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 05-01-2021 , and ending 12-31-2021
Name of foundation
THE MILLER CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 957
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BREWTON, AL36427
A Employer identification number

72-1373232
B Telephone number (see instructions)

(251) 867-3245
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$9,619,081
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) 1,509,294
2 Check bullet.............
3 Interest on savings and temporary cash investments 16,555 16,555  
4 Dividends and interest from securities... 100,216 100,216  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 349,175
b Gross sales price for all assets on line 6a 2,480,618
7 Capital gain net income (from Part IV, line 2)... 349,175
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)....... -12,634 -12,634 -12,634
12 Total. Add lines 1 through 11........ 1,962,606 453,312 -12,634
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,132 2,132 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 41,859 41,859 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,991 43,991 0 0
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 443,991 43,991 0 400,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,518,615
b Net investment income (if negative, enter -0-) 409,321
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 132,556 1,681,887 1,681,887
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) 839,452 Click to see attachment843,064 853,626
b Investments—corporate stock (attach schedule)....... 4,805,309 Click to see attachment4,652,515 6,416,387
c Investments—corporate bonds (attach schedule)....... 398,827 Click to see attachment398,078 407,481
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 134,686 Click to see attachment259,473 259,700
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,870 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,315,700 7,835,017 9,619,081
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 attachment0 Click to see attachment702
23 Total liabilities (add lines 17 through 22)......... 0 702
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........ 6,315,700 7,834,315
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,315,700 7,834,315
30 Total liabilities and net assets/fund balances (see instructions). 6,315,700 7,835,017
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
6,315,700
2
Enter amount from Part I, line 27a .....................
2
1,518,615
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,834,315
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,834,315
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 PUBLICLY TRADED SECURITIES - LT      
b PUBLICLY TRADED SECURITIES - ST      
c
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 926,524   632,319 294,205
b 1,554,094   1,499,124 54,970
c
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       294,205
b       54,970
c
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 2 349,175
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 54,970
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 5,690
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 5,690
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,701
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 20,701
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 15,011
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,011 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)
    bulletAL
    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 addressbulletN/A
    14
    The books are in care ofbulletLARRY J WALDREP Telephone no.bullet (251) 867-3245

    Located atbullet115 DEER STREETBREWTONAL ZIP+4bullet36426
    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)
     
    No
    (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
     
     
    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
    NANCY M MELTON PRESIDENT
    0.00
    0 0 0
    20 VALHALLA DRIVE
    EVERGREEN,AL36401
    JEAN MILLER STIMPSON SECRETARY/TREASURER
    0.00
    0 0 0
    65 OAKLAND AVENUE
    MOBILE,AL36608
    J MCGOWIN MILLER DIRECTOR
    0.00
    0 0 0
    4453 FREDERICKSBURG CIRCLE
    BIRMINGHAM,AL35213
    DAVID JOHN MILLER DIRECTOR
    0.00
    0 0 0
    392 PANORAMA DR
    SAUTEE NACOOCHEE,GA30571
    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 (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
    7,764,531
    b
    Average of monthly cash balances.......................
    1b
    272,238
    c
    Fair market value of all other assets (see instructions)................
    1c
    194,816
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,231,585
    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
    8,231,585
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    123,474
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,108,111
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    272,124
    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
    272,124
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,690
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,690
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    266,434
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    266,434
    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
    266,434
    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 7 266,434
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 15,852
    f Total of lines 3a through e ........ 15,852
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 400,000
    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..... 266,434
    e Remaining amount distributed out of corpus 133,566
    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 5 149,418
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    149,418
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 15,852
    e Excess from 2021.... 133,566
    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:
    NANCY M MELTON
    PO BOX 957
    BREWTON,AL36427
    (251) 867-3245
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DETAILING REQUEST AND INFORMATION ON THE ORGANIZATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(C)(3) ORGANIZATIONS, SCHOOLS, ETC.
    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
    ALABAMA BAPTIST CHILDREN'S HOME
    PO BOX 361767
    BIRMINGHAM,AL352361767
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 20,000
    THE CHAPEL AT STEELWOOD FOUNDATION
    31925 STEELWOOD RIDGE ROAD
    LOXLEY,AL36551
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 30,000
    MOSSY CREEK UNITED METHODIST CHURCH
    2154 POST ROAD
    CLEVELAND,GA30528
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    EVERGREEN BAPTIST CHURCH
    107 PARK STREET
    EVERGREEN,AL36401
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 30,000
    UAB DEPARTMENT OF NEUROSURGERY
    510 TWENTIETH ST SOUTH
    BIRMINGHAM,AL352943410
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000
    WILMER HALL
    3811 OLD SHELL ROAD
    MOBILE,AL36608
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000
    ALABAMA WILDLIFE FEDERATION
    3050 LANARK ROAD
    MILLBROOK,AL36054
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    FARE INTERNATIONAL INC
    1394 POST ROAD
    CLEVELAND,GA30528
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    THE MEDICAL CENTER FOUNDATION
    2150 LIMESTONE PARKWAY SUITE 115
    GAINESVILLE,GA30501
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    UMS-WRIGHT PREPARATORY SCHOOL
    65 N MOBILE STREET
    MOBILE,AL36607
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 35,000
    O'NEAL COMPREHENSIVE CANCER CENTER AT UAB
    1720 SECOND AVE SOUTH WTI 210G
    BIRMINGHAM,AL352943300
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    FAMILY MEDICAL CENTER
    101 NW 1ST STREET
    SUMMERDALE,AL36580
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    SOUTH ENOTAH CHILD ADVOCACY CENTER
    PO BOX 3165
    CLEVELAND,GA30528
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    TUSCALOOSA ACADEMY
    420 RICE VALLEY RD NORTH
    TUSCALOOSA,AL35406
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    BIGTIME MINISTRIES
    PO BOX 43707
    BIRMINGHAM,AL35243
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    PETER HOPKINS FOUNDATION
    955 STOVALL BOULEVARD
    ATLANTA,GA30319
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000
    THE UNIVERSITY OF ALABAMA - ALABAMA HERITAGE
    PO BOX 870342
    TUSCALOOSA,AL354870342
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    EVERGREEN CONECUH PUBLIC LIBRARY
    119 CEMETERY AVE
    EVERGREEN,AL36401
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    ALABAMA GOLF FOUNDATION
    3041 LORNA ROAD
    HOOVER,AL35216
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500
    ASHLAND PLACE METHODIST CHURCH
    15 WISTERIA AVENUE
    MOBILE,AL36607
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    CANTERBURY UNITED METHODIST CHURCH
    PO BOX 130699
    BIRMINGHAM,AL35213
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    CONECUH COUNTY FIRE RESCUE
    PO BOX 363
    EVERGREEN,AL36401
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    CONGREGATIONAL CHURCH OF NEW CANAAN
    23 PARK STREET
    NEW CANAAN,CT68401
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    DUMAS WESLEY COMMUNITY CENTER
    126 MOBILE ST
    MOBILE,AL36607
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    EMBRACE ALABAMA KIDS
    3140 ZELDA COURT SUITE 100
    MONTGOMERY,AL36106
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500
    FAITH CHRUCH
    825 DAILEY STREET
    EAST BREWTON,AL36426
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 50,000
    FUMC BREWTON BACKPACK BUDDIES
    180 BELLE MEADE DRIVE
    BREWTON,AL36426
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000
    JESUS FILM PROJECT
    PO BOX 628222
    ORLANDO,FL328628222
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    MOSSY CREEK ELEMENTARY PTO INC
    128 HORACE FITZPATRICK DRIVE
    CLEVELAND,GA30528
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000
    PILOTS FOR CHRIST INTERNATIONAL
    PO BOX 707
    MONROEVILLE,AL36461
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    SPARTA ACADEMY
    300 PIERCE STREET
    EVERGREEN,AL36401
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
    TEAM FOCUS
    PO BOX 91626
    MOBILE,AL36691
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    THE UNIVERSITY OF ALABAMA - COLLEGE OF ARTS & SCIENCES
    PO BOX 870268
    TUSCALOOSA,AL35487
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 12,000
    US ISRAEL EDUCATION ASSOCIATION
    402 OFFICE PARK DRIVE SUITE 215
    MOUNTAIN BROOK,AL35223
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 25,000
    WATERFRONT RESCUE MISSION
    PO BOX 1095
    MOBILE,AL36633
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    WISE
    2305 MONTEVALLO ROAD
    BIRMINGHAM,AL35223
    NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000
    Total .................................bullet 3a 400,000
    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 16,555  
    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 ............
        18 349,175  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aLOSS FROM PASSTHROUGH-EASTSIDE PARTNERS IV
        01 -12,694  
    bLITIGATION SETTLEMENT FUND     01 60  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 453,312 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    453,312
    (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
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    THE MILLER CHARITABLE FOUNDATION INC
     
    Employer identification number

    72-1373232
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE MILLER CHARITABLE FOUNDATION INC
     
    Employer identification number
    72-1373232
    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
    DAVID JOHN MILLER
    392 PANORAMA DR
     
    SAUTEE NACOOCHEE, GA30571

    $ 188,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    RICHARD CRAIG MILLER
    1870 WILLIAM COOK ROAD
     
    BREWTON, AL364262966

    $ 188,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    NANCY M MELTON
    20 VALHALLA DRIVE
     
    EVERGREEN, AL36401

    $ 377,494


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    JEAN MILLER STIMPSON
    65 OAKLAND AVENUE
     
    MOBILE, AL36608

    $ 376,880


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    J RICHARD MILLER III
    33045 WATERVIEW DR
     
    LOXLEY, AL36551

    $ 376,880


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE MILLER CHARITABLE FOUNDATION INC
     
    Employer identification number

    72-1373232
    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
    3
    330 SHARES ADOBE SYSTEMS INCORPORATED883 SHARES INGERSOLL RAND INC500 SHARES NORFOLK SOUTHERN $ 377,494 2021-12-29
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    329 SHARES ADOBE SYSTEMS INCORPORATED882 SHARES INGERSOLL RAND INC500 SHARES NORFOLK SOUTHERN $ 376,880 2021-12-29
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    329 SHARES ADOBE SYSTEMS INCORPORATED882 SHARES INGERSOLL RAND INC500 SHARES NORFOLK SOUTHERN $ 376,880 2021-12-29
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE MILLER CHARITABLE FOUNDATION INC
     
    Employer identification number

    72-1373232
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35,000 CITIGROUP INC 36,516 37,969
    33,000 COMCAST CORP 35,522 37,493
    33,000 CVS HEALTH CORP 37,094 37,059
    20,000 ENTERPRISE PRODUCTS OPER 23,936 26,060
    44,000 JPMORGAN CHASE & CO 47,322 49,977
    24,000 MORGAN STANLEY 24,517 25,891
    36,000 SHELL INTERNATIONAL FIN 35,732 37,684
    34,000 VERIZON COMMUNICATIONS 38,977 37,793
    37,000 WELLS FARGO & COMPANY 38,223 39,802
    60,000 GOLDMAN SACHS GROUP INC 68,529 66,112
    12,000 AMAZON.COM INC 11,710 11,641

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Name of Stock End of Year Book Value End of Year Fair Market Value
    903 A.P. MOELLER - MAERSK 3,944 16,184
    225 ABBOTT LABS 11,794 31,667
    403 ABBVIE INC SHS 33,400 54,566
    97 ACCENTURE PLC SHS 17,145 40,211
    167 ADOBE SYSTEMS INC RSTD SHS 92,959 94,699
    154 AIR PRODUCTS&CHEM 25,441 46,856
    146 AIRBUS SE 4,135 4,659
    67 AKAMAI TECHNOLOGIES INC 5,732 7,842
    382 ALCON SA ACT NOM 20,820 33,280
    31 ALPHABET INC SHS CLC 38,699 89,701
    48 AMADEUS IT GROUP SA 3,330 3,251
    23 AMAZON COM INC 56,715 76,690
    109 AMERICAN TOWER REIT INC 24,563 31,883
    116 AMERIPRISE FINL INC 15,073 34,993
    134 AMGEN INC COM 25,639 30,146
    308 AMPHENOL CORP CL A NEW 14,078 26,938
    112 ANSYS INC COM 17,784 44,925
    277 APPLE INC 16,334 49,187
    37 ASBURY AUTOMOTIVE GROUP 7,378 6,391
    50 ASSURANT INV 6,676 7,793
    165 ASTRAZENECA PLC SPND ADR 8,251 9,611
    150 AUTOMATIC DATA PROC 21,807 36,987
    305 AXA -SPONS ADR 4,273 9,080
    81 AZENTA INC 7,851 8,352
    126 BAE SUS PLC SPN ADR 3,205 3,753
    160 BAKER HUGHES CO 3,356 3,850
    1,762 BANCO BILBAO VIZCAYA ARGENTARIA S A ADR 9,409 10,343
    571 BARCLAYS PLC ADR 2,324 5,910
    358 BASF SE SPONSORED ADR 6,904 6,276
    275 BAYER AG SPADR 3,875 3,647
    196 BAYERISCHE MOTOREN WERKE AG 2,767 6,546
    702 BERKELEY GROUP-UNSPON 8,556 9,421
    188 BEST BUY CO INC 22,112 19,101
    47 BLACKROCK INC 21,019 43,031
    367 BNP PARIBAS SPONSORD ADR 5,602 12,768
    11 BOOKING HLDGS INC USD0.008 23,196 26,392
    90 BOOZ ALLEN HAMILTON 6,945 7,631
    197 BP PLC SPON ADR 3,458 5,246
    319 BRENNTAG AG 3,333 5,764
    91 BROADCOM LTD 27,374 60,552
    24 BURLINGTON STORES INC 2,758 6,996
    276 CAPITAL ONE FINL 20,823 40,045
    150 CDW CORP 13,632 30,717
    21 CHARLES RIVER LABS INTL 2,411 7,912
    227 CHEVRON CORP 25,846 26,638
    133 CHOW TAI FOOK JEWELLERY GROUP LTD 1,183 2,381
    125 CHUBB LTD 16,458 24,164
    94 CHURCH&DWIGHT CO INC 4,668 9,635
    639 CIE FINANCIERE RICHEMONT SA SHS 3,581 9,553
    978 CIE GENERALE DES 21,027 32,069
    147 CIENA CORP 6,352 11,315
    262 CINN FINCL CRP OHIO 16,935 29,850
    22 CINTAS CORP OHIO 3,013 9,750
    669 CISCO SYSTEMS INC COM 25,587 42,395
    197 CITIZENS FINL GROUP INC SHS 7,467 9,308
    235 CNH INDUSTRIAL NV 1,394 4,566
    77 COCA COLA FEMSA 3,831 4,219
    515 COCA COLA COM 23,913 30,493
    482 COMCAST CORP NEW CL A 21,045 24,259
    246 COMMERCE BANCSHARES 11,999 16,910
    549 COMPASS GROUP PLC 10,040 12,665
    95 CONSTELLATION BRANDS INC 22,348 23,842
    23 COOPER COS INC COM NEW 7,543 9,636
    209 COPART INC COM 21,240 31,689
    346 CORNING INC 13,978 12,882
    773 CORTEVA INC REG 20,073 36,547
    1,196 COTERRA ENERGY INC 21,939 22,724
    374 CROWN CASTLE REIT INC SHS 49,617 78,069
    176 CULLEN FRST BKRS PV$0.01 12,868 22,188
    188 DAITO TR CONSTRUCTION CO 5,687 5,401
    273 DANAHER CORP DEL COM 43,510 89,820
    45 DBS GROUP HLDGS SPN ADR 2,812 4,381
    50 DIAGEO PLC SPSD ADR NEW 7,797 11,007
    99 DIODES INC 3,995 10,871
    191 EAST WEST BANCORP INC 11,463 15,028
    138 EATON CORP PLC 13,512 23,849
    143 ECOLAB INC 32,506 33,546
    183 EDP ENERGIAS DE PORTUGAL 9,803 10,023
    172 EDWARDS LIFESCIENCESCRP 9,192 22,283
    665 ELANCO ANIMAL HEALTH INC 13,555 18,873
    143 ELECTRONIC ARTS INC DEL 15,778 18,862
    227 ELI LILLY & CO 28,429 62,702
    54 ENN ENERGY HOLDINGS LTD 3,838 4,129
    68 ENTEGRIS INC MINNESOTA 4,816 9,423
    199 EQTY LIFESTYLS PPTYS INC 9,698 17,444
    53 ESSILORLUXOTTICA SA 4,386 5,666
    37 ETSY INC SHS 1,892 8,101
    123 EVERSOURCE ENERGY COM 9,631 11,191
    26 FACTSET RESH SYS INC 11,870 12,636
    48 FERGUSON PLC REG SHS 6,043 8,611
    92 FIDELITY NATL INFO 13,305 10,042
    42 FIRST REP BK SAN FRNCISC 4,113 8,673
    68 FLOOR AND DCOR HLDGS 6,109 8,841
    249 FRESENIUS MEDICAL CARE AG & CO 9,168 8,083
    20 GENERAC HLDGS INC 1,042 7,038
    120 GENL DYNAMICS CORP 21,428 25,016
    1,916 GLENCORE PLC 5,795 19,313
    98 HASBRO INC COM 7,944 9,974
    61 HIKMA PHARMACEUTICALS 3,727 3,675
    104 HILTON WORLDWIDE 13,494 16,223
    78 HITACHI LTD 10 NEW ADR 4,905 8,453
    592 HOLCIM LTD NEW 5,614 5,973
    124 HOME DEPOT INC 25,657 51,461
    247 HONDA MOTOR ADR NEW 6,613 7,027
    213 HONEYWELL INTL INC 42,696 44,413
    82 HORIZON THERAPEUTICS 4,340 8,836
    21 HUMANA INC 8,737 9,741
    39 HUNTINGTON INGALLS INDS INC 7,005 7,283
    598 HYPERMARCAS S.A-SPN 4,475 2,987
    34 IDEX CORP DELAWARE COM 5,046 8,035
    167 ILLINOIS TOOL WORKS INC 25,781 41,216
    407 INDUSTRIA DE DISENO 6,174 6,589
    215 INFINEON TECHS AG 3,952 9,890
    545 INPEX CORP SHS 4,023 4,777
    301 INTERCONTINENTAL EXCHANGE INC 27,130 41,168
    485 INTESA SANPAOLO SPON ADR 5,632 7,578
    12 INTUIT INC COM 4,706 7,719
    567 ITAU UNIBANCO BANCO HOLD SA 2,802 2,126
    47 IVECO GROUP N.V. REG SHS 0 913
    417 JAPAN AIRLINES CO LTD 4,245 3,962
    117 JARDINE CYCLE AND 4,040 3,586
    515 JOHNSON CONTROLS INTER 17,848 41,875
    348 JPMORGAN CHASE & CO 34,531 55,106
    306 JULIUS BAER GROUP ADR 3,572 4,074
    138 KBC GROUPE SA 4,318 5,948
    265 KDDI CORP SHS 4,217 3,882
    98 KERING S A 8,028 7,890
    53 KEYSIGHT TECHNOLOGIES INC 3,181 10,945
    18 LAUDER ESTEE COS INC A 5,610 6,664
    8 LENNAR CORP CL B 352 765
    390 LENNAR CORP CLA 17,461 45,302
    62 LOCKHEED MART IN CORP 22,113 22,035
    39 LOGITECH INTERNATIONAL 3,240 3,217
    32 LVMH MOET HENNESSY ADR 4,085 5,296
    51 M&T BANK CORPORATION 6,509 7,833
    246 MARSH & MCLENNAN COS INC 20,585 42,760
    84 MARTIN MARIETTA MATLS 16,122 37,004
    69 MARUBENI CORP ADR 5,689 6,707
    119 MASCO CORP 6,442 8,356
    160 MASTERCARD INC 35,732 57,491
    90 MC CORMICK NON VTG 4,480 8,695
    125 MCDONALDS CORP COM 20,611 33,509
    653 MEDTRONIC PLC SHS 63,737 67,553
    403 MELCO RESORTS AND ENTERTAINMENTS LTD 6,332 4,103
    549 MERCK AND CO INC 41,050 42,075
    908 METSO OUTOTEC OYJ SHS 2,670 4,985
    6 METTLER-TOLEDO INTL INC 3,646 10,183
    449 MICROCHIP TECHNOLOGY INC 17,515 39,090
    696 MICROSOFT CORP 83,884 234,079
    2,516 MITSUBISHI UFJ FINL GRP INC 14,097 13,737
    697 MONDELEZ INTERNATIONAL 36,496 46,218
    20 MONOLITHIC PWR SYSTEMS INC 2,064 9,867
    61 MOTOROLA SOLUTIONS INC 9,554 16,574
    32 MTU AERO ENGINES AG 2,716 3,248
    66 NEUROCRINE BIOSCNCE INC 8,638 5,621
    154 NEWCREST MNG LTD SPN ADR 2,855 2,743
    598 NEXTERA ENERGY INC SHS 24,142 55,829
    42 NOVARTIS ADR 3,747 3,674
    109 NOVO NORDISK A S ADR 8,299 12,208
    135 NUTRIEN LTD REG SHS 4,943 10,152
    41 O' REILLY AUTOMOTIVE INC 14,240 28,955
    69 OTIS WORLDWIDE CORP 4,577 6,008
    107 PARKER HANNIFIN CORP 14,965 34,039
    279 PAYCHEX INC 19,696 38,084
    20 PAYCOM SOFTWARE INC 2,212 8,304
    320 PAYPAL HOLDINGS INC SHS 38,214 60,346
    376 PEPSICO INC 46,104 65,315
    504 PFIZER INC 29,119 29,761
    71 PHILIP MORRIS INTL INC 5,637 6,745
    346 PHILLIPS 66 SHS 28,546 25,071
    319 PNC FINCL SERVICES GROUP 40,405 63,966
    18 POOL CORPORATION 2,011 10,188
    86 POSCO SPN ADR 2,758 5,013
    501 PROCTER & GAMBLE CO 65,358 81,954
    175 PROGRESSIVE CRP OHIO 14,761 17,964
    205 PROLOGIS INC 18,053 34,514
    254 PRUDENTIAL PLC ADR 10,356 8,745
    260 PT BANK RAKYAT ADR 4,040 3,731
    82 QUALYS INC COME 7,175 11,252
    701 QUALCOMM INC 75,766 128,192
    90 RAYMOND JAMES FINL INC 4,904 9,036
    47 RAYTHEON TECHNOLOGIES 2,825 4,045
    342 REALTY INCM CRP MD PV$1. REIT 21,393 24,484
    507 RECKITI BENCKISER GROUP 9,147 8,873
    381 RELX PLC 8,937 12,424
    32 RESMED INC 2,375 8,335
    145 ROCHE HLDG LTD SPN ADR 6,384 7,495
    45 ROCKWELL AUTOMATION INC 7,167 15,698
    218 ROSS STORES INC COM 18,207 24,913
    144 ROYAL DUTCH SHELL PLC 5,584 6,250
    319 RPM INTERNATIONAL INC 18,933 32,219
    127 SALESFORCE COM INC 23,580 32,275
    403 SANOFI ADR 19,304 20,190
    34 SAP SE SHS 4,796 4,764
    793 SCHLUMBERGER LTD 24,884 23,750
    417 SCHNEIDER ELEC SE ADR 10,198 16,351
    507 SCHWAB CHARLES CORP NEW 21,691 42,639
    202 SEMPRA ENERGY 23,606 26,721
    122 SENSATA TECHNOLOGIES HLDG PLC REGISTE 3,445 7,526
    113 SHINHAN FINL GRP SP ADR 2,793 3,493
    44 SKYWORKS SOLUTIONS INC 3,666 6,826
    324 SONY GROUP CORP 18,227 40,954
    60 SPS COMM INC 8,405 8,541
    198 STANLEY BLACK & DECKER INC 26,950 37,347
    302 STARBUCKS CORP 16,443 35,325
    36 STERIS PLC SHS 3,253 8,763
    490 STD CHARTERED - UNSP 6,662 6,032
    130 SUN COMMNTYS INC REIT 16,172 27,296
    146 SYNCHRONY FINL COM 5,737 6,773
    87 TAIWAN S MANUFCTRING ADR 9,345 10,467
    44 TAKE TWO INTER SOFTWARE 5,034 7,820
    36 TE CONNECTIVITY LTD 4,892 5,808
    17 TELEDYNE TECH INC 5,152 7,427
    423 TELUS CORP COM 7,599 9,970
    34 TENCENT HOLDINGS LTD ADR 2,060 1,982
    339 TEXAS INSTRUMENTS 35,155 63,891
    66 THERMO FISHER SCIENTIFIC INC 15,282 44,038
    338 TJX COS INC NEW 22,246 25,661
    239 TOTALENERGIES SE 8,479 11,821
    341 TRAVELSKY TECHNOLOGY LTD 7,770 5,756
    422 TREASURY WINE ESTATES 2,924 3,811
    660 TRUIST FINL CORP 31,192 38,643
    635 TWITTER INC 24,093 27,445
    291 TYSON FOODS INC 21,643 25,364
    333 UBS GROUP AG NAMEN-AKT 3,738 5,951
    195 UNILEVER NV NY REG SHS 11,047 10,489
    135 UNITED PARCEL SVC CL B 26,507 28,936
    25 UNITEDHEALTH GROUP INC 9,021 12,554
    345 US BANCORP 17,141 19,379
    70 VERISK ANALYTICS INC 13,422 16,011
    235 VERIZON COMMUNICATIONS COM 12,292 12,211
    48 VISA INC CL A SHRS 9,843 10,402
    330 VODAFONE GROUP PLC SHS ADR 5,409 4,927
    410 VOLKSWAGEN AG-UNSP 5,303 8,233
    116 WAL-MART DE MEX SPNADR V 3,798 4,321
    259 WALGREENS BOOTS ALLIANCE INC 20,142 13,509
    188 WEC ENERGY GROUP INC SHS 13,023 18,249
    22 WEST PHARMACTL SVCS INC 4,792 10,318
    522 WIENERBERGER BAUST SPADR 2,484 3,821
    45 WILLIAMS SONOMA INC 2,811 7,611
    283 XYLEM INC SHS ISSUED 23,005 33,937
    15 ZEBRA TECHNOLOGIES CRP A 2,658 8,928
    59 ZIMMER BIOMET HOLD! 8,056 7,495
    76,724.0680 WESTERN ASSET SMASH SERIES CR PL CM FUND 707,434 682,077
    25,773.1740 WESTERN ASSET SMASH SERIES C FUND 243,063 246,907
    31,121.2330 WESTERN ASSET SMASH SERIES M FUND 343,152 331,441

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    843,064
    State & Local Government Securities - End of Year Fair Market Value:


    853,626


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EASTSIDE PARTNERS IV LP AT COST 259,473 259,700

    TY 2021 OtherAssetsSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TIMING DIFFERENCE 4,870    


    TY 2021 OtherExpensesSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPOSITORY FEES 660 660 0 0
    ADVISORY FEES 41,199 41,199 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LOSS FROM PASSTHROUGH-EASTSIDE PARTNERS IV -12,694 -12,694 -12,694
    LITIGATION SETTLEMENT FUND 60 60 60


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED INTEREST 0 307
    TIMING DIFFERENCE 0 395


    TY 2021 TaxesSchedule
    Name:
    THE MILLER CHARITABLE FOUNDATION INC
    EIN:
    72-1373232
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 2,132 2,132 0 0