor Wentworth Highway | Wolfeboro | NH | 03894 | Public Charity | General Support | $1,500 |
| Saco River Theatre | ||||||
| PO Box 661 | Bar Mills | ME | 04004 | Public Charity | General Support | $2,500 |
| Maine Farmland Trust | ||||||
| 97 Main Street | Belfast | ME | 04915 | Public Charity | General Support | $100 |
| Clongowes Wood College Foundation US | ||||||
| 19 Cross Street | Medfield | MA | 02052 | Public Charity | General Support | $2,000 |
| Capuchin Province of Mid-America | ||||||
| 3613 Wyandot Street | Denver | CO | 80211 | Public Charity | General Support | $750 |
| Dempsey Center | ||||||
| PO Box 277 | Auburn | ME | 04212 | Public Charity | General Support | $500 |
| Shepard's Lighthouse | ||||||
| 5930 SE Robinson Road | Belleview | FL | 34420 | Public Charity | General Support | $1,000 |
| CAF America | ||||||
| Suite 150 1800 Diagonal Road | Alexandria | VA | 22314 | Public Charity | National Sailing AcademyGeneral Support | $4,320 |
| CAF America | ||||||
| Suite 375 225 Reinekers Lane | Alexandria | VA | 22314 | Public Charity | Clongowes Union Benevolent AssociationGeneral Support | $10,870 |
| Blessed Trinity | ||||||
| 5 SE 17th Street | Ocala | FL | 34471 | PublicCharity | Village School | $12,000 |
| Saving Mercy Blessed Trinity | ||||||
| 5 SE 17th Street | Ocala | FL | 34471 | PublicCharity | Tiny House Homelessness Project | $7,500 |
| Wayside Soup Kitchen | ||||||
| PO Box 1278 | Portland | ME | 04104 | PublicCharity | General Support | $1,000 |
| Winterkids | ||||||
| 506 Main Street Suite 10 | Westbrook | ME | 04092 | PublicCharity | General Support | $250 |
| Friends of Longcreek Youth Development Center | ||||||
| 675 Westbrook Street | South Portland | ME | 04106 | PublicCharity | DesignatedCreek to College Program | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,690 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $627,913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $722,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | David and Brenda Miley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,826 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Stocks | NoncashPropertyDesc |
| Fair Market Value | $222,275 | FairMarketValueAmt |
| Received | 2023-06-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cheryl Greenleaf CPA Tax return and accounting | CategoryTxt |
| Amt | $1,350 | Amt |
| Disbursements Charitable Prps | $1,350 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| na Miley Foundation normal course o | ||||
| Investment equity securities with Morgan Stanley | Purchased | $4,523,062 | $3,894,540 | $628,522 |
| na Miley Foundation normal course o | ||||
| Investment equity securities with Charles Schwab | Purchased | $11,394 | $12,003 | -$609 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stocks at Morgan Stanley | $1,066,378 | $1,066,378 |
| ETFs & CEFs at Morgan Stanley | $706,610 | $706,610 |
| Mutual Funds at Morgan Stanley | $2,187,463 | $2,187,463 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Drummond Woodsum vetting process for charitable organization | CategoryTxt |
| Legal Fees | $400 | LegalFeesAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on investments | Desc |
| Amt | $21,531 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Annual report expense | $85 | $85 |
| Postage | ||
| Software/supplies | $166 | $166 |
| Bank charges | $30 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS Investment Asset Management | $175 | $175 |
| Charles Schwab Investment Asset Management | $2,836 | $2,836 |
| Morgan Stanley Investment Asset Management | $20,453 | $20,453 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Federal Taxes | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |