Miller Foundation: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- Miller Foundation (EIN 54-0761553)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-24
- IRS object ID
- 201831149349100203
- Schema version
- 2017v2.3
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T08:56:34-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $420,223 | 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 | $392 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $392 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,239 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,986 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,035 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,923 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,923 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $241,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $223,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $355,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $294,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $420,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $294,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $288,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $288,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,427 | ExcessRevenueOverExpensesAmt |
| Subtotal | $288,337 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $288,337 | 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 | $111,647 | GrossSalesPriceAmt |
| Cost Or Other Basis | $88,408 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,239 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,239 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,239 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,232 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $381,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,773 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $404,379 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $408,732 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082205 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,753 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $371,219 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077722 | DistributionYr5Rt |
| Total Distribution | 0.385145 | TotalDistributionRt |
| Average Distribution | 0.077029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $410,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,624 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $496 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $496 | SubtotalAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $496 | TaxDueAmt |
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 |
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 | VP / Dir / Sec | 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 | Pres / Dir / 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 | $363,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $416,804 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $416,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $496 | TotalTaxAmt |
| Distributable Before Adj | $20,032 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,032 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,032 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,594 | 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 | $30,594 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,032 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $9,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,095 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,455 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,594 | QualifyingDistributionsAmt |
| Applied To Current Year | $20,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,562 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,954 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,772 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,240 | ExcessFromYear4Amt |
| Excess From Year3 | $14,095 | ExcessFromYear3Amt |
| Excess From Year2 | $10,455 | ExcessFromYear2Amt |
| Excess From Year1 | $8,830 | ExcessFromYear1Amt |
| Excess From Current Year | $10,562 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS MUSEUM OF RICHMOND | |||||||
| 2626 W BROAD ST | RICHMOND | VA | 23220 | N/A | PC | Commonwealth Parenting Center Program | $500 |
| COLLEGIATE SCHOOL | |||||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | N/A | PC | Powell Summer Economics Program | $600 |
| CONFEDERATE MEMORIAL LITERARY SOCIETY | |||||||
| 1201 E CLAY ST | RICHMOND | VA | 23219 | N/A | PC | Museum of the Confederacy Fund | $250 |
| ELK HILL FARM FOUNDATION | |||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | N/A | PC | General & Unrestricted | $750 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,000 |
| GEORGE C MARSHALL RESEARCH FOUNDATION | |||||||
| 1600 PARADE GROUND | LEXINGTON | VA | 24450 | N/A | PC | Charitable Event | $3,000 |
| HEADWATERS RAPPAHANNOCK COUNTY PUBLIC EDUCATION FO | |||||||
| PO BOX 114 | SPERRYVILLE | VA | 22740 | N/A | PC | General & Unrestricted | $500 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE RD | RICHMOND | VA | 23223 | N/A | PC | Hilliard House Program | $1,650 |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON ST | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,500 |
| RAPPAHANNOCK LEAGUE FOR ENVIRONMENTAL PROTECTION I | |||||||
| PO BOX 94 | WASHINGTON | VA | 22747 | N/A | PC | Bike Trail from Washington, VA to Sperryville, VA fund | $1,500 |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | Darden School Foundation, UVA Division | $2,000 |
| ROBERT E LEE MEMORIAL ASSOCIATION | |||||||
| 483 GREAT HOUSE RD | STRATFORD | VA | 22558 | N/A | PC | General & Unrestricted | $1,000 |
| SHELTERING ARMS FOUNDATION | |||||||
| 8254 ATLEE RD | MECHANICSVILLE | VA | 23116 | N/A | SO II | General & Unrestricted | $1,500 |
| 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 | J. Clifford Miller, Jr. '28 Fund for Learning Enrichment Project | $2,000 |
| V M I FOUNDATION INCORPORATED | |||||||
| PO BOX 932 | LEXINGTON | VA | 24450 | N/A | PC | Lewis N. Miller '32 Memorial Scholarship Fund | $2,000 |
| VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION | |||||||
| PO BOX 842039 | RICHMOND | VA | 23284 | N/A | PC | Virginia Institute for Contemporary Art | $1,000 |
| VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES | |||||||
| 8010 RIDGE RD STE B | RICHMOND | VA | 23229 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,500 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,000 | 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 | $392 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,291 | 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 | $23,239 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,986 | 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 (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $5,537 | $11,482 |
| ADOBE SYSTEMS, INC | $5,132 | $9,638 |
| ALPHABET INC CL A | $1,893 | $6,320 |
| ALPHABET INC CL C | $1,884 | $6,278 |
| AMAZON COM | $1,134 | $5,847 |
| AMERICAN TOWER REIT INC | $5,235 | $11,414 |
| AMERISOURCEBERGEN CORP | $4,494 | $7,346 |
| AMGEN INC | $2,773 | $5,217 |
| ANHEUSER BUSCH COS INC | $1,671 | $3,347 |
| APPLE INC | $372 | $5,923 |
| BERKSHIRE HATHAWAY INC. CLASS | $4,019 | $10,902 |
| BROOKFIELD ASSET MANAGEMENT CL | $5,774 | $11,843 |
| CAPITAL ONE FINANCIAL CORP | $9,311 | $12,945 |
| CARMAX INC | $6,668 | $7,375 |
| CELGENE CORP | $4,021 | $6,262 |
| CHEVRON CORP | $5,177 | $6,885 |
| CITIGROUP INC | $7,484 | $10,789 |
| CME GROUP, INC | $2,901 | $5,842 |
| DANAHER CORP | $6,355 | $9,746 |
| ECOLAB INC | $6,062 | $6,709 |
| EXXON MOBIL CORP | $3,430 | $5,018 |
| FACEBOOK INC | $4,450 | $6,176 |
| FEDEX CORPORATION | $4,808 | $7,486 |
| GEN DYNAMICS CP | $4,024 | $6,104 |
| ISHARES DJ US HCIF | $3,813 | $5,902 |
| JOHNSON & JOHNSON | $5,622 | $10,479 |
| JOHNSON CONTROLS INTERNATIONAL | $4,307 | $3,811 |
| JP MORGAN CHASE | $3,807 | $7,486 |
| LIBERTY BROADBAND CORPORATION | $2,361 | $4,173 |
| LIBERTY SIRIUS XM CORP - SER C | $2,873 | $4,164 |
| MARATHON PETROLEUM CORP | $3,617 | $6,268 |
| MARKEL CORP | $5,761 | $13,669 |
| MARTIN MARIETTA MATLS INC | $5,535 | $5,747 |
| MASTERCARD INC | $4,090 | $6,054 |
| MERCK & CO INC | $6,629 | $6,190 |
| MONDELEZ INTERNATIONAL INC | $3,713 | $4,280 |
| NESTLE S.A | $6,813 | $8,167 |
| NIKE INC-CL B | $4,731 | $5,630 |
| ORACLE CORP | $5,039 | $4,728 |
| PEPSICO INC | $2,266 | $4,797 |
| PRICELINE.COM INCORPORATED | $4,811 | $6,951 |
| SCHLUMBERGER LTD | $7,604 | $6,065 |
| SHERWIN-WILLIAMS CO | $4,380 | $5,331 |
| SOUTHWEST AIRLINES | $4,892 | $7,527 |
| STARBUCKS CORP COM | $5,172 | $5,169 |
| UNION PACIFIC | $5,686 | $8,046 |
| VISA INC | $4,098 | $11,972 |
| VULCAN MATERIALS CO | $5,012 | $5,135 |
| WALT DISNEY HOLDINGS CO | $1,694 | $5,376 |
| WEYERHAEUSER CO | $4,479 | $5,289 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $4,594 | $4,594 | |
| Bank Charges | $111 | $111 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,035 | Amt |
| Net Investment Income | $4,035 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2016 | $657 | |
| Foreign Tax Paid | $16 | $16 |