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
C WAYNE AND PATRICIA J MILLER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 30510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77009
A Employer identification number

76-0683283
B Telephone number (see instructions)

(713) 953-0191
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$810,674J 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) 340,956
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 19,509 19,310  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,881
b Gross sales price for all assets on line 6a 174,781
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 356,584 19,310  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,250 1,625   1,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,573 4,573   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
262 262   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,085 6,460   1,625
25 Contributions, gifts, grants paid....... 66,050 66,050
26 Total expenses and disbursements. Add lines 24 and 25 74,135 6,460   67,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 282,449
b Net investment income (if negative, enter -0-) 12,850
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 53,562 54,877 54,877
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)      
b Investments—corporate stock (attach schedule)....... 312,363 Click to see attachment
List of Attached Documents:
// Content
312,943 		451,454
c Investments—corporate bonds (attach schedule).......      
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).......... 25,645 Click to see attachment
List of Attached Documents:
// Content
284,999 		304,343
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 391,570 652,819 810,674
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 391,570 652,819
29 Total net assets or fund balances (see instructions)..... 391,570 652,819
30 Total liabilities and net assets/fund balances (see instructions). 391,570 652,819
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
391,570
2
Enter amount from Part I, line 27a .....................
2
282,449
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
674,019
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
21,200
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
652,819
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 PUBLIC TRADED SECURITIES P    
b PUBLIC TRADED SECURITIES P    
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 112,954   116,975 -4,021
b 61,662   61,687 -25
c 165     165
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       -4,021
b       -25
c       165
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 -3,881
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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) 1 179
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........................... 3 179
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- ..... 5 179
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 355
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.............. 7 355
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 176
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow176 Refundedright arrow 11 0
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 arrowTX
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 arrowTRACY WILKERSON Telephone no.right arrow (713) 953-0191

Located atright arrow521 E 8TH STHOUSTONTX ZIP+4right arrow77007
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
TRACY MILLER WILKERSON PRESIDENT/SECRETARY
1.00 		0 0 0
521 E 8TH ST
HOUSTON,TX77007
CHARLES W MILLER JR TREASURER
1.00 		0 0 0
1622 BIGELOW AVE N
SEATTLE,WA98109
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
647,338
b
Average of monthly cash balances.......................
1b
162,556
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
809,894
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
809,894
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,148
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
797,746
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
39,887
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
39,887
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
179
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
179
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
39,708
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
39,708
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
39,708
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
67,675
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
67,675
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 39,708
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...... 50,250
b From 2019...... 65,549
c From 2020...... 24,989
d From 2021...... 44,991
e From 2022...... 25,746
f Total of lines 3a through e ........ 211,525
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 67,675
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..... 39,708
e Remaining amount distributed out of corpus 27,967
5 Excess distributions carryover applied to 2023. 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 5 239,492
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) ... 		50,250
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		189,242
10 Analysis of line 9:
a Excess from 2019.... 65,549
b Excess from 2020.... 24,989
c Excess from 2021.... 44,991
d Excess from 2022.... 25,746
e Excess from 2023.... 27,967
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 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 (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

ALLIANCE DEFENDING FREEDOM

15100N 90TH STREET
SCOTTSDALE,AZ85260 		N/A PC DEFEND RELIGIOUS FREEDOM 1,000

AS OUR OWN

1717 ST JAMES PLACE 22
HOUSTON,TX77056 		N/A PC CHILDREN IN INDIA 2,500

BIOLA UNIVERSITY

13800 BIOLA AVENUE
LA MIRADA,CA90639 		N/A PC EDUCATE CHRISTIAN LEADERS 3,000

BOY SCOUTS OF AMERICA

225 NORTH LOOP WEST
HOUSTON,TX77008 		NA PC INSTALL VALUES IN YOUTH 500

BRIDGES TO LIFE

PO BOX 570895
HOUSTON,TX77257 		N/A PC BRING HEALING TO VICTIMS OF CRIME 2,000

BUCKNER INTERNATIONAL

700 NORTH PEARL STREET
DALLAS,TX75201 		N/A SO III FI EMOTIONAL, SPIRITUAL SERVICES 500

CATASTROPHIC THEATRE

3400 MAIN ST 285
HOUSTON,TX77002 		N/A PC PERFORMING ARTS 500

CHILD ADVOCATES INC

2401 PORTSMOUTH STREET
HOUSTON,TX77098 		N/A PC ADVOCACY SERVICES FOR ABUSED CHILDRE 1,000

CLASSICAL THEATRE COMPANY

4617 MONTROSE BLVD
HOUSTON,TX77006 		N/A PC INTRODUCED CLASSICAL DRAMA 500

CRU

PO BOX 628222
ORLANDO,FL32862 		NA PC FULL FILL GREA COMMISSIO 7,000

ELIJAH RISING

5818 SOUTHWEST FREEWAY
HOUSTON,TX77057 		N/A PC COMMITTED TO END SEX TRAFFICKING 2,500

FOCUS FELLOWSHIP OF CATHOLIC UNION STUDENTS

603 PARK POINT DR
GOLDEN,CO80401 		N/A PC SHARE THE MESSAGE 2,000

FREE THE CAPTIVES

2211 RAYFORD ROAD 111
SPRING,TX77386 		N/A PC RESTORE GIRLS LIFE AFTER TRAFFICKING 1,000

GLOBAL MEDIA OUTREACH

7160 DALLAS PARKWAY 200
PLANO,TX75024 		N/A PC SHARE JESUS AND GROW PEOPLE IN FAITH 1,000

GLORIATAS ADVENTURE CAMPS

PO BOX 8
GLORIETA,NM87535 		NA PC YOUTH CAMPS 5,000

GRACWOOD

1617 ELMVIEW
HOUSTON,TX77255 		N/A PC PROVIDE HOME HOPE AND HEALING 1,000

HARDIN SIMMONS

2200 HICKORY STREET
ABILENE,TX79698 		N/A PC EDUCATION 2,000

HEARTSTONE FOUNDATION

4207 HOLMES RD
RICHMOND,TX77406 		N/A PC OUTREACH 5,000

HOUSTON BALLET

601 PRESTON STREET
HOUSTON,TX77002 		NA PC LEARN FUNDAMENTALS MOVENT 1,000

HOUSTON SYMPHONY ENDOWMENT FUND

615 LOUISIANA STREET
HOUSTON,TX77002 		N/A PC ORCHESTRA PERFORMANCES 500

INTERFAITH MINISTRIES HOUSTON

3303 MAIN STREET
HOUSTON,TX77002 		N/A PC SERVICES TO CITIZENS 1,000

KSBJ

1722 TREBLE DR
HOUSTON,TX77338 		N/A PC OUTREACH 2,000

LOGOS LEADERS OUTREACH

2203 BRIARMEAD
HOUSTON,TX77057 		N/A PC OUTREACH 1,500

MD ANDERSON

1515 HOLCOMBE
HOUSTON,TX77030 		NA PC HELP END CANCER 1,000

MUSTARD SEED NETWORK

PO BOX 4000
ORANGO,MO64855 		NA PC CHURCH PLANTING 2,000

NATIONAL CHRISTIAN FOUNDATION

ONE RIVERWAY
HOUSTON,TX77056 		N/A PC SPIRITUAL MINISTRY 1,050

PARKINSON'S DISEASE FDN

200 SE 1ST STREET 800
MIAMI,FL33131 		N/A PC TO FIGHT PARKINSON'S DISEASE 1,000

PINE COVE FOUNDATION

PO BOX 9055
TYLER,TX75711 		N/A SO II CAMPS FOR CHILDREN & MINISTRY 500

QUEEN ANNE HELPLINE

311 WEST MCGRAW
SEATTLE,WA98119 		N/A PC LOW INCOME FAMILES-MEALS & SERVICE 500

REASONS TO BELIEVE

818 SOUTH OAK PARK
COVINA,CA91724 		N/A PC OUTREACH 1,000

RECOVER AMERICA

1531 VANTAGE PKWY WEST
HOUSTON,TX77032 		NA PC MOBILIZE PASTORS 500

SALVATION ARMY

1500 AUSTIN ST
HOUSTON,TX77002 		N/A PC SPREAD THE GOSPEL 1,000

SECOND BAPTIST CHURCH

6400 WOODWAY DRIVE
HOUSTON,TX77057 		N/A PC OUTREACH 1,000

SMILE TRAIN

PO BOX 96246
WASHINGTON,DC20090 		N/A PC CHILDREN'S CLEFT SURGERIES 1,000

STAR OF HOPE

6897 ARDMORE
HOUSTON,TX77054 		N/A PC SHELTER & NEEDS OF HOMELESS 1,500

TEXAS CHILDRENS HOSPITAL

1919 SOUTH BRAESWOOD BLVD
HOUSTON,TX77030 		N/A PC PATIENT CARE, EDUCATION & RESEARCH 1,000

THE RISE SCHOOL OF HOUSTON

5618 HMARK CROSSWELL STREET
HOUSTON,TX77021 		NA PC EARLY EDUCATION 2,000

TONY EVANS URBAN ALTERNATIVE

PO BOX 4000
DALLAS,TX75208 		N/A PC SPREAD THE GOSPEL 500

URBAN JUSTICE CENTER

40 RECTOR ST 9TH FL
NEW YORK,NY10006 		NA PC FOR A JUST AND FAIR SOCIETY 1,000

WARREN CULLWELL MINISTRIES

9211 RIDGEWELL PLACE
AUSTIN,TX78749 		N/A PC SPREAD THE GOSPEL 5,000

WOUNDED WARRIOR

PO BOX 758516
TOPEKA,KS66675 		N/A PC HELP WOUNDED SERVICE MEN 500
Total .................................right arrow 3a 66,050
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    
4 Dividends and interest from securities ....     14 19,509  
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 -3,881  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 15,628 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,628
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
C WAYNE AND PATRICIA J MILLER FOUNDATION
 
Employer identification number

76-0683283
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
C WAYNE AND PATRICIA J MILLER FOUNDATION
  		Employer identification number
76-0683283
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
PATRICIA JOHNSON MILLER ESTATE
 
P O BOX 30510
 
HOUSTON, TX77009

$ 340,956


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
C WAYNE AND PATRICIA J MILLER FOUNDATION
  		Employer identification number

76-0683283
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
C WAYNE AND PATRICIA J MILLER FOUNDATION
  		Employer identification number

76-0683283
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX COMPLIANCE 3,250 1,625   1,625

TY 2023 InvestmentsCorpStockSchedule
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM USD0.01(ABBV) 767 1,395
ABBVIE INC COM USD0.01(ABBV) 2,518 4,804
ACCENTURE PLC 1,835 4,913
ADDUS HOMECARE CORP COM USD0.001 618 650
ADVANCED MICRO DEVICES INC(AMD) 524 2,653
AIR PRODUCTS AND CHEMICALS INC (APD) 2,710 2,738
ALPHABET INC CAP STK CL A (GOOGL) 3,851 5,588
ALPHABET INC CAP STK CL A(GOOGL) 4,679 7,264
AMAZON.COM INC (AMZN) 3,045 5,166
AMBEV SA SPON ADR EACH REP 1 ORD SHS 2,057 1,963
AMERICAN EXPRESS CO COM USD0.20(AXP) 934 1,686
AMERICAN INTERNATIONAL GROUP INC (AIG) 1,441 3,116
AMGEN INC (AMGN) 929 1,440
AMGEN INC (AMGN) 2,107 2,880
API GROUP CORP STOCK (APG) 910 1,349
APPLE INC COM USD0.00001(AAPL) 3,348 10,974
ARISTA NETWORKS INC COM USD0.0001 1,213 2,355
ASML HOLDING NV EUR0.09 NY REGISTRY 3,874 4,542
ATLAS COPCO AB SP ADR A NEW (ATLKY) 1,921 3,341
BANK AMERICA CORP COM (BAC) 962 1,246
BANK AMERICA CORP COM(BAC) 1,705 1,616
BANK N S HALIFAX (BNS) 1,718 1,753
BERKSHIRE HATHAWAY INC 1,823 2,140
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) 2,164 4,280
BHP GROUP LTD SPON ADS EACH REP 2 2,037 3,006
BJS WHSL CLUB HLDGS INC COM(BJ) 272 733
BROADCOM INC COM (AVGO) 1,253 2,232
BROADCOM INC COM (AVGO) 1,055 4,465
BROOKFIELD CORPORATION CLASS A 3,488 4,895
BURFORD CAP LTD 640 967
CAL-MAINE FOODS INC 2,349 3,788
CARDINAL HEALTH INC COM NPV (CAH) 1,203 1,714
CARMAX INC (KMX) 3,808 4,835
CARMAX INC (KMX) 3,050 3,453
CATERPILLAR INC (CAT) 1,290 1,774
CAVCO INDUSTRIES INC 819 1,040
CELSIUS HLDGS INC COM NEW(CELH) 17 654
CH ROBINSON WORLDWIDE INC 2,858 3,110
CHEVRON CORP 3,452 5,966
CHEVRON CORP NEW COM(CVX) 2,806 3,580
CHUBB LIMITED COM NPV 2,779 2,938
CISCO SYSTEMS INC (CSCO) 1,218 2,021
CIVITAS RESOURCES INC NEW (CIVI) 769 684
COCA-COLA CO (KO) 1,293 1,296
COCA-COLA CO (KO) 2,680 3,536
COMPASS GROUP PLC SPON ADR EACH REP 1 2,929 3,338
CONOCOPHILLIPS COM(COP) 1,328 3,598
CORECARD CORPORATION 320 111
COSTCO WHOLESALE CORP (COST) 1,458 1,980
COTERRA ENERGY INC COM (CTRA) 3,351 3,139
CUMMINS INC 2,525 3,594
CUMMINS INC (CMI) 1,116 1,198
CUMMINS INC (CMI) 1,986 2,875
CVS HEALTH CORPORATION COM USD0.01 (CVS) 2,321 2,843
DANAHER CORPORATION COM(DHR) 271 694
DECKERS OUTDOOR CORP (DECK) 441 668
DIAMOND HILL INVT GROUP INC COM NEW 930 828
DISCOVER FINANCIAL SERVICES 1,306 4,046
DUKE ENERGY CORP NEW COM (DUK) 3,460 3,785
ELI LILLY AND CO (LLY) 2,278 4,080
EMERSON ELECTRIC CO 2,513 3,991
ENDAVA PLC ADS (DAVA) 705 856
ERSTE GROUP BANK ADR (EBKDY) 3,235 3,063
EXXON MOBIL CORP (XOM) 7,097 6,599
FERGUSON PLC (FERG) 2,714 3,475
FIRSTCASH HOLDINGS INC COM (FCFS) 886 1,192
FIRSTSERVICE CORP COM NPV (FSV) 421 810
FISERV INC (FISV) 1,265 1,594
FLEETCOR TECHNOLOGIES INC COM USD0.001 (FLT) 467 848
GARRETT MOTION INC (GTX) 764 832
GILEAD SCIENCES INC COM USD0.001(GILD) 2,727 3,564
GRAND CANYON ED INC 476 528
GXO LOGISTICS INCORPORATED COMMON (GXO) 1,394 1,529
HINGHAM INST SAVINGS MA COM (HIFS) 417 389
HOME BANCSHARES INC. COM USD0.01 (HOMB) 458 684
HOME DEPOT INC (HD) 1,695 3,119
HOME DEPOT INC (HD) 2,187 3,465
HONEYWELL INTERNATIONAL INC COM USD1 (HON) 1,526 2,097
ICON PLC ORD EUR0.06(ICLR) 423 566
ICON PLC ORD EUR0.06(ICLR) 3,985 5,095
INMODE LTD 842 712
INTERNATIONAL MNY EXPRESS INC 1,070 1,193
JOHNSON & JOHNSON 1,801 1,724
JPMORGAN CHASE & CO(JPM) 1,708 2,722
JPMORGAN CHASE & CO(JPM) 2,346 3,742
KADANT INC 491 561
KARAT PACKAGING INC 348 398
KIMBERLY-CLARK CORP COM (KMB) 2,662 2,673
KONE OYJ UNSP ADR EACH REPR 0.5 ORD 1,922 2,419
KRAFT HEINZ CO 3,001 3,069
LAM RESEARCH CORP 1,162 6,266
LAM RESEARCH CORP 4,409 10,966
LANDSTAR SYSTEM INC (LSTR) 399 775
LGI HOMES INC 635 666
LINDE PLC 2,622 4,107
LKQ CORP (LKQ) 244 526
LOCKHEED MARTIN CORP COM USD1.00 2,209 2,266
LOCKHEED MARTIN CORP COM USD1.00 (LMT) 2,364 3,626
LVMH MOET HENNESSY LOUIS VUITTON 3,209 3,404
MAGNOLIA OIL & GAS CORP CL A 505 809
MARTIN MARIETTA MATERIALS INC COM 1,968 2,993
MASTERCARD INCORPORATED (MA) 1,410 1,706
MCDONALDS CORP (MCD) 1,341 1,483
MEDTRONIC PLC (MDT) 3,091 3,213
MERCK &CO. INC COM (MRK) 2,981 5,015
MERCK &CO. INC COM (MRK) 1,956 2,507
META PLATFORMS INC (META) 1,543 2,832
METLIFE INC COM USD0.01 (MET) 2,623 3,637
MICROSOFT CORP (MSFT) 3,925 10,529
MORGAN STANLEY COM USD0.01(MS) 2,237 3,450
MORGAN STANLEY COM USD0.01(MS) 4,325 4,383
NAPCO SECURITY TECHNOLOGIES INC 705 890
NESTLE ADR (NSRGY) 2,631 2,781
NOVARTIS AG SPONSORED ADR(NVS) 1,736 2,221
NOVO NORDISK A/S ADR-EACH CNV INTO 1 2,696 5,586
NVIDIA CORPORATION COM(NVDA) 1,864 6,933
OASIS PETROLEUM INC NEW (CHRD) 800 1,330
PALO ALTO NETWORKS INC (PANW) 733 1,180
PARKER HANNIFIN CORP (PH) 1,759 1,843
PAYCHEX INC COM USD0.01(PAYX) 1,103 2,025
PEPSICO INC (PEP) 1,884 2,887
PEPSICO INC (PEP) 1,057 1,019
PERRIGO COMPANY PLC (PRGO) 920 772
PFIZER INC (PFE) 4,633 3,599
PHILIP MORRIS INTERNATIONAL INC COM NPV (PM) 2,334 2,634
PHILLIPS 66 COM 3,192 5,192
PNC FINANCIAL SERVICES GROUP INC (PNC) 2,602 3,097
PRICE T ROWE GROUPS COM USD0.20 (TROW) 2,675 3,338
PROCTER AND GAMBLE CO COM(PG) 1,757 2,491
PROCTER AND GAMBLE CO COM(PG) 1,899 2,784
PROGRESS SOFTWARE CORP 990 1,086
PROSPERITY BANCSHARES INC(PB) 723 880
RIMINI STR INC COM 1,639 1,757
ROCHE HOLDINGS ADR(RHHBY) 2,433 2,215
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 2,513 3,435
SALESFORCE INC (CRM) 1,449 2,105
SEMLER SCIENTIFIC INC COM USD0.001 1,427 1,152
SEMPRA 2,909 3,438
SHELL PLC SPON ADS EA REP 2 ORD SHS 1,096 2,303
SITEONE LANDSCAPE SUPPLY INC COM 251 325
SITIO ROYALTIES CORP CLASS A COM 402 611
SKF ADR REP 1 ORD (SKFRY) 3,087 3,276
SKYLINE CHAMPION CORPORATION COM 688 1,040
SPDR SERIES TRUST S&P BIOTECH ETF 638 714
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 3,778 3,328
TARGET CORP (TGT) 1,866 1,994
TERADATA CORP 601 609
TESLA INC (TSLA) 2,009 2,733
TEXAS INSTRUMENTS INC COM 2,144 3,580
TEXAS INSTRUMENTS INC COM 2,805 4,432
THERMO FISHER SCIENTIFIC INC (TMO) 470 1,062
TJX COS INC (TJX) 1,184 1,501
TRUIST FINANCIAL CORP (TFC) 2,553 2,917
UNILEVER PLC SPON ADR NEW(UL) 2,511 2,376
UNION PAC CORP COM(UNP) 1,386 2,211
UNITED PARCEL SERVICE INC(UPS) 2,341 3,145
UNITEDHEALTH GROUP INC 1,603 4,738
UNITEDHEALTH GROUP INC (UNH) 3,099 3,159
VALERO ENERGY CORP 1,698 3,640
VALVOLINE INC (VVV) 1,081 1,127
VERRA MOBILITY CORP (VRRM) 684 875
VISA INC (V) 1,317 1,562
VIZIO HOLDING CORP CL A COM 1,262 1,417
VONTIER CORPORATION COM (VNT) 4,033 6,772
WALKER & DUNLOP INC COM (WD) 793 999
WEBSTER FINANCIAL CORP(WBS) 460 711
WELLS FARGO CO NEW COM 3,759 4,676
WESTERN ALLIANCE BANCORP (WAL) 537 987
WESTPAC BANKING CORPORATION NPV 2,231 1,980

TY 2023 InvestmentsOtherSchedule2
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE EQUITIES COM AT COST 1,795 1,902
BA MTG TRUST 2007-2 SER 2007-2 CL A-7 AT COST 5,218 3,912
CAMDEN PROPERTY TRUST SBI USD0.01 AT COST 3,461 3,078
CROWN CASTLE INTL CORP NEW COM AT COST 3,175 2,995
CWMBS CHL MTG TR SER 2006-21 CL A-3 AT COST 1,372 653
IRON MOUNTAIN INC PA (IRM) AT COST 1,609 3,499
ISHARES TR 1 3 YR TREAS BD ETF AT COST 5,661 5,743
ISHARES TR IBOXX HI YD ETF (HYG) AT COST 1,989 1,780
ISHARES TR PFD AND INCM SEC (PFF) AT COST 2,288 1,903
ISHARES TR US REAL ES ETF AT COST 3,191 3,199
PROLOGIS INC AT COST 3,121 3,466
RALI SERIES TRUST SER 2006-QS18 AT COST 86 48
RAYONIER INC (RYN) AT COST 1,338 1,169
VANGUARD INTERM TERM BOND ADM (VBILX) AT COST 250,695 270,996

TY 2023 OtherDecreasesSchedule
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Description Amount
2023 ESTIMATED TAX PAID FOR 2022 FORM 990 PF 700
INVESTMENT COST BASIS PRIOR YEAR ADJUSTMENT 20,500


TY 2023 OtherProfessionalFeesSchedule
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,573 4,573   0


TY 2023 TaxesSchedule
Name:
C WAYNE AND PATRICIA J MILLER FOUNDATION
EIN:
76-0683283
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 262 262   0