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ADAM R SCRIPPS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ADAM R SCRIPPS FOUNDATION (EIN 85-4241768)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202523179349100137
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T13:08:40+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15810 TENNYSON PARKWAY Suite 450AddressLine1Txt
CityPlanoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP750244112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN854241768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Adam R Scripps FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADAMBusinessNameControlTxt
Phone8595815758PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 GRANDVIEW DRIVE 400AddressLine1Txt
CityFt MitchellCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonScott ThomasPersonNm
Person TitleTrusteePersonTitleTxt
Phone8595815758PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLori McLaughlinPreparerPersonNm
PTINP01231707PTIN
Phone2147775200PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$878,336,905FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,900,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,790,744InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,790,744InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,860,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,477,422DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,338,041NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$813,273,997GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,338,041CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$27,576OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$63,917,151TotalRevAndExpnssAmt
Total Net Invst Incm$61,606,207TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$16,752LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$16,752LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,762,938AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,381,469AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,381,469AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,820,359OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,773,219OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$47,140OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$28,887InterestNetInvstIncmAmt
Taxes Rev And Expnss$500,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$69,731TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$69,731TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$635,719OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,490,301OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$635,719OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,805,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,673,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,150,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,482,978ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,457,978ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,288,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,673,876TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$37,608,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,628,674ExcessRevenueOverExpensesAmt
Net Investment Income$54,932,331NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,589,326SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,973,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,973,332SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$73,635,098USGovernmentObligationsBOYAmt
US Government Obligations EOY$84,202,637USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$129,936,927USGovtObligationsEOYFMVAmt
Corporate Stock BOY$480,183,953CorporateStockBOYAmt
Corporate Stock EOY$355,530,615CorporateStockEOYAmt
Corporate Stock EOYFMV$473,396,309CorporateStockEOYFMVAmt
Corporate Bonds BOY$117,567,766CorporateBondsBOYAmt
Corporate Bonds EOY$150,849,233CorporateBondsEOYAmt
Corporate Bonds EOYFMV$106,068,709CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$36,000,000OtherInvestmentsBOYAmt
Other Investments EOY$36,000,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,912,628OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,049,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,049,000OtherAssetsEOYFMVAmt
Total Assets BOY$733,976,143TotalAssetsBOYAmt
Total Assets EOY$754,604,817TotalAssetsEOYAmt
Total Assets EOYFMV$878,336,905TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$733,976,143RetainedEarningBOYAmt
Retained Earning EOY$754,604,817RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$733,976,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$754,604,817TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$733,976,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$754,604,817TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$733,976,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,628,674ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$754,604,817SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$754,604,817TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly traded securitiesPropertyDesc
Gross Sales Price$813,273,997GrossSalesPriceAmt
Cost Or Other Basis$777,935,956CostOrOtherBasisAmt
Gain Or Loss$35,338,041GainOrLossAmt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$35,338,041GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$35,338,041CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$763,559InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$763,559SubtotalAmt
Tax Based On Investment Income$763,559TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$963,384EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$963,384TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$199,825OverpaymentAmt
Applied To ES Tax$199,825AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMIRAMAR SERVICES INCIndividualWithBooksNm
Phone8595815758PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1250 GRANDVIEW DRIVE SUITE 400AddressLine1Txt
CityFt MitchellCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIRAMAR FIDUCIARY CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 S McCarran Blvd Ste 3000AddressLine1Txt
CityRenoCityNm
State AbbreviationNVStateAbbreviationCd
ZIP895096144ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$4,617,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BDT Capital Partners Fund
401 N Michigan AveSTE 3100ChicagoIL60611Investment Fees$1,173,334
Dimensional Fund Advisors
1515 South Tryon StCharlotteNC28203Investment Fees$924,733
Mission Metrics LLC
PO Box 14834ChicagoIL60614Software$166,000
THE NORTHERN TRUST CO
50 South La Salle StChicagoIL60603Investment Fees$75,020
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Hill County Community Needs Council - a debt program related investment to support development of Little Hearts Child Development Center.Description1Txt
Expenses1$1,049,000Expenses1Amt
Total$1,049,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$771,486,569AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,333,682AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$855,820,251TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$855,820,251AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,837,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$842,982,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,149,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,149,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$763,559TaxBasedOnInvestmentIncomeAmt
Total Tax$763,559TotalTaxAmt
Distributable Before Adj$41,385,588DistributableBeforeAdjAmt
Recoveries Qualfied Distri$100,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,485,588DistributableBeforeDedAmt
Distributable As Adjusted$41,485,588DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,608,789ExpensesAndContributionsAmt
Program Related Invst Total$1,049,000ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$38,657,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,485,588DistributableAsAdjustedAmt
Undistributed Income PY$9,505,738UndistributedIncomePYAmt
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$38,657,789QualifyingDistributionsAmt
Applied To Year1$9,505,738AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,152,051AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$12,333,537UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMiramar Fiduciary Corp Sole TrusteeContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (281 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A is for Airplane
PO Box 388FredericksburgTX78624nonePCSummer Programs$15,000
Admiral Nimitz Foundation
328 E Main StreetFredericksburgTX78624nonePCEducation Studio, Space, and Portal$500,000
Aimee Copeland Foundation
1030 Grant St SE Suite 2AtlantaGA303152015nonePCGeneral Purposes$25,000
Aimee Copeland Foundation
1030 Grant St SE Suite 2AtlantaGA303152015nonePCGeneral Operations$50,000
Alamo Springs Volunteer Fire Department
Box 747ComfortTX78013nonePCpurchase and equip Brush Truck$100,000
Alamo Workforce Development Inc
100 N Santa Rosa Ste 120San AntonioTX78207nonePCGeneral Operations$93,750
All Hands And Hearts
82 County Road PMB 79MattapoisettMA02739nonePCHurricane Helene/Milton Relief$56,250
Amarillo Area Foundation Inc
919 S PolkAmarilloTX79101nonePCTexas Panhandle Wildfire Relief$50,000
American Camping Association
5000 State Route 67 NorthMartinsvilleIN461517902nonePCGeneral Operations$200,000
Americares Foundation Inc
88 Hamilton AvenueStamfortCT06902nonePCGeneral Operating Support$5,000
Angel Flight Inc South Central Division
PO Box 2207AddisonTX75001nonePCGeneral Operations$10,000
Angel Flight Inc South Central Division
PO Box 2207AddisonTX75001nonePCGeneral Operations$250,000
Ashlie's Embrace
1967 East Maple Street Suite 186North CantonOH447203333nonePCCuddle Cots and General Operations$60,000
Ashlie's Embrace
1967 East Maple Street Suite 186North CantonOH447203333nonePCGeneral Operations$150,000
Austin Children's Museum
1830 Simond AveAustinTX78723nonePCGeneral Operations$125,000
Austin Disaster Relief Network
12407 N Mopac Expy Suite 250AustinTX78758nonePCTexas Panhandle Wildfire Relief$50,000
Austin Farm Sanctuary
1165 Old Pin Oak RdPaigeTX786594249nonePCGeneral Operations$40,000
Austin Habitat for Humanity Inc
500 W Ben White BlvdAustinTX787047030nonePCGeneral Operations$200,000
Austin Habitat for Humanity Inc
500 W Ben White BlvdAustinTX787047030nonePCCapital Campaign$1,000,000
Austin Lifecare Inc
8401 N Interstate 35AustinTX78753nonePCGeneral Operations$250,000
Austin Pets Alive
PO Box 736245DallasTX753736245nonePCGeneral Operating Support$10,000
Bethany House Services
4769 Reading RoadCincinnatiOH45237nonePCGeneral Operations$100,000
Billy Conway Artist Fund
7979 Chapman RDBozemanMT597187640nonePCGeneral Operations$10,000
Billy Conway Artist Fund
7979 Chapman RDBozemanMT597187640nonePCgeneral ops in honor Cody DuBuc$10,000
Bluebonnet CASA
PO Box 130MasonTX76856nonePCGeneral Operations$24,000
Boys & Girls Club of the Texas Hill Country
P O Box 2307FredericksburgTX78624nonePCGeneral Operations$100,000
Boys & Girls Club of the Texas Hill Country
P O Box 2307FredericksburgTX78624nonePCGeneral Operations$10,000
Boys & Girls Clubs in Texas
166 Hargraves Dr STE C 400AustinTX78737nonePCGeneral Operations for the Texas AIM program$250,000
Bridge Church Fredericksburg Inc
224 FM 2093FredericksburgTX78624nonePCBuilding Note Payoff$101,000
Brophy College Preparatory
4701 N Central AvePhoenixAZ85012nonePCgeneral operating support$5,000
Cabrillo National Monument Foundation
1800 Cabrillo Memorial DrSan DiegoCA921063601nonePCGeneral Operations$75,000
Caritas of Austin
PO Box 1947AustinTX78767nonePCGeneral Operations$100,000
CASA of Central Texas
1619 E Common Suite 301New BraunfelsTX78130nonePCGeneral Operations$75,000
Center for Child Protection
8509 FM 969 Blg 2AustinTX78724nonePCGeneral Operations$150,000
Center for Community Solutions
4508 Mission Bay DriveSan DiegoCA92109nonePCGeneral Operations$100,000
Challenge Air For Kids & Friends
8001 Lemmon Ave Hanger 2DallasTX75209nonePCgeneral operations$20,000
Challenge Air For Kids & Friends
8001 Lemmon Ave Hanger 2DallasTX75209nonePCGeneral Operations$30,000
Changinggears Inc
2015 Central AveCincinnatiOH45214nonePCAdam's Automotive Program$250,000
Charlotte Mason Schools International
406 Post Oak RoadFredericksburgTX786243653nonePCSchool Security Upgrades$100,000
Charlotte Mason Schools International
406 Post Oak RoadFredericksburgTX786243653nonePCSchool Security Upgrades$12,000
Cheyenne Mountain Zoo
4250 Cheyenne Mountain Zoo RoadColorado SpringsCO80906nonePCSponsor Zoo Ball$5,000
Child Advocates of San Antonio
1956 SW W White RoadSan AntonioTX78222nonePCGeneral Operations$75,000
Children's Hospital Medical Center
PO Box 5202CincinnatiOH452015202nonePCearly emerging researchers$250,000
Children's Hospital Medical Center
PO Box 5202CincinnatiOH452015202nonePCNurse Appreciation Pilot Program$200,000
Children's Literacy Center
2928 Straus Lane Suite 100Colorado SpringsCO809078805nonePC2024 Vintner Dinner$1,000
ChildSafe
3730 IH 10 EastSan AntonioTX782204225nonePCGeneral Operations$150,000
Cincinnati Public Radio
1223 Central ParkwayCincinnatiOH45214nonePCBuilding Connections Campaign$333,333
Cincinnati Public Radio
1223 Central ParkwayCincinnatiOH45214nonePCBuilding Connections Campaign$33,333
Cincinnati Public Radio
1223 Central ParkwayCincinnatiOH45214nonePCSite Visit Grant$25,000
Clear Texas Lakes
1617 Golf Club DrLantanaTX762267407nonePCGeneral Operations$25,000
Clovernook Center for the Blind and Visually Impaired
7000 Hamilton AveCincinnatiOH452315240nonePCGeneral Operations$10,000
Clovernook Center for the Blind and Visually Impaired
7000 Hamilton AveCincinnatiOH452315240nonePCGeneral operating support$100,000
CMC Foundation of Central Texas
4900 Mueller BoulevardAustinTX78723nonePCGeneral Operations$250,000
CMC Foundation of Central Texas
4900 Mueller BoulevardAustinTX78723nonePCNurse Appreciation Pilot Program$200,000
College Possible
755 Prior Ave N Ste 210Saint PaulMN551041064nonePCScholarships$701,200
Colorado Force Softball
10366 Stagecoach Park CtColorado SpringsCO809244489nonePCGeneral Operations$10,000
Communities in Schools of San Antonio
1045 Cheever Blvd Ste 201San AntonioTX78217nonePCGeneral Operations$200,000
Compound LB
1395 Coronado AvenueLong BeachCA90804nonePCGeneral Operations$100,000
Compound LB
1395 Coronado AvenueLong BeachCA90804nonePCGeneral Operations$10,000
Compound LB
1395 Coronado AvenueLong BeachCA90804nonePCGeneral Operations$10,000
Compound LB
1395 Coronado AvenueLong BeachCA90804nonePCGeneral Operations$15,000
Connecticut Public Broadcasting Inc
1049 Asylum AveHartfordCT061052432nonePCGeneral Operations$100,000
Conservation Allies
6990 Ivy Hill DriveWarrentonVA20187nonePCSite Visit$25,000
Conservation Allies
6990 Ivy Hill DriveWarrentonVA20187nonePCGeneral Operations$10,000
CORE Community Organized Relief Efforts
910 N Hill StreetLos AngelesCA90012nonePCHurricane Helene/Milton Relief$56,250
CosILoveYou
310 S 14th StreetColorado SpringsCO809044009nonePCBackpack Bash 2024$1,000
COTA-Children's Organ Transplant Assoc
2501 West COTA DriveBloomingtonIN47403nonePCGeneral Operations$150,000
Cottonwood Artists' School
427 E Colorado AveColorado SpringsCO80903nonePCFlora Fest$1,000
Crayons to Computers Inc
1350 Tennessee AveCincinnatiOH452291014nonePCSite Visit$10,000
Create Healthy Management fka Hill Country Memorial Hospital
PO Box 1339FredericksburgTX78624nonePCGeneral Operations Wellness Center$10,000
Dallas Hearing Foundation
7777 Forest Lane C A94 PMB 143DallasTX752307513nonePCGeneral Operations$50,000
Dave Thomas Foundation for Adoption
4900 Tuttle Crossing BlvdDublinOH430161532nonePCGeneral Operations$5,000
Defenders Of Wildlife
1130 17TH ST NWWashingtonDC200364604nonePCGeneral Operations$29,688
Direct Relief
6100 Wallace Becknell RoadSanta BarbaraCA93117nonePCgeneral operations support$5,000
Direct Relief
6100 Wallace Becknell RoadSanta BarbaraCA93117nonePCHurricane Helene/Milton Relief$56,250
Doctors Without Borders USA
40 Rector Street 16th FloorNew YorkNY10006nonePCMedical care for children in Gaza$10,000
Dog Is My CoPilot Inc
PO Box 3399JacksonWY83001nonePCGeneral Operations$75,000
Domestic Violence Intervention Services Inc
3124 E Apache StTulsaOK74110nonePCGeneral Operations$100,000
Doss Volunteer Fire Department
14500 N Ranch Road 783 PO Box 31DossTX78618nonePCGeneral Operations$40,000
Dress for Success Austin
3000 S I-35 Frontage Rd Suite 180AustinTX78704nonePCGeneral Operations$75,000
EAA Aviation Foundation Inc
3000 Poberezny RdOshkoshWI54902nonePCGeneral Operations$500,000
Earn A Bikeorg
25702 Apache Creek RdSan AntonioTX78260nonePCGeneral Operations$50,000
Family Justice Center of Washington County
735 SW 158th AvenueBeavertonOR97006nonePCGeneral Operations$100,000
FBG Friends of the Fields
375 Bermuda LaneFredericksburgTX78624nonePCpark building$500,000
FBG Friends of the Fields
375 Bermuda LaneFredericksburgTX78624nonePCPark Costs$500,000
Fisher House Foundation
111 Rockville Pike 420RockvilleMD20850nonePCsite visit$10,000
Fleet of Angels Inc
3226 S Newcombe Street Suite 101DenverCO80227nonePCTexas Panhandle Wildfire Relief$25,000
Fleet of Angels Inc
3226 S Newcombe Street Suite 101DenverCO80227nonePCGeneral Operations$25,000
Foster Angels of Central Texas
PO Box 152575AustinTX787152575nonePCGeneral Operations$20,000
Foster Village
15400 Fitzhugh RoadDripping SpringsTX78620nonePCGeneral Operations$60,000
Foundation Communities
300 S IH 35 suite 300AustinTX78704nonePCGeneral Operations$250,000
Foundation Communities
300 S IH 35 suite 300AustinTX78704nonePCcapital projects in pipeline$1,000,000
Fredericksburg Community Health Center
140 Industrial Loop STE 100FredericksburgTX78624nonePCGeneral Operations$50,000
Fredericksburg Community Health Center
140 Industrial Loop STE 100FredericksburgTX78624nonePCGeneral Operations$10,000
Fredericksburg Dog Park Association
123 W San Antonio StFredericksburgTX786243739nonePCGeneral Operations$200,000
Fredericksburg Education Initiative Inc
603 FM 2093 STE 1404FredericksburgTX78624nonePCEd Programming / Sponsorship$30,000
Fredericksburg Independent School District
234 Friendship LaneFredericksburgTX78624noneGOVSupport the FISD Softball Program$24,000
Fredericksburg Independent School District
234 Friendship LaneFredericksburgTX78624noneGOVCapacity Building$100,000
Fredericksburg Theater Company
1668 S US Hwy 87FredericksburgTX78624nonePCLighting Upgrades$50,000
Fredericksburg United Methodist Church
1800 Llano StFredericksburgTX786242917nonePCMusic Academy$10,000
Fredericksburg United Methodist Church
1800 Llano StFredericksburgTX786242917nonePCGeneral Operations of Fredericksburg Music Academy$10,000
Fredericksburg Volunteer Fire Department
124 West Main StreetFredericksburgTX78624noneGOVBenefit Fund$20,000
Fredericksburg Volunteer Fire Department
124 West Main StreetFredericksburgTX78624noneGOVGeneral Operations$185,000
Friends of Cibolo Wilderness
140 City Park RdBoerneTX78006nonePCGeneral Operations$50,000
Friends of Disabled Adults and Children
4900 Lewis RoadStone MountainGA30083nonePCGeneral Operations$125,000
Friends of Disabled Adults and Children
4900 Lewis RoadStone MountainGA30083nonePCHurricane Helene Relief$75,000
Friends of Pioneer Memorial Library
115 W Main StreetFredericksburgTX78624nonePCSummer Reading Programs$10,000
Gillespie County Committee On Aging
1009 N LincolnFredericksburgTX78624nonePCMeals on Wheels general operations$100,000
Gillespie County Historical Society
325 W Main StreetFredericksburgTX78624nonePCGeneral Operations$30,000
Gillespie County Wild Game Dinner Inc
501 W Main StreetFredericksburgTX786243129nonePCSponsor Food Costs$10,000
Gillespie County Youth Livestock Show
PO Box 3106FredericksburgTX78624nonePCGeneral Operations$150,000
Giving Austin Labor Support
PO Box 41074AustinTX78704nonePCGeneral Operations$50,000
Global Sanctuary for Elephants
PO Box 2426BrentwoodTN37024nonePCGeneral Operations$120,000
Habitat For Humanity International
322 West Lamar StreetAmericusGA317093543nonePCHurricane Helene/Milton Relief$56,250
Habitat for Humanity of San Antonio Inc
311 Probandt StSan AntonioTX782041745nonePCGeneral Operations$200,000
Habitat for Humanity of San Antonio Inc
311 Probandt StSan AntonioTX782041745nonePCTechnology updates$150,000
Harper Volunteer Fire Department
84 N Ranch Road 783HarperTX78631nonePCPurchase Ambulance$50,000
HawkQuest
12338 N 2nd StParkerCO801349644nonePCgeneral operations$25,000
Headwaters for Heroes
201 S School StreetHarperTX78631nonePCGeneral Operations$200,000
Heritage Family School
310 Smokehouse RoadFredericksburgTX78624nonePCHandbell Project$15,000
Heritage Family School
310 Smokehouse RoadFredericksburgTX78624nonePCFront Office Expansion$5,000
Heritage Family School
310 Smokehouse RoadFredericksburgTX78624nonePCChristmas Bonuses$41,500
Hill Country Community Needs Council
1904 North Llano Street PO Box 73FredericksburgTX78624nonePCBuilding Development Center$500,000
Hill Country Crisis Council
PO Box 291817KerrvilleTX78029nonePCGeneral Operations$10,000
Hill Country Crisis Council
PO Box 291817KerrvilleTX78029nonePCGeneral Operations$75,000
Hill Country Educational Leadership
PO Box 1783Marble FallsTX78654nonePCGeneral Operations$50,000
Hill Country Youth Commercial Heifer Show and Sale
PO Box 637MasonTX76856nonePCGeneral Operations$25,000
Hill Country Youth Ranch
PO Box 67IngramTX78025nonePCGeneral Operations$150,000
Honor Vets Now
PO Box 1024FredericksburgTX78624nonePCHill Country Vet Fest Fundrasier$5,000
Hudson Valley Shakespeare Festival
2015 Route NY 9GarrisonNY10524nonePCCapital Campaign$100,000
Hudson Valley Shakespeare Festival
2015 Route NY 9GarrisonNY10524nonePCCapital Campaign$10,000
Hudson Valley Shakespeare Festival
2015 Route NY 9GarrisonNY10524nonePCCapital Campaign$100,000
Hudson Valley Shakespeare Festival
2015 Route NY 9GarrisonNY10524nonePCcapital campaign$10,000
Hudson Valley Shakespeare Festival
2015 Route NY 9GarrisonNY10524nonePCCapital Campaign for SHS Theatre$125,000
Humane Society of Northern Kentucky Inc
PO Box 166FalmouthKY41040nonePCCapital Campaign$50,000
Indian Pueblo Cultural Center
2401 12th St NWAlbuquerqueNM87102nonePCGeneral Operations$50,000
Joyful Heart Foundation
320 7th Avenue 161BrooklynNY11215nonePCIBA Policy and Awareness Project$316,500
JRB Athletics
8227 Maloy ManorSan AntonioTX78250nonePCGeneral Purposes for HOT Swim/America$4,000
Keep Texas Beautiful Inc
8850 Business Park DrAustinTX78759nonePCGeneral Operations$120,000
Ken Anderson Alliance
6940 Plainfield RoadCincinnatiOH45236nonePCGeneral Operations$3,000
Kentucky Center for Public Service Journalism
644 Braddock CourtEdgewoodKY410179695nonePCGeneral Operations$40,000
Khan Academy Inc
277 Castro StMountain ViewCA94041nonePCGeneral Operations in Texas$50,000
Kings Compassion
1716 South San Marcos 224San AntonioTX782077094nonePCGeneral Operations$10,000
Llano River Railroad
100 Train Station DriveLlanoTX78643nonePCSite Visit$10,000
Love 146 Inc
PO Box 8266New HavenCT06530nonePCLighting a Pathway Sponsorship$5,000
Love 146 Inc
PO Box 8266New HavenCT06530nonePCFounders Fund Honoring Rob Morris$25,000
Lutheran Immigration and Refugee Services
700 Light StreetBaltimoreMD212303850nonePCFredericksburg CO Unaccompanied Minor Program$6,000
Make-A-Wish Foundation of Central & South Texas Inc
2224 Walsh Tarleton Ln 200AustinTX78746nonePCGeneral Purposes$250,000
Mama Baby International dba Mama Baby Haiti
PO Box 3061NewbergOR97132nonePCgeneral operating support$10,000
Marine Toys for Tots
18251 Quantico Gateway DrTriangleVA221721776nonePCGeneral Operations$40,000
Mason County Livestock Show & Expo
PO Box 721MasonTX76856nonePCGeneral Operations$5,000
Maysville Players Inc
116 West Second Street Po Box 537MaysvilleKY41056nonePCgeneral operating support$2,000
Mercy Gate Ministries
PO Box 590IngramTX78025nonePCGeneral Operations$45,000
Miami University
501 E High StOxfordOH450561846nonePCGeneral Operations$500,000
Miami University
501 E High StOxfordOH450561846nonePCGeneral Operations$100,000
Miracle Foundation Inc
1506 W 6th StAustinTX787035134nonePCFoster Share App$275,000
Mobile Loaves & Fishes
9301 Hog Eye Road Suite 950AustinTX78724nonePCCommunity 1st Village & general operations$500,000
Mom Center
103 Industrial Loop 900FredericksburgTX78624nonePCGeneral Operations$50,000
National Center for Family Philanthropy
1667 K Street NW Suite 350WashingtonDC20006nonePCMSI Leadership Circle Membership$15,000
New Alternatives for Children
825 7th AvenueNew YorkNY10019nonePCGeneral Operations$100,000
New Alternatives for Children
825 7th AvenueNew YorkNY10019nonePCSite Visit Grant$25,000
New Bedford Light Inc
127 W Rodney French Blvd Box 113New BedfordMA02744nonePCGeneral Operating Support$15,000
New Bedford Light Inc
127 W Rodney French Blvd Box 113New BedfordMA02744nonePCGeneral operations$250,000
NMDP Foundation
500 North 5th StreetMinneapolisMN554011206nonePCClinical Trials$125,000
NMDP Foundation
500 North 5th StreetMinneapolisMN554011206nonePCSite Visit$25,000
Nurse-Family Partnership
1900 Grant Street 4th FloorDenverCO80203nonePCSite Visit$25,000
Nurse-Family Partnership
1900 Grant Street 4th FloorDenverCO80203nonePCGeneral Operations in Texas$250,000
Ocean Blue Project Inc
922 NW Circle Blvd Suite 160CorvallisOR973301483nonePCGeneral Operations$50,000
Ocean Conservancy
1300 19th Street NW 8th FloorWashingtonDC20036nonePCGeneral Operations$50,000
Ohio Domestic Violence Network
174 E Long StColumbusOH432151809nonePCGeneral Operations$100,000
Old Friends Inc
1841 Paynes Depot RoadGeorgetownKY40324nonePCGeneral Operations$67,000
One Simple Wish
1977 N Olden Avenue 292TrentonNJ08618nonePCGeneral Operations$50,000
Ordinary Nurses DBA Casa Tabito
3126 Antero DrLovelandCO80538nonePCGeneral Ops Survive and Thrive Program$10,000
Pet Project For Pets Inc
2200 NW 9th AveWilton ManorsFL333113730nonePCGeneral Operations$25,000
Pets With Disabilities
635 Clay Hammond RdPrince FrederickMD20678nonePCGeneral Operations$45,000
Pivot Inc
201 NE 50th StreetOklahoma CityOK73105nonePCGeneral Operations$100,000
Promise Inc
4105 Norfolk PkwyMelbourneFL32904nonePCGeneral Operations$200,000
Puppies Behind Bars
263 West 38th Street 4th FloorNew YorkNY10018nonePCgeneral operatons$100,000
SA Christian Hope Resource Center
PO Box 780904San AntonioTX78278nonePCGeneral Operations$250,000
SA Christian Hope Resource Center
PO Box 780904San AntonioTX78278nonePCWestside Campus Capital Campaign$600,000
SA Youth
PO Box 7844San AntonioTX782070844nonePCGeneral Operations$250,000
SAFE Alliance
PO Box 19454AustinTX78760nonePCGeneral Operations$200,000
Saint Patrick Church
110 E 3rd StreetMaysvilleKY41056nonePCRoof Repair Project$5,000
Samaritan's Purse
801 Bamboo Road PO Box 3000BooneNC28607nonePCHurricane Helene Relief$125,000
San Antonio Zoological Society
3903 N St Marys StreetSan AntonioTX78212nonePCGeneral Operations$150,000
San Diego Humane Society
5500 Gaines StSan DiegoCA92110nonePCGeneral Operations$75,000
Save The Children
501 Kings Highway East Suite 400FairfiledCT06825nonePCGeneral Operating Support$5,000
Scholarship America
7900 International Drive Suite 500MinneapolisMN55425nonePCAdam Scripps Foundation Scholars 2024$120,000
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCGeneral Operations$100,00069
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCMercy Ball Gala$5,00069
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCGeneral Operations$3,33369
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCEquipment purchase$778,00069
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCMRI Project$500,00069
Scripps Health Foundation
10666 N Torrey Pines Road PO Box 26La JollaCA92038nonePCGeneral Operations$10,00069
Scripps Howard Foundation
312 Walnut StCincinnatiOH45202nonePFBook Campaign$350,000
Scripps Howard Foundation
312 Walnut StCincinnatiOH45202nonePFBob Scripps Community Fund$25,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCGeneral Operations$2,500
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCInvestigative Reporting Program$100,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCBook Campaign$25,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCIf You Give A Child A Book Campaign$2,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCSpelling Bee Centennial Project$100,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCHurricane Relief Efforts$5,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCClay Co KY Book Campaign$10,000
Scripps Howard Fund
312 Walnut StCincinnatiOH45202nonePCEmployee Match Volunteer Program$91,000
Scripps Research Institute
10550 N Torrey Pines Rd TPC 2La JollaCA920379976nonePCGeneral Operations$3,333
Scripps Research Institute
10550 N Torrey Pines Rd TPC 2La JollaCA920379976nonePCResearch Programs$1,865,000
Scripps Research Institute
10550 N Torrey Pines Rd TPC 2La JollaCA920379976nonePCEquipment purchase$350,000
Sea Turtle Inc
PO Box 3087South Padre IslandTX78597nonePCGeneral Operations$100,000
Shriners Hospitals for Children
PO Box 31356TampaFL33631nonePCResearch$250,000
Society for Science & the Public
1719 N Street NWWashingtonDC200362801nonePCgeneral operating support$100,000
Society for Science & the Public
1719 N Street NWWashingtonDC200362801nonePCPurchase and renovation of building$2,000,000
SoundWaters Inc
1281 Cove RoadStamfordCT06902nonePCGeneral Operations$1,000
St Barnabas Episcopal Church
601 W Creek StFredericksburgTX786243117nonePCMothers Day Out Program$10,000
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105nonePCChild Life Specialists Services$75,000
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105nonePCMajor Surgical Procedures$100,000
St Mary's Catholic School
202 S Orange StreetFredericksburgTX78624nonePCPlayground Improvement$25,000
St Thomas Antiochian Orthodox Church
1201 N Llano StFredericksburgTX786243515nonePCGeneral Operations$10,000
Stephen Siller Tunnel to Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306nonePCgeneral operating support$25,000
Street Soccer USA Inc
115 East 13th StreetNew YorkNY10003nonePCDesign grant$50,000
Sundari Foundation Inc
217 NW 15 StreetMiamiFL33136nonePCNational Women's Shelter Network$50,000
Sundari Foundation Inc
217 NW 15 StreetMiamiFL33136nonePCNational Women's Shelter Network$717,000
Teacher Reuse
PO Box 342BudaTX78610nonePCGeneral Operations$25,000
Teacher Reuse
PO Box 342BudaTX78610nonePCCapital Campaign$42,000
TESSA
435 Gold Pass HeightsColorado SpringsCO80906nonePCGeneral Operations$10,000
Texans Care for Children Inc
1016 La Posada Drive Suite 240AustinTX787523853nonePCGeneral Operations$150,000
Texas 4-H
1447 E State Highway 71 Unit ELlanoTX786433534nonePCSite Visit Llano Co 4-H$10,000
Texas 4-H Youth Development Foundation
PO Box 11020College StationTX778421020nonePCGeneral operating support$250,000
Texas CASA Inc
1501 W Anderson Ln Suite B2AustinTX787571452nonePCGeneral Operations$75,000
Texas Farm Bureau Agriculture Research & Education Foundation
PO Box 2689WacoTX767022689nonePCPanhandle Wildfire Relief Program$50,000
Texas Land Conservancy
PO Box 162481AustinTX78716nonePCgeneral operations$100,000
Texas Parks And Wildlife Foundation
6220 Gaston Avenue Suite 700DallasTX75214nonePCGeneral Operations$50,000
Texas Tech Foundation Inc
PO Box 45025LubbockTX79409nonePCgeneral operatons$75,000
The 100 Club Inc
6919 Portwest Drive Suite 150HoustonTX77024nonePCGeneral Operations$10,000
The ARC of Texas
107 Industrial LoopFredericksburgTX786245401nonePCGeneral Operations$50,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCGeneral Operations$10,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCPlayground Improvements$85,424
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCGeneral Operations$8,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCSupport CSS 2024 Carnival$1,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCWriting Retainer$20,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCGeneral Operating Support$10,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCExcellence in Education Program$250,000
The Colorado Springs School
21 Broadmoor AvenueColorado SpringsCO80906nonePCModular Classroom$100,000
The Community Foundation of the Texas Hill Country
241 Earl Garrett StreetKerrvilleTX780285304nonePCCapital Improvements for Der Stadtische Friedhof$250,000
The DigDeep Right to Water Project
932 Wilson St Suite 2DLos AngelesCA90021nonePCNavajo Water Project$250,000
The Diocese of Covington
1125 Madison AvenueCovingtonKY41011nonePCgeneral operating support$1,000
The Mercy Maternity House Inc
8000 Research Forest DriveThe WoodlandsTX77382nonePCGeneral Operations$250,000
The Miramar Employee Giving Fund
250 Grandview Drive Suite 400Ft MitchellKY41017nonePFMSI Employee Giving Match$50,000
The Miramar Employee Giving Fund
250 Grandview Drive Suite 400Ft MitchellKY41017nonePFMSI Employee Giving Match$25,000
The National Packard Museum
1899 Mahoning Avenue NWWarrenOH44483nonePCgeneral operating support$1,000
The Pet Fund
2747 14th StreetSacramentoCA95818nonePCGeneral Operations$100,000
The Place
423 E Cucharras StColorado SpringsCO809033609nonePCGeneral Operations$50,000
The Purple Leash Project
PO Box 188890SacramentoCA95818nonePCPet Friendly Abuse Shelters$25,000
The Regents of the University of California San Diego
9500 Gilman Drive 940La JollaCA920930005nonePCBirch Aquarium Hall of Fishes Remodel$2,000,000
The Salvation Army
607 N Milam StFredericksburgTX786243337nonePCGeneral Operations$10,000
The UC Davis Foundation
One Shields Avenue Gift AdministratDavisCA95616nonePCUC Davos Veterinary Medical School$70,000ion
The University of Texas Foundation
9011 Mountain Ridge Suite 150AustinTX78759nonePCSubiendo Scholarship$200,000
The University of Texas Foundation
9011 Mountain Ridge Suite 150AustinTX78759nonePCGeneral Operations$10,000
Therapy Animals of San Antonio
PO Box 690221San AntonioTX78269nonePCGeneral Operations$50,000
Three Square
4190 N Pecos RdLas VegasNV891150187nonePCGeneral Operations$25,000
Tom Browning Boys & Girls Club
241 East Maple Leaf Road PO Box 206MaysvilleKY41056nonePCgeneral operating support$1,000
Tongva Taraxat Paxaavxa Conservancy
PO Box 608ClaremontCA91711nonePCgeneral operations$100,000
Tracys Paws Rescue
182 CR 245HondoTX788610000nonePCBuilding Campaign & General Operations$40,000
UC San Diego Foundation - SIO
9500 Gilman Drive 940La JollaCA920930210nonePCGeneral Operations$10,000
UC San Diego Foundation - SIO
9500 Gilman Drive 940La JollaCA920930210nonePCBirch Aquarium Excellence Fund$50,000
UC San Diego Foundation - SIO
9500 Gilman Drive 940La JollaCA920930210nonePCGeneral Operations$3,334
UCP of Central Arizona
1802 W Parkside LnPhoenixAZ850271322nonePCGeneral Ops in Honor of Laura Dozer$15,000
UCP of Central Arizona
1802 W Parkside LnPhoenixAZ850271322nonePCGeneral Operations$250,000
Undue Medical Debt
28 07 Jackson Ave 5th FLLong Island CityNY111013459nonePCGeneral Operations$100,000
United Way of San Antonio & Bexar
700 South AlamoSan AntonioTX78205nonePCOpportunity Youth Program$150,000
United Way of San Antonio & Bexar
700 South AlamoSan AntonioTX78205nonePCQualiy Early Childhood Progamming$250,000
Upreach Therapeutic Equestrian Center
153 Paige Hill Rd PO Box 355GoffstownNH03045nonePCGeneral operations$100,000
US Fund For UNICEF
125 Maiden LaneNew YorkNY10038nonePCGeneral Operations$4,000
US Fund For UNICEF
125 Maiden LaneNew YorkNY10038nonePCgeneral operating support$10,000
Wilderness Inquiry Inc
1611 County Road B West Suite 315St PaulMN55113nonePCGeneral Operations$250,000
Wilderness Inquiry Inc
1611 County Road B West Suite 315St PaulMN55113nonePCCapital Campaign$300,000
Willow City Volunteer Fire and Rescue Inc
2553 Ranch Road 1323Willow CityTX78675noneGOVGeneral Operations$250,000
Wisconsin Humane Society
4500 W Wisconsin AveMilwaukeeWI53208nonePCGeneral Operations$50,000
Women Helping Women
215 E Ninth Street 7th FloorCincinnatiOH45202nonePCSurvivor Safety Support for Survivors$50,000
Women Helping Women
215 E Ninth Street 7th FloorCincinnatiOH45202nonePCSurvivor Safety Support for Survivors$256,500
World Central Kitchen Inc
200 Massachusetts Avenue NW 7th FloWashingtonDC20001nonePCHurricane Helene/Milton Relief$56,250or
Xavier University
3800 Victory ParkwayCincinnatiOH45207nonePCGeneral Operations$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,482,978TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,790,744ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,860,790ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,338,041ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRelated party refundDesc
Exclusion1ExclusionCd
Exclusion$27,576ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,017,151ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,017,151TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MIRAMAR CHARITABLE FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MIRAMAR SERVICES 250 GRANDVIEWAddressLine1Txt
Address Line2DRAddressLine2Txt
CityFT MITCHELLCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41017ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,900,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categorygrants management and accounting feesCategoryTxt
Amt$2,762,938Amt
Net Investment Income$1,381,469NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,381,469DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtVerificationVerificationDt
Scripps Howard Foundation
312 Walnut Street 28th FLCincinnatiOH452022023-01-26$220,000BOB SCRIPPS COMMUNITY FUND$10,797012/2/2024THE FOUNDATION REVIEWED THE REPORTS SUBMITTED BY THE GRANTEE, BUT DID NOT UNDERTAKE ANY FURTHER VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.
Scripps Howard Foundation
312 Walnut Street 28th FLCincinnatiOH452022023-02-16$25,000BOB SCRIPPS COMMUNITY FUND$1,151012/2/2024THE FOUNDATION REVIEWED THE REPORTS SUBMITTED BY THE GRANTEE, BUT DID NOT UNDERTAKE ANY FURTHER VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.
Scripps Howard Foundation
312 Walnut Street 28th FLCincinnatiOH452022024-01-12$1,050,000Children & Journalism Initiatives$00A grant in the amount of $350,000 was paid in 2024. AS GRANT WAS JUST MADE, GRANTEE'S FIRST REPORT IS NOT DUE UNTIL 2025.
Miramar Charitable Foundation
250 Grandview Dr STE 400Fort MitchellKY410172024-10-03$150,000MSI Employee Giving Fund$00A grant in the amount of $50,000 was paid in 2024. AS GRANT WAS JUST MADE, GRANTEE'S FIRST REPORT IS NOT DUE UNTIL 2025.
Miramar Charitable Foundation
250 Grandview Dr STE 400Fort MitchellKY410172024-10-03$25,000MSI Employee Giving Fund$00AS GRANT WAS JUST MADE, GRANTEE'S FIRST REPORT IS NOT DUE UNTIL 2025.
Scripps Howard Foundation
312 Walnut Street 28th FLCincinnatiOH452022024-11-21$25,000BOB SCRIPPS COMMUNITY FUND$00AS GRANT WAS JUST MADE, GRANTEE'S FIRST REPORT IS NOT DUE UNTIL 2025.
Hill Country Community Needs Council
1904 North Llano Street PO box 73FredericksburgTX786242024-03-27$1,049,000Program Related Investment - Construction of Little Hearts Child Development Center$00AS GRANT WAS JUST MADE, GRANTEE'S FIRST REPORT IS NOT DUE UNTIL 2025.
SCRIPPS HOWARD FOUNDATION
312 WALNUT STREET 28TH FLCINCINNATIOH452022023-01-19$15,000BOB SCRIPPS COMMUNITY FUND$15,000012/12/2023THE FOUNDATION REVIEWED THE REPORTS SUBMITTED BY THE GRANTEE, BUT DID NOT UNDERTAKE ANY FURTHER VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.2023-12-12

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bondcorporate bondsBondNm
EOY Book Value$150,849,233EOYBookValueAmt
EOYFMV$106,068,709EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stockpublicly traded securitiesStockNm
EOY Book Value$355,530,615EOYBookValueAmt
EOYFMV$473,396,309EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$84,202,637USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$129,936,927USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLimited partnershipsCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$36,000,000BookValueAmt
EOYFMV$40,912,628EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegalCategoryTxt
Legal Fees$16,752LegalFeesAmt
Disbursements Charitable Prps$16,752DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPRI loan receivableDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,049,000EOYBookValueAmt
EOYFMV$1,049,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Office supplies$3,091$3,091
Computer Software Expense$225,193$225,193
Dues & Licenses$2,240$2,240
Communications Expense$72,253$72,253
Program Expenses$199,518$199,518
Meals$43,470$43,470
Insurance$14,906$14,906
ADR fee$28$28
Data Processing Expense$75,020$75,020
Pass through investment expenses$1,382,025
Bond Premium Amortization$108,276

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRelated party refundDesc
Revenue And Expenses Per Books$27,576RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Fees$3,773,219$3,773,219
consulting$47,140$47,140

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$500,000Amt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
ARSF CGL I LLC
c/o Miramar Services 250 GrandviewDrFt MitchellKY41017934610747N/A$0
ARSFCGL 1 LLC
C/O MIRAMAR SERVICES 250 GRANDVIEWDRFt MitchellKY41017331424318N/A$0
ARSFCGL 2 LLC
C/O MIRAMAR SERVICES 250 GRANDVIEWDRFt MitchellKY41017331442392N/A$0