Miller Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- Miller Foundation (EIN 54-0761553)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202001639349101600
- Schema version
- 2019v5.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T15:49:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201635000033 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $437,886 | 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 | $941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $941 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,320 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,092 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,058 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $229,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $237,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $413,828 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $277,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $437,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $277,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $261,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $261,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,208 | 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 | $77,546 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,400 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,146 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,146 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $416,355 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081162 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $410,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,232 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $381,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071443 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,773 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $408,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082205 | DistributionYr5Rt |
| Total Distribution | 0.382955 | TotalDistributionRt |
| Average Distribution | 0.076591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $421,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,249 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $171 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $171 | SubtotalAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $255 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $255 | TotalPaymentsAndCreditsAmt |
| Overpayment | $84 | OverpaymentAmt |
| Applied To ES Tax | $84 | 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 | $377,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,206 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $428,420 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $428,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $20,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,249 | 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 | $35,249 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,429 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $14,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,455 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,464 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,249 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,820 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,455 | ExcessFromYear4Amt |
| Excess From Year3 | $8,830 | ExcessFromYear3Amt |
| Excess From Year2 | $10,562 | ExcessFromYear2Amt |
| Excess From Year1 | $13,464 | ExcessFromYear1Amt |
| Excess From Current Year | $12,820 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLLEGIATE SCHOOL | |||||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | N/A | PC | Summer Economics Scholarship Fund | $1,000 |
| 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 | Miller Fund | $4,000 |
| HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FO | |||||||
| PO BOX 368 | WASHINGTON | VA | 22747 | N/A | PC | General & Unrestricted | $500 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE RD | RICHMOND | VA | 23223 | N/A | PC | General & Unrestricted | $2,000 |
| JAMES RIVER ASSOCIATION | |||||||
| 4833 OLD MAIN ST | 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 | $2,500 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $2,000 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE RD | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $1,000 |
| V M I FOUNDATION INCORPORATED | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | N/A | PC | Fund for learning enrichment | $2,000 |
| V M I FOUNDATION INCORPORATED | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | N/A | PC | Memorial Scholarship Fund | $2,000 |
| 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 | $2,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 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 | $941 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,233 | 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 | $15,146 | 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 | $21,320 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,320 | 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 (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $5,151 | $13,687 |
| ADOBE SYSTEMS, INC | $4,340 | $15,170 |
| AIR PRODS & CHEM INC | $4,908 | $6,815 |
| ALPHABET INC CL A | $1,893 | $8,036 |
| ALPHABET INC CL C | $1,692 | $6,685 |
| AMAZON COM | $1,134 | $9,239 |
| AMERICAN TOWER REIT INC | $5,029 | $16,776 |
| ANHEUSER BUSCH COS INC | $11,331 | $10,583 |
| APPLE INC | $372 | $10,278 |
| BECTON DICKINSON & CO | $6,304 | $7,887 |
| BERKSHIRE HATHAWAY INC. CLASS | $4,628 | $13,137 |
| BROADCOM INC | $5,228 | $6,320 |
| BROOKFIELD ASSET MANAGEMENT CL | $5,774 | $15,721 |
| CAPITAL ONE FINANCIAL CORP | $6,723 | $8,953 |
| CARMAX INC | $7,330 | $10,959 |
| CHARLES SCHWAB CORP | $6,476 | $7,705 |
| CHEVRON CORP | $4,605 | $5,423 |
| CME GROUP, INC | $2,160 | $6,022 |
| CVS CAREMARK CORP | $6,622 | $6,315 |
| DANAHER CORP | $5,890 | $14,580 |
| ECOLAB INC | $2,800 | $4,439 |
| EOG RESOURCES INC | $6,140 | $5,026 |
| FEDEX CORPORATION | $6,565 | $5,444 |
| GEN DYNAMICS CP | $3,085 | $4,056 |
| HOME DEPOT INC | $6,957 | $8,517 |
| HONEYWELL INTL | $7,199 | $8,673 |
| JOHNSON & JOHNSON | $5,622 | $10,940 |
| JP MORGAN CHASE | $6,858 | $12,685 |
| LIBERTY BROADBAND CORPORATION | $3,433 | $7,294 |
| MARATHON PETROLEUM CORP | $6,486 | $8,134 |
| MARKEL CORP | $5,761 | $13,717 |
| MARTIN MARIETTA MATLS INC | $5,535 | $7,271 |
| MASTERCARD INC | $4,090 | $11,944 |
| MERCK & CO INC | $4,202 | $6,367 |
| MICROSOFT CORP | $5,475 | $8,674 |
| MONDELEZ INTERNATIONAL INC | $2,413 | $3,580 |
| NESTLE S.A | $5,841 | $8,661 |
| NIKE INC-CL B | $3,995 | $7,700 |
| PEPSICO INC | $2,266 | $5,467 |
| SHERWIN-WILLIAMS CO | $5,378 | $8,753 |
| T-MOBILE US INC | $6,739 | $6,352 |
| TJX COMPANIES INC | $8,796 | $9,525 |
| UNION PACIFIC | $3,845 | $7,412 |
| VISA INC | $3,469 | $13,529 |
| VULCAN MATERIALS CO | $3,759 | $4,320 |
| WALT DISNEY HOLDINGS CO | $6,252 | $7,955 |
| WELLS FARGO & CO | $6,599 | $7,102 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $5,249 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $5,249 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,092 | Amt |
| Net Investment Income | $4,092 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $108 | Amt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |