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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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$8,462,019
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 62,851 62,851  
4 Dividends and interest from securities... 139,381 139,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 207,373
b Gross sales price for all assets on line 6a 1,731,870
7 Capital gain net income (from Part IV, line 2)... 207,373
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)....... -12,731 -8,764 -12,731
12 Total. Add lines 1 through 11........ 396,874 400,841 -12,731
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)....... 4,500 4,500 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 510 510 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 57,618 57,618 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,628 62,628 0 0
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 462,628 62,628 0 400,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -65,754
b Net investment income (if negative, enter -0-) 338,213
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. -9    
2 Savings and temporary cash investments......... 192,922 143,992 143,992
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 442,743 Click to see attachment
List of Attached Documents:
// Content
443,938
413,460
b Investments—corporate stock (attach schedule)....... 4,968,550 Click to see attachment
List of Attached Documents:
// Content
4,887,315
5,844,284
c Investments—corporate bonds (attach schedule)....... 1,616,030 Click to see attachment
List of Attached Documents:
// Content
1,664,987
1,635,904
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).......... 408,557 Click to see attachment
List of Attached Documents:
// Content
424,118
424,118
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
1,746
Click to see attachment
List of Attached Documents:
// Content
261
Click to see attachment
List of Attached Documents:
// Content
261
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,630,539 7,564,611 8,462,019
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 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........ 7,630,539 7,564,611
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)..... 7,630,539 7,564,611
30 Total liabilities and net assets/fund balances (see instructions). 7,630,539 7,564,611
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
7,630,539
2
Enter amount from Part I, line 27a .....................
2
-65,754
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
144
4
Add lines 1, 2, and 3 ..........................
4
7,564,929
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
318
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,564,611
Form 990-PF (2023)
Form 990-PF (2023)
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 CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,158,137   945,084 213,053
b 573,670   579,413 -5,743
c 63     63
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       213,053
b       -5,743
c       63
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 2 207,373
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 -5,743
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 4,701
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 4,701
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 4,701
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 116
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,817
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowAL
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 2023 or the taxable year beginning in 2023? 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
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 arrowLARRY J WALDREP Telephone no.right arrow (251) 867-3245

Located atright arrow115 DEER STREETBREWTONAL ZIP+4right arrow36426
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
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
 
 
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
JEAN MILLER STIMPSON PRESIDENT
0.00
0 0 0
65 OAKLAND AVENUE
MOBILE,AL36608
J MCGOWIN MILLER SECRETARY/TREASURER
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
RICHARD P MELTON DIRECTOR
0.00
0 0 0
25 RIDGELAND
TUSCALOOSA,AL35406
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 (2023)
Form 990-PF (2023)
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
7,381,501
b
Average of monthly cash balances.......................
1b
451,939
c
Fair market value of all other assets (see instructions)................
1c
440,000
d
Total (add lines 1a, b, and c).........................
1d
8,273,440
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
8,273,440
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
124,102
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,149,338
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
407,467
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
407,467
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,701
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,701
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
402,766
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
402,766
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
402,766
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
400,000
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
 
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
400,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 402,766
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 77,923
e From 2022......  
f Total of lines 3a through e ........ 77,923
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 400,000
a Applied to 2022, 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 2023 distributable amount..... 400,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 2,766 2,766
(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 75,157
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
75,157
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 75,157
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JEAN MILLER STIMPSON
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 (2023)
Form 990-PF (2023)
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 POLICY INSTITUTE

2213 MORRIS AVENUE FIRST FLOOR
BIRMINGHAM,AL35203
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

ALABAMA WILDLIFE FEDERATION

3050 LANARK ROAD
MILLBROOK,AL36054
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

BIG BROTHER BIG SISTER

3 SOUTH ROYAL STREET SUITE 300
MOBILE,AL36602
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

BIG OAK RANCH

PO BOX 507
SPRINGVILLE,AL35146
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

BOYS & GIRLS CLUB

PO BOX 6724
MOBILE,AL36660
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

CAMP RAP A HOPE

2701 AIRPORT BLVD
MOBILE,AL36606
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

CANTERBURY UNITED METHODIST CHURCH

PO BOX 130699
BIRMINGHAM,AL35213
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 23,000

CONECUH COUNTY FIRE RESCUE

PO BOX 363
EVERGREEN,AL36401
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

DRUG EDUCATION COUNCIL

3000 TELEVISION AVENUE
MOBILE,AL36606
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

EVERGREEN BAPTIST CHURCH

107 PARK STREET
EVERGREEN,AL36401
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 40,000

FAITH CHRUCH

825 DAILEY STREET
EAST BREWTON,AL36426
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 20,000

GOODWILL EASTER SEALS OF THE GULF COAST

2448 GORDON SMITH DRIVE
MOBILE,AL36617
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

HOME OF GRACE

394 ALDOCK RD
EIGHT MILE,AL36613
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

JH OUTBACK

402 OFFICE PARK DRIVE SUITE 310
BIRMINGHAM,AL35223
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

MCKEMIE PLACE

618 AZALEA ROAD
MOBILE,AL36609
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

MOBILE BALLET

4351 DOWNTOWNER LOOP N
MOBILE,AL36609
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

MOBILE MUSEUM OF ART

4850 MUSEUM DRIVE
MOBILE,AL36608
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

MOBILE OPERA

257 DAUPHIN STREET
MOBILE,AL36602
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

MULHERIN CUSTODIAL HOMES

2496 HALLS MILL ROAD
MOBILE,AL36606
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

PAWS CROSSED DOG RESCUE INC

110 WILSON STREET
BREWTON,AL36426
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000

PENELOPE HOUSE

PO BOX 9127
MOBILE,AL36691
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

PILOTS FOR CHRIST INTERNATIONAL

PO BOX 707
MONROEVILLE,AL36461
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

PRICHARD PREPARATORY SCHOOL

PO BOX 617
SARALAND,AL36571
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

SOUTH ENOTAH CHILD ADVOCACY CENTER

PO BOX 3165
CLEVELAND,GA30528
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 14,000

SPARTA ACADEMY

300 PIERCE STREET
EVERGREEN,AL36401
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 20,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS TN,TN38105
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 17,500

THE CHAPEL AT STEELWOOD FOUNDATION

31925 STEELWOOD RIDGE ROAD
LOXLEY,AL36551
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 35,000

THE MEDICAL CENTER FOUNDATION

2150 LIMESTONE PARKWAY SUITE 115
GAINESVILLE,GA30501
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

THE UNIVERSITY OF ALABAMA

PO BOX 870342
TUSCALOOSA,AL354870342
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

TUSCALOOSA ACADEMY

420 RICE VALLEY RD NORTH
TUSCALOOSA,AL35406
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 3,000

UMS-WRIGHT PREPARATORY SCHOOL

65 N MOBILE STREET
MOBILE,AL36607
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PARKWAY
MOBILE,AL36609
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,500

WHITE COUNTY HIGH SCHOOL

2600 HIGHWAY 129 N
CLEVELAND,GA30528
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 21,000

WILCOX HISTORICAL SOCIETY

PO BOX 464
CAMDEN,AL36726
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000

WILMER HALL

3811 OLD SHELL ROAD
MOBILE,AL36608
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 20,000

WISE

2305 MONTEVALLO ROAD
BIRMINGHAM,AL34223
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

WOMEN'S RESOURCE CENTER

9953 WEDGEFIELD BLVD
MOBILE,AL36608
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

BIG TIME MINISTRIES

PO BOX 43707
BIRMINGHAM,AL35243
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

DAUPHIN ISLAND SEA LAB FOUNDATION

PO BOX 82151
MOBILE,AL36689
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,500

ISRAEL TEAM ADVOCATE INTERNATIONAL

PO BOX 91779
MOBILE,AL36691
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 3,000

MARION MILITARY INSTITUTE FOUNDATION

1101 WASHINGTON STREET
MARION,AL36756
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

MOBILE AREA JEWISH FEDERATION

705 REGENTS WAY
MOBILE,AL36609
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

MOBILE SYMPHONY

257 DAUPHIN STREET
MOBILE,AL36602
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 1,000

MOUNTAIN BROOK CITY SCHOOLS FOUNDATION

32 VINE STREET
MOUNTAIN BROOK,AL35213
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

PETER HOPKINS FOUNDATION

955 STOVALL BOULEVARD
ATLANTA,GA30319
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

US ISRAEL EDUCATION ASSOCIATION

402 OFFICE PARK DRIVE SUITE 215
MOUNTAIN BROOK,AL35223
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000

WS NEAL HIGH SCHOOL

801 ANDREW JACKSON ST
EAST BREWTON,AL36426
NONE QUALIFIED UNRESTRICTED CONTRIBUTION 10,000
Total .................................right arrow 3a 400,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 62,851  
4 Dividends and interest from securities ....     14 139,381  
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 ............
    18 207,373  
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 -14,439  
bLITIGATION SETTLEMENT FUND     01 74  
cOTHER REVENUE     01 1,634  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 396,874 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
396,874
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  4,500 4,500 0 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Name of Bond End of Year Book Value End of Year Fair Market Value
62,000 ABBBOTT LABORATORIES 62,670 61,157
25,000 AMAZON.COM INC 23,770 21,202
31,000 AMERICAN INTL GROUP 31,044 30,909
35,000 AMGEN INC 32,668 32,566
33,000 ANHEUSER-BUSCH INVEV WOR 33,085 32,617
33,000 ANTHEM INC 32,592 31,964
33,000 APPLE INC 32,177 31,700
60,000 AT&T INC 53,878 54,797
63,000 BB&T CORPORATIONS 62,647 61,626
60,000 BP CAP MARKETS AMERICA 60,379 59,160
63,000 BRISTOL MYERS SQUIBB CO 62,719 62,144
32,000 CAPITAL ONE FINANCIAL CO 31,475 30,574
54,000 CITIGROUP INC 52,428 51,539
21,000 COMCAST CORP 22,961 20,725
51,000 CVS HEALTH CORP 52,003 51,275
32,000 DUKE ENERGY CORP 30,482 30,384
28,000 ENTERPRISE PRODUCTS OPER 19,694 20,815
35,000 FISERV INC 32,189 32,373
98,000 GOLDMAN SACHS GROUP INC 100,943 94,456
31,000 HP ENTERPRISE CO 31,621 30,858
89,000 JPMORGAN CHASE & CO 92,123 87,503
34,000 LOWE'S COS INC 32,477 32,383
32,000 MCDONALD'S CORP 32,139 31,459
32,000 MERCK & CO INC 31,719 31,293
45,000 MORGAN STANLEY 44,994 43,486
34,000 NORTHROP GRUMMAN CORP 32,921 32,504
64,000 SALESFORCE.COM INC 61,968 62,748
21,000 SHELL INTERNATIONAL FIN 21,646 19,998
32,000 SHIRE ACQ INV IRELAND DA 31,003 30,790
32,000 UNITED TECHNOLOGIES CORP 32,268 31,544
61,000 US BANCORP 61,148 60,241
32,000 USD BANK NOVA SCOTIA 31,995 31,902
52,000 VERIZON COMMUNICATIONS 53,565 51,124
35,000 WALT DISNEY COMPANY 32,457 32,406
54,000 WELLS FARGO & COMPANY 54,939 52,319
33,000 ABBVIE INC 31,767 32,859
33,000 CIGNA CORP 32,493 32,715
32,000 DOWDUPONT INC 31,532 32,491
62,000 PNC FINANCIAL SERVICES 60,408 63,298

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Name of Stock End of Year Book Value End of Year Fair Market Value
144 ABBOTT LABS 13,237 15,850
440 ABBVIE INC SHS 43,249 68,187
168 ADOBE SYSTEMS INC RSTD SHS 82,948 100,229
164 ADVNCD MICRO D INC 10,718 24,175
198 AIR PRODUCTS&CHEM 39,193 54,212
450 ALCON SA ACT NOM 27,392 35,154
691 ALPHABET INC SHS CLC 66,105 97,383
581 AMAZON COM INC 77,881 88,277
137 AMERIPRISE FINL INC 26,516 52,037
206 AMGEN INC COM 44,330 59,332
457 AMPHENOL CORP CL A NEW 28,976 45,302
140 ANSYS INC COM 35,548 50,803
294 APPLE INC 28,782 56,604
345 ATMOS ENERGY CORP COM 37,040 39,985
168 AUTODESK INC DEL PV 30,761 40,905
147 AUTOMATIC DATA PROC 27,840 34,247
42 AVERY DENNISON CORP 7,754 8,491
310 BLACKSTONE INC 38,162 40,585
13 BOOKING HLDGS INC USD0.008 28,025 46,114
67 BOOZ ALLEN HAMILTON 5,547 8,570
89 BROADCOM LTD 39,656 99,346
306 CAPITAL ONE FINL 31,013 40,123
155 CDW CORP 20,425 35,235
32 CHARLES RIVER LABS INTL 7,148 7,565
362 CHEVRON CORP 47,773 53,996
82 CHURCH&DWIGHT CO INC 5,123 7,754
1,812 CIE GENERALE DES 28,139 32,544
566 CISCO SYSTEMS INC COM 27,194 28,594
659 COCA COLA COM 32,755 38,835
406 COMMERCE BANCSHARES 20,539 21,684
128 CONSTELLATION BRANDS INC 30,651 30,944
22 COOPER COS INC COM NEW 7,813 8,326
492 COPART INC COM 16,516 24,108
696 CORNING INC 26,530 21,193
1,011 CORTEVA INC REG 32,150 48,447
1,445 COTERRA ENERGY INC 27,045 36,876
259 CROWN CASTLE REIT INC SHS 45,246 29,834
266 CULLEN FRST BKRS PV$0.01 24,718 28,858
298 DANAHER CORP DEL COM 59,696 68,939
14 DECKERS OUTDOORS CORP 4,204 9,358
87 DIODES INC 4,529 7,005
296 EATON CORP PLC 41,705 71,283
211 ECOLAB INC 46,102 41,852
208 EDWARDS LIFESCIENCESCRP 16,651 15,860
107 ELECTRONIC ARTS INC DEL 13,603 14,639
202 ELI LILLY & CO 36,735 117,750
51 EMCOR GROUP INC 7,778 10,987
77 ENTEGRIS INC MINNESOTA 6,578 9,226
482 EQTY LIFESTYLS PPTYS INC 30,175 34,000
197 EVERSOURCE ENERGY COM 15,687 12,159
60 FACTSET RESH SYS INC 26,640 28,623
151 GENL DYNAMICS CORP 28,398 39,210
39 HILTON WORLDWIDE 5,827 7,102
126 HOME DEPOT INC 32,104 43,665
192 HONEYWELL INTL INC 42,749 40,264
165 ILLINOIS TOOL WORKS INC 29,050 43,220
271 INTERCONTINENTAL EXCHANGE INC 29,442 34,805
83 INTUITIVE SURGICAL INC 19,602 28,001
986 KEURIG DR PEPPER INC 35,911 32,854
42 KEYSIGHT TECHNOLOGIES INC 3,635 6,682
788 KINDER MORGAN INC DEL 13,940 13,900
444 LENNAR CORP CLA 27,644 66,174
83 LOCKHEED MARTIN CORP 31,977 37,619
241 MARSH & MCLENNAN COS INC 27,004 45,662
122 MARTIN MARIETTA MATLS 34,651 60,867
139 MASTERCARD INC 43,409 59,285
190 MCDONALDS CORP COM 39,811 56,337
322 MEDTRONIC PLC SHS 35,259 26,526
1,049 MERCK AND CO INC 86,942 114,362
7 METTLER-TOLEDO INTL INC 6,478 8,491
752 MICROCHIP TECHNOLOGY INC 49,649 67,815
532 MICROSOFT CORP 118,722 200,053
2,968 MITSUBISHI UFJ FINL GRP INC 16,255 25,554
952 MONDELEZ INTERNATIONAL 54,789 68,953
16 MONOLITHIC PWR SYSTEMS INC 3,495 10,092
104 MOTOROLA SOLUTIONS INC 20,651 32,561
696 NEXTERA ENERGY INC SHS 38,806 42,275
28 NVIDIA 4,673 13,866
33 O' REILLY AUTOMOTIVE INC 15,511 31,353
236 OSHKOSH CORPORATION 24,801 25,585
137 PARKER HANNIFIN CORP 29,116 63,116
195 PAYCHEX INC 16,362 23,226
36 PAYCOM SOFTWARE INC 6,919 7,442
599 PEPSICO INC 87,056 101,734
248 PHILLIPS 66 SHS 19,771 33,019
530 PNC FINCL SERVICES GROUP 80,087 82,070
22 POOL CORPORATION 4,414 8,772
658 PROCTER & GAMBLE CO 92,366 96,423
273 PROGRESSIVE CRP OHIO 29,195 43,483
296 PROLOGIS INC 33,947 39,457
63 QUALYS INC COM 5,656 12,366
664 QUALCOMM INC 94,520 96,034
71 RAYMOND JAMES FINL INC 5,309 7,917
617 REALTY INCM CRP MD PV$1. REIT 43,445 38,529
41 RESMED INC 5,964 7,053
26 ROCKWELL AUTOMATION INC 6,083 8,072
238 ROSS STORES INC COM 21,936 32,937
390 RPM INTERNATIONAL INC 26,271 43,536
25 SAIA INC 5,749 10,956
133 SALESFORCE COM INC 27,126 34,998
648 SCHLUMBERGER LTD 20,902 33,722
586 SEMPRA ENERGY 38,162 43,792
420 SONY GROUP CORP 37,455 39,770
53 SPS COMM INC 7,851 10,274
469 STARBUCKS CORP 34,695 45,029
40 STERIS PLC SHS 5,531 8,794
49 SUN COMMNTYS INC REIT 9,001 6,549
390 SYSCO CORPOATION 32,613 28,521
50 TAKE TWO INTER SOFTWARE 6,849 8,048
103 TELEDYNE TECH INC 40,735 45,968
248 TEXAS INSTRUMENTS 33,171 42,274
75 THERMO FISHER SCIENTIFIC INC 27,370 39,809
330 TJX COS INC NEW 22,364 30,957
20 ULTA BEAUTY INC 7,574 9,800
182 UNITED PARCEL SVC CL B 36,516 28,616
2,095 US BANCORP 82,900 90,672
95 VERISK ANALYTICS INC 18,963 22,692
168 VISA INC CL A SHRS 35,218 43,739
218 WEC ENERGY GROUP INC SHS 17,023 18,349
23 WEST PHARMACTL SVCS INC 5,579 8,099
1,064 WILLIAMS COMPANIES DEL 35,815 37,059
573 XCEL ENERGY INC 37,794 35,474
330 XYLEM INC SHS ISSUED 29,096 37,739
59,116.6910 WESTERN ASSET SMASH SERIES CR PL CM FUND 498,812 373,026
14,157.2950 WESTERN ASSET SMASH SERIES C FUND 134,488 133,079
21,862.8140 WESTERN ASSET SMASH SERIES M FUND 230,584 173,153
92 BJS WHSL CLUB HLDGS INC 6,960 6,133
86 BROWN & BROWN INC FLA 5,992 6,115
103 BRUKER CORP 8,354 7,568
278 CHAMPIONX 8,025 8,120
42 CME GROUP INC 8,851 8,845
215 COLGATE PALMOLIVE 16,655 17,138
97 CRANE HOLDINGS CO REG 8,246 11,459
51 DARDEN RESTAURANTS INC 7,477 8,379
120 DELL TECHNOLOGIES INC 8,635 9,180
150 DISNEY(WALT) CO COM STK 14,589 13,543
147 EXXON MOBIL CORP COM 16,640 14,697
37 FABRINET 6,879 7,042
179 FASTENAL COMPANY 9,954 11,594
89 HOLOGIC INC 7,535 6,359
63 INTUIT INC COM 31,012 39,377
126 JOHNSON CONTROLS INTER 8,735 7,263
156 LOWE'S COMPANIES INC 32,919 34,718
153 NVENT ELEC PLC REG SHS 8,517 9,041
80 NPX SEMICONDUCTORS N.V. 17,062 18,374
107 PERFICIENT INC 8,793 7,043
416 REGIONS FINL CORP 8,386 8,062
181 RTX CORP 17,825 15,229
194 TRAVELERS COS INC 35,308 36,955
302 UBER TECHNOLOGIES INC 13,063 18,594
179 VALVOLINE INC SHS 6,612 6,727
99 VERALTO CORP 7,871 8,144
28 VERTEX PHARMCTLS INC 11,307 11,393
44 WATTS WATER TECH INC 7,560 9,167
143 WILLSCOT MOBILE MINI 7,494 6,363

TY 2023 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:


443,938
State & Local Government Securities - End of Year Fair Market Value:


413,460


TY 2023 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 424,118 424,118

TY 2023 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
ACCRUED INTEREST 1,631    
TIMING DIFFERENCE 115 261 261


TY 2023 OtherDecreasesSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Description Amount
DISALLOWED WASH SALE LOSSES 318


TY 2023 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
ADVISORY FEES 57,427 57,427 0 0
INVESTMENT EXPENSES 191 191 0 0


TY 2023 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 -14,439 -14,439 -14,439
LITIGATION SETTLEMENT FUND 74 74 74
OTHER REVENUE 1,634 1,634 1,634


TY 2023 OtherIncreasesSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Description Amount
OTHER ADJUSTMENT 144


TY 2023 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 510 510 0 0