2021-11-15T15:21:44-06:00 2020-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD RALEIGH NC 27609 990PF 2020-01-01 562136458 KIM AND FIELDING MILLER FOUNDATION KIMA 9198706822 1501 SPRUCE VIEW LANE RALEIGH NC 27614 J FIELDING MILLER PRESIDENT 9198706822 2021-11-15 1 J FIELDING MILLER 999009999 JAMES K TILLER CPA P00449506 9195717055 2021-11-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2175192 X 2010790 825 825 10226 10226 18261 307969 18261 2782 0 0 2042884 29312 0 0 0 0 0 6180 85 0 5918 34170 0 0 26571 40350 85 0 32489 1507625 1507625 1547975 85 0 1540114 494909 29227 0 278928 522777 522777 2266 2098 2266 2266 375918 626810 850149 800000 800000 800000 800000 1456944 1951853 2175192 0 0 X 1456944 1951853 1456944 1951853 1456944 1951853 1456944 494909 0 1951853 0 1951853 AS REPORTED BY CAPTRUST P 2020-01-01 2020-12-31 120241 113395 6846 6846 AS REPORTED BY CAPTRUST P 2020-01-01 2020-12-31 183000 176313 6687 6687 CAPITAL GAINS DIVIDENDS P 4728 4728 4728 18261 406 0 406 0 406 0 0 0 0 0 0 406 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 1 0 0 1 N/A J FIELDING MILLER 9198706822 1501 SPRUCE VIEW LANE RALEIGH NC 27615 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 588858 592965 800000 1981823 0 0 1981823 29727 1952096 97605 97605 406 406 97199 0 97199 0 97199 1540114 0 1540114 0 1540114 97199 0 0 1341441 313442 537396 364313 53729 2610321 1540114 0 0 0 97199 1442915 0 0 4053236 0 0 0 0 0 0 1341441 2711795 313442 537396 364313 53729 1442915 J FIELDING MILLER KIMBERLY G MILLER X CAPTRUST COMMUNITY FOUNDATION 4208 SIX FORKS RD NO 1700 RALEIGH NC 27609 NONE PC GENERAL SUPPORT 1435000 DURHAM PRESBYTERIAN CHURCH 2504 N ROXBORO ST DURHAM NC 27704 NONE PC GENERAL SUPPORT 10000 EAST CAROLINA UNIVERSITY GREENVILLE CENTRE STE 1100 2200 S CHARLES BLVD GREENVILLE NC 27858 NONE PC CHARITABLE 200 FELLOWSHIP OF CHRISTIAN ATHLETES 6511 CREEDMOOR ROAD 206 RALEIGH NC 27613 NONE PC GENERAL SUPPORT 20000 MUSTARD SEED MINISTRY 5656 CAROLINA BEACH ROAD WILMINGTON NC 28412 NONE PC GENERAL SUPPORT 10425 OVERFLOWING HANDS 1500 BRIARWOOD PLACE RALEIGH NC 27614 NONE PC GENERAL SUPPORT 2000 THE WOMAN'S CLUB 3300 WOMANS CLUB DRIVE RALEIGH NC 27612 NONE PC GENERAL SUPPORT 5000 HAVEN FOR HOPE 1 HAVEN FOR HOPE WAY SAN ANTONIO TX 78207 NONE PC GENERAL SUPPORT 25000 1507625 0 14 825 14 10226 01 2782 18 18261 0 32094 0 32094 0 0 0 0 0 0 0 0 0 0 X X 1 FIELDING MILLER 1501 SPRUCE VIEW LANE RALEIGH NC 27614 2002000 X 878.512SHS T.ROW PRICE QM US SMALL CAP GROWTH AT COST 18295 27457 2105.493SHS MFS NEW DISCOVERY VALUE FUND CLASS I AT COST 19101 26832 1835.216SHS EUROPACIFIC GROWTH FUND CLASS F3 AT COST 48384 69957 6988.675SHS DOUBLELINE SHILLER ENHANCED CAPE FUND CLASS I AT COST 85287 116941 514.22SHS FIDELITY 500 INDEX FUND AT COST 243582 342077 621.049SHS INVESCO DECELOPIG MARKETS FUND CLASS R6 AT COST 23117 33195 1298.107SHS JPMORGAN LARGE-CAP GROWTH FUND CLASS I AT COST 63004 78068 1297.643SHS MFS INTERNATIONAL GROWTH FUND CLASS I AT COST 46381 61833 669.074SHS SCHWAB SMALL-CAP INDEX FUND AT COST 21580 22822 221SHS SELECT SECTOR SPDR TR HEALTH CARE AT COST 23402 25070 353SHS SELECT SECTOR SPDR TR TECHNOLOGY AT COST 34677 45897 NONDEDUCTIBLE GIVING 5199 0 0 0 ACCOUNTING FEES 2400 0 0 0 MAINTENANCE EXPENSE 2150 0 0 2150 UTILITIES 7212 0 0 7212 PROPERTY MANAGEMENT 10475 0 0 10475 HOMEOWNERS FEES 1450 0 0 1450 INSURANCE 5284 0 0 5284 OTHER INCOME 2782 0 J FIELDING MILLER 1501 SPRUCE VIEW LANE RALEIGH NC 27614 FOREIGN TAX 85 85 0 0 INCOME TAX 177 0 0 0 PROPERTY TAXES 5918 0 0 5918