KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-16
IRS object ID: 201631379349102113
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
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-16T11:17:28-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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	2016-05-16	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	2016-05-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,496,542	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	$1,400,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$69	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$69	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$20,877	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$20,877	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$20,701	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$505,153	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,701	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$280	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$280	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$1,441,927	TotalRevAndExpnssAmt
Total Net Invst Incm	$41,927	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
Taxes Rev And Expnss	$6,391	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$288	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$4,774	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$35,964	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,758	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$17,649	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$42,355	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,046	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$22,423	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,402,764	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,402,764	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,445,119	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,046	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,425,187	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,192	ExcessRevenueOverExpensesAmt
Net Investment Income	$38,881	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$31,955	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$45,047	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$45,047	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$1,429	AcctRcvblAmt
Acct Rcvbl BOY	$609	AcctRcvblBOYAmt
Acct Rcvbl EOY	$1,429	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,429	AcctRcvblEOYFMVAmt
Other Investments BOY	$700,490	OtherInvestmentsBOYAmt
Other Investments EOY	$683,386	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$650,066	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	$1,533,054	TotalAssetsBOYAmt
Total Assets EOY	$1,529,862	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,496,542	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,533,054	UnrestrictedBOYAmt
Unrestricted EOY	$1,529,862	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,533,054	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,529,862	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,533,054	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,529,862	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,533,054	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,192	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,529,862	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,529,862	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
702.485 SH ALGER SPECTRA FUND	P	2014-11-20	2015-04-13	$14,885	$14,591	$294	$294
89.806 SH AVENUE CREDIT STRATEGIES FUND	P	2014-12-30	2015-04-06	$960	$1,019	-$59	-$59
1958.923 SH BLACKSTONE ALTERNATIVE MULTI-STRATEGY	P	2014-12-02	2015-09-23	$20,471	$19,746	$725	$725
2727.238 SH HATTERAS HEDGED STRATEGIES FUND	P	2014-12-30	2015-01-05	$29,018	$30,665	-$1,647	-$1,647
34 SH ISHARES TR RUSSELL 2000 ETF	P	2015-04-13	2015-09-23	$3,859	$4,272	-$413	-$413
659.139 SH JOHN HANCOCK DISCIPLINED VALUE FUND	P	2015-02-12	2015-04-13	$13,825	$13,739	$86	$86
1286.584 SH LEGG MASON BW ALTERNATIVE CREDIT FUND	P	2015-09-30	2015-10-13	$39,764	$41,770	-$2,006	-$2,006
1280.094 SH PIMCO INT'L STOCK PLUS AR STRATEGY FD	P	2015-01-05	2015-09-23	$9,362	$9,403	-$41	-$41
2633.376 SH PIMCO INCOME FUND	P	2015-05-29	2015-06-11	$32,628	$33,467	-$839	-$839
23 SH SPDR S&P MIDCAP 400 ETF	P	2015-04-13	2015-09-23	$5,841	$6,402	-$561	-$561
668 SH VANGUARD INTL EQUITY INDEX FD	P	2015-02-12	2015-06-11	$33,635	$32,711	$924	$924
1827.674 WASATCH FRONTIER EMERGING SMALL COUNTRIES FD	P	2015-02-12	2015-05-26	$5,446	$5,731	-$285	-$285
1995.800 SH AVENUE CREDIT STRATEGIES FUND	P	2014-01-16	2015-04-06	$21,335	$22,989	-$1,654	-$1,654
386.094 SH DODGE & COX INTERNATIONAL	P	2013-01-08	2015-09-23	$15,187	$13,525	$1,662	$1,662
109.821 SH HATTERAS HEDGED STRATEGIES FUND	P	2014-11-20	2015-01-05	$1,169	$1,232	-$63	-$63
41 SH ISHARES TR MSCI	P	2013-10-11	2015-10-13	$46,950	$48,843	-$1,893	-$1,893
2 SH ISHARES TR US REAL ESTATE	P	2012-09-21	2015-09-23	$144	$132	$12	$12
3874.318 SH JOHN HANCOCK DISCIPLINED VALUE FUND	P	2014-01-16	2015-04-13	$72,824	$64,819	$8,005	$8,005
3.497 SH LEGG MASON BW ALTERNATIVE CREDIT FUND	P	2015-08-31	2015-10-13	$35	$38	-$3	-$3
571.669 SH PIMCO COMMODITY REAL RETURN STRATEGY FUND	P	2014-03-17	2015-09-23	$4,105	$6,236	-$2,131	-$2,131
6027.523 SH WASATCH FRONTIER EMERGING SMALL COUNTRIES FUND	P	2014-05-08	2015-05-26	$17,962	$19,710	-$1,748	-$1,748
2903.338 ALGER SPECTRA FUND CLASS	P	2014-01-16	2015-04-13	$52,790	$48,977	$3,813	$3,813
1220.180 SH ALGER SPECTRA FUND	P	2011-12-20	2015-01-07	$20,926	$15,510	$5,416	$5,416
100 SH ISHARES TR US REAL ESTATE	P	2011-11-09	2015-09-23	$7,207	$5,423	$1,784	$1,784
177 SH SPDR S&P 500 ETF	P	2011-07-19	2015-10-13	$34,390	$23,502	$10,888	$10,888
CAPITAL GAINS DIVIDENDS	P			$435		$435	$435

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,701	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$124,900	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,454,468	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.085873	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$151,923	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$672,149	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.226026	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$126,388	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$517,525	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.244216	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$108,657	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$419,698	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.258893	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$138,037	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$354,717	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.389147	DistributionYr5Rt
Total Distribution	1.204155	TotalDistributionRt
Average Distribution	0.240831	AverageDistributionRt
Net Vl Noncharitable Assets	$1,682,700	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$405,246	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$389	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$405,635	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,425,187	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	$389	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$389	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$389	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,222	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,222	TotalPaymentsAndCreditsAmt
Overpayment	$833	OverpaymentAmt
Applied To ES Tax	$833	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	$747,009	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$161,316	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$800,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,708,325	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,708,325	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$25,625	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,682,700	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$84,135	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$84,135	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$389	TaxBasedOnInvestmentIncomeAmt
Total Tax	$389	TotalTaxAmt
Distributable Before Adj	$83,746	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$83,746	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$83,746	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,425,187	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,425,187	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$389	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,424,798	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$83,746	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$121,193	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$88,306	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$100,726	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$119,813	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$53,792	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$483,830	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,425,187	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$83,746	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,341,441	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,825,271	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	$121,193	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,704,078	ExcessDistriCyovToNextYrAmt
Excess From Year4	$88,306	ExcessFromYear4Amt
Excess From Year3	$100,726	ExcessFromYear3Amt
Excess From Year2	$119,813	ExcessFromYear2Amt
Excess From Year1	$53,792	ExcessFromYear1Amt
Excess From Current Year	$1,341,441	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 (25 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	$10,000
BOYS & GIRLS CLUB
1275 PEACHTREE STREET NE	ATLANTA	GA	30309	NONE	PC	GENERAL SUPPORT	$15,000
CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE
372 COMMUNITY COLLEGE DRIVE	BOONE	NC	28607	NONE	PC	EDUCATIONAL	$25,000
CAPITAL COMMUNITY FOUNDATION INC
618 NORTH BOYLAN AVENUE SUITE 410	RALEIGH	NC	27603	NONE	PC	ASSIST INDIVIDUALS WITH PHILANTHROPIC ENDEAVORS	$3,486
EAST CAROLINA UNIVERSITY
GREENVILLE CENTRE STE 1100 2200 S	GREENVILLE	NC	27858	NONE	PC	CHARITABLE	$1,200,000	CHARLES BLVD
ECU EDUCATIONAL FOUNDATION
EAST 5TH STREET	GREENVILLE	NC	27858	NONE	PC	CHARITABLE	$50,700
FELLOWSHIP OF CHRISTIAN ATHLETES
6511 CREEDMOOR ROAD 206	RALEIGH	NC	27613	NONE	PC	GENERAL SUPPORT	$20,000
HOPE REINS FOR RALEIGH
PO BOX 99152	RALEIGH	NC	27614	NONE	PC	PROVIDING CHILDREN IN NEED WITH AN EQUINE COUNSELOR	$5,000
HOUSE OF HOPE
408 COVERED BRIDGE ROAD	CLAYTON	NC	27520	NONE	PC	GENERAL SUPPORT	$1,000
MISSION INCREASE FOUNDATION
3700 COMPUTER DRIVE SUITE 230	RALEIGH	NC	27609	NONE	PC	GENERAL SUPPORT	$10,000
RAVENSCROFT SCHOOL
7409 FALLS OF NEUSE RD	RALEIGH	NC	27615	NONE	PC	GENERAL SUPPORT	$1,000
WESTERN YOUTH NETWORK
155 WYN WAY	BOONE	NC	28607	NONE	PC	GENERAL SUPPORT	$6,000
WITH PURPOSE INTERNATIONAL
3404 SPARROWWOOD DRIVE	EAKE FOREST	NC	27587	NONE	PC	RELIGIOUS	$7,500
YMCA
801 CORPORATE CENTER DRIVE SUITE	RALEIGH	NC	27607	NONE	PC	GENERAL SUPPORT	$15,000	200
AMERICAN HEART ASSOCIATION
3131 RDU CENTER DR 100	MORRISVILLE	NC	27650	NONE	PC	GENERAL SUPPORT	$2,500
CAROLINA BALLET
3401 ATLANTIC AVE 131	RALEIGH	NC	27604	NONE	PC	GENERAL SUPPORT	$2,500
CARRBORO UNITED METHODIST CHURCH
200 HILLSBOROUGH STREET	CARRBORO	NC	27510	NONE	PC	GENERAL SUPPORT	$250
ECU GREEK LIFE
EAST 5TH STREET	GREENVILLE	NC	27858	NONE	PC	GENERAL SUPPORT	$1,000
HABITAT FOR HUMANITY
2420 RALEIGH BLVD	RALEIGH	NC	27604	NONE	PC	GENERAL SUPPORT	$1,000
HOPE COMMUNITY CHURCH
821 BUCK JONES ROAD	RALEIGH	NC	27606	NONE	PC	GENERAL SUPPORT	$1,000
KAPPA DELTA
3205 PLAYERS LANE	MEMPHIS	TN	38125	NONE	PC	GENERAL SUPPORT	$500
NC FOUNDATION FOR CHRISTIAN MINISTRIES
PO BOX 210	MOUNT OLIVE	NC	28365	NONE	PC	GENERAL SUPPORT	$100
OVERFLOWING HANDS
1500 BRIARWOOD PLACE	RALEIGH	NC	27614	NONE	PC	GENERAL SUPPORT	$2,000
ECU ATHLETIC FUND
WARD SPORTS MEDICINE BUILDING SUITE	GREENVILLE	NC	27858	NONE	PC	GENERAL SUPPORT	$2,228	304
RONALD MCDONALD HOUSE
4601 SIX FORKS ROAD SUITE 200	RALEIGH	NC	27609	NONE	PC	GENERAL SUPPORT	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,402,764	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	$69	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$20,877	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$280	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$20,701	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$41,927	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$41,927	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 Person	J FIELDING MILLER	ContributorPersonNm

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	$1,400,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
1053 SHS SPDR S&P 500 ETF TR TR UNIT	AT COST	$197,257	$214,675
2400.762 SHS DODGE & COX INTERNATIONAL FUND	AT COST	$97,953	$87,580
5417.556 PIMCO COMMODITY REAL RETURN	AT COST	$57,712	$34,185
1095 SHS ISHARES TR MSCI EAFE ETF	AT COST	$71,772	$64,298
4631.711 BLACKSTONE ALTERNATIVE MULTI-STRATEGY INST.	AT COST	$47,714	$46,873
4633.464 STONE RIDGE ALL ASSET VARIANCE RISK	AT COST	$46,512	$47,586
7455.513 PIMCO STOCKPLUS INTERNATIONAL FUND	AT COST	$59,530	$53,009
258 ISHARES TR RUSSELL 2000 ETF	AT COST	$32,417	$29,056
452 ISHARES TR US REAL ESTATE ETF	AT COST	$29,934	$33,936
153 SPDR S&P MIDCAP 400 ETF TR UNIT SER	AT COST	$42,585	$38,868

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$2,758	$2,758	$0	$0
MISCELLANEOUS EXPENSE	$15,557	$0	$0	$0
UTILITIES	$4,317	$0	$0	$4,317
PROPERTY MANAGEMENT	$4,426	$0	$0	$4,426
INSURANCE	$6,661	$0	$0	$6,661
PEST CONTROL	$95	$0	$0	$95
APPRAISAL	$450	$0	$0	$450
HOMEOWNERS FEES	$1,700	$0	$0	$1,700

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	SOLN LITIGATION	Desc
Revenue And Expenses Per Books	$280	RevenueAndExpensesPerBooksAmt
Net Investment Income	$280	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$1,329	$0	$0	$0
FOREIGN TAX	$288	$288	$0	$0
PROPERTY TAXES	$4,774	$0	$0	$4,774