KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101856
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:23:04-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD SUITE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562136458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER FAMILY FOUNDATION OF WAKE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9198706822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J FIELDING MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9198706822 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES K TILLER CPA | PreparerPersonNm |
| PTIN | P00449506 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2017-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.226.69.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 13:22:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 11EB19E80D4BC890AF53F286F41B285C8283A3A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA4040B2FC238CEFC7BF0DFE72BCA9206519E5A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,883,771 | 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 | $732,567 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $679,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,031,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,115 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,464 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $644,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,384 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,963 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,429 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,963 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,963 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $683,386 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $921,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $933,424 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $800,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $800,000 | LandBOYAmt |
| Land EOY | $800,000 | LandEOYAmt |
| Land EOYFMV | $800,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,529,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,871,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,883,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,529,862 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,871,382 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,529,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,871,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,529,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,871,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,529,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $644,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,173,947 | SubtotalAmt |
| Other Decreases | $302,565 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,871,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AS REPORTED BY CAPTRUST #622367 | P | 2015-07-01 | 2016-06-30 | $106,065 | $123,613 | -$17,548 | -$17,548 |
| AS REPORTED BY CAPTRUST #622367 | P | 2014-06-30 | 2016-06-30 | $149,165 | $160,291 | -$11,126 | -$11,126 |
| AS REPORTED BY CAPTRUST #622367 | P | 2011-11-09 | 2016-03-10 | $15,538 | $9,832 | $5,706 | $5,706 |
| AS REPORTED BY CAPTRUST #953112 | D | 2010-03-31 | 2013-12-09 | $406,754 | $105,000 | $301,754 | $301,754 |
| CAPITAL GAINS DIVIDENDS | P | $2,233 | $2,233 | $2,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,019 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,424,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,682,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.846733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,454,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085873 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $151,923 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $672,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.226026 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,388 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $517,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.244216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $419,698 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.258893 | DistributionYr5Rt |
| Total Distribution | 1.661741 | TotalDistributionRt |
| Average Distribution | 0.332348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,490,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $495,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $498,451 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,117 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $833 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $833 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,040 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J FIELDING MILLER | IndividualWithBooksNm |
| Phone | 9198706822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $653,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $800,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,513,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,513,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,490,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,548 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,548 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,873 | TotalTaxAmt |
| Distributable Before Adj | $68,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,675 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,117 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $382,117 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,306 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $119,813 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,341,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,704,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,675 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $313,442 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,017,520 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $88,306 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,929,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,726 | ExcessFromYear4Amt |
| Excess From Year3 | $119,813 | ExcessFromYear3Amt |
| Excess From Year2 | $53,792 | ExcessFromYear2Amt |
| Excess From Year1 | $1,341,441 | ExcessFromYear1Amt |
| Excess From Current Year | $313,442 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J FIELDING MILLER | ContributingManagerNm |
| Contributing Manager | KIMBERLY G MILLER | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAND TOGETHER NC | ||||||||
| PO BOX 6445 | RALEIGH | NC | 27628 | NONE | PC | CHARITABLE | $4,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CAPITAL COMMUNITY FOUNDATION INC | ||||||||
| 618 NORTH BOYLAN AVENUE SUITE 410 | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $2,836 | |
| ECU EDUCATIONAL FOUNDATION | ||||||||
| EAST 5TH STREET | GREENVILLE | NC | 27858 | NONE | PC | GENERAL SUPPORT | $285,300 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 6511 CREEDMOOR ROAD 206 | RALEIGH | NC | 27613 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HOPE COMMUNITY CHURCH | ||||||||
| 821 BUCK JONES ROAD | RALEIGH | NC | 27606 | NONE | PC | GENERAL SUPPORT | $2,300 | |
| RAVENSCROFT SCHOOL | ||||||||
| 7409 FALLS OF NEUSE RD | RALEIGH | NC | 27615 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| YMCA | ||||||||
| 801 CORPORATE CENTER DRIVE SUITE | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $10,000 | 200 |
| DURHAM PRESBYTERIAN CHURCH | ||||||||
| 2504 N ROXBORO ST | DURHAM | NC | 27704 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JOURNEY FORWARD | ||||||||
| 5 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CORD OF THREE STRANDS | ||||||||
| 3035 NW 63RD ST STE 202 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| KIDZNOTES | ||||||||
| 1309 HALLEY ST | DURHAM | NC | 27707 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CALDWELL MEMORIAL HOSPITAL | ||||||||
| 321 MULBERRY ST SW | LENOIR | NC | 28645 | NONE | PC | GENERAL SUPPORT | $12,500 | |
| ST JOHN'S UNITED CHURCH OF CHRIST | ||||||||
| 415 PARK AVENUE | NEWPORT | KY | 41071 | NONE | PC | GENERAL SUPPORT | $500 | |
| BAPTIST CHILDREN'S HOMES OF NORTH CAROLINA INC | ||||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,936 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,018 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,115 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,115 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J FIELDING MILLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 SPRUCE VIEW LANE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $732,567 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 19,891 SH FIRST HORIZON NATL CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $407,567 | FairMarketValueAmt |
| Received | 2016-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1397SHS SPDR S&P 500 ETF TR TR UNIT | AT COST | $282,135 | $312,271 |
| 7940.496 PIMCO COMMODITY REAL RETURN | AT COST | $75,716 | $56,854 |
| 4016 SHS ISHARES TR MSCI EAFE ETF | AT COST | $239,695 | $231,844 |
| 6543.615 BLACKSTONE ALTERNATIVE MULTI-STRATEGY INST. | AT COST | $67,066 | $66,810 |
| 5537.129 STONE RIDGE ALL ASSET VARIANCE RISK | AT COST | $56,324 | $58,029 |
| 614 ISHARES TR US REAL ESTATE ETF | AT COST | $42,739 | $47,241 |
| 92 SPDR S&P MIDCAP 400 ETF TR UNIT SER | AT COST | $25,252 | $27,759 |
| 3152.137 PIMCO INCOME FUND INSTITUTIONAL | AT COST | $37,297 | $38,014 |
| 6516.530 STONE RIDGE ALTERNATIVE LENDING | AT COST | $67,470 | $66,729 |
| 779 VANGUARD INTL EQUITY INDEX FDS | AT COST | $27,341 | $27,873 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR FMV/COST BASIS DIFFERENCE OF CONTRIBUTED STOCK | Desc |
| Amt | $302,565 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $3,464 | $3,464 | $0 | $0 |
| UTILITIES | $4,236 | $0 | $0 | $4,236 |
| PROPERTY MANAGEMENT | $2,015 | $0 | $0 | $2,015 |
| HOMEOWNERS FEES | $1,330 | $0 | $0 | $1,330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $416 | Amt |
| Net Investment Income | $416 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |