KIM AND FIELDING MILLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KIM AND FIELDING MILLER FOUNDATION (EIN 56-2136458)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349103891
- Schema version
- 2024v5.2
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:28:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260058143 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPFINANCIAL PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2375 E CAMELBACK ROAD STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562136458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM AND FIELDING MILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMA | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER WERTHEIM | PreparerPersonNm |
| PTIN | P01252754 | PTIN |
| Phone | 8002221232 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,426,893 | 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 | $2,952,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,742 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,742 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,038,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,798 | 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 | $6,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,536 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,681 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,994 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,929,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,532 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12 | AcctRcvblAmt |
| Acct Rcvbl EOY | $12 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,090 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $20,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,090 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,090 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,284,366 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,404,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,404,259 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $850,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $850,000 | LandBOYAmt |
| Land EOY | $850,000 | LandEOYAmt |
| Land EOYFMV | $850,000 | LandEOYFMVAmt |
| Total Assets BOY | $3,354,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,426,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,426,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,354,281 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,426,893 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,354,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,426,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,354,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,426,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,354,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,929,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,240 | OtherIncreasesAmt |
| Subtotal | $6,426,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,426,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AS REPORTED BY CAPTRUST - PERSHING #1709 | 2024-01-01 | 2024-12-31 | $5,113 | $5,109 | $4 | $4 |
| AS REPORTED BY CAPTRUST - PERSHING #1709 | 2024-01-01 | 2024-12-31 | $255,397 | $233,420 | $21,977 | $21,977 |
| AS REPORTED BY CAPTRUST - PERSHING #1717 | 2024-01-01 | 2024-12-31 | $31,903 | $10,753 | $21,150 | $21,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,399 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,399 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,256 | OverpaymentAmt |
| Applied To ES Tax | $1,256 | 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 | 27614 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $2,711,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $850,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,754,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,754,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,698,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,143 | TotalTaxAmt |
| Distributable Before Adj | $183,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,442,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $25,956 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,522,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $78,646 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $78,646 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,443,954 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,443,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,417,998 | ExcessFromYear4Amt |
| Excess From Year2 | $25,956 | ExcessFromYear2Amt |
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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPTRUST COMMUNITY FOUNDATION | |||||||
| 4208 SIX FORKS ROAD SUITE 1700 | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $6,753 |
| JEWISH FEDERATION GREATER RALEIGH | |||||||
| 8210 CREEDMOOR ROAD STE 104 | RALEIGH | NC | 27613 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ECU EDUCATIONAL FOUNDATION | |||||||
| 351 WARD SPORTS MEDICINE BUILDING | GREENVILLE | NC | 27858 | NONE | PC | GENERAL SUPPORT | $10,510 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GOFUNDMEORG | |||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL SUPPORT | $5,100 |
| AMERICAN JUNIOR GOLF ASSOCATION | |||||||
| 1980 SPORTS CLUB DR | BRASELTON | GA | 30517 | NONE | PC | GENERAL SUPPORT | $2,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,468 | 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 | $4,742 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,925 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,798 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FIELDING MILLER | |||||||
| 1 | 1501 SPRUCE VIEW LANE | RALEIGH | NC | 27614 | $2,936,400 | Yes (X) | Yes (X) |
| JAMES TALTON III | |||||||
| 2 | 2213 LASH AVE | RALEIGH | NC | 27607 | $5,000 | Yes (X) | |
| WILSON HOYLE III | |||||||
| 3 | 31 BIRNHAM LANE | DURHAM | NC | 27707 | $5,000 | Yes (X) | |
| GAMMA ETA OF PHI KAPPA TAU CORPORATION | |||||||
| 4 | 338 S SHARON AMITY RD SUITE 240 | CHARLOTTE | NC | 28211 | $6,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50,000 SHARES OF PLAYAGS (AGS) STOCK | $2,354,150 | 2024-12-17 |
| 1 | 5,000 SHARES OF TESLA (TSLA) STOCK | $582,250 | 2024-11-01 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS F3 | FMV | $79,229 | $79,229 |
| MFS INTERNATIONAL GROWTH FUND CLASS I | FMV | $82,697 | $82,697 |
| FIDELITY 500 INDEX FUND | FMV | $447,101 | $447,101 |
| MFS NEW DISCOVERY VALUE FUND CLASS I | FMV | $47,130 | $47,130 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | FMV | $93,115 | $93,115 |
| JPMORGAN LARGE-CAP GROWTH FUND CLASS I | FMV | $100,637 | $100,637 |
| T.ROWE PRICE QM US SMALL CAP GROWTH | FMV | $35,497 | $35,497 |
| APPLE INC COMMON STOCK | FMV | $751,273 | $751,273 |
| MICROSOFT CORP COMMON STOCK | FMV | $479,723 | $479,723 |
| META PLATFORMS INC CL A | FMV | $377,654 | $377,654 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX FUND | FMV | $82,716 | $82,716 |
| GQG PARTNERS INTERNATIONAL | FMV | $31,791 | $31,791 |
| SCHWAB FUNDAMENTAL INT EQTY | FMV | $61,301 | $61,301 |
| VANGUARD WORLD FD | FMV | $103,023 | $103,023 |
| VANGUARD INDEX FDS | FMV | $35,672 | $35,672 |
| PLAYAGS INC COMMON STOCK | FMV | $576,500 | $576,500 |
| TESLA INC COMMON STOCK | FMV | $2,019,200 | $2,019,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UTILITIES | $5,307 | $0 | $0 | $5,307 |
| APPRAISAL FEES | $750 | $0 | $0 | $750 |
| PROPERTY MANAGEMENT | $400 | $0 | $0 | $400 |
| INSURANCE | $6,115 | $0 | $0 | $6,115 |
| PROPERTY MAINTAINANCE | $3,138 | $0 | $0 | $3,138 |
| HOA FEES | $1,875 | $0 | $0 | $1,875 |
| DESIGN IMPROVEMENTS | $518 | $0 | $0 | $518 |
| ENTERTAINMENT | $147 | $0 | $0 | $0 |
| WEBSITE HOSTING | $562 | $0 | $0 | $562 |
| WEBSITE DESIGN | $4,250 | $0 | $0 | $4,250 |
| OFFICE EXPENSE | $79 | $0 | $0 | $79 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON ASSETS | Desc |
| Amt | $143,240 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $536 | $536 | $0 | $0 |
| PROPERTY TAXES | $2,681 | $0 | $0 | $2,681 |
| INCOME TAX | $3,000 | $3,000 | $0 | $0 |