Miller Foundation: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- Miller Foundation (EIN 54-0761553)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-07
- IRS object ID
- 202211589349100021
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-07T12:40:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540761553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miller Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT S MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT S | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $505,115 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,791 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,929 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $204,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $202,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $407,186 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $265,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $505,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $265,958 | RetainedEarningBOYAmt |
| Retained Earning EOY | $300,133 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $265,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $300,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $300,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $265,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $300,133 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $300,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $159,113 | GrossSalesPriceAmt |
| Cost Or Other Basis | $81,282 | CostOrOtherBasisAmt |
| Gain Or Loss | $77,831 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $77,831 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,066 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,066 | SubtotalAmt |
| Tax Based On Investment Income | $1,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $608 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $458 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,066 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Collins Denny III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Laura M Meyers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Scott S Miller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| J Clifford Miller III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Carter M Tatum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Sec, Dir | 1.0 | $0 | $0 | $0 |
| Clifford M Yonce | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $415,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $494,442 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $494,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $487,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,066 | TotalTaxAmt |
| Distributable Before Adj | $23,285 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,285 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $41,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,285 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $8,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,464 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,820 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,923 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,445 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,160 | RemainingDistriFromCorpusAmt |
| Total Corpus | $78,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,562 | ExcessFromYear4Amt |
| Excess From Year3 | $13,464 | ExcessFromYear3Amt |
| Excess From Year2 | $12,820 | ExcessFromYear2Amt |
| Excess From Year1 | $14,923 | ExcessFromYear1Amt |
| Excess From Current Year | $18,160 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEORGE C MARSHALL RESEARCH FOUNDATION | |||||||
| 1600 PARADE GROUND | LEXINGTON | VA | 24450 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE RD | RICHMOND | VA | 23223 | N/A | PC | General & Unrestricted | $2,500 |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY STE 200 | RICHMOND | VA | 23231 | N/A | PC | General & Unrestricted | $1,500 |
| MANAKIN EPISCOPAL CHURCH | |||||||
| 985 HUGUENOT TRAIL | MIDLOTHIAN | VA | 23113 | N/A | PC | General & Unrestricted | $4,000 |
| MAYMONT FOUNDATION | |||||||
| 1000 WESTOVER RD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Conservation efforts in the State of Virginia | $1,000 |
| ROBERT E LEE MEMORIAL ASSOCIATION | |||||||
| 483 GREAT HOUSE RD | STRATFORD | VA | 22558 | N/A | PC | General & Unrestricted | $1,000 |
| SCRABBLE SCHOOL PRESERVATION FOUNDATION INC | |||||||
| 20001 ELLIS RD | LIGNUM | VA | 22726 | N/A | PC | Julia E. Boddie Scholarship Fund | $1,000 |
| SHELTERING ARMS CORPORATION | |||||||
| 8226 MEADOWBRIDGE RD | MECHANICSVLLE | VA | 23116 | N/A | SO II | General & Unrestricted | $1,500 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | Issues relating to the State of Virginia | $3,000 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $1,000 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $2,000 |
| V M I FOUNDATION INCORPORATED | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | N/A | PC | Lewis N Miller '32 Memorial Scholarship | $4,500 |
| V M I FOUNDATION INCORPORATED | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | N/A | PC | J Clifford Miller, Jr. '28 Fund for Learning Enrichment Center | $1,000 |
| VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION | |||||||
| PO BOX 842039 | RICHMOND | VA | 23284 | N/A | PC | VCU School for the Arts, Scholarship Fund | $2,000 |
| VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,537 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $3,579 | $6,474 |
| ACCENTURE PLC | $3,011 | $15,753 |
| ADOBE SYSTEMS, INC | $2,239 | $13,042 |
| ADVANCED MICRO DEVICES INC | $4,008 | $7,051 |
| AIR PRODS & CHEM INC | $7,611 | $10,649 |
| ALPHABET INC CL A | $1,507 | $11,588 |
| ALPHABET INC CL C | $1,306 | $8,681 |
| AMAZON COM | $4,255 | $13,337 |
| AMERICAN TOWER REIT INC | $2,996 | $11,700 |
| AON PLC CL A | $4,877 | $7,213 |
| APPLE INC | $239 | $15,982 |
| BALL CP | $6,876 | $8,087 |
| BERKSHIRE HATHAWAY INC. CLASS | $2,507 | $8,671 |
| BOOKING HOLDINGS INC | $6,690 | $7,198 |
| BROADCOM INC | $3,398 | $8,650 |
| BROOKFIELD ASSET MANAGEMENT CL | $5,113 | $14,974 |
| CARMAX INC | $4,025 | $9,246 |
| CONSTELLATION BRANDS INC | $5,353 | $6,274 |
| DANAHER CORP | $3,240 | $15,463 |
| DISH NETWORK CORPORATION | $6,759 | $6,164 |
| ELECTRONIC ARTS | $6,331 | $6,595 |
| FACEBOOK INC | $4,552 | $5,718 |
| HOME DEPOT INC | $2,905 | $6,640 |
| HONEYWELL INTL | $6,239 | $7,923 |
| ILLUMINA INC COM | $3,632 | $4,565 |
| JOHNSON & JOHNSON | $5,506 | $9,580 |
| JP MORGAN CHASE | $4,340 | $7,284 |
| MARKEL CORP | $5,086 | $11,106 |
| MARTIN MARIETTA MATLS INC | $4,478 | $9,251 |
| MASTERCARD INC | $3,663 | $11,139 |
| MEDTRONIC PLC | $4,126 | $4,448 |
| MERCADOLIBRE, INC | $5,160 | $5,394 |
| MICROSOFT CORP | $6,854 | $19,844 |
| MOODYS CORP | $3,530 | $6,640 |
| PIONEER NAT RES CO | $8,354 | $9,276 |
| SERVICE NOW | $5,173 | $6,491 |
| SHERWIN-WILLIAMS CO | $2,683 | $7,395 |
| SONY CORP ADR - OLD | $5,496 | $8,342 |
| SONY GROUP CORP | $429 | $506 |
| T-MOBILE US INC | $7,509 | $8,699 |
| TJX COMPANIES INC | $9,170 | $11,540 |
| UNION PACIFIC | $2,682 | $7,306 |
| UNITEDHEALTH GROUP INC | $5,608 | $7,532 |
| VISA INC | $2,993 | $10,185 |
| WALT DISNEY HOLDINGS CO | $6,116 | $7,590 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,445 | $5,445 | |
| Bank Charges | $3 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,791 | Amt |
| Net Investment Income | $4,791 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $600 | |
| 990-PF Extension for 2020 | $480 | |
| Foreign Tax Paid | $43 | $43 |