Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
IDA J MILLER VARIOUS CHARITIES 004212-000
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

51-6012859
B Telephone number (see instructions)

(302) 651-1942
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,951,744
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 right arrow.............
3 Interest on savings and temporary cash investments 3,047 3,047  
4 Dividends and interest from securities... 130,369 129,445  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 222,746
b Gross sales price for all assets on line 6a 2,144,734
7 Capital gain net income (from Part IV, line 2)... 222,746
8 Net short-term capital gain......... 0
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)....... 22,434 22,434  
12 Total. Add lines 1 through 11........ 378,596 377,672  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,394     50,394
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 3,458 0 0 3,458
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 33,596 33,596   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 9,416 4,711   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 253 253    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,117 38,560 0 53,852
25 Contributions, gifts, grants paid....... 298,087 298,087
26 Total expenses and disbursements. Add lines 24 and 25 395,204 38,560 0 351,939
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,608
b Net investment income (if negative, enter -0-) 339,112
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 227,262 139,843 139,843
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,017,980 Click to see attachment
List of Attached Documents:
// Content
4,231,032
4,677,472
c Investments—corporate bonds (attach schedule)....... 936,416 Click to see attachment
List of Attached Documents:
// Content
1,184,322
1,073,007
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 390,456   0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
46,634
Click to see attachment
List of Attached Documents:
// Content
37,209
Click to see attachment
List of Attached Documents:
// Content
61,422
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,618,748 5,592,406 5,951,744
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,618,748 5,592,406
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)..... 5,618,748 5,592,406
30 Total liabilities and net assets/fund balances (see instructions). 5,618,748 5,592,406
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
5,618,748
2
Enter amount from Part I, line 27a .....................
2
-16,608
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
245
4
Add lines 1, 2, and 3 ..........................
4
5,602,385
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,979
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,592,406
Form 990-PF (2022)
Form 990-PF (2022)
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 380.279 AMG RIVER RD SM-CAP VALUE FD CL I   2020-12-21 2022-01-28
b 2231.124 AMG RIVER RD SM-CAP VALUE FD CL I     2022-03-25
c 856. AT&T INC     2022-01-31
d 5. ADOBE SYSTEMS INCORPORATED   2020-03-17 2022-01-31
e 7. ADOBE SYSTEMS INCORPORATED   2020-03-17 2022-03-25
17. ALLSTATE CORP COMMON   2017-11-29 2022-01-31
16. ALLSTATE CORP COMMON   2017-11-29 2022-03-25
5. ALPHABET INC CL C   2017-08-03 2022-01-31
4. ALPHABET INC CL C   2017-08-03 2022-03-25
3. AMAZON.COM INCORPORATED   2020-09-03 2022-01-31
3. AMAZON.COM INCORPORATED   2020-03-19 2022-03-25
34. AMERICAN ELECTRIC POWER INCORPORATED   2017-07-17 2022-01-31
31. AMERICAN ELECTRIC POWER INCORPORATED   2017-07-17 2022-03-25
17. AMERICAN TOWER CORP CL A   2017-11-29 2022-01-31
16. AMERICAN TOWER CORP CL A   2017-11-29 2022-03-25
25. ANALOG DEVICES INCORPORATED   2017-08-03 2022-01-31
22. ANALOG DEVICES INCORPORATED   2017-08-03 2022-03-25
12. ELEVANCE HEALTH INC   2017-10-04 2022-01-31
10. ELEVANCE HEALTH INC   2017-10-04 2022-03-25
150. APPLE COMPUTER INC COMMON     2022-01-31
131. APPLE COMPUTER INC COMMON   2017-08-03 2022-03-25
170. APPLE COMPUTER INC COMMON   2017-08-03 2022-10-03
1228.559 ARTISAN SMALL CAP FUND CL INST   2020-03-31 2022-03-25
1837.425 ARTISAN SMALL CAP FUND CL INST     2022-05-25
1989.092 ARTISAN SMALL CAP FUND CL INST   2020-03-31 2022-05-25
13. AVALONBAY COMMUNITIES INC   2020-11-10 2022-01-31
11. AVALONBAY COMMUNITIES INC   2020-11-10 2022-03-25
1855.314 BAILLIE GIFFORD EMERG MKTS CL K     2022-05-25
4388.667 BAILLIE GIFFORD EMERG MKTS CL K     2022-06-24
222. BANK AMER CORP COM   2021-01-06 2022-01-31
195. BANK AMER CORP COM   2021-01-06 2022-03-25
6. BLACKROCK INCORPORATED CLASS A   2017-11-29 2022-01-31
5. BLACKROCK INCORPORATED CLASS A   2017-11-29 2022-03-25
87.87 BLACKROCK EVENT DRIVEN EQ FD CL I   2019-06-20 2022-01-28
1. BOOKING HOLDINGS INC   2017-11-29 2022-01-31
2. BOOKING HOLDINGS INC   2017-11-29 2022-03-25
7. BROADCOM INC   2019-07-03 2022-01-31
5. BROADCOM INC   2019-07-03 2022-03-25
29. CMS ENERGY CORP COM   2021-10-08 2022-01-31
47. CMS ENERGY CORP COM   2021-10-08 2022-03-25
51. CVS CORP COMMON   2018-07-30 2022-01-31
44. CVS CORP COMMON   2018-07-30 2022-03-25
30. CHEVRONTEXACO CORP   2020-01-02 2022-01-31
27. CHEVRONTEXACO CORP   2020-01-02 2022-03-25
55. CISCO SYS INC COM   2014-08-08 2022-01-31
49. CISCO SYS INC COM   2014-08-08 2022-03-25
98. COMCAST CORP NEW A   2017-08-03 2022-01-31
86. COMCAST CORP NEW A   2017-08-03 2022-03-25
12. COSTCO WHOLESALE CORPORATION   2017-11-29 2022-01-31
10. COSTCO WHOLESALE CORPORATION   2017-11-29 2022-03-25
28. DANAHER CORPORATION     2022-01-31
24. DANAHER CORPORATION   2017-10-04 2022-03-25
47. EOG RESOURCES INCORPORATED     2022-01-31
42. EOG RESOURCES INCORPORATED   2020-03-17 2022-03-25
20. EASTMAN CHEMICAL COMPANY   2022-01-31 2022-03-25
134. EASTMAN CHEMICAL COMPANY   2022-01-31 2022-08-03
17. META PLATFORMS, INC-A   2020-09-03 2022-01-31
15. META PLATFORMS, INC-A   2020-09-03 2022-03-25
98. META PLATFORMS, INC-A     2022-11-03
17. FEDEX CORPORATION   2020-01-02 2022-01-31
26. FEDEX CORPORATION   2020-01-02 2022-03-25
178. FEDEX CORPORATION     2022-11-03
24. GILEAD SCIENCES INCORPORATED   2018-12-11 2022-01-31
162. GILEAD SCIENCES INCORPORATED   2018-12-11 2022-02-02
1321.842 HARBOR LG-CAP VALUE FD CL RET     2022-01-28
4332.672 HARBOR LG-CAP VALUE FD CL RET     2022-03-25
18. HOME DEPOT INC COM   2020-06-24 2022-01-31
15. HOME DEPOT INC COM   2020-06-24 2022-03-25
7.64 T ROWE PRICE LG-CAP GR FD CL I   2020-12-15 2022-01-28
1784.65 WCM FOCUSED INT'L GR FR CL INSTL     2022-03-04
446. ISHARES S&P SMALL-CAP 600 VALUE ETF   2020-09-04 2022-03-25
495. ISHARES S&P SMALL-CAP 600 VALUE ETF   2022-01-31 2022-07-29
1116. ISHARES S&P SMALL-CAP 600 VALUE ETF     2022-07-29
1673. ISHARES MSCI EAFE VALUE ETF   2021-03-26 2022-03-04
45. ISHARES MSCI USA VALUE FACTOR   2021-05-28 2022-01-31
1313. ISHARES MSCI USA VALUE FACTOR     2022-07-29
2528. ISHARES CORE MSCI EAFE ETF     2022-09-26
62. J P MORGAN CHASE & CO COM     2022-01-31
54. J P MORGAN CHASE & CO COM   2016-03-29 2022-03-25
18. JOHNSON & JOHNSON COMMON ~   2016-11-30 2022-01-31
16. JOHNSON & JOHNSON COMMON ~   2016-11-30 2022-03-25
8. LOCKHEED MARTIN CORP COMMON   2020-06-24 2022-01-31
7. LOCKHEED MARTIN CORP COMMON   2020-06-24 2022-03-25
33. MASTERCARD INC CL A   2017-08-03 2022-01-31
28. MASTERCARD INC CL A   2017-08-03 2022-03-25
84. MASTERCARD INC CL A   2017-08-03 2022-08-03
10. MCDONALD'S CORP COM   2018-12-04 2022-01-31
8. MCDONALD'S CORP COM   2018-12-04 2022-03-25
34. MERCK & CO INC     2022-01-31
30. MERCK & CO INC   2016-03-29 2022-03-25
37. METLIFE INCORPORATED   2016-09-08 2022-01-31
32. METLIFE INCORPORATED   2016-09-08 2022-03-25
10319.02008 METWEST TOTAL RETURN BOND FD CL I     2022-05-25
12009.21492 METWEST TOTAL RETURN BOND FD CL I     2022-05-25
66. MICROSOFT CORP COMMON     2022-01-31
58. MICROSOFT CORP COMMON     2022-03-25
78. OMNICOM GROUP INC COM   2020-11-10 2022-01-31
69. OMNICOM GROUP INC COM   2020-11-10 2022-03-25
42. ORACLE CORPORATION   2017-08-03 2022-01-31
37. ORACLE CORPORATION   2017-08-03 2022-03-25
33. PEPSICO INC COMMON ~   2017-11-29 2022-01-31
28. PEPSICO INC COMMON ~   2017-11-29 2022-03-25
66. PFIZER INCORPORATED   2016-11-30 2022-01-31
58. PFIZER INCORPORATED     2022-03-25
19. PROCTER & GAMBLE CO COM   2020-03-17 2022-01-31
16. PROCTER & GAMBLE CO COM   2020-03-17 2022-03-25
43. RTX CORPORATION   2017-08-03 2022-01-31
37. RTX CORPORATION   2017-08-03 2022-03-25
13. SHERWIN-WILLIAMS CO COMMON   2018-12-26 2022-01-31
10. SHERWIN-WILLIAMS CO COMMON   2018-12-26 2022-03-25
15. TARGET CORP COM   2017-11-29 2022-01-31
22. TARGET CORP COM   2017-11-29 2022-03-25
12. UNION PACIFIC CORPORATION   2017-08-03 2022-01-31
11. UNION PACIFIC CORPORATION   2017-08-03 2022-03-25
44. V F CORP   2020-12-30 2022-01-31
69. V F CORP     2022-03-25
110. V F CORP   2021-10-08 2022-08-03
353. V F CORP     2022-08-03
21. VALERO ENERGY CORPORATION NEW   2018-12-26 2022-01-31
18. VALERO ENERGY CORPORATION NEW   2018-12-26 2022-03-25
123. VALERO ENERGY CORPORATION NEW   2018-12-26 2022-11-03
5333.779 VIRTUS SEIX FLT RT HI INC-I   2022-01-28 2022-06-24
8413.779 VIRTUS SEIX FLT RT HI INC-I   2021-02-26 2022-06-24
96. WELLS FARGO & COMPANY NEW   2021-02-18 2022-01-31
654. WELLS FARGO & COMPANY NEW   2021-02-18 2022-02-24
369.992 WILMINGTON GLOBAL ALPHA EQUITIES FD     2022-01-28
1026.329 WILMINGTON GLOBAL ALPHA EQUITIES FD   2017-08-02 2022-05-25
1206.658 WILMINGTON REAL ASSET FUND-I   2021-02-26 2022-06-24
12403.44108 WILMINGTON INTERNATIONAL FUND-I     2022-05-25
1544.17892 WILMINGTON INTERNATIONAL FUND-I   2017-10-04 2022-05-25
2262.895 WILMINGTON BROAD MARKET BOND FUND -I     2022-01-28
11. ACCENTURE PLC- CL A   2018-06-12 2022-01-31
9. ACCENTURE PLC- CL A   2018-06-12 2022-03-25
49. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2022-01-31
43. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2022-03-25
18. MEDTRONIC PLC   2019-01-17 2022-01-31
49. MEDTRONIC PLC   2019-01-17 2022-03-25
12. WILLIS TOWERS WATSON PLC   2018-09-21 2022-01-31
10. WILLIS TOWERS WATSON PLC   2018-09-21 2022-03-25
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(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 5,457   5,046 411
b 33,333   27,694 5,639
c 21,201   28,979 -7,778
d 2,583   1,516 1,067
e 3,033   2,123 910
2,029   1,736 293
2,224   1,634 590
13,284   4,623 8,661
11,323   3,699 7,624
8,712   10,381 -1,669
9,843   5,580 4,263
3,036   2,331 705
2,993   2,126 867
4,180   2,490 1,690
3,794   2,344 1,450
3,957   1,959 1,998
3,614   1,724 1,890
5,285   2,330 2,955
4,751   1,941 2,810
25,522   9,133 16,389
22,736   5,112 17,624
23,505   6,634 16,871
43,147   36,095 7,052
53,102   66,454 -13,352
57,485   58,440 -955
3,150   2,246 904
2,680   1,900 780
34,917   49,307 -14,390
81,717   101,999 -20,282
10,098   7,203 2,895
8,480   6,327 2,153
4,833   3,008 1,825
3,685   2,506 1,179
862   856 6
2,451   1,719 732
4,526   3,438 1,088
3,916   1,993 1,923
3,130   1,424 1,706
1,837   1,754 83
3,212   2,841 371
5,518   3,442 2,076
4,732   2,969 1,763
3,907   3,634 273
4,497   3,271 1,226
3,041   1,378 1,663
2,667   1,228 1,439
4,827   3,907 920
4,043   3,429 614
5,918   2,105 3,813
5,586   1,754 3,832
7,930   2,611 5,319
6,918   2,084 4,834
5,193   3,997 1,196
5,094   1,381 3,713
2,206   2,343 -137
12,448   15,700 -3,252
5,108   4,999 109
3,333   4,411 -1,078
8,730   20,413 -11,683
4,148   2,589 1,559
5,832   3,960 1,872
27,551   31,377 -3,826
1,647   1,649 -2
10,483   11,132 -649
28,684   24,857 3,827
93,889   81,363 12,526
6,566   4,449 2,117
4,752   3,707 1,045
486   456 30
38,834   24,925 13,909
45,691   28,654 17,037
47,600   48,458 -858
107,316   100,364 6,952
78,709   85,719 -7,010
4,767   4,832 -65
124,690   138,243 -13,553
134,383   163,990 -29,607
9,028   3,976 5,052
7,635   3,177 4,458
3,086   2,013 1,073
2,818   1,789 1,029
3,105   2,927 178
3,158   2,561 597
12,495   4,269 8,226
9,705   3,623 6,082
29,798   10,868 18,930
2,559   1,873 686
1,923   1,499 424
2,756   1,812 944
2,421   1,515 906
2,425   1,432 993
2,260   1,239 1,021
101,230   117,403 -16,173
117,810   131,764 -13,954
20,382   8,618 11,764
17,626   5,235 12,391
5,769   4,440 1,329
5,822   3,928 1,894
3,379   2,099 1,280
3,035   1,849 1,186
5,634   3,872 1,762
4,618   3,285 1,333
3,562   2,014 1,548
3,069   1,651 1,418
3,030   2,212 818
2,429   1,862 567
3,852   2,950 902
3,779   2,538 1,241
3,732   1,629 2,103
2,491   1,253 1,238
3,253   914 2,339
4,786   1,340 3,446
2,922   1,229 1,693
2,976   1,127 1,849
2,727   3,870 -1,143
3,914   6,063 -2,149
4,889   7,486 -2,597
15,688   29,104 -13,416
1,707   1,490 217
1,727   1,278 449
15,653   8,730 6,923
41,390   43,897 -2,507
65,291   68,993 -3,702
5,137   3,524 1,613
33,873   24,008 9,865
4,525   4,192 333
12,162   11,279 883
18,486   17,919 567
104,189   109,106 -4,917
12,971   13,573 -602
22,199   21,945 254
3,780   1,800 1,980
2,930   1,473 1,457
3,528   2,265 1,263
2,822   1,987 835
1,853   1,574 279
5,248   4,284 964
2,748   1,786 962
2,340   1,489 851
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
      56,033
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       411
b       5,639
c       -7,778
d       1,067
e       910
      293
      590
      8,661
      7,624
      -1,669
      4,263
      705
      867
      1,690
      1,450
      1,998
      1,890
      2,955
      2,810
      16,389
      17,624
      16,871
      7,052
      -13,352
      -955
      904
      780
      -14,390
      -20,282
      2,895
      2,153
      1,825
      1,179
      6
      732
      1,088
      1,923
      1,706
      83
      371
      2,076
      1,763
      273
      1,226
      1,663
      1,439
      920
      614
      3,813
      3,832
      5,319
      4,834
      1,196
      3,713
      -137
      -3,252
      109
      -1,078
      -11,683
      1,559
      1,872
      -3,826
      -2
      -649
      3,827
      12,526
      2,117
      1,045
      30
      13,909
      17,037
      -858
      6,952
      -7,010
      -65
      -13,553
      -29,607
      5,052
      4,458
      1,073
      1,029
      178
      597
      8,226
      6,082
      18,930
      686
      424
      944
      906
      993
      1,021
      -16,173
      -13,954
      11,764
      12,391
      1,329
      1,894
      1,280
      1,186
      1,762
      1,333
      1,548
      1,418
      818
      567
      902
      1,241
      2,103
      1,238
      2,339
      3,446
      1,693
      1,849
      -1,143
      -2,149
      -2,597
      -13,416
      217
      449
      6,923
      -2,507
      -3,702
      1,613
      9,865
      333
      883
      567
      -4,917
      -602
      254
      1,980
      1,457
      1,263
      835
      279
      964
      962
      851
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 222,746
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 4,714
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 4,714
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 4,714
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 6,600
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,886
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow1,886 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowWILMINGTON TRUST COMPANY Telephone no.right arrow (302) 651-1942

Located atright arrow1100 NORTH MARKET STREETWILMINGTONDE ZIP+4right arrow198900001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
WILMINGTON TRUST COMPANY Trustee
1
50,394    
1100 NORTH MARKET STREET
WILMINGTON,DE198900001
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
6,161,176
b
Average of monthly cash balances.......................
1b
332,454
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,493,630
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
6,493,630
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,404
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,396,226
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
319,811
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
319,811
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,714
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,714
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
315,097
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
315,097
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
315,097
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
351,939
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
351,939
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 315,097
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 298,088
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 0
b From 2018...... 0
c From 2019...... 0
d From 2020...... 0
e From 2021...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 351,939
a Applied to 2021, but not more than line 2a 298,088
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 2022 distributable amount..... 53,851
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
261,246
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018.... 0
b Excess from 2019.... 0
c Excess from 2020.... 0
d Excess from 2021.... 0
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
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

DEPT SVCS CHILDREN YOUTH & FAMILIES
STATE OF DELAWARE
1825 FAULKLAND ROAD
WILMINGTON,DE19805
NONE PC GENERAL PURPOSE 8,056

SHRINERS HOSP CHILDREN TRUST

PO BOX 947770
ATLANTA,GA303947770
NONE PC GENERAL PURPOSE 40,282

DELAWARE SPCA

455 STANTON CHRISTIANA ROAD
NEWARK,DE19713
NONE PC GENERAL PURPOSE 8,056

CATHOLIC CHARITIES
SETON VILLA
2601 W 4TH STTREET
WILMINGTON,DE19805
NONE PC GENERAL PURPOSE 8,056

MASONIC CHARITIES OF DELAWARE INC

PO BOX 836
DOVER,DE199030836
NONE PC GENERAL PURPOSE 32,226

HOME FOR AGED WOMEN MINQUIDALE HOME

1109 GILPIN AVENUE
WILMINGTON,DE19806
NONE PC GENERAL PURPOSE 56,395

CRITTENTON FOUNDATION
ATTN H HUNTER LOTT III
27 BRANDYWINE FALLS ROAD
WILMINGTON,DE19806
NONE PF GENERAL PURPOSE 24,169

KENTMERE NURSING & REHABILITATION
CENTER INC
1900 LOVERING AVENUE
WILMINGTON,DE19806
NONE PC GENERAL PURPOSE 16,113

CHRISTIANA CARE HEALTH SERVICES INC
ATTN PAUL BRYK
NW3-SUITE 100
WILMINGTON,DE19803
NONE PC GENERAL PURPOSE 32,226

BEEBE MEDICAL FOUNDATION

902 SAVANNAH RD
LEWES,DE19958
NONE PC GENERAL PURPOSE 32,226

SILVERSIDE CHURCH
DIANE EKQUIST FINANCIAL SECRETARY
2800 SILVERSIDE ROAD
WILMINGTON,DE19810
NONE PUBLIC CHARITY GENERAL PURPOSE 40,282
Total .................................right arrow 3a 298,087
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
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 3,047  
4 Dividends and interest from securities ....     14 130,369  
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 ............
    18 222,746  
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) ..   378,596  
13Total. Add line 12, columns (b), (d), and (e)..................
13
378,596
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2022 ExpenditureResponsibilityStmt
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CRITTENTON FOUNDATION
 
27 BRANDYWINE FALLS ROAD
WILMINGTON,DE19806
2022-11-22 24,169 General Purpose   None 12/31/2022 2023-11-15 No issues found

TY 2022 InvestmentsCorpBondsSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN BEACON SIM H/Y-INS 195,193 181,052
WILMINGTON BROAD MARKET BOND F 477,576 428,984
JPMORGAN MTG-BACKED SEC FD CL 107,491 100,798
METWEST TOTAL RETURN BOND FD C 404,062 362,173

TY 2022 InvestmentsCorpStockSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Name of Stock End of Year Book Value End of Year Fair Market Value
COLUMBIA OVERSEAS VALUE-I3 309,615 287,580
RAYTHEON TECHNOLOGIES CORP 15,840 25,533
AMG RIVER RD SM-CAP VALUE FD C 111,646 160,390
BROADCOM INC 10,250 20,129
BOOKING HOLDINGS INC 12,034 14,107
BAILLIE GIFFORD EMERG MKTS CL 144,798 112,675
HARBOR LG-CAP VALUE FD CL RET 227,184 268,122
JOHNSON CONTROLS INTERNATIONAL 13,404 18,560
BLACKROCK EVENT DRIVEN EQ FD C 93,289 92,774
VIRTUS KAR SMALL-CAP GROWTH I 144,454 121,626
WILLIS TOWERS WATSON PLC 10,569 17,365
ALPHABET INC CL C 24,966 47,914
PAYPAL HOLDINGS INC 33,085 23,859
MEDTRONIC PLC 30,254 23,549
AB CONCENTRATED GR FD CL ADV 255,395 209,003
ELEVANCE HEALTH INC 13,784 36,421
ISHARES CORE MSCI EMERGING 187,920 187,827
ISHARES CORE MSCI EAFE ETF 103,485 112,616
WCM FOCUSED INTL GROWTH FD 152,566 185,385
WILMINGTON GLOBAL ALPHA EQUITI 85,111 90,532
WILMINGTON INTERNATIONAL FUND- 516,205 474,699
WILMINGTON REAL ASSET FUND-I 182,590 180,166
AMERICAN TOWER CORP CL A 14,942 21,610
ISHARES MSCI EAFE VALUE ETF 135,916 124,243
MERCK & CO INC 7,028 22,190
ACCENTURE PLC- CL A 9,983 16,277
MASTERCARD INC CL A 13,973 37,555
T ROWE PRICE LG-CAP GR FD CL I 105,500 109,113
COMCAST CORP NEW A 22,133 20,353
BLACKROCK INC 18,046 25,511
CHEVRON CORP 29,836 41,821
ISHARES RUSSELL 1000 GROWTH ET 200,740 184,246
UNITED PARCEL SERVICE CL B 20,779 21,904
UNION PACIFIC CORP COM 7,376 14,909
TARGET CORP COM 33,122 41,135
SHERWIN WILLIAMS CO COM 8,774 16,613
PROCTER & GAMBLE CO COM 10,435 16,368
PFIZER INC 10,371 20,035
PEPSICO INC COM 22,644 34,867
ORACLE CORPORATION COM 12,445 20,353
OMNICOM GROUP INC COM 24,816 37,604
NVIDIA CORP COM 13,559 16,075
MICROSOFT CORP 23,530 94,249
METLIFE INC 8,555 15,994
MCDONALD'S CORPORATION 10,115 14,231
LOCKHEED MARTIN CORPORATION CO 14,621 22,379
JOHNSON & JOHNSON 11,834 19,078
JPMORGAN CHASE & CO 21,591 49,215
ISHARES S&P SM-CAP 600 GROWTH 152,373 140,599
ISHARES RUSSELL 1000 VALUE ETF 282,999 270,392
HOME DEPOT INC COM 25,951 33,165
EOG RESOURCES INC COM 9,306 36,654
WALT DISNEY CO 23,351 18,679
DANAHER CORP COM 14,414 44,060
COSTCO WHOLESALE CORP COM 12,277 31,955
CISCO SYSTEMS INC 7,609 15,578
CVS HEALTH CORPORATION 20,078 28,143
CMS ENERGY CORP COM 18,724 19,886
BANK AMER CORP 35,295 43,718
AVALONBAY COMMUNITIES INC 13,474 12,599
APPLE INC 27,982 93,160
ANALOG DEVICES INC 11,754 24,605
AMERICAN ELECTRIC POWER CO INC 13,739 19,370
AMAZON.COM INC 29,633 31,920
ALLSTATE CORP 10,823 14,374
AIR PRODUCTS & CHEMICALS INC 15,119 15,721
ADOBE INC 15,023 14,134

TY 2022 InvestmentsOtherSchedule2
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HEDGE FUNDS      
REAL ASSETS      

TY 2022 LegalFeesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,729     1,729
LEGAL FEES - INCOME (ALLOCABLE 1,729     1,729


TY 2022 OtherAssetsSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CAMDEN PRIVATE CAPITAL III LLC 46,634 37,209 61,422


TY 2022 OtherDecreasesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Description Amount
2022 TRANSACTION POSTED IN 2023 3,814
2021 TRANSACTION POSTED IN 2022 5,281
ADJUSTMENT TO INCOME 34
COST BASIS ADJUSTMENT 34
AAR ADJUSTMENT 815
ROUNDING 1


TY 2022 OtherExpensesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM PARTNERSHIP/S-CORP 253 253   0


TY 2022 OtherIncomeSchedule2
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NET SECTION 1231 GAIN (LOSS) CAMDEN PVT 12 12  
ORDINARY BUSINESS INCOME (LOSS) CAMDEN P 318 318  
OTHER PORTFOLIO INCOME CAMDEN PVT CAP II -176 -176  
OTHER INCOME (LOSS) CAMDEN PVT CAP III -3,004 -3,004  
NET SHORT-TERM CAPITAL GAIN (LOSS) CAMDE 5 5  
NET LONG-TERM CAPITAL GAIN (LOSS) CAMDEN 25,279 25,279  


TY 2022 OtherIncreasesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Description Amount
PARTNERSHIP BASIS 245


TY 2022 OtherProfessionalFeesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES - INCOME (NON-DED 11,759 11,759    
TRUSTEE FEES-PRIN (NON-DEDUCTI 21,837 21,837    


TY 2022 TaxesSchedule
Name:
IDA J MILLER VARIOUS CHARITIES 004212-000
EIN:
51-6012859
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 4,705 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,134 4,134   0
FOREIGN TAXES ON NONQUALIFIED 537 537   0
FOREIGN TAXES FROM CAMDEN PRIV 40 40   0