THE MILEY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE MILEY FOUNDATION (EIN 20-2007116)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349104377
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T17:17:02-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL GREENLEAF CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1025 | AddressLine1Txt |
| City | SCARBOROUGH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040701025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202007116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Miley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILE | BusinessNameControlTxt |
| Phone | 3523682863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MILEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3523682863 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL GREENLEAF CPA | PreparerPersonNm |
| Phone | 2076715510 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,551,113 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,252,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,942 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,978 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $18,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,870 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $13,303 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,565 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,144 | CashBOYAmt |
| Cash EOY | $175,386 | CashEOYAmt |
| Cash EOYFMV | $175,386 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,897 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,364,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,262,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,262,830 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,721,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,551,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,551,113 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163,983 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $127,399 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $370,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $220,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $533,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,399 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,187,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,203,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,187,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,203,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,721,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,551,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,187,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,590 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,315,268 | SubtotalAmt |
| Other Decreases | $111,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,203,714 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,639,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $114,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,384,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,324,625 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049432 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,293,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $86,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,127,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040644 | DistributionYr5Rt |
| Total Distribution | 0.229028 | TotalDistributionRt |
| Average Distribution | 0.045806 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,557,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $131,351 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $721 | SubtotalAmt |
| Tax Based On Investment Income | $721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,500 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,773 | OverpaymentAmt |
| Applied To ES Tax | $1,773 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID MILEY | IndividualWithBooksNm |
| Phone | 3523682863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MILEY | ||||||||
| 3468 NW 85th Terrace | Ocala | FL | 34482 | President | 2.00 | $0 | $0 | $0 |
| BRENDA MILEY | ||||||||
| 3468 NW 85th Terrace | Ocala | FL | 34482 | Director | 0.50 | $0 | $0 | $0 |
| JOHN MILEY | ||||||||
| 886 Shore Road | Cape Elizabeth | ME | 04107 | Director | 0.50 | $0 | $0 | $0 |
| BEN MILEY | ||||||||
| 886 Shore Road | Cape Elizabeth | ME | 04107 | Director | 0.50 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,479,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,596,529 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,596,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,557,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $721 | TotalTaxAmt |
| Distributable Before Adj | $127,158 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $127,158 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $127,158 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $131,351 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $721 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $129,162 | UndistributedIncomePYAmt |
| Qualifying Distributions | $131,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $129,162 | AppliedToYear1Amt |
| Applied To Current Year | $2,189 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $124,969 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND BRENDA MILEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Big Brothers Big Sisters | ||||||
| 195 Lancaster Street | Portland | ME | 04101 | PublicCharity | General Support | $10,000 |
| Big Brothers Big Sisters | ||||||
| 195 Lancaster Street | Portland | ME | 04101 | PublicCharity | Endowment Campaign | $10,000 |
| Boys & Girls Club | ||||||
| 277 Cumberland Avenue | Portland | ME | 04101 | Public Charity | General Support | $3,000 |
| Camp Sunshine | ||||||
| PO Box 187 | South Casco | ME | 04077 | Public Charity | General Suport | $1,000 |
| Cape Elizabeth Land Trust | ||||||
| 330 Ocean House Road | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $250 |
| Center for Grieving Children | ||||||
| PO Box 1438 | Portland | ME | 04104 | Public Charity | General Support | $1,000 |
| Cheverus High School | ||||||
| 267 Ocean Avenue | Portland | ME | 04103 | Public Charity | General Support | $5,000 |
| Equest | ||||||
| PO Box 935 | Kennebunk | ME | 040430935 | Public Charity | General Support | $5,000 |
| Fort Williams Foundation | ||||||
| PO Box 6260 | Cape Elizabeth | ME | 04107 | Public Charity | Genearl Support | $250 |
| Friends of Casco Bay | ||||||
| 43 Slocum Drive | South Portland | ME | 04106 | Public Charity | General Support | $1,000 |
| Good Shepard Food Bank | ||||||
| PO Box 1807 | Auburn | ME | 04211 | Public Charity | General Support | $6,000 |
| Grow Smart Maine | ||||||
| 309 Cumberland Avenue | Portland | ME | 04101 | Public Charity | General Support | $1,000 |
| Juvenile Diabetes Research Foundation | ||||||
| 33 Silver Street | Portland | ME | 04101 | Public Charity | General Support | $0 |
| Friends of Longcreek Youth Development Center | ||||||
| 675 Westbrook Street | South Portland | ME | 04106 | Public Charity | GED Program | $4,000 |
| Maine Vitae Society | ||||||
| 2 Great Falls Plaza 6 | Auburn | ME | 04210 | Public Charity | General Support | $3,000 |
| Maine Special Olympics | ||||||
| 125 John Roberts Road 19 | South Portland | ME | 04106 | Public Charity | General Support | $0 |
| Maine State Society Protection of Animals | ||||||
| PO Box 10 | South Windham | ME | 04082 | Public Charity | General Support | $1,000 |
| McAuley Residence | ||||||
| 91 State Street | Portland | ME | 04101 | Public Charity | Look AheadGeneral Support | $13,000 |
| Mercy Hospital | ||||||
| 144 State Street | Portland | ME | 04101 | Public Charity | General Support | $0 |
| Opportunity Farm | ||||||
| PO Box 65 | New Gloucester | ME | 04260 | Public Charity | GED Program | $4,000 |
| Project Grace | ||||||
| PO Box 6846 | Scarborough | ME | 04074 | Public Charity | General Support | $10,000 |
| Root Cellar (Maine) | ||||||
| 94 Washington Avenue | Portland | ME | 04101 | Public Charity | General Support | $2,000 |
| Salvation Army | ||||||
| 297 Cumberland Avenue | Portland | ME | 04104 | Public Charity | General Support | $5,000 |
| St Bartholomews Church | ||||||
| 8 Two Lights Road | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $3,000 |
| St Joseph's College | ||||||
| 278 Whites Bridge Road | Standish | ME | 04084 | Public Charity | General Support | $1,000 |
| Susan G Komen for the Cure | ||||||
| PO Box 1626 | Bangor | ME | 04402 | Public Charity | General Support | $0 |
| Smile Train | ||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | Public Charity | General Support | $1,000 |
| University of Dublin Fund | ||||||
| 80 Pine Street | New York | NY | 10005 | Public Charity | General Support | $1,000 |
| Thomas Memorial Library Foundation | ||||||
| 6 Scott Dyer Road | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $200 |
| Wayside Soup Kitchen | ||||||
| PO Box 1278 | Portland | ME | 04101 | Public Charity | General Support | $6,000 |
| Wentworth Institute of Technology | ||||||
| 550 Huntington Avenue | Boston | MA | 02115 | Public Charity | General Support | $3,500 |
| YMCA Camp Belknap | ||||||
| 172 Governor Wentworth Highway | Wolfeboro | NH | 03894 | Public Charity | General Support | $2,500 |
| Union of Maine Visual Artists | ||||||
| 1797 Bristol Road | Briston | ME | 04539 | Public Charity | General Support | $0 |
| Learning Works | ||||||
| 181 Brackett Street | Portland | ME | 04102 | Public Charity | General Support | $3,000 |
| Sisters of Mercy | ||||||
| 6 Down Street | Indian Island | ME | 04468 | Public Charity | General Support | $0 |
| Saco River Grange Hall | ||||||
| PO Box 1 | Bar Mills | ME | 04004 | Public Charity | General Support | $1,000 |
| Open Gates Equine Rescue Inc | ||||||
| 407 Morse Road | New Gloucester | ME | 04260 | Public Charity | General Support | $500 |
| Maine Farmland Trust | ||||||
| 97 Main Street | Belfast | ME | 04915 | Public Charity | General Support | $1,000 |
| Bishop's Appeal | ||||||
| PO Box 11559 | Portland | ME | 04104 | Public Charity | General Support | $0 |
| Clongowes Wood College Foundation US | ||||||
| 19 Cross Street | Medfield | MA | 02052 | Public Charity | CUBATowards 200Jack Kavanah Trust | $5,000 |
| Capuchin Province of Mid-America | ||||||
| 3613 Wyandot Street | Denver | CO | 80211 | Public Charity | General Support | $1,000 |
| Maine Cancer Society | ||||||
| One Main Street Suite 300 | Topsham | ME | 04086 | Public Charity | General Support | $0 |
| Ocala Farm Ministry | ||||||
| 489 NW 110th Avenue | Ocala | FL | 34482 | Public Charity | Genearl Support | $1,375 |
| Purpoodock Club (Kids Peace) | ||||||
| 300 Spurwink Avenue | Cape Elizabeth | ME | 04107 | Public Charity | General Support | $0 |
| Sisters of Mercy Northeast Community | ||||||
| 15 Highland View Road | Cumberland | RI | 02864 | Public Charity | General Support | $0 |
| Catholic Charities of Maine | ||||||
| PO Box 10660 | Portland | ME | 04104 | Public Charity | Scholarship fund | $500 |
| Leukemia and Lymphoma Society | ||||||
| 1700 Soscol Ave Suite 3 | Napa | CA | 94559 | Public Charity | General Support | $0 |
| Maine Center for Entrepreneurial Development | ||||||
| 30 Danforth Street Suite 204 | Portland | ME | 04101 | Public Charity | General Support | $0 |
| Muscular Dystrophy Association | ||||||
| 30 Mechanic Street Suite 100 | Westbrook | ME | 04092 | Public Charity | General Support | $0 |
| American Heart Association | ||||||
| 1706 SE 11th Street | Ocala | FL | 34471 | Public Charity | General Support | $100 |
| Scarborough Land Trust | ||||||
| PO Box 1237 | Scarborough | ME | 04070 | Public Charity | General Support | $250 |
| Sisters of Mercy Hermanas de la Misericor | ||||||
| 15 Highland View Road | Cumberland | RI | 028641124 | Public Charity | General Support | $0 |
| Shepard's Lighthouse | ||||||
| 5930 SE Robinson Road | Belleview | FL | 34420 | Public Charity | General Support | $2,000 |
| American Diabetes Association | ||||||
| 1000 Main St Suite 150 | Napa | CA | 94559 | Public Charity | General Support | $250 |
| CAF America | ||||||
| Suite 150 1800 Diagonal Road | Alexandria | VA | 22314 | Public Charity | General Support | $10,870 |
| American Farmland Trust | ||||||
| 1150 Connecticut Ave NW Suite 600 | Washington | DC | 20036 | Public Charity | General Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,045 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,737 | 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 |
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 Person | DAVID AND BRENDA MILEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3468 NW 85th Terrace | AddressLine1Txt |
| City | Ocala | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Investment equity securities with Charles Schwab Brokerage | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA MILEY FOUNDATION NORMAL COURSE O | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,252,254 | GrossSalesPriceAmt |
| Basis | $1,248,553 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $3,701 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities at UBS | $33,404 | $33,404 |
| Fixed Income at UBS | $68,352 | $68,352 |
| Mutual Funds at UBS | $658,587 | $658,587 |
| Equities at Charles Schwab | ||
| Exchange-traded products at Charles Schwab | $1,502,487 | $1,502,487 |
| Bond funds at Charles Schwab |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | DAVID MILEY | LenderPersonNm |
| Title | Officer | TitleTxt |
| Loan Original | $500,000 | LoanOriginalAmt |
| Balance Due | $220,000 | BalanceDueAmt |
| Note | 2006-09 | NoteDt |
| Loan Maturity | 2016-09 | LoanMaturityDt |
| Repayment Terms | Principal and accrued interest due by maturity | RepaymentTermsTxt |
| Interest | 0.05210000 | InterestRt |
| Loan Purpose | Provide Foundation means to increase its investment income | LoanPurposeTxt |
| Lender Consideration | cash | LenderConsiderationDesc |
| Consideration FMV | $220,000 | ConsiderationFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss on investments | Desc |
| Amt | $111,554 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Supplies | $50 | $50 |
| Annual report expense | $73 | $73 |
| Postage | $19 | $19 |
| Bank service charge | $20 | $20 |
| Other | $144 | $144 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Revenue And Expenses Per Books | $2,942 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,942 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS Investment Asset Management | $5,831 | $5,831 |
| Charles Schwab Investment Asset Management | $13,039 | $13,039 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Federal Taxes | CategoryTxt |
| Amt | $3,565 | Amt |