Miller Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Miller Foundation (EIN 54-0761553)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-12
- IRS object ID
- 202132249349100803
- Schema version
- 2020v4.1
- 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
- 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 | 2021-08-12T08:16:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-02 | 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 | 2020 | 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 | $457,333 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,170 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,070 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,272 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $237,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,309 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $395,684 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $261,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $457,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $261,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $265,958 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $265,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $261,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $265,958 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $265,958 | 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 | $169,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $129,957 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,043 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,043 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,043 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $556 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $556 | SubtotalAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $480 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $564 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | 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 | 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 | $389,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $424,473 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $424,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $418,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556 | TotalTaxAmt |
| Distributable Before Adj | $20,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,272 | 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 | $35,272 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,349 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $10,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,272 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,923 | RemainingDistriFromCorpusAmt |
| Total Corpus | $71,054 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,455 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,830 | ExcessFromYear4Amt |
| Excess From Year3 | $10,562 | ExcessFromYear3Amt |
| Excess From Year2 | $13,464 | ExcessFromYear2Amt |
| Excess From Year1 | $12,820 | ExcessFromYear1Amt |
| Excess From Current Year | $14,923 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELK HILL FARM FOUNDATION | |||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | N/A | PC | General & Unrestricted | $1,000 |
| GEORGE C MARSHALL RESEARCH FOUNDATION | |||||||
| 1600 PARADE GROUND | LEXINGTON | VA | 24450 | N/A | PC | General & Unrestricted | $4,000 |
| 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 |
| MAYMONT FOUNDATION | |||||||
| 1000 WESTOVER RD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| ROBERT E LEE MEMORIAL ASSOCIATION | |||||||
| 483 GREAT HOUSE RD | STRATFORD | VA | 22558 | N/A | PC | General & Unrestricted | $1,000 |
| SHELTERING ARMS CORPORATION | |||||||
| 8254 ATLEE RD | MECHANICSVLLE | VA | 23116 | N/A | SO II | General & Unrestricted | $2,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $3,000 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $1,500 |
| 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 | Fund for Learning Enrichment Center | $2,000 |
| V M I FOUNDATION INCORPORATED | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | N/A | PC | Memorial Scholarship fund | $3,000 |
| VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES | |||||||
| 901 E BYRD ST STE 1625 | RICHMOND | VA | 23219 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 201 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,023 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,043 | 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 | $44,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,170 | 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 (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,357 | $6,131 |
| ACCENTURE PLC | $3,566 | $11,754 |
| ADOBE SYSTEMS, INC | $2,702 | $14,003 |
| AIR PRODS & CHEM INC | $6,683 | $9,016 |
| ALPHABET INC CL A | $1,700 | $8,763 |
| ALPHABET INC CL C | $1,500 | $7,008 |
| AMAZON COM | $907 | $13,028 |
| AMERICAN TOWER REIT INC | $4,003 | $12,121 |
| AON PLC CL A | $6,293 | $6,761 |
| APPLE INC | $292 | $14,596 |
| BALL CP | $4,931 | $5,684 |
| BECTON DICKINSON & CO | $4,580 | $5,255 |
| BERKSHIRE HATHAWAY INC. CLASS | $3,530 | $9,970 |
| BROADCOM INC | $4,183 | $7,006 |
| BROOKFIELD ASSET MANAGEMENT CL | $7,396 | $16,631 |
| CARMAX INC | $4,477 | $7,368 |
| CHARLES SCHWAB CORP | $6,266 | $8,380 |
| DANAHER CORP | $4,341 | $14,217 |
| DISH NETWORK CORPORATION | $5,022 | $4,916 |
| FLEETCOR TECHNOLGIES INC | $7,288 | $7,639 |
| HOME DEPOT INC | $3,434 | $5,047 |
| HONEYWELL INTL | $5,544 | $7,870 |
| ILLUMINA INC COM | $5,429 | $6,290 |
| ISHARES NASDAQ BIOTECHNOLOGY | $5,028 | $5,454 |
| JOHNSON & JOHNSON | $4,606 | $8,813 |
| JP MORGAN CHASE | $5,459 | $8,387 |
| LIBERTY BROADBAND CORPORATION | $3,433 | $9,185 |
| MARKEL CORP | $4,321 | $9,300 |
| MARTIN MARIETTA MATLS INC | $5,535 | $7,383 |
| MASTERCARD INC | $3,476 | $12,136 |
| MEDTRONIC PLC | $4,990 | $6,091 |
| MERCADOLIBRE, INC | $3,654 | $5,026 |
| MICROSOFT CORP | $7,006 | $13,790 |
| MOODYS CORP | $4,361 | $6,095 |
| NESTLE S.A | $4,160 | $6,597 |
| NIKE INC-CL B | $2,891 | $7,781 |
| PEPSICO INC | $2,266 | $5,932 |
| SHERWIN-WILLIAMS CO | $5,378 | $11,024 |
| SONY CORP ADR | $5,496 | $6,673 |
| T-MOBILE US INC | $7,531 | $11,193 |
| TJX COMPANIES INC | $6,810 | $8,195 |
| UBER | $3,520 | $5,100 |
| UNION PACIFIC | $3,166 | $7,079 |
| VERTEX PHARMCTLS INC | $3,552 | $3,545 |
| VISA INC | $3,146 | $12,030 |
| WALT DISNEY HOLDINGS CO | $6,100 | $9,421 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $5,272 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $5,272 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,070 | Amt |
| Net Investment Income | $4,070 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $78 | Amt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |