Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MIRAMAR CHARITABLE FOUNDATION
MIRAMAR FIDUCIARY CORPORATION TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)CO 250 GRANDVIEW DRIVE NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FT MITCHELL, KY41017
A Employer identification number

47-3117210
B Telephone number (see instructions)

(859) 581-5758
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,712,315
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,705,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 125,398 125,398  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,380
b Gross sales price for all assets on line 6a 918,343
7 Capital gain net income (from Part IV, line 2)... 82,380
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,912,778 207,778 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,369 23,340 0 12,029
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,115 0 0 1,115
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 59 0 0 59
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,543 23,340 0 13,203
25 Contributions, gifts, grants paid....... 3,318,600 3,318,600
26 Total expenses and disbursements. Add lines 24 and 25 3,355,143 23,340 0 3,331,803
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,442,365
b Net investment income (if negative, enter -0-) 184,438
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 9,186,441 7,153,884 7,153,884
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,798,607 Click to see attachment4,385,824 5,558,431
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,985,048 11,539,708 12,712,315
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 12,985,048 11,539,708
29 Total net assets or fund balances (see instructions)..... 12,985,048 11,539,708
30 Total liabilities and net assets/fund balances (see instructions). 12,985,048 11,539,708
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,985,048
2
Enter amount from Part I, line 27a .....................
2
-1,442,365
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,542,683
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,975
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,539,708
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a VANGUARD GR INDX INS P 2020-04-23 2020-09-04
b TORTOISE MLP & PIPEL P 2020-04-23 2020-09-04
c DFA INTL CORE EQUITY P 2020-04-23 2020-09-04
d VANGUARD SMID CP VL P 2020-04-23 2020-09-04
e DFA EMERGING MARKETS P 2020-04-23 2020-09-04
TORTOISE MLP & PIPEL P 2020-05-22 2020-09-04
VANGUARD GR INDX INS P 2016-04-08 2020-03-05
DFA INT EXT QUALITY P 2016-04-08 2020-03-05
VANGUARD GR INDX INS P 2018-12-14 2020-03-05
VANGUARD GR INDX INS P 2016-04-08 2020-04-23
VANGUARD VL INDX INS P 2016-04-08 2020-04-23
VANGUARD GR INDX INS P 2016-04-08 2020-09-04
DFA EMERGING MARKETS P 2019-08-21 2020-09-04
DFA EMERGING MARKETS P 2016-04-08 2020-09-04
DFA INT EXT QUALITY P 2016-04-08 2020-03-25
TORTOISE MLP & PIPEL P 2016-04-08 2020-03-25
VANGUARD VL INDX INS P 2018-12-14 2020-04-23
TORTOISE MLP & PIPEL P 2016-04-08 2020-04-23
DFA REAL ESTATE PORT P 2018-12-06 2020-04-23
TORTOISE MLP & PIPEL P 2016-04-08 2020-09-04
DFA INTL CORE EQUITY P 2017-10-11 2020-09-04
VANGUARD SMID CP VL P 2018-12-14 2020-09-04
VANGUARD SMID CP VL P 2019-08-21 2020-09-04
DFA ST EXTND QUALITY P 2019-08-21 2020-03-25
TORTOISE MLP & PIPEL P 2020-03-05 2020-03-25
VANGUARD VL INDX INS P 2020-03-05 2020-04-23
VANGUARD SMID CP VL P 2019-08-21 2020-04-23
DFA REAL ESTATE PORT P 2020-03-05 2020-04-23
DFA US SMALL CAP POR P 2019-08-21 2020-04-23
DFA INTL CORE EQUITY P 2019-08-21 2020-04-23
DFA US SMALL CAP VAL P 2019-08-21 2020-04-23
DFA EMERGING MARKETS P 2020-03-05 2020-04-23
DFA EMERGING MARKETS P 2019-08-21 2020-04-23
VANGUARD SMID CP VL P 2020-03-05 2020-09-04
TORTOISE MLP & PIPEL P 2020-05-22 2020-09-04
VANGUARD GR INDX INS P 2019-04-09 2020-04-23
VANGUARD GR INDX INS P 2019-04-09 2020-08-14
DFA ST EXTND QUALITY P 2019-04-09 2020-08-14
DFA INT EXT QUALITY P 2019-04-09 2020-08-14
VANGUARD GR INDX INS P 2019-04-09 2020-09-04
VANGUARD VL INDX INS P 2019-04-09 2020-04-23
TORTOISE MLP & PIPEL P 2019-04-09 2020-04-23
DFA REAL ESTATE PORT P 2019-04-09 2020-04-23
VANGUARD VL INDX INS P 2019-04-09 2020-08-14
DFA INTL CORE EQUITY P 2019-04-09 2020-08-14
DFA EMERGING MARKETS P 2019-04-09 2020-08-14
VANGUARD SMID CP VL P 2019-04-09 2020-08-14
DFA US SMALL CAP POR P 2019-04-09 2020-08-14
TORTOISE MLP & PIPEL P 2019-04-09 2020-08-14
DFA REAL ESTATE PORT P 2019-04-09 2020-08-14
TORTOISE MLP & PIPEL P 2019-04-09 2020-09-04
DFA REAL ESTATE PORT P 2019-04-09 2020-09-04
VANGUARD VL INDX INS P 2019-04-09 2020-09-04
DFA ST EXTND QUALITY P 2019-08-21 2020-03-25
DFA INT EXT QUALITY P 2019-04-09 2020-03-25
VANGUARD GR INDX INS P 2019-04-09 2020-03-25
TORTOISE MLP & PIPEL P 2019-04-09 2020-03-25
VANGUARD SMID CP VL P 2019-08-21 2020-04-23
DFA EMERGING MARKETS P 2019-08-21 2020-04-23
DFA US SMALL CAP POR P 2019-08-21 2020-04-23
DFA INTL CORE EQUITY P 2019-08-21 2020-04-23
DFA US SMALL CAP VAL P 2019-08-21 2020-08-14
DFA US SMALL CAP POR P 2019-08-21 2020-08-14
VANGUARD SMID CP VL P 2019-08-21 2020-08-14
TORTOISE MLP & PIPEL P 2020-05-22 2020-09-04
VANGUARD GR INDX INS P 2017-01-26 2020-03-25
VANGUARD VL INDX INS P 2017-01-26 2020-04-23
VANGUARD GR INDX INS P 2017-01-26 2020-04-23
VANGUARD GR INDX INS P 2017-01-26 2020-09-04
DFA INTL CORE EQUITY P 2019-08-21 2020-09-04
DFA EMERGING MARKETS P 2019-08-21 2020-09-04
DFA INT EXT QUALITY P 2017-01-26 2020-03-25
TORTOISE MLP & PIPEL P 2017-01-26 2020-03-25
TORTOISE MLP & PIPEL P 2017-01-26 2020-04-23
DFA REAL ESTATE PORT P 2018-12-14 2020-04-23
TORTOISE MLP & PIPEL P 2017-01-26 2020-09-04
TORTOISE MLP & PIPEL P 2018-12-14 2020-09-04
VANGUARD SMID CP VL P 2017-01-26 2020-09-04
DFA INTL CORE EQUITY P 2017-10-11 2020-09-04
VANGUARD SMID CP VL P 2019-08-21 2020-09-04
DFA ST EXTND QUALITY P 2019-08-21 2020-03-25
DFA EMERGING MARKETS P 2019-08-21 2020-04-23
VANGUARD SMID CP VL P 2019-08-21 2020-04-23
DFA INTL CORE EQUITY P 2019-08-21 2020-04-23
DFA US SMALL CAP POR P 2019-08-21 2020-04-23
DFA US SMALL CAP VAL P 2019-08-21 2020-04-23
TORTOISE MLP & PIPEL P 2020-05-22 2020-09-04
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,100   22,572 7,528
b 11,260   10,700 560
c 1,600   1,311 289
d 1,200   957 243
e 700   568 132
246   259 -13
15,451   9,128 6,323
5,300   4,878 422
5,149   4,000 1,149
22,800   14,032 8,768
422   362 60
88,900   41,031 47,869
4,343   4,137 206
958   774 184
15,500   16,031 -531
792   1,225 -433
10,265   11,000 -735
4,800   6,317 -1,517
1,745   1,952 -207
25,157   31,460 -6,303
13,500   15,100 -1,600
1,247   1,297 -50
937   1,011 -74
101,900   104,776 -2,876
4,108   6,900 -2,792
13,413   15,200 -1,787
1,100   1,489 -389
955   1,200 -245
900   1,187 -287
900   1,068 -168
500   709 -209
505   600 -95
395   463 -68
3,016   3,100 -84
550   578 -28
9,600   8,866 734
62,400   44,616 17,784
37,400   36,717 683
16,100   14,359 1,741
7,800   5,402 2,398
9,000   10,294 -1,294
1,600   2,785 -1,185
1,000   1,170 -170
45,300   46,015 -715
27,800   28,832 -1,032
9,500   9,940 -440
7,851   8,757 -906
5,440   5,769 -329
3,300   5,059 -1,759
3,700   3,883 -183
6,724   11,122 -4,398
100   104 -4
100   101 -1
33,100   34,034 -934
7,700   7,803 -103
1,100   1,164 -64
500   1,023 -523
400   541 -141
400   469 -69
300   396 -96
300   356 -56
11,400   12,244 -844
5,960   6,004 -44
149   159 -10
214   225 -11
1,900   1,465 435
15,900   15,733 167
16,900   11,367 5,533
60,200   30,364 29,836
6,602   6,419 183
3,400   3,239 161
13,500   13,564 -64
900   1,961 -1,061
2,800   5,192 -2,392
1,700   1,847 -147
14,572   25,675 -11,103
2,607   3,880 -1,273
2,492   2,663 -171
2,298   2,571 -273
1,008   1,088 -80
58,300   59,945 -1,645
700   822 -122
600   812 -212
600   712 -112
400   527 -127
100   142 -42
376   394 -18
3,636     3,636
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       7,528
b       560
c       289
d       243
e       132
      -13
      6,323
      422
      1,149
      8,768
      60
      47,869
      206
      184
      -531
      -433
      -735
      -1,517
      -207
      -6,303
      -1,600
      -50
      -74
      -2,876
      -2,792
      -1,787
      -389
      -245
      -287
      -168
      -209
      -95
      -68
      -84
      -28
      734
      17,784
      683
      1,741
      2,398
      -1,294
      -1,185
      -170
      -715
      -1,032
      -440
      -906
      -329
      -1,759
      -183
      -4,398
      -4
      -1
      -934
      -103
      -64
      -523
      -141
      -69
      -96
      -56
      -844
      -44
      -10
      -11
      435
      167
      5,533
      29,836
      183
      161
      -64
      -1,061
      -2,392
      -147
      -11,103
      -1,273
      -171
      -273
      -80
      -1,645
      -122
      -212
      -112
      -127
      -42
      -18
      3,636
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 82,380
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,564
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,564
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,564
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,021
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,021
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,457
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet17,457 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMIRAMAR SERVICES INC Telephone no.bullet (859) 581-5758

    Located atbullet250 GRANDVIEW DRIVE SUITE 400FT MITCHELLKY ZIP+4bullet41017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    10.00
    35,369 0 0
    100 W LIBERTY STREET 10TH FLOOR
    RENO,NV89501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,858,449
    b
    Average of monthly cash balances.......................
    1b
    7,761,002
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,619,451
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,619,451
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    189,292
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,430,159
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    621,508
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    621,508
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,564
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,564
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    618,944
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    618,944
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    618,944
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,331,803
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,331,803
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,331,803
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 618,944
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 449,115
    b From 2016...... 2,367,584
    c From 2017...... 1,372,545
    d From 2018...... 736,950
    e From 2019...... 5,106,941
    fTotal of lines 3a through e........ 10,033,135
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,331,803
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 618,944
    e Remaining amount distributed out of corpus 2,712,859
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,745,994
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    449,115
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    12,296,879
    10 Analysis of line 9:
    a Excess from 2016.... 2,367,584
    b Excess from 2017.... 1,372,545
    c Excess from 2018.... 736,950
    d Excess from 2019.... 5,106,941
    e Excess from 2020.... 2,712,859
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    350ORG
    PO BOX 843004
    BOSTON,MA02284
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,500
    ADOPTION EXCHANGE
    1325 S COLORADO BLVD SUITE B700
    DENVER,CO80222
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    ALI FORNEY CENTER
    224 WEST 35TH STREET SUITE 1500
    NEW YORK,NY10001
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,080
    AMERICAN FRIENDS OF DURRELL
    4042 GOODLETT COVE
    MEMPHIS,TN38111
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,200
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    PO BOX 96929
    WASHINGTON,DC200906929
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    ART INSTITUTE OF CHICAGO FOR THE SCHOOL OF THE ART INSTITUTE OF CHICAGO
    116 S MICHIGAN AVENUE 5TH FLOOR
    CHICAGO,IL60603
    NONE PUBLIC CHARITY SUPPORT FOR THE FUND FOR SAIC 50,000
    AUSTIN EMS RELIEF FUND
    5817 WILCAB ROAD
    AUSTIN,TX78721
    NONE PUBLIC CHARITY COVID-19 RELIEF 250
    BEECH ACRES PARENTING CENTER
    6881 BEECHMONT AVE
    CINCINNATI,OH45230
    NONE PUBLIC CHARITY COVID-19 EMERGENCY FUND 585
    BIXBY SCHOOL
    4760 TABLE MESA DRIVE
    BOULDER,CO80305
    NONE PUBLIC CHARITY GENERAL SUPPORT FOR BIXBY SCHOOL 5,000
    BLACK AND BROWN FOUNDERS INC
    PO BOX 883093
    SAN FRANCISCO,CA94188
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    BOYS & GIRLS CLUB OF THE TEXAS HILL COUNTRY
    808 N LLANO
    FREDERICKSBURG,TX78624
    NONE PUBLIC CHARITY GENERAL SUPPORT 8,000
    BRADY'S K-9 FUND
    8988 W 130 STREET
    STRONGSVILLE,OH44136
    NONE PUBLIC CHARITY PURCHASE MISSION READY BALLISTIC VESTS FOR POLICE AND/OR MILITARY WORKING DOGS 1,000
    BRIGHTON CENTER
    741 CENTRAL AVENUE
    NEWPORT,KY41071
    NONE PUBLIC CHARITY COVID 19 RELIEF EFFORTS 5,000
    CANCER RESEARCH INSTITUTE
    29 BROADWAY 4TH FLOOR
    NEW YORK,NY100063111
    NONE PUBLIC CHARITY GENERAL SUPPORT 745
    CARLISLE CONSERVATION FOUNDATION
    PO BOX 300
    CARLISLE,MA01741
    NONE PUBLIC CHARITY GENERAL SUPPORT 700
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744
    NONE PUBLIC CHARITY GENERAL SUPPORT 6,000
    CHILDREN'S HOME OF CINCINNATI OHIO
    5050 MADISON ROAD
    CINCINNATI,OH45227
    NONE PUBLIC CHARITY GENERAL SUPPORT 595
    CHRIST CHURCH CATHEDRAL
    318 E 4TH STREET
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY GENERAL SUPPORT 885
    CINCINNATI INSTITUTE OF FINE ARTS DBA ARTSWAVE
    20 E CENTRAL PARKWAY SUITE 200
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 2,035
    CITY GOSPEL MISSION
    1805 DALTON AVE
    CINCINNATI,OH45214
    NONE PUBLIC CHARITY GENERAL SUPPORT 500
    COMMUNITY FIRST FOUNDATION
    5855 WADSWORTH BYPASS UNIT A
    ARVADA,CO80003
    NONE PUBLIC CHARITY SUPPORT FOR THE COLORADO GIVES DAY CAMPAIGN TO BENEFIT WATERSHED SCHOOL 100,000
    COMMUNITY FOOD SHARE
    650 S TAYLOR AVENUE
    LOUISVILLE,CO80027
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    COMMUNITY LEARNING CENTER
    8450 ARBORCREST DRIVE
    CINCINNATI,OH45236
    NONE PUBLIC CHARITY FOR THE BENEFIT OF OYLER SCHOOL IN THE CINCINNATI PUBLIC SCHOOL SYSTEM 4,258
    COMPASSION INTERNATIONAL INC
    12290 VOYAGER PARKWAY
    COLORADO SPRINGS,CO80921
    NONE PUBLIC CHARITY IMPROVED SANITATION FOR 2 CENTERS IN GHANA - PROJECT GH SANITATION CIV 46,565
    CROOKER'S CRITTERS ANIMAL RESCUE
    PO BOX 194
    RUSSELLVILLE,OH45168
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,785
    DIMITRI HOUSE INC
    102 NORTH UNION STREET
    ROCHESTER,NY14607
    NONE PUBLIC CHARITY FOR SUPPORT OF THE FOOD PANTRY 2,300
    DIRECTIONS FOR YOUTH & FAMILY INC
    1515 INDIANOLA AVENUE
    COLUMBUS,OH43201
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5023
    HAGERSTOWN,MD217415023
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    EMERGENCY FAMILY ASSISTANCE ASSOCIATION
    1575 YARMOUTH AVE
    BOULDER,CO80304
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    ENERGY OUTREACH COLORADO
    225 EAST 16TH AVENUE SUITE 200
    DENVER,CO802031612
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    FAITH CHURCH
    3830 NARROWS ROAD
    ERLANGER,KY41018
    NONE PUBLIC CHARITY ISAIAH HOUSE MINISTRIES 500
    FEEDING SOUTH FLORIDA
    2501 SW 32 TERRACE
    PEMBROKE PARK,FL33023
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    FIRST CHRISTIAN TABERNACLE CHURCH OF GOD
    3710 KIRKUP AVENUE
    CINCINNATI,OH45213
    NONE PUBLIC CHARITY GENERAL SUPPORT 785
    FLATIRONS HABITAT FOR HUMANITY
    201 E SIMPSON STREET
    LAFAYETTE,CO80026
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    FOODLINK
    1999 MTREAD ROAD
    ROCHESTER,NY14615
    NONE PUBLIC CHARITY COVID 19 RESPONSE FUND 1,000
    FORT THOMAS EDUCATION FOUNDATION INC
    PO BOX 75090
    FT THOMAS,KY41075
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,785
    FREDERICKSBURG COMMUNITY HEALTH CENTER DBA GOOD SAMARITAN CENTER
    140 INDUSTRIAL LOOP SUITE 100
    FREDERICKSBURG,TX78624
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    FREDERICKSBURG INDEPENDENT SCHOOL DISTRICT
    234 FRIENDSHIP LANE
    FREDERICKSBURG,TX78624
    NONE PUBLIC CHARITY TWO SCHOLARSHIPS FOR ONE BOY AND ONE GIRL 35,000
    FREDERICKSBURG MORNING ROTARY CHARITY FUND
    409 N MILAM
    FREDERICKSBURG,TX78624
    NONE PUBLIC CHARITY CONSTRUCT A BASKETBALL PAVILION AND UPGRADE THE BATTING CAGES AND PLAYGROUND 418,732
    FREESTORE FOODBANK INC
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 24,776
    FRIENDS ACADEMY INC
    1088 TUCKER ROAD
    NORTH DARTMOUTH,MA02747
    NONE PUBLIC CHARITY ANNUAL FUND AND OUTDOOR PAVILION 10,000
    GAINING GROUND
    PO BOX 374
    CONCORD,MA01742
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,500
    GO PANTRY
    2137 WYNDHAM WAY
    UNION,KY41091
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,785
    GUARDIAN ANGELS CHURCH & SCHOOL
    6531 BEECHMONT AVE
    CINCINNATI,OH45230
    NONE PUBLIC CHARITY GENERAL SUPPORT 500
    HABITAT FOR HUMANITY SARASOTA
    1757 NORTH EAST AVE
    SARASOTA,FL34234
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    HARRISON AVENUE BAPTIST CHURCH
    1125 HARRISON AVENUE
    HARRISON,OH45030
    NONE PUBLIC CHARITY BOUNTIFUL HEARTS MINISTRY 1,785
    HICKORY GROVE BAPTIST CHURCH
    11969 TAYLOR MILL ROAD
    INDEPENDENCE,KY41051
    NONE PUBLIC CHARITY SUPPORT THE RISE UP AND BUILD CAMPAIGN AND COVID RELIEF 2,535
    HILL COUNTRY COMMUNITY NEEDS COUNCIL
    1904 N LLANO STREET
    FREDERICKSBURG,TX78624
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    HILL COUNTRY YOUTH RANCH
    PO BOX 67
    INGRAM,TX78025
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    HOSPICE OF CINCINNATI
    PO BOX 633597
    CINCINNATI,OH452633597
    NONE PUBLIC CHARITY GENERAL SUPPORT 745
    HOUSE OF MERCY
    285 ORMOND STREET
    ROCHESTER,NY14605
    NONE PUBLIC CHARITY SUPPORT FOOD PROGRAM 2,000
    HUMANE SOCIETY OF BOULDER VALLEY
    2323 55TH STREET
    BOULDER,CO80301
    NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    HUMANITY FORWARD FOUNDATION
    PO BOX 15320
    WASHINGTON,DC20003
    NONE PUBLIC CHARITY GENERAL SUPPORT 9,900
    JUBILEE REACH
    14200 SE 13TH PLACE
    BELLEVUE,WA98007
    NONE PUBLIC CHARITY GENERAL SUPPORT 200,000
    KABOOM
    4301 CONNECTICUT AVE NW SUITE M1-
    WASHINGTON,DC20003
    NONE PUBLIC CHARITY TO SUPPORT THE COVID AT-HOME PLAYGROUND KITS 1,000
    KENTUCKY BAPTIST ASSEMBLIES INC
    13420 EASTPOINT CENTRE
    LOUISVILLE,KY40508
    NONE PUBLIC CHARITY CROSSINGS MINISTRIES BUDGET RELIEF 500
    LA SOUPE CINCINNATI
    915 E MCMILLIAN STREET
    CINCINNATI,OH45206
    NONE PUBLIC CHARITY GENERAL SUPPORT AND SUPPORT COVID-19 RELIEF 600
    LIMBITLESS SOLUTIONS INC
    12424 RESEARCH PARKWAY
    ORLANDO,FL32826
    NONE PUBLIC CHARITY TO PROVIDE A BIONIC ARM FOR A CHILD 1,000
    LOVE 146
    PO BOX 8266
    NEW HAVEN,CT06530
    NONE PUBLIC CHARITY SUPPORT FOR THE US SURVIVOR CARE & GENERAL SUPPORT 400
    MADISONVILLE EDUCATION & ASSISTANCE CENTER
    4600 ERIE AVENUE
    CINCINNATI,OH45227
    NONE PUBLIC CHARITY GENERAL SUPPORT 893
    MAMA BABY HAITI INTERNATIONAL
    PO BOX 3061
    NEWBURG,OR97132
    NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    MAPLE KNOLL COMMUNITIES INC
    11100 SPRINGFIELD PIKE
    CINCINNATI,OH45246
    NONE PUBLIC CHARITY MARY JANE HOWES CAREGIVER EDUCATION FUND 5,000
    MATTHEW 25 MINISTRIES
    11060 KENWOOD ROAD
    CINCINNATI,OH45242
    NONE PUBLIC CHARITY GENERAL SUPPORT 893
    NATIONAL INSTITUTE OF MENTAL HEALTH
    6001 EXECUTIVE BLVD ROOM 6229A MSC
    9655
    BETHESDA,MD20892
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    NEVADA COMMUNITY FOUNDATION
    1980 FESTIVAL PLAZA DRIVE SUITE 300
    LAS VEGAS,NV89135
    NONE PUBLIC CHARITY COVID-19 EMERGENCY RESPONSE FUND 1,785
    OLD FRIENDS
    1841 PAYNES DEPOT ROAD
    GEORGETOWN,KY40324
    NONE PUBLIC CHARITY GENERAL SUPPORT FOR THE CARE OF THE FEEDING OF THE RETIRED HORSES 1,000
    OPEN DOOR MISSION
    156 NORTH PLYMOUTH AVE
    ROCHESTER,NY14608
    NONE PUBLIC CHARITY SUPPORT FOOD PROGRAM 2,000
    OPERATION HOMEFRONT
    1355 CENTRAL PARKWAY S SUITE 100
    SAN ANTONIO,TX78232
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,080
    PAJAMA PROGRAM INC
    171 MADISON AVE SUITE 1409
    NEW YORK,NY10016
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PERRY CHILDCARE INITIATIVE INC
    1012 31ST STREET
    TELL CITY,IN47586
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    PRAIRE VIEW A & M UNIVERSITY
    PO BOX 393
    PRAIRIE VIEW,TX77446
    NONE PUBLIC CHARITY ANNUAL FUND DESIGNATED FOR THE ARTS & SCIENCES PROGRAM 2,500
    RESTORATION CHRISTIAN CHURCH FOR FAITH
    2830 OH 128
    CLEVES,OH45002
    NONE PUBLIC CHARITY TRUCK TIRES FOR FAITH THROUGH GRACE MINISTRIES 1,785
    ROCKY MOUNTAIN CHRISITAN ACADEMY
    9447 NIWOT ROAD
    NIWOT,CO80503
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    RONALD MCDONALD HOUSE
    341 ERKENBRECKER AVENUE
    CINCINNATI,OH45229
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,693
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    SCRIPPS HEALTH FOUNDATION
    PO BOX 2669 10666 N TORREY PINES
    ROAD
    LA JOLLA,CA92038
    NONE PUBLIC CHARITY THERAPEUTIC ENDOSCOPY LAB 150,000
    SCRIPPS HOWARD FOUNDATION
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    NONE PRIVATE FOUNDATION COVID RELIEF FUNDS AND GENERAL FUND 1,399,332
    SCRIPPS INSTITUTION OF OCEANOGRAPHY UNIVERSITY OF SAN DIEGO
    9500 GILMAN DRIVE 0940
    LA JOLLA,CA920930940
    NONE PUBLIC CHARITY SUPPORT FOR THE WALTER MUNK ENDOWED CHAIR IN OCEAN EXPLORATION 58,000
    SCRIPPS RESEARCH INSTITUTE
    10550 N TORREY PINES RD TCP-2
    LA JOLLA,CA92037
    NONE PUBLIC CHARITY GENERAL SUPPORT AND COVID-19 DRUG RESEARCH & DEVELOPMENT 508,678
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST 1250
    OAKLAND,CA94612
    NONE PUBLIC CHARITY GENERAL SUPPORT 595
    SOCIETY OF ST VINCENT DE PAUL
    1125 BANK STREET
    CINCINNATI,OH45214
    NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 3,462
    SPCA CINCINNATI
    11900 CONREY ROAD
    CINCINNATI,OH45249
    NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 1,393
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,500
    TENDER MERCIES
    27 WEST 12TH STREET
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY GENERAL SUPPORT 595
    TEXAS A & M FOUNDATION
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840
    NONE PUBLIC CHARITY COVID-19 RELIEF 1,000
    THE BAIL PROJECT
    PO BOX 750
    VENICE,CA90294
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,080
    THE CHILDREN'S HEALTH FUND
    215 WEST 125TH ST SUITE 301
    NEW YORK,NY10027
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,080
    THE DAWSON SCHOOL
    10455 DAWSON DRIVE
    LAFAYETTE,CO80026
    NONE PUBLIC CHARITY GENERAL FUND 10,000
    THE FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    THE GREATER CINCINNATI FOUNDATION
    720 PETE ROSE WAY SUITE 120
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY COVID-19 REGIONAL RESPONSE FUND 1,000
    THE HELPING CENTER OF MARBLE FALLS AREA
    1315 BROADWAY
    MARBLE FALLS,TX78654
    NONE PUBLIC CHARITY COVID-19 RELIEF FOR THE AUSTIN PARAMEDIC RELIEF AND COMMUNITY OUTREACH PROGRAM 250
    THE HUMANE SOCIETY OF ROCHESTER & MONROE
    99 VICTOR ROAD
    FAIRPORT,NY14450
    NONE PUBLIC CHARITY SUPPORT VETERINARY CARE 1,080
    THE HUMANE SOCIETY OF SARASOTA
    2332 15TH ST
    SARASOTA,FL34237
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    THE MISSION SOCIETY
    PO BOX 922637
    NORCROSS,GA30010
    NONE PUBLIC CHARITY GOSHORN SUPPORT 1,785
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    NONE PUBLIC CHARITY GENERAL SUPPORT 900
    TWENHOFEL MIDDLE SCHOOL YOUTH SERVICE CENTER
    11846 TAYLOR MILL ROAD
    INDEPENDENCE,KY41051
    NONE PUBLIC CHARITY TO SUPPORT THE YOUTH SERVICE CENTER 785
    UNITED STATES FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    UNIVERSITY OF COLORADO FOUNDATION
    PO BOX 17126
    DENVER,CO802179155
    NONE PUBLIC CHARITY SUPPORT FOR THE PARENT FUND 50,000
    WATERSHED SCHOOL
    1661 ALPINE AVE
    BOULDER,CO80304
    NONE PUBLIC CHARITY PAYMENT OF 2 MATCHING GRANTS OF $20,000 EACH 40,000
    WE THE PROTESTORS INC
    10 LIBERTY STREET NO 38D
    NEW YORK,NY10005
    NONE PUBLIC CHARITY CAMPAIGN ZERO 5,000
    WESLEY COMMUNITY SERVICES AKA MEALS ON WHEELS
    2091 RADCLIFF DRIVE
    CINCINNATI,OH45204
    NONE PUBLIC CHARITY GENERAL SUPPORT 595
    YMCA OF GREATER CINCINNATI
    1105 ELM STREET
    CINCINNATI,OH45202
    NONE PUBLIC CHARITY COVID-19 RELIEF EFFORTS 4,550
    YOUNG MUSICIANS FOUNDATION
    1844 CYPRESS AVENUE 101
    LOS ANGELES,CA90065
    NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    Total .................................bullet 3a 3,318,600
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 125,398  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 82,380  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 207,778 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    207,778
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number

    47-3117210
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number
    47-3117210
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    REBECCA S BRICKNER
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    CODY DUBUC
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    RAY GRANADO
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    MONICA HOLCOMB
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    ELIZABETH A LOGAN
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    JENNY SUE MITCHELL
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 15,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number
    47-3117210
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    MARY M PEIRCE
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    MARY ANN S SANCHEZ
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 1,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    CHARLES SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    CYNTHIA J SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 12,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    EDWARD W SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    EATON SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 30,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number
    47-3117210
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
    ELI W SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    JEAN W SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    GERALD J SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    JONATHAN L SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 120,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    SEBASTIAN SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 70,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    WENDY SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 45,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number
    47-3117210
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    19
    WILLIAM A SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    WILLIAM H SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    WES SCRIPPS
    250 GRANDVIEW DRIVE SUITE 400
     
    FT MITCHELL, KY41017

    $ 6,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number

    47-3117210
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MIRAMAR CHARITABLE FOUNDATION
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    Employer identification number

    47-3117210
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2019-11-19 10,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 10,000 NO DIVERSION HAS OCCURED 11/18/2020 2020-11-18 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2019-10-04 10,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 10,000 NO DIVERSION HAS OCCURED 11/18/2020 2020-11-18 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2019-12-12 100,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 100,000 NO DIVERSION HAS OCCURED 1/28/2021 2020-11-18 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    FREDERICKSBURG MORNING ROTARY CHARITY FUND
     
    409 N MILAM
    FREDRICKSBURG,TX78624
    2020-01-07 125,083 THE PURPOSE OF THE GRANT WAS TO ASSIST THE CITY OF FREDERICKSBURG WITH THE BUILDING OF PUBLIC BATTING CAGES IN A CITY PARK. THE ROTARY ACTED AS THE PROJECT MANAGER TO OVERSEE THE CONSTRUCTION, AND THE CITY WILL TAKE OVER OPERATIONS AND MAINTENANCE WHEN THE PROJECT IS COMPLETED. 125,083 NO DIVERSION HAS OCCURED 1/7/2020 2020-01-31 ALL AMOUNTS WERE EXPENDED DIRECTLY FOR THE PROJECT AND HAVE BEEN VERIFIED IN ACCORDANCE WITH THE AGREEMENT. PROGRESS REPORTS ARE PRESENTED REGULARLY TO THE FOUNDATION.
    FREDERICKSBURG MORNING ROTARY CHARITY FUND
     
    409 N MILAM
    FREDRICKSBURG,TX78624
    2020-01-07 293,649 THE PURPOSE OF THE GRANT WAS TO ASSIST THE CITY OF FREDERICKSBURG WITH THE BUILDING OF A COVERED BASKETBALL PAVILION IN A CITY PARK. THE ROTARY ACTED AS THE PROJECT MANAGER TO OVERSEE THE CONSTRUCTION, AND THE CITY WILL TAKE OVER OPERATIONS AND MAINTENANCE WHEN THE PROJECT IS COMPLETED. 293,649 NO DIVERSION HAS OCCURED 1/7/2020 2020-01-31 ALL AMOUNTS WERE EXPENDED DIRECTLY FOR THE PROJECT AND HAVE BEEN VERIFIED IN ACCORDANCE WITH THE AGREEMENT. PROGRESS REPORTS ARE PRESENTED REGULARLY TO THE FOUNDATION.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-04-16 10,000 COVID-19 SCRIPPS HOWARD EMPLOYEE RELIEF FUND 10,000 NO DIVERSION HAS OCCURED 8/30/2020, 1/28/21 2021-01-31 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-10-14 10,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 10,000 NO DIVERSION HAS OCCURED 8/30/2020, 1/28/2020 2021-01-31 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-04-21 150,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 0 NOT VERIFIED UNTIL END OF GRANT PERIOD IN 2021     VERIFICATION WAS NOT DUE BY 12/31/2020
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-11-24 5,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 0 NOT VERIFIED UNTIL END OF GRANT PERIOD IN 2021     VERIFICATION WAS NOT DUE BY 12/31/2020
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-01-23 3,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 3,000 NO DIVERSION HAS OCCURED 11/18/2020, 1/28/2021 2021-01-31 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-05-22 565,665 COVID-19 SCRIPPS HOWARD EMPLOYEE RELIEF FUND 565,665 NO DIVERSION HAS OCCURED 8/13/2020, 10/1/2020 2020-10-01 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-05-22 555,668 COVID-19 SCRIPPS HOWARD COMMUNITY RELIEF FUND 555,668 NO DIVERSION HAS OCCURED 8/13/2020, 10/1/2020 2020-10-01 ALL FUNDS WERE EXPENDED IN COMPLIANCE WITH THE GRANT AGREEMENT.
    SCRIPPS HOWARD FOUNDATION
     
    312 WALNUT STREET 28TH FLOOR
    CINCINNATI,OH45202
    2020-12-15 100,000 THE SCRIPPS HOWARD FOUNDATION GENERAL FUND 0 NOT VERIFIED UNTIL END OF GRANT PERIOD IN 2021     VERIFICATION WAS NOT DUE BY 12/31/2020

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    7,377.935 SHS VANGUARD GROWTH INDEX INST. AT COST 490,832 962,599
    26,027.561 SHS VANGUARD VALUE INDEX INST. AT COST 920,586 1,207,939
    4,678.756 SHS VANGUARD SM CAP VL INDX INST AT COST 115,595 159,733
    125,576.773 SHS OF DFA SHORT TERM EXTND QUALITY AT COST 1,363,371 1,381,344
    39,191.081 SHS OF DFA INTL CORE EQUITY AT COST 438,109 571,014
    40,482.923 SHS OF DFA INT EXT QUALITY AT COST 439,046 484,581
    8,104.474 SHS OF DFA EMERGE MKTS CORE EQUITY AT COST 141,091 196,696
    2,677.846 SHS OF DFA REAL ESTATE PORTFOLIO AT COST 92,075 100,473
    6,392.301 SHS DFA US SMALL CAP PORTFOLIO AT COST 190,415 245,592
    7,216.397 SHS DFA US SMALL CAP VALUE AT COST 194,704 248,460

    TY 2020 LegalFeesSchedule
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 1,115 0 0 1,115


    TY 2020 OtherDecreasesSchedule
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Description Amount
    RETURN OF CAPITAL 2,975


    TY 2020 OtherExpensesSchedule
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 59 0 0 59


    TY 2020 SubstantialContributorsSch
    Name:
    MIRAMAR CHARITABLE FOUNDATION
     
    MIRAMAR FIDUCIARY CORPORATION TRUSTEE
    EIN:
    47-3117210
    Name Address
    WENDY SCRIPPS 250 GRANDVIEW DRIVE SUITE 400
    FT MITCHELL,KY41017
    SEBASTIAN SCRIPPS 250 GRANDVIEW DRIVE SUITE 400
    FT MITCHELL,KY41017