KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-06
- IRS object ID
- 202433419349100703
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-06T11:05:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260058143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPFINANCIAL PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2375 E CAMELBACK ROAD STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | 562136458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM AND FIELDING MILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMA | BusinessNameControlTxt |
| Phone | 9198706822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J FIELDING MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9198706822 | PhoneNum |
| Signature | 2024-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER WERTHEIM | PreparerPersonNm |
| PTIN | P01252754 | PTIN |
| Phone | 8002221232 | PhoneNum |
| Preparation | 2024-12-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,354,281 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,274,203 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,378,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,640 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $606 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,681 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,933 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,403 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,796 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,796 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,016 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,297,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,915 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,157,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,284,366 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,284,366 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $850,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $800,000 | LandBOYAmt |
| Land EOY | $850,000 | LandEOYAmt |
| Land EOYFMV | $850,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,981,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,354,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,354,281 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,931,405 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,354,281 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,931,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,354,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,981,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,354,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,931,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,297,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $125,049 | OtherIncreasesAmt |
| Subtotal | $3,354,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,354,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AS REPORTED BY CAPTRUST - PERSHING #1709 | 2023-01-01 | 2023-12-31 | $119,989 | $124,360 | -$4,371 | -$4,371 |
| AS REPORTED BY CAPTRUST - PERSHING #1709 | 2022-01-01 | 2023-12-31 | $353,324 | $272,921 | $80,403 | $80,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $829 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,829 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,399 | OverpaymentAmt |
| Applied To ES Tax | $2,399 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J FIELDING MILLER | IndividualWithBooksNm |
| Phone | 9198706822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| J FIELDING MILLER | ||||||||
| 1501 SPRUCE VIEW LANE | RALEIGH | NC | 27615 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KIMBERLY G MILLER | ||||||||
| 1501 SPRUCE VIEW LANE | RALEIGH | NC | 27615 | SECRETARY | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,195,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $850,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,114,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,114,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,082,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,430 | TotalTaxAmt |
| Distributable Before Adj | $102,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $364,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,442,915 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $25,956 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,886,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,825 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,825 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,862,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $339,488 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,522,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,729 | ExcessFromYear4Amt |
| Excess From Year3 | $1,442,915 | ExcessFromYear3Amt |
| Excess From Year1 | $25,956 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J FIELDING MILLER | ContributingManagerNm |
| Contributing Manager | KIMBERLY G MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPTRUST COMMUNITY FOUNDATION | |||||||
| 4208 SIX FORKS ROAD SUITE 1700 | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ECU EDUCATIONAL FOUNDATION | |||||||
| 351 WARD SPORTS MEDICINE BUILDING | GREENVILLE | NC | 27858 | NONE | PC | GENERAL SUPPORT | $10,406 |
| FOUNDATION OF HOPE | |||||||
| 9401 GLENWOOD AVENUE | RALEIGH | NC | 27617 | NONE | PC | GENERAL SUPPORT | $13,390 |
| LIFECARE INC | |||||||
| 1306 HILLSBOROUGH STREET | RALEIGH | NC | 27605 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 112 S SALISBURY ST | RALEIGH | NC | 27601 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHARIDY JEWISH FEDERATION | |||||||
| 8210 CREEDMOOR ROAD STE 104 | RALEIGH | NC | 27613 | NONE | PC | GENERAL SUPPORT | $2,000 |
| LAKE TILLERY CHURCH | |||||||
| PO BOX 384 | MOUNT GLEAD | NC | 27306 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,796 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,145 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,463 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,640 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | FIELDING MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,270,703 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,153.05 SHARES OF APPLE (APPL) STOCK | $611,440 | 2023-12-28 |
| 1 | 1,138.133 SHARES OF MICROSOFT (MSFT) STOCK | $427,153 | 2023-12-28 |
| 1 | 645 SHARES OF META STOCK | $232,110 | 2023-12-28 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS F3 | FMV | $75,429 | $75,429 |
| MFS INTERNATIONAL GROWTH FUND CLASS I | FMV | $75,799 | $75,799 |
| SELECT SECTOR SPDR TR TECHNOLOGY | FMV | $30,027 | $30,027 |
| FIDELITY 500 INDEX FUND | FMV | $357,682 | $357,682 |
| MFS NEW DISCOVERY VALUE FUND CLASS I | FMV | $43,091 | $43,091 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | FMV | $82,225 | $82,225 |
| JPMORGAN LARGE-CAP GROWTH FUND CLASS I | FMV | $60,894 | $60,894 |
| T.ROW PRICE QM US SMALL CAP GROWTH | FMV | $65,277 | $65,277 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | FMV | $49,939 | $49,939 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | FMV | $39,206 | $39,206 |
| DODGE & COX INTERNATIONAL STOCK I | FMV | $58,083 | $58,083 |
| APPLE INC COMMON STOCK | FMV | $607,057 | $607,057 |
| MICROSOFT CORP COMMON STOCK | FMV | $228,304 | $228,304 |
| META PLATFORMS INC CL A | FMV | $427,984 | $427,984 |
| GMO RESOURCES FUND CLASS 1 | FMV | $31,830 | $31,830 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX FUND | FMV | $51,539 | $51,539 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $7,457 | $0 | $0 | $7,457 |
| PROPERTY MANAGEMENT | $2,400 | $0 | $0 | $2,400 |
| INSURANCE | $5,729 | $0 | $0 | $5,729 |
| PROPERTY MAINTAINANCE | $6,429 | $0 | $0 | $6,429 |
| HOA FEES | $1,820 | $0 | $0 | $1,820 |
| DESIGN IMPROVEMENTS | $8,996 | $0 | $0 | $8,996 |
| BANK FEES | $5 | $5 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $1,125 | $1,125 | $0 | $0 |
| ENTERTAINMENT | $1,400 | $0 | $0 | $0 |
| TENT RENTALS | $572 | $0 | $0 | $572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON ASSETS | Desc |
| Amt | $125,049 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $606 | $606 | $0 | $0 |
| PROPERTY TAXES | $2,681 | $0 | $0 | $2,681 |