KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201513149349100206
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T08:46:14-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-10 | 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 | 2015-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,491,062 | 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 | $875,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $496,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $960,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,253 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $381 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,122 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $818,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,883 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,955 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $609 | AcctRcvblAmt |
| Acct Rcvbl BOY | $898 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $609 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $609 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $18,000 | CorporateBondsBOYAmt |
| Other Investments BOY | $599,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $700,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $658,498 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $800,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $800,000 | LandEOYAmt |
| Land EOYFMV | $800,000 | LandEOYFMVAmt |
| Total Assets BOY | $714,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,533,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,491,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $714,524 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,533,054 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $714,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,533,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $714,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $818,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,533,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 67.249 SH AVENUE CREDIT STRATEGIES FUND | P | 2013-05-20 | 2014-02-03 | $770 | $770 | $0 | $0 |
| 4156.197 SH CREDIT SUISSE COMMODITY RETURN STRATEFY FUND | P | 2014-02-03 | 2014-03-17 | $31,836 | $30,611 | $1,225 | $1,225 |
| 3139.473 SH DRIEHAUS EVENT DRIVEN FUND | P | 2014-11-20 | 2014-12-02 | $32,596 | $34,670 | -$2,074 | -$2,074 |
| 315.168 SH DRIEHAUS ACTIVE INCOME FUND | P | 2014-01-16 | 2014-03-17 | $3,407 | $3,387 | $20 | $20 |
| 276.059 SH HATTERAS HEDGED STRATEGIES FUND | P | 2014-03-17 | 2014-12-02 | $3,070 | $3,069 | $1 | $1 |
| 496 SH ISHARES TR MSCI EAFE | P | 2013-08-16 | 2014-05-08 | $32,868 | $30,579 | $2,289 | $2,289 |
| 307 SH ISHARES TR RUSSELL | P | 2013-10-10 | 2014-02-03 | $33,679 | $32,905 | $774 | $774 |
| 1713.75 SH MAINSTAY MARKETFIELD FUND | P | 2014-01-13 | 2014-03-17 | $31,319 | $29,999 | $1,320 | $1,320 |
| 2755.744 SH NEUBERGER HIGH INCOME BOND FD | P | 2014-07-31 | 2014-08-29 | $26,152 | $25,857 | $295 | $295 |
| 1339.318 SH AVENUE CREDIT STRATEGIES FUND | P | 2013-05-20 | 2014-12-02 | $14,920 | $15,181 | -$261 | -$261 |
| 1089.504 SH CREDIT SUISSE COMMODITY RETURN STRATEGY FUND | P | 2012-09-21 | 2014-03-17 | $8,346 | $9,127 | -$781 | -$781 |
| 255.278 SH DODGE & COX INTERNATIONAL FUND | P | 2013-01-08 | 2014-02-03 | $10,280 | $8,942 | $1,338 | $1,338 |
| 286.086 SH DRIEHAUD ACTIVE INCOME FUND | P | 2013-09-19 | 2014-03-17 | $3,093 | $3,070 | $23 | $23 |
| 3350.852 SH HATTERAS HEDGED STRATEGIES FUND | P | 2013-04-02 | 2014-12-02 | $37,300 | $34,532 | $2,768 | $2,768 |
| 1409.184 SH MAINSTAY MARKETFIELD FUND | P | 2013-02-12 | 2014-03-17 | $25,760 | $23,392 | $2,368 | $2,368 |
| GOLDMAN SACHS GROUP INC | P | 2013-08-16 | 2014-09-12 | $20,304 | $18,000 | $2,304 | $2,304 |
| 437 SH SPDR S&P 500 ETF TR | P | 2011-07-19 | 2014-10-31 | $81,126 | $55,428 | $25,698 | $25,698 |
| 5000 SH BANK OF AMERICA CORP | P | 2013-05-29 | 2014-11-14 | $85,838 | $67,337 | $18,501 | $18,501 |
| CAPITAL GAINS DIVIDENDS | P | $14,155 | $14,155 | $14,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,923 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $672,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.226026 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $126,388 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $517,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.244216 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $108,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $419,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.258893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.389147 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,112 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $279,596 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.365213 | DistributionYr5Rt |
| Total Distribution | 1.483495 | TotalDistributionRt |
| Average Distribution | 0.296699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,454,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $431,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $432,347 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $520 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $418 | OverpaymentAmt |
| Applied To ES Tax | $418 | 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 | $738,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $698,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,476,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,476,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,454,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,615 | TotalTaxAmt |
| Distributable Before Adj | $71,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,202 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,726 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $519,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $573,032 | 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 | $89,202 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $483,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,193 | ExcessFromYear4Amt |
| Excess From Year3 | $88,306 | ExcessFromYear3Amt |
| Excess From Year2 | $100,726 | ExcessFromYear2Amt |
| Excess From Year1 | $119,813 | ExcessFromYear1Amt |
| Excess From Current Year | $53,792 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | PROVIDE A SAFE PLACE TO PROMOTE AND ENHANCE DEVELOPMENT | $20,000 | |
| CAPITAL COMMUNITY FOUNDATION INC | ||||||||
| 618 NORTH BOYLAN AVENUE SUITE 410 | RALEIGH | NC | 27603 | NONE | PC | ASSIST INDIVIDUALS WITH PHILANTHROPIC ENDEAVORS | $350 | |
| EAST CAROLINA UNIVERSITY | ||||||||
| GREENVILLE CENTRE STE 1100 2200 S | GREENVILLE | NC | 27858 | NONE | PC | CHARITABLE | $21,600 | CHARLES BLVD |
| FAMILY HEALTH MINISTRIES | ||||||||
| 1921 N POINTE DR 200 | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HOUSE OF HOPE | ||||||||
| 408 COVERED BRIDGE ROAD | CLAYTON | NC | 27520 | NONE | PC | PROVIDE A CHRISTIAN HOME, SCHOOL AND COUNSELING FOR | $2,500 | |
| PRETTY IN PINK FOUNDATION | ||||||||
| 2501 BLUE RIDGE ROAD SUITE 410 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RAVENSCROFT SCHOOL | ||||||||
| 7409 FALLS OF NEUSE RD | RALEIGH | NC | 27615 | NONE | PC | PROMOTE AND PROVIDE EDUCATIONAL ACTIVITIES | $2,500 | |
| SAFECHILD | ||||||||
| 864 W MORGAN ST | RALEIGH | NC | 27603 | NONE | PC | PROVIDE SAFETY EDUCATION TO CHILDREN | $5,000 | |
| WAKEMED FOUDATION | ||||||||
| 3000 NEW BERN AVENUE | RALEIGH | NC | 27610 | NONE | PC | PROVIDE MEDICAL RESEARCH AND PATIENT CARE | $10,000 | |
| WITH PURPOSE INTERNATIONAL | ||||||||
| 3404 SPARROWWOOD DRIVE | EAKE FOREST | NC | 27587 | NONE | PC | RELIGIOUS | $20,000 | |
| YMCA | ||||||||
| 801 CORPORATE CENTER DRIVE SUITE | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $10,000 | 200 |
| WESTERN YOUTH NETWORK | ||||||||
| 155 WYN WAY | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST BALDRICKS FOUNDATION | ||||||||
| 1333 SOUTH MAYFLOWER AVENUE SUITE | MONROVIA | CA | 91016 | NONE | PC | GENERAL SUPPORT | $500 | 400 |
| SPCA OF WAKE COUNTY | ||||||||
| 200 PETFINDER LN | RALEIGH | NC | 23832 | NONE | PC | GENERAL SUPPORT | $100 | |
| HOSPICE OF WAKE COUNTY | ||||||||
| 60 WHEATON AVE | YOUNGSVILLE | NC | 27596 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 6511 CREEDMOOR ROAD 206 | RALEIGH | NC | 27613 | NONE | PC | GENERAL SUPPORT | $1,600 | |
| HOPE INTERNATIONAL | ||||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| YOUNG LIFE | ||||||||
| 2517 CLARK AVENUE | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $500 | |
| CAMP SUNSHINE | ||||||||
| 222 FERN WAY | BLACK MOUNTAIN | NC | 28711 | NONE | PC | GENERAL SUPPORT | $250 | |
| JOBS FOR LIFE | ||||||||
| PO BOX 20368 | RALEIGH | NC | 27619 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MISSION INCREASE FOUNDATION | ||||||||
| 3700 COMPUTER DRIVE SUITE 230 | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ECU MEDICAL & HEALTH SCIENCES FOUNDATION | ||||||||
| 525 MOYE BOULEVARD | GREENVILLE | NC | 27834 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,900 | 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 | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,253 | 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 | $875,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 468 NEAR SAWREY ROAD, BOONE, NC | NoncashPropertyDesc |
| Fair Market Value | $800,000 | FairMarketValueAmt |
| Received | 2014-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4796.308 SHS ALGER SPECTRA FUND CL I | AT COST | $76,679 | $83,600 |
| 2727.217 SHS HATTERAS HEDGED STRATEGIES FUND | AT COST | $30,721 | $29,181 |
| 503 SHS ISHARES TR DOW JONES US REAL ESTATE | AT COST | $31,721 | $38,651 |
| 537 SHS SPDR S&P 500 ETF TR TR UNIT | AT COST | $79,609 | $30,765 |
| 2098.227 SHS AVENUE CREDIT STRATEGIES FUND | AT COST | $24,145 | $22,598 |
| 2430.266 SHS DODGE & COX INTERNATIONAL FUND | AT COST | $96,587 | $102,339 |
| 4415.770 SHS JOHN HANCOCK DISCIPLINED VALUE | AT COST | $75,035 | $83,767 |
| VANGUARD INTL EQUITY INDEX FD | AT COST | $30,194 | $28,866 |
| 3569.968 SHS LEGG MASON BW ALTERNATIVE CREDIT | AT COST | $38,857 | $37,520 |
| 8809.924 PIMCO COMMODITY REAL RETURN | AT COST | $50,410 | $39,468 |
| 2428.278 PIMCO INCOME FUND INSTITUTIONAL CLASS | AT COST | $30,935 | $29,941 |
| 7156.845 WASATCH FRONTIER EMERGING SMALL COUNTRIES FUND | AT COST | $23,318 | $22,186 |
| 1304 SHS ISHARES TR MSCI EAFE ETF | AT COST | $81,819 | $79,335 |
| 3022.082 BLACKSTONE ALTERNATIVE MULTI-STRATEGY INST. | AT COST | $30,460 | $30,281 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $4,122 | $4,122 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $6,764 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $3,056 | $0 | $0 | $0 |
| FOREIGN TAX | $381 | $381 | $0 | $0 |