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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
MILLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)310 WAHWAHTAYSEE WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BATTLE CREEK, MI49015
A Employer identification number

38-6064925
B Telephone number (see instructions)

(269) 964-3542
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$25,254,212
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 215 215  
4 Dividends and interest from securities... 548,021 548,021  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 735,566
b Gross sales price for all assets on line 6a 2,902,335
7 Capital gain net income (from Part IV, line 2)... 735,566
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........ 1,283,802 1,283,802  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,500 2,670   41,830
14 Other employee salaries and wages...... 206,888 12,413   194,475
15 Pension plans, employee benefits....... 29,845 1,791   28,054
16a Legal fees (attach schedule)......... 1,815 1,815   0
b Accounting fees (attach schedule)....... 12,750 12,750   0
c Other professional fees (attach schedule).... 80,009 80,009   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 32,724 0   0
19 Depreciation (attach schedule) and depletion... 36,402 0  
20 Occupancy.............. 41,428 1,243   40,185
21 Travel, conferences, and meetings....... 6,037 181   5,856
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 64,754 1,942   62,812
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 557,152 114,814   373,212
25 Contributions, gifts, grants paid....... 787,223 787,223
26 Total expenses and disbursements. Add lines 24 and 25 1,344,375 114,814   1,160,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,573
b Net investment income (if negative, enter -0-) 1,168,988
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 465 448 448
2 Savings and temporary cash investments......... 2,326,647 747,157 747,157
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) bullet980,000
Less: allowance for doubtful accounts bullet0 0 980,000 980,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 851,226 Click to see attachment915,333 923,400
b Investments—corporate stock (attach schedule)....... 4,375,718 Click to see attachment4,605,113 5,455,314
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).......... 12,525,297 Click to see attachment12,801,594 16,255,577
14 Land, buildings, and equipment: basis bullet2,080,161
Less: accumulated depreciation (attach schedule) bullet1,187,846 890,647 Click to see attachment892,315 892,316
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,970,000 20,941,960 25,254,212
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) Click to see attachment121,910 Click to see attachment164,380
23 Total liabilities (add lines 17 through 22)......... 121,910 164,380
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........... 20,848,090 20,777,580
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 20,848,090 20,777,580
30 Total liabilities and net assets/fund balances (see instructions). 20,970,000 20,941,960
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
20,848,090
2
Enter amount from Part I, line 27a .....................
2
-60,573
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,787,517
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,937
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,777,580
Form 990-PF (2021)
Form 990-PF (2021)
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 SALE OF PUBLICLY TRADED SECURITY      
b SALE OF PUBLICLY TRADED SECURITY      
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 964,502   659,889 304,613
b 1,612,764   1,506,880 105,884
c 325,069     325,069
d
e
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       304,613
b       105,884
c       325,069
d
e
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 2 735,566
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 16,249
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 16,249
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,871
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 18,871
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 2,622
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,622 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.THEMILLERFOUNDATION.COM WWW.BCREATIVEARTS.COM
    14
    The books are in care ofbulletSARA WALLACE Telephone no.bullet (269) 964-3542

    Located atbullet310 WAHWAHTAYSEE WAYBATTLE CREEKMI ZIP+4bullet49015
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    DEBORAH DINGWALL CHAIRMAN
    2.00
    12,500 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    ALLEN L MILLER VICE CHAIRMAN
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    JOHN GALLAGHER SECRETARY
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    GREG DOTSON TREASURER
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    BARBARA L COMAI TRUSTEE
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    JIM LANCE TRUSTEE
    1.00
    2,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    PAUL OHM TRUSTEE
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    KEN TSUCHIYAMA TRUSTEE
    1.00
    5,000 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    ARTHUR ANGOOD TRUSTEE EMERITUS
    1.00
    0 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    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
    SARA WALLACE EXECUTIVE DIRECTOR
    40.00
    134,601 12,711 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    LOIS HALSTEAD EMPLOYEE
    40.00
    72,287 0 0
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    22,110,859
    b
    Average of monthly cash balances.......................
    1b
    1,721,101
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,831,960
    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
    23,831,960
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    357,479
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    23,474,481
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,173,724
    Part X
    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 IX, line 6..................
    1
    1,173,724
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,249
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,249
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,157,475
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,157,475
    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 XII, line 1 ...
    7
    1,157,475
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,157,475
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,041,499
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 120,173
    f Total of lines 3a through e ........ 3,161,672
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,198,505
    a Applied to 2020, 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 2021 distributable amount..... 1,157,475
    e Remaining amount distributed out of corpus 41,030
    5 Excess distributions carryover applied to 2021. 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 3,202,702
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    3,041,499
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    161,203
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 120,173
    e Excess from 2021.... 41,030
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    MILLER FOUNDATION
    310 WAHWAHTAYSEE WAY
    BATTLE CREEK,MI49015
    (269) 964-3542
    bThe form in which applications should be submitted and information and materials they should include:
    CHARITABLE ORGANIZATIONS SHOULD SEND AN INITIAL REQUEST ONLINE TO THE MILLER FOUNDATION WHICH DESCRIBES THE PROJECT OR PROGRAM, THE AMOUNT REQUESTED, AND THE AMOUNTS BEING REQUESTED FROM OTHER FOUNDATIONS.
    cAny submission deadlines:
    SUBMISSION DEADLINES ARE FEBRUARY 5, JUNE 5 AND SEPTEMBER 5.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE AWARDED TO ELIGIBLE BATTLE CREEK AREA PROJECTS ONLY. GRANTEES WHICH ARE NOT GOVERNMENTAL OR RELIGIOUS ENTITIES MUST HAVE A DETERMINATION LETTER FROM THE IRS WHICH STATES THAT THEY ARE A 501(C)(3) ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    BARN THEATHER SCHOOL FOR ADVANCED TESTING
    PO BOX 277
    AUGUSTA,MI49012
      PC MATCHING GRANT 1,000
    BATTLE CREEK AREA CATHOLIC SCHOOL
    63 N 24TH STREET
    BATTLE CREEK,MI49015
      PC MATCHING GRANT 300
    BATTLE CREEK PUBLIC SCHOOLS
    3 VAN BUREN WEST
    BATTLE CREEK,MI49017
      PC STUDENT SCHOLARSHIPS 550
    BATTLE CREEK UNLIMITED
    4950 WEST DICKMAN RD STE A-1
    BATTLE CREEK,MI49037
      PC NP ORGANIZATION SUPPORT 500
    BC CHRISTIAN EARLY LEARNING CENTER
    1035 WAGNER DR
    BATTLE CREEK,MI49017
      PC CEO GRANT 500
    BIG BROTHERS BIG SISTERS
    34 W JACKSON ST SUITE 5A
    BATTLE CREEK,MI49017
      PC BOARD GRANT 20,000
    BIG BROTHERS BIG SISTERS
    34 W JACKSON ST SUITE 5A
    BATTLE CREEK,MI49017
      PC CEO GRANT 1,000
    BIG BROTHERS BIG SISTERS
    34 W JACKSON ST SUITE 5A
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 1,000
    BIG BROTHERS BIG SISTERS
    34 W JACKSON ST SUITE 5A
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 1,390
    BLU FISH CONSULTING
    115 W MICHIGAN AVE
    MARSHALL,MI49068
      PC STUDENT SCHOLARSHIPS 515
    BLUE LAKE FINE ARTS CAMP
    300 EAST CRYSTAL LAKE RD
    TWIN LAKE,MI49457
      PC STUDENT SCHOLARSHIPS 745
    BRASS BAND OF BATTLE CREEK
    PO BOX 556
    MARSHALL,MI46068
      PC BOARD GRANT 7,500
    BURMESE AMERICAN INITIATIVE
    765 UPTON AVE
    BATTLE CREEK,MI49017
      PC BOARD GRANT 81,500
    CALHOUN COUNTY SHERIFF DEPT
    161 E MICHIGAN AVE
    BATTLE CREEK,MI49015
      PC COMMUNITY SUPPORT 500
    CHARITABLE UNION
    85 CALHOUN ST
    BATTLE CREEK,MI49017
      PC BOARD GRANT 50,000
    CHARITABLE UNION
    85 CALHOUN ST
    BATTLE CREEK,MI49017
      PC CEO GRANT 1,000
    CHARITABLE UNION
    85 CALHOUN ST
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 500
    CHARITABLE UNION
    85 CALHOUN ST
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 600
    CHARITABLE UNION
    85 CALHOUN ST
    BATTLE CREEK,MI49017
      PC MATCHING GRANT 3,150
    CRESENDO ACADEMY OF MUSIC
    359 S KALAMAZOO MALL STE 12
    KALAMAZOO,MI49007
      PC STUDENT SCHOLARSHIPS 1,813
    FAMILY HEATLH CENTERGRACE HEALTH
    181 W EMMETT ST
    BATTLE CREEK,MI49037
      PC MATCHING GRANT 500
    FISHER SPIEGEL KUNKLE & GERBER
    4625 BECKLEY RD
    BATTLE CREEK,MI49015
      PC NP ORGANIZATION SUPPORT 150
    GRACE HEALTH
    181 W EMMETT ST
    BATTLE CREEK,MI49037
      PC MATCHING GRANT 100
    GREATER BATTLE CREEK ICE HOCKEY ASSOCIATION
    PO BOX 2545
    BATTLE CREEK,MI49017
      PC MATCHING GRANT 1,000
    GUARDIAN INC
    693 CAPITAL AVE SW UNIT 3
    BATTLE CREEK,MI49015
      PC NP ORGANIZATION SUPPORT 500
    HUMANE SOCIETY OF SCMI
    2500 WATKINS RD
    BATTLE CREEK,MI49015
      PC MATCHING GRANT 500
    JUNIOR ACHIEVEMENT
    2775 W DICKMAN RD
    BATTLE CREEK,MI49037
      PC BOARD GRANT 9,500
    JUNIOR ACHIEVEMENT OF BC
    15189 S HELMER RD
    BATTLE CREEK,MI49015
      PC MATCHING GRANT 1,500
    KAMBLY LIVING CENTER
    1003 NORTH AVE
    BATTLE CREEK,MI49017
      PC BOARD GRANT 5,000
    KAMBLY LIVING CENTER
    1003 NORTH AVE
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 500
    KCC FOUNDATION
    450 NORTH AVENUE
    BATTLE CREEK,MI49017
      PC MATCHING GRANT 2,500
    LAKEVIEW SCHOOL DISTRICT
    15060 S HELMER RD
    BATTLE CREEK,MI49015
      PC STUDENT SCHOLARSHIPS 17,800
    LEGAL SERVICES OF SOUTH CENTRAL MICHIGAN
    70 E MICHIGAN AVE
    BATTLE CREEK,MI49015
      PC BOARD GRANT 62,000
    LEGAL SERVICES OF SOUTH CENTRAL MICHIGAN
    70 E MICHIGAN AVE
    BATTLE CREEK,MI49016
      PC BOARD GRANT 25,000
    LEILA ARBORETUM
    928 MICHIGAN AVE W
    BATTLE CREEK,MI49037
      PC MATCHING GRANT 100
    LEILA ARBORETUM SOCIETY
    928 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 2,000
    LEILA ARBORETUM SOCIETY
    928 W MICHIGAN AVE
    BATTLE CREEK,MI49037
      PC BOARD GRANT 60,000
    LEILA ARBORETUM SOCIETY
    928 W MICHIGAN AVE
    BATTLE CREEK,MI49037
      PC COMMUNITY SUPPORT 1,000
    MUSIC CENTER
    450 NORTH AVENUE
    BATTLE CREEK,MI49017
      PC MATCHING GRANT 1,500
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC CEO GRANT 1,000
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 500
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 679
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 1,000
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC BOARD GRANT 58,000
    MUSIC CENTER OF SC MI
    PO BOX 1613
    BATTLE CREEK,MI49017
      PC STUDENT SCHOLARSHIPS 16,949
    NEW LEVEL SPORTS
    400 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC CEO GRANT 1,000
    NEW LEVEL SPORTS
    400 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 1,000
    NONPROFIT NETWORK
    2800 SPRINGPORT RD
    JACKSON,MI49202
      PC NP ORGANIZATION SUPPORT 17,803
    OLIVET COLLEGE
    320 MAIN ST
    OLIVET,MI49076
      PC CEO GRANT 1,000
    OLIVET COLLEGE
    320 MAIN ST
    OLIVET,MI49076
      PC BOARD GRANT 30,000
    PLANNED PARENTHOOD
    420 W MICHIGAN AVE
    KALAMAZOO,MI49006
      PC MATCHING GRANT 1,000
    SAFE PLACE
    PO BOX 199
    BATTLE CREEK,MI49016
      PC MATCHING GRANT 100
    SAFE PLACE
    PO BOX 199
    BATTLE CREEK,MI49016
      PC BOARD GRANT 50,000
    SAFE PLACE
    PO BOX 199
    BATTLE CREEK,MI49016
      PC CEO GRANT 500
    SEXUAL ASSAULT SVC OF CALHOUN CTY
    36 W MANCHESTER
    BATTLE CREEK,MI49037
      PC NP ORGANIZATION SUPPORT 10,400
    SHARE CENTER
    120 GROVE ST
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 500
    SLD READ
    5250 LOVERS LANE STE LL 100
    KALAMAZOO,MI49001
      PC BOARD GRANT 15,000
    SLD READ
    5250 LOVERS LANE STE LL 100
    KALAMAZOO,MI49001
      PC CEO GRANT 1,000
    SOUTH MICHIGAN FOOD BANK
    5451 WAYNE RD
    BATTLE CREEK,MI49037
      PC BOARD GRANT 3,000
    SPROUT URBAN FARMS INC
    PO BOX 888
    BATTLE CREEK,MI49016
      PC BOARD GRANT 150,000
    SUBSTANCE ABUSE COUNCIL
    140 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC BOARD GRANT 26,000
    SUBSTANCE ABUSE COUNCIL
    140 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 500
    THE ARC OF CALHOUN COUNTY
    506 RIVERSIDE DR
    BATTLE CREEK,MI49015
      PC NP ORGANIZATION SUPPORT 179
    VOCES
    520 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 1,000
    VOCES
    520 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 500
    VOCES
    520 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC BOARD GRANT 30,000
    WHAT A DO THEATRE'
    200 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC CEO GRANT 1,000
    WHAT A DO THEATRE'
    200 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC COMMUNITY SUPPORT 900
    WHAT A DO THEATRE'
    200 W MICHIGAN AVE
    BATTLE CREEK,MI49017
      PC NP ORGANIZATION SUPPORT 1,000
    WK KELLOGG BIOLOGICAL STATIONMSU
    535 CHESTNUT RD RM300
    EAST LANSING,MI48824
      PC MATCHING GRANT 500
    Total .................................bullet 3a 787,223
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 215  
    4 Dividends and interest from securities ....          
    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 ............
        18 735,566  
    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 1,283,802 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,283,802
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,750 12,750   0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING IMPROVEMENTS   758,043 452,263 NC 39.000000000000 0 0    
    OFFICE EQUIPMENT   4,485 4,485 NC 5.000000000000 0 0    
    FURNITURE & FIXTURES   635,507 413,509 NC 7.000000000000 0 0    
    LAND   290,000   L   0 0    
    BUILDINGS   354,056 317,589 NC 39.000000000000 0 0    
    CIP   38,070   NC 0 % 0 0    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 18,540 24,066
    ACCENTURE PLC IRELAND CL A 19,585 31,506
    ACTIVISION BLIZZARD INC 10,229 11,776
    ACTIVISION BLIZZARD INC - INTERNATIONAL 18,948 14,237
    ACUSHNET HOLDINGS CORP 2,134 2,760
    ADIDAS AG 18,308 14,400
    ADIENT PLC COM 9,971 14,077
    ADOBE INC 19,557 22,115
    ADYEN B.V. 45,154 49,944
    AERCAP HOLDINGS NV 14,146 20,476
    AFFILATED MGRS GROUP INC 11,393 18,261
    AIR LEASE CORP CL A 11,757 11,986
    AIR LIQUIDE ADR 16,132 16,528
    ALCON INC 13,394 17,511
    ALLETE INC NEW 3,009 3,251
    ALLIANCE DATA SYSTEMS CORP 7,407 8,388
    ALLSTATE CORP 12,067 13,177
    ALPHABETINC CL A 39,307 60,838
    ALTRA INDL MOTION CORP 5,263 5,105
    AMAZON COM INC 70,971 70,021
    AMER INTL GP INC NEW 35,491 53,676
    AMEREN CORP 13,153 15,577
    AMERICAN ELEC PWR CO INC 15,592 16,014
    AMERICAN EQ INVT LIFE HLDG C 4,524 6,461
    AMERIPRISE FINCL INC 37,040 58,824
    ANALOG DEVICES IN 10,403 10,722
    ANSYS INC 21,561 24,067
    ANTHEM INC COM 48,632 65,823
    APOLLO GLOBAL MANAGEMENT INC 18,493 22,019
    APPLE INC 19,174 25,037
    ARCONIC CORPORATION 3,752 4,126
    ARROW ELECTRONICS 17,719 24,706
    ASHLAND GLOBAL HLDGS INC COM 2,328 3,230
    ASML HOLDING NV NY REG NEW 23,326 34,234
    ASSURANT INC 18,967 22,288
    ASTRAZENECA PLC ADR 27,099 31,397
    ASTRAZENECA PLC ADR 37,517 41,649
    ATKORE INTRL GRP 2,801 7,783
    ATLASSIAN CORP PLC CL A 7,189 11,820
    AVANOS MEDICAL INC 3,671 2,843
    AVIENT CORPORATION 2,651 3,469
    B&M EUROPEAN VALUE RET SA ADR 12,040 14,580
    BANK OF AMERICA CORP 23,158 24,736
    BANK OF NT BUTTERFIELD&SON LTD 2,353 2,896
    BARNES GROUP INCORPORATED 3,032 2,842
    BERRY GLOBAL GROUP INC 23,592 31,799
    BLACK HILLS CORP 3,468 4,022
    BOOZT AB-UNSPONSORED ADR 7,522 6,817
    BP PLC ADS 33,689 38,187
    BRANDYWINE REALTY TR SBI NEW 3,523 4,066
    BRITISH AMER TOB SPON ADR 26,684 24,466
    BROADCOM INC 38,750 59,887
    BROADSTONE NET LEASE INC 1,587 1,886
    CAPITAL ONE FINANCIAL CORP 15,342 15,380
    CARSALES COM LTD ADR 10,164 12,293
    CATERPILLAR INC 40,881 43,829
    CELLNEX TELECOME SA UNS ADR 16,815 15,716
    CENTENE CORPORATION 30,928 43,095
    CENTERPOINT ENERGY INC 10,303 11,527
    CHARLES SCHWAB NEW 21,852 34,817
    CHOICE HOTELS INTL INC NEW 2,207 3,276
    CIENA CORP NEW 20,091 29,556
    CIGNA CORP 76,855 74,859
    CIRRUS LOGIC INC 3,286 3,773
    CISCO SYS INC 46,670 65,968
    CITIGROUP INC NEW 66,776 65,946
    CME GROUP INC 18,229 21,932
    CNX RESOURC CORP 3,799 5,019
    COCA COLA CO 28,694 31,381
    COGNIZANTTECH SOLUTIONS CL A 36,864 40,634
    COHEN & STEERS GLB RLTY FOC I 177,776 185,763
    COMCAST CORP (NEW) CLASS A 37,179 36,338
    COMMSCOPE HOLDING COMPANY INC 6,763 5,509
    CONCENTRIX CORP 9,318 16,790
    CONOCOPHILLIPS 26,439 41,936
    CONSTELLATION BRANDS INC CL A 25,262 29,113
    CORTEVA INC 15,161 18,959
    COSTCO WHOLESALE CORP NEW 19,984 30,656
    CRACKER BARREL OLD CTRV STORE 3,370 3,216
    CROWN HLDGS INC (HOLDING CO) 30,740 34,735
    CSL LTD 17,643 16,822
    CVS HEALTH CORP COM 20,576 31,257
    DARDEN RESTAURANTS 22,021 22,747
    DELEK US HLDGS INC 1,233 1,184
    DELL TECHNOLOGIES INC CL C 17,802 28,591
    DELUXE CORPORATION 1,069 1,252
    DENNVS CORPORATION 1,231 1,408
    DEVON ENERGY CORP NEW 2,799 8,061
    DIODES INC 1,950 3,184
    DOLLAR GEN CORP NEW COM 51,841 57,307
    DOVER CORP 19,417 28,693
    DRILL-QUIP INC 952 610
    DSV AS ADR 9,235 9,155
    DUPONT DE NEMOURS INC 13,849 16,237
    EAST WEST BANCORP 8,779 13,769
    EATON CORP PLC SHS 22,029 22,466
    EBAY INC 38,773 41,097
    EDENRED S A ADR 8,692 6,867
    EDISON INTERNATIONAL 14,604 16,039
    ELASTIC N V 11,741 8,370
    ENTEGRIS INC 18,372 16,629
    EQUINOR ASA 17,938 27,699
    EQUITABLE HLDGS INC 12,188 15,936
    ESSENT GROUP LTD COM 2,726 2,823
    EVOLUTION GAMING GROUP AB ADR 9,859 13,009
    EXELON CORP 8,266 11,379
    EXPERION GP LTD ADR 15,069 20,562
    FERRARI N V 16,423 18,635
    FIDELITY NATIONAL FINANCIAL IN 19,351 24,264
    FIDELITY NATL INFORMATION SE 39,995 31,544
    FIRST FINCL BNCP 2,987 4,193
    FIRST INTERSTATE BANC SYSTEM 2,424 2,440
    FIRST REPUBLIC BANK 18,402 26,846
    FLEXTRONICS INTL LTD 27,282 28,466
    FNB CORPORATION 4,880 6,344
    FOX CORP CL A 23,535 27,564
    FREEPORT-MCMORAN CL-B 19,341 26,039
    FULLER H B & COMPANY 2,878 4,455
    GALLAGHER ARTHUR J & CO 15,573 21,718
    GDS HLDGS LTD SPONSORED 10,014 6,838
    GENERAL ELECTRIC CO 23,545 24,940
    GENERAL MTRS CO 28,958 40,924
    GREAT WESTN BANCORP INC 2,574 4,313
    GROUP I AUTOMOTIVE INC 3,212 4,100
    H&E EQUIPMENT SVCS INC 1,637 2,479
    HANCOCK WHITNEY CORPORATION 5,805 8,603
    HANESBRANDS INC 12,289 14,179
    HANOVER INSURANCE GROUP INC 4,265 4,849
    HCA HEALTHCARE INC 28,158 44,190
    HDFC BANK LTD ADR 8,263 7,483
    HELIX ENERGY SOLUTIONS GRP INC 1,201 914
    HOME DEPOT INC 18,590 29,051
    HUMANA INC 28,818 33,398
    HUNTINGTON INGALLS INDUSTRIES 10,360 8,964
    HUNTSMAN CORP 3,697 5,162
    IHS MARKIT LTD 18,899 28,578
    INDEPENDENCE RLTYTR INC COM 1,282 2,506
    INFINEON TECHNOLOGIES AG 7,645 8,004
    INTEGER HOLDINGS CORP 3,544 3,766
    INTEGRA LIFESCIENCES CRP NEW 3,813 3,885
    INTERCONTINENTAL EXCHANGE INC 10,044 11,489
    INTUIT INC 18,568 31,518
    ITT INC 6,496 8,788
    J&J SNACK FOODS 3,538 3,633
    JAPAN EXCHANGE GROUP INC 14,656 12,549
    JPMORGAN CHASE & CO 23,552 29,770
    JSR CORP UNSPON ADR 5,718 6,186
    KB HOME 3,324 4,294
    KBR INC 2,607 4,191
    KEMPER CORP DEL COM 3,348 2,646
    KIRBY CP 2,651 3,090
    KITE RLTY GROUP TR 2,329 3,267
    KONINKLIJKE PHIL EL SP ADR NEW 24,475 16,546
    LEAR CORP 12,947 13,721
    LEGGETT & PLATT INC 2,480 2,223
    LEIDOS HLDGS INC 22,960 20,091
    LIBERTY GLOBAL PLC CL C 34,508 40,759
    LIFE STORAGE INC 2,707 5,208
    LINCOLN NTL CORP IND 22,158 30,717
    LITHIA MTRS INC 22,771 19,896
    LOCKHEED MARTIN CORP 18,050 17,060
    LONZA GROUP AG ZUERICH ADR 19,985 25,885
    LOUISIANA PACIFIC CORP 4,998 10,656
    LOWES COMPANIES INC 7,677 12,407
    LOYALTY VENTURES INC 1,925 1,504
    LULULEMON ATHLETICA INC 19,839 22,313
    LVMH MOET HENNESSY LOUIS VUITT 16,743 22,012
    LXP INDUSTRIAL TRUST 3,614 5,248
    MAGNOLIA OIL & GAS CORP CL A 3,992 4,680
    MARATHON PETROLEUM CORP 13,337 20,925
    MASTEC INC 7,344 9,874
    MASTERCARD INC CL A 18,484 19,044
    MCKESSON CORP 9,905 14,168
    MEDTRONIC PLC SHS 34,929 31,242
    MERCADOLIBRE INC 31,457 25,620
    MERITAGE HOME CORPORATION 3,657 5,249
    META PLATFORMS INC CL A 19,787 23,881
    METLIFE INCORPORATED 27,141 36,744
    MICRON TECH INC 10,585 13,600
    MICROSOFT CORP 26,470 39,686
    MORGAN STANLEY 30,147 43,583
    NATIONAL HEALTH INVESTORS INC 3,721 3,161
    NBT BANCORP 1,202 1,464
    NCR CORPORATION 1,431 1,568
    NESTLE SPON ADR REP REG SHR 36,780 43,796
    NETSCOUT SYSTEMS INC 2,467 2,977
    NEWELL BRANDS INC 15,094 15,288
    NEXSTAR MEDIA GROUP CL A 2,767 2,567
    NIHON M&A CENTER INC 14,239 10,246
    NISOURCE INC 7,702 9,498
    NOMURA RESH INST LTD ADR 8,445 9,003
    NORTONLIFELOCK INC 35,264 34,424
    NRG ENERGY INC 19,950 24,125
    NUVASIVE INC 2,193 1,784
    NXP SEMICONDUCTORS NV 24,132 35,306
    OLD DOMINION FREIGHT LINE 17,947 17,919
    ON SEMICONDUCTOR CORP 3,810 8,218
    ORTHO CLINICAL DIAGNOSTICS HLD 1,747 1,904
    OTIS WORLDWIDE CORP 14,798 16,021
    OUTFRONT MEDIA INC COM NPV 4,100 5,632
    PAE INC CL A 1,276 1,370
    PATTERSON -UTI ENERGY INC 1,995 2,679
    PAYCOM SOFTWARE INC 24,342 23,251
    PAYPAL HLDGS INC COM 18,486 15,086
    PEPSICO INC NC 10,283 12,160
    PERFORMANCE FOOD GROUP CO 3,534 3,350
    PIONEER NATURAL RESOURCES CO 16,283 26,736
    PPG INDUSTRIES INC 13,183 16,037
    PRIMORIS SVCS CORP COM 2,510 2,182
    PROCTER & GAMBLE 20,375 24,210
    PROG HOLDINGS INC 2,661 2,210
    PROGRESSIVE CORP OHIO 10,500 11,805
    PROSPERITY BANCSHARES 2,958 3,109
    PUBLIC SERVICE ENTERPRISE GP 19,086 22,288
    QURATE RETAILINC SER A 11,199 7,942
    RAYMOND JAMES FINCL INC 14,298 22,891
    RAYTHEON TECHNOLOGIES CORP 30,774 37,694
    REGAL REXNORD CORPORATION 1,711 3,404
    RENEWABLE ENERGY GP INC 2,506 1,825
    REPLIGEN CP 21,503 18,539
    ROGERS COMM INC CL B 27,995 26,292
    ROPER TECHNOLOGIES, INC. 19,606 23,117
    ROSS STORES INC 32,997 31,084
    RPT REALTY COM SH BEN INT 1,434 2,288
    S & T BANCORP 1,377 1,797
    SAIA INC 1,272 2,359
    SANDY SPRING BANCORP 1,613 2,404
    SANOFI ADR 41,879 42,735
    SCHNEIDER ELEC SA UNSP ADR 11,639 12,077
    SEA LIMITED ADR 7,044 7,159
    SEALED AIR CP NEW 16,344 18,082
    SELECT MEDICAL HLDGS CP 3,624 2,528
    SELECTIVE INSURANCE GROUP 5,039 6,227
    SERVICE CORP INTL 2,030 2,982
    SHERWIN WILLIAMS COMPANY OHIO 18,897 27,468
    SHOPIFY INC 22,036 26,170
    SIG COMBIBLOC GROUP AG NAMEN A 6,445 7,684
    SIKA AG ADR 10,191 14,671
    SKYWEST INC 1,773 1,729
    SOUTH JERSEY IND INC 2,200 2,664
    SOUTHWEST GAS HOLDINGS INC 2,474 2,872
    SPECTRUM BRANDS HLDGS INC 3,597 4,781
    SPIRIT REALTY CAPITAL, INC. 3,908 4,674
    SS&C TECHNOLOGIES HLDGS INC 24,454 28,447
    STANLEY BLACK & DECKER INC 11,656 12,449
    STERLING BANCORP COM 2,370 3,069
    STEVEN MADDEN LTD 2,216 3,021
    STEWART INFORMATION SERVICES 826 957
    STIFEL FINANCIAL CORPORATION 7,016 9,859
    STRYKER CORP 19,207 21,394
    SUMMIT HOTEL PROPERTIES INC 2,209 2,401
    SUMMIT MATLS INC CL A 1,282 2,649
    SUNCOR ENERGY INC 37,514 55,141
    SYNOPSYS INC 22,192 33,534
    SYNOVUS FINANCIAL CORP 3,625 5,409
    TAIWAN SMCNDCTR MFG CO LTD ADR 41,654 45,838
    TD SYNNEX CORPORATION 11,887 16,811
    TENCENT HLDGS LTD UNSPON ADR 37,180 32,182
    TERADYNE INC 4,572 6,378
    TEXAS ROADHOUSE INC CL A 2,210 2,500
    THE SCOTTS MIRACLE-GROCOMPANV 2,541 2,254
    THERMO FISHER SCIENTIFIC 18,499 26,690
    TOWER SEMICONDUCTOR LTD NEW 3,716 5,793
    TTM TECH INC 3,360 3,695
    UBISOFT ENTMT SA UNSPON ADR 20,433 10,413
    UMPQUA HOLDINGS CORP 4,973 6,426
    UNIFIRSTCP 4,153 4,208
    UNILEVER PLC (NEW) ADS 53,031 48,572
    UNION PACIFIC CORP 18,159 22,170
    UNITED RENTALS INC 36,878 54,163
    UNITEDHEALTH GP INC 42,760 60,759
    UNIVAR SOLUTIONS INC 7,409 11,283
    VALLEY NATL BANCORP 4,149 5,940
    VERIZON COMMUNICATIONS 27,728 24,525
    VIAVI SOLUTIONS INC COM 3,042 3,630
    VISA INC CL A 17,156 17,337
    VISA INC CL A 46,224 46,593
    VISHAY INTERTECHNOLOGY INC 1,216 1,312
    VMWARE INC CLASS A 18,561 25,957
    WEBSTER FINCL CORP 5,979 7,985
    WELLS FARGO & CO NEW 61,563 93,177
    WERNER ENTERPRISES INC 3,760 4,528
    WESCO INTL INC 4,700 8,027
    WESTERN ALLIANCE BANCORP 6,189 11,196
    WESTERN DIGITAL CORPORATION 32,422 43,560
    WHIRLPOOL CORP 29,921 38,484
    WILLIAMS CO INC 10,115 13,150
    WILLIS TOWERS WATSON PUB LTD 12,140 11,637
    WIX COM LTD 15,442 8,994
    WOLTERS KLUWER NV SPON ADR 11,667 15,358
    WOLVERINE WORLD WIDE 3,425 3,227
    YANDEX N.V. A 8,568 7,623
    ZIMMER BIOMET HLDGS INC COM 37,440 31,252
    ZOETIS INC CLASS-A 19,519 29,284
    ZURN WATER SOLUTIONS CORP 1,841 3,422

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    US Government Securities - End of Year Book Value:

    758,746
    US Government Securities - End of Year Fair Market Value:

    760,458
    State & Local Government Securities - End of Year Book Value:


    156,587
    State & Local Government Securities - End of Year Fair Market Value:


    162,942


    TY 2021 InvestmentsOtherSchedule2
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK GLOBAL ALLOCATION I AT COST 746,682 924,381
    BLACKROCK MULTI-ASSET INC INST AT COST 221,815 229,676
    BLACROCK STRATEGIC INC OPP AT COST 654,793 642,259
    E V INCOME FUND OF BOSTON AT COST 531,262 564,352
    FIRST EAGLE GLOBAL I AT COST 682,625 940,838
    FIRST EAGLE OVERSEAS I AT COST 767,272 855,737
    FRANKLIN MUTUAL EUROPEAN Z AT COST 602,752 635,223
    FRANKLIN MUTUAL GLB DISCOV Z AT COST 717,575 719,712
    HARDING LOEVNER EMGMK MKTS AT COST 718,114 844,275
    ICAP MILLENNIUM LTD HH-2C AT COST 50,000 50,000
    INVESCO OPP DEVELOPING MKTS Y AT COST 716,218 883,805
    ISHARES BARCLAYS 1-3 YR TSY AT COST 414,213 419,745
    LOOMIS SAYLES GLB ALLOCATION Y AT COST 464,449 494,014
    MATTHEWS ASIAN JAPAN INV AT COST 385,375 358,077
    PIMCO COMM REAL RET STRAT I2 AT COST 290,358 370,845
    PIMCO FIX INC SHRS: SERIES C AT COST 126,442 132,148
    PIMCO FIX INC SHRS: SERIES M AT COST 131,535 132,844
    PIMCO INCOME I2 AT COST 430,645 435,637
    PIMCO INVEST GRADE CRED BD I2 AT COST 298,855 315,497
    PRINCIPAL REAL EST SEC INST AT COST 181,886 195,294
    SPDR GOLD TR GOLD SHS AT COST 335,695 347,562
    T ROWE PRICE QM US SM CP GR EQ AT COST 211,356 236,734
    VANGUARD FTSE DEVELOPED MKTS E AT COST 1,247,225 1,567,797
    VANGUARD GROWTH ETF AT COST 360,761 1,428,647
    VANGUARD MID CAP VALUE ETF AT COST 592,390 903,032
    VANGUARD MIDCAP GROWTH ETF AT COST 305,561 520,443
    VANGUARD VALUE ETF INDEX AT COST 615,740 1,107,003

    TY 2021 LandEtcSchedule2
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING IMPROVEMENTS 758,043 452,263 305,780  
    OFFICE EQUIPMENT 4,485 4,485 0  
    FURNITURE & FIXTURES 635,507 413,509 221,998  
    LAND 290,000 0 290,000  
    BUILDINGS 354,056 317,589 36,467  
    CIP 38,070 0 38,070  


    TY 2021 LegalFeesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,815 1,815   0


    TY 2021 OtherDecreasesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Description Amount
    OTHER CHANGES IN FUND BALANCES 9,937


    TY 2021 OtherExpensesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & SUBSCRIPTIONS 277 8   269
    COMMUNICATIONS 8,778 263   8,515
    INSURANCE 3,000 90   2,910
    MEALS 8,719 262   8,457
    MEMBERSHIPS 18,808 564   18,244
    OFFICE SUPPLIES 13,779 413   13,366
    PAYROLL SERVICE FEE 2,956 89   2,867
    REPAIRS 7,989 240   7,749
    CLEANING SERVICES 435 13   422
    BANK FEES 13 0   13


    TY 2021 OtherLiabilitiesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Description Beginning of Year - Book Value End of Year - Book Value
    AGENCY ACCOUNTS 121,910 164,380


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 80,009 80,009   0
    OTHER CONSULTING FEES 0 0   0


    TY 2021 TaxesSchedule
    Name:
    MILLER FOUNDATION
    EIN:
    38-6064925
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 32,724 0   0