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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,967,574J 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 83,670 83,670  
4 Dividends and interest from securities... 120,850 120,850  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,545
b Gross sales price for all assets on line 6a 3,778,486
7 Capital gain net income (from Part IV, line 2)... 173,545
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)....... Click to see attachment
List of Attached Documents:
// Content
-6,871 -6,871 -6,871
12 Total. Add lines 1 through 11........ 371,194 371,194 -6,871
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)....... Click to see attachment
List of Attached Documents:
// Content
5,575 5,575 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,752 5,752 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,373 62,373 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,700 73,700 0 0
25 Contributions, gifts, grants paid....... 447,860 447,860
26 Total expenses and disbursements. Add lines 24 and 25 521,560 73,700 0 447,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -150,366
b Net investment income (if negative, enter -0-) 297,494
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   1 1
2 Savings and temporary cash investments......... 143,992 277,937 277,937
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) 443,938 0 0
b Investments—corporate stock (attach schedule)....... 4,887,315 Click to see attachment
List of Attached Documents:
// Content
3,827,018 		5,107,488
c Investments—corporate bonds (attach schedule)....... 1,664,987 Click to see attachment
List of Attached Documents:
// Content
2,835,740 		2,822,957
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).......... 424,118 Click to see attachment
List of Attached Documents:
// Content
473,358 		759,000
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
261 		Click to see attachment
List of Attached Documents:
// Content
191 		Click to see attachment
List of Attached Documents:
// Content
191
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,564,611 7,414,245 8,967,574
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........ 7,564,611 7,414,245
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)..... 7,564,611 7,414,245
30 Total liabilities and net assets/fund balances (see instructions). 7,564,611 7,414,245
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
7,564,611
2
Enter amount from Part I, line 27a .....................
2
-150,366
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,414,245
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,414,245
Form 990-PF (2024)
Form 990-PF (2024)
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 - ST      
b PUBLICLY TRADED SECURITIES - LT      
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 759,233   757,941 1,292
b 3,019,171   2,847,000 172,171
c 82     82
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       1,292
b       172,171
c       82
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 2 173,545
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 1,292
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 4,135
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 4,135
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 4,135
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. 8 232
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,367
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowANDREA WHITE 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DAVID JOHN MILLER DIRECTOR
0.00 		0 0 0
392 PANORAMA DR
SAUTEE NACOOCHEE,GA30571
J MCGOWIN MILLER SECRETARY/TREASURER
0.00 		0 0 0
4453 FREDERICKSBURG CIRCLE
BIRMINGHAM,AL35213
JEAN MILLER STIMPSON PRESIDENT
0.00 		0 0 0
65 OAKLAND AVENUE
MOBILE,AL36608
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
8,054,721
b
Average of monthly cash balances.......................
1b
381,865
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,436,586
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
8,436,586
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,549
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,310,037
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
415,502
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
415,502
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,135
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,135
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
411,367
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
411,367
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
411,367
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
447,860
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
447,860
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 411,367
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 75,157
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 75,157
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 447,860
a Applied to 2023, 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 2024 distributable amount..... 411,367
e Remaining amount distributed out of corpus 36,493
5 Excess distributions carryover applied to 2024. 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 5 111,650
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		111,650
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 75,157
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 36,493
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 11,000

BIG TIME MINISTRIES

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

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 15,000

CONECUH COUNTY FIRE RESCUE

PO BOX 363
EVERGREEN,AL36401 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

DAUPHIN ISLAND SEA LAB FOUNDATION

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

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 CHURCH

825 DAILEY STREET
EAST BREWTON,AL36426 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 25,000

GOODWILL EASTER SEALS OF THE GULF COAST

2448 GORDON SMITH DRIVE
MOBILE,AL36617 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 7,500

HOME OF GRACE

394 ALDOCK RD
EIGHT MILE,AL36613 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

ISRAEL TEAM ADVOCATE INTERNATIONAL

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

JH OUTBACK

402 OFFICE PARK DRIVE SUITE 310
BIRMINGHAM,AL35223 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

MCKEMIE PLACE

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

MOBILE AREA JEWISH FEDERATION

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

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

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 7,000

MULHERIN CUSTODIAL HOMES

2496 HALLS MILL ROAD
MOBILE,AL36606 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

PAWS CROSSED DOG RESCUE INC

110 WILSON STREET
BREWTON,AL36426 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 3,000

PENELOPE HOUSE

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

PETER HOPKINS FOUNDATION

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

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

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS TN,TN38105 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

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 5,000

TUSCALOOSA ACADEMY

420 RICE VALLEY RD NORTH
TUSCALOOSA,AL35406 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

UMS-WRIGHT PREPARATORY SCHOOL

65 N MOBILE STREET
MOBILE,AL36607 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000

US ISRAEL EDUCATION ASSOCIATION

402 OFFICE PARK DRIVE SUITE 215
MOUNTAIN BROOK,AL35223 		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 5,000

WILCOX HISTORICAL SOCIETY

PO BOX 464
CAMDEN,AL36726 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

WILMER HALL

3811 OLD SHELL ROAD
MOBILE,AL36608 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 26,000

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

CENTRAL FORSYTH HIGH SCHOOL

131 ALMON C HILL
CUMMING,GA30528 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 5,000

CHRIST EPISCOPAL CHURCH

605 LURLEEN B WALLACE BLVD N
TUSCALOOSA,AL35401 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 24,750

CLEVELAND CONGRETIONAL HOLINESS CHURCH

PO BOX 667
CLEVELAND,GA30528 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 12,000

MERCY COMMUNITY HEALTHCARE

PO BOX 681449
FRANKLIN,TN37068 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 24,750

MONDAY MORNING QUARTERBACK CLUB

2019 4TH AVENUE NORTH
BIRMINGHAM,AL35203 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500

MOUNT YONAH ELEMENTARY SCHOOL

1161 DUNCAN BRIDGE ROAD
SAUTEENACOOCHEE,GA35071 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 15,000

NEST OF MOBILE

PO BOX 16144
MOBILE,AL36616 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,000

O'NEAL COMPREHENSIVE CANCER CENTER AT UAB

1720 SECOND AVENUE SOUTH
BIRMINGHAM,AL352943300 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,360

WINGS OF COMPASSION

407 AIRPORT ROAD
PLANT CITY,FL33563 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 25,000

UNIVERSITY OF ALABAMA

PO BOX 870342
TUSCALOOSA,AL354870342 		NONE QUALIFIED UNRESTRICTED CONTRIBUTION 2,500
Total .................................right arrow 3a 447,860
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 83,670  
4 Dividends and interest from securities ....     14 120,850  
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 ............ 		    18 173,545  
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 -19,992  
bLITIGATION SETTLEMENT FUND     01 216  
cOTHER REVENUE     01 12,905  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 371,194 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
371,194
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  5,575 5,575 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Name of Bond End of Year Book Value End of Year Fair Market Value
66,000 ABBBOTT LABORATORIES 66,275 65,211
36,000 AMGEN INC 33,593 34,135
34,000 ANHEUSER-BUSCH INVEV WOR 33,979 33,377
34,000 ANTHEM INC 33,499 33,076
71,000 APPLE INC 68,711 68,555
36,000 AT&T INC 4.300% 31,985 33,264
65,000 BP CAP MARKETS AMERICA 65,039 64,706
34,000 CAPITAL ONE FINANCIAL CO 33,369 33,195
35,000 CITIGROUP INC 32,340 33,685
37,000 COMCAST CORP 38,323 36,084
70,000 CVS HEALTH CORP 70,368 68,407
34,000 DUKE ENERGY CORP 32,370 32,911
36,000 FISERV INC 33,121 33,951
67,000 GOLDMAN SACHS GROUP INC 66,671 66,260
70,000 HP ENTERPRISE CO 70,190 69,994
66,000 JPMORGAN CHASE & CO 65,993 65,764
72,000 LOWE'S COS INC 69,133 70,143
34,000 MCDONALD'S CORP 33,991 33,737
35,000 MERCK & CO INC 34,663 34,933
33,000 MORGAN STANLEY 32,429 32,340
35,000 NORTHROP GRUMMAN CORP 33,821 33,457
66,000 SALESFORCE.COM INC 63,911 64,271
34,000 SHIRE ACQ INV IRELAND DA 32,915 33,222
70,000 UNITED TECHNOLOGIES CORP 69,638 69,672
37,000 US BANCORP 35,453 35,767
35,000 VERIZON COMMUNICATIONS 34,925 34,930
36,000 WALT DISNEY COMPANY 33,356 33,618
33,000 WELLS FARGO & COMPANY 32,958 32,558
33,000 ABBVIE INC 31,738 32,496
34,000 CIGNA CORP 33,461 33,330
68,000 DOWDUPONT INC 67,975 67,690
63,000 PNC FINANCIAL SERVICES 61,576 64,100
36,000 ABBVIE INC 3.800% 35,762 35,935
33,000 AMERICAN EXPRESS CO 33,252 33,372
39,000 AMGEN INC 3.350% 35,509 34,748
37,000 ANHEUSER-BUSCH INBEV WOR 3.50% 35,186 34,689
36,000 AT&T INC 4.300% 35,315 34,865
64,000 BANK OF NY MELLON CORP VAR% MAR 65,980 64,088
34,000 BANK OF NY MELLON CORP VAR% OCT 36,031 35,211
37,000 BP CAPITAL MARKETS PLC 35,723 35,770
33,000 CAPITAL ONE FINANCIAL CO VAR% JUN 34,680 34,263
37,000 COSTCO WHOLESALE CORP 35,853 35,934
39,000 EXXON MOBILE CORPORATION 35,205 34,749
32,000 FIFTH THIRD BANCORP 32,805 33,200
36,000 HOME DEPOT INC 35,940 35,032
37,000 ILLINOIS TOOL WORKS INC 35,705 35,930
41,000 JPMORGAN CHASE & CO VAR% 35,924 35,439
41,000 KINDER MORGAN INC 34,478 34,319
38,000 MCDONALD'S CORP 2.65% 34,952 34,586
35,000 METLIFE INC 35,165 34,506
36,000 MORGAN STANLEY 3.625% 35,207 35,344
41,000 NEWMOUNT CORP 35,383 34,826
40,000 NEXTERA ENERGY CAPITAL 36,518 36,276
36,000 NORTHROP GRUMMAN CORP 4.700% 35,784 34,896
37,000 PFIZER INC 3.450% 35,698 35,271
28,000 PFIZER INVESTMENTS ENTER 4.650% 28,025 27,705
37,000 PHILLIPS 66 35,991 34,493
61,000 PHILLIP MORRIS INTL INC 5.625% 63,709 62,831
38,000 PNC FINANCIAL SERVICES 3.450% 36,111 35,959
43,000 QUALCOMM INC 34,943 34,271
35,000 ROYAL BANK OF CANADA 35,717 34,561
37,000 TARGET CORP 35,860 36,094
42,000 THERMO FISHER SCIENTIFIC 35,514 34,946
42,000 TORONTO DOMINION BANK 35,264 34,815
34,000 TRUIST FINANCIAL BANK 35,235 34,615
35,000 UNITEDHEALTH GROUP INC 3.750% 34,596 34,855
1,000 UNITEDHEALTH GROUP INC 4.200% 954 942
42,000 VERIZON COMMUNICATIONS 1.500% 35,266 34,839
36,000 WALMART INC 35,525 35,175
36,000 WELLS FARGO & COMPANY VAR% 33,206 34,768

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Name of Stock End of Year Book Value End of Year Fair Market Value
402 ABBVIE INC SHS 42,317 71,435
164 ADOBE SYSTEMS INC RSTD SHS 80,721 72,928
198 ADVNCD MICRO D INC 19,203 23,916
113 AIR PRODUCTS&CHEM 26,608 32,775
445 ALCON SA ACT NOM 27,109 37,776
301 ALPHABET INC SHS CLC 31,469 57,322
497 AMAZON COM INC 72,030 109,037
116 AMERIPRISE FINL INC 23,487 61,762
152 AMGEN INC COM 34,418 39,617
676 AMPHENOL CORP CL A NEW 25,543 46,948
140 ANSYS INC COM 35,548 47,226
311 APPLE INC 36,854 77,881
325 ATMOS ENERGY CORP COM 34,915 45,263
141 AUTOMATIC DATA PROC 29,282 41,275
238 BLACKSTONE INC 28,361 41,036
67 BOOZ ALLEN HAMILTON 5,547 8,623
666 BROADCOM LTD 33,169 154,405
263 CAPITAL ONE FINL 29,014 46,898
275 CHEVRON CORP 37,590 39,831
82 CHURCH&DWIGHT CO INC 5,123 8,586
1,812 CIE GENERALE DES 28,139 29,699
187 CISCO SYSTEMS INC COM 10,312 11,070
581 COCA COLA COM 29,374 36,173
303 COMMERCE BANCSHARES 15,396 18,880
123 CONSTELLATION BRANDS INC 29,480 27,183
88 COOPER COS INC COM NEW 7,813 8,090
432 COPART INC COM 14,824 24,792
568 CORNING INC 21,282 26,991
927 CORTEVA INC REG 29,969 52,802
1,380 COTERRA ENERGY INC 25,866 35,245
197 CULLEN FRST BKRS PV$0.01 20,035 26,447
251 DANAHER CORP DEL COM 54,938 57,617
56 DECKERS OUTDOORS CORP 2,979 11,373
200 EATON CORP PLC 32,477 66,374
177 ECOLAB INC 38,405 41,475
158 ELI LILLY & CO 31,649 121,976
23 EMCOR GROUP INC 3,508 10,440
425 EQTY LIFESTYLS PPTYS INC 27,376 28,305
39 FACTSET RESH SYS INC 17,098 18,731
187 GENL DYNAMICS CORP 40,321 49,273
210 HOME DEPOT INC 69,339 81,688
173 HONEYWELL INTL INC 38,366 39,079
146 ILLINOIS TOOL WORKS INC 26,446 37,020
222 INTERCONTINENTAL EXCHANGE INC 26,727 33,080
72 INTUITIVE SURGICAL INC 17,263 37,581
756 KEURIG DR PEPPER INC 27,131 24,283
704 KINDER MORGAN INC DEL 12,036 19,290
375 LENNAR CORP CLA 25,258 51,139
61 LOCKHEED MARTIN CORP 23,656 29,642
220 MARSH & MCLENNAN COS INC 27,294 46,730
84 MARTIN MARIETTA MATLS 26,875 43,386
127 MASTERCARD INC 43,339 66,874
173 MCDONALDS CORP COM 39,088 50,151
322 MEDTRONIC PLC SHS 35,259 25,721
977 MERCK AND CO INC 85,366 97,192
772 MICROCHIP TECHNOLOGY INC 52,155 44,274
495 MICROSOFT CORP 129,097 208,643
2,587 MITSUBISHI UFJ FINL GRP INC 13,847 30,320
931 MONDELEZ INTERNATIONAL 57,014 55,609
10 MONOLITHIC PWR SYSTEMS INC 2,886 5,917
91 MOTOROLA SOLUTIONS INC 18,492 42,063
688 NEXTERA ENERGY INC SHS 41,345 49,323
250 NVIDIA 4,184 33,573
26 O' REILLY AUTOMOTIVE INC 13,079 30,831
236 OSHKOSH CORPORATION 24,801 22,437
113 PARKER HANNIFIN CORP 25,566 71,871
207 PAYCHEX INC 18,457 29,026
496 PEPSICO INC 77,633 75,422
252 PHILLIPS 66 SHS 23,824 28,710
444 PNC FINCL SERVICES GROUP 69,295 85,625
575 PROCTER & GAMBLE CO 82,004 96,399
120 PROGRESSIVE CRP OHIO 14,119 28,753
169 PROLOGIS INC 22,385 17,863
53 QUALYS INC COM 4,763 7,432
594 QUALCOMM INC 86,969 91,250
71 RAYMOND JAMES FINL INC 5,690 11,028
556 REALTY INCM CRP MD PV$1. REIT 36,759 29,696
41 RESMED INC 5,964 9,376
42 ROCKWELL AUTOMATION INC 11,036 12,003
185 ROSS STORES INC COM 17,760 27,985
328 RPM INTERNATIONAL INC 22,472 40,364
20 SAIA INC 4,328 9,115
123 SALESFORCE COM INC 27,182 41,123
591 SCHLUMBERGER LTD 20,842 22,659
446 SEMPRA ENERGY 29,960 39,123
2,100 SONY GROUP CORP 37,455 44,436
53 SPS COMM INC 7,851 9,751
50 TAKE TWO INTER SOFTWARE 6,849 9,204
89 TELEDYNE TECH INC 36,079 41,307
208 TEXAS INSTRUMENTS 29,208 39,002
60 THERMO FISHER SCIENTIFIC INC 24,731 31,214
265 TJX COS INC NEW 18,254 32,015
67 UNITED PARCEL SVC CL B 12,890 8,449
882 US BANCORP 30,179 42,186
97 VISA INC CL A SHRS 21,684 30,656
189 WEC ENERGY GROUP INC SHS 15,150 17,773
23 WEST PHARMACTL SVCS INC 5,579 7,534
1,210 WILLIAMS COMPANIES DEL 43,851 65,485
519 XCEL ENERGY INC 34,231 35,043
330 XYLEM INC SHS ISSUED 29,096 38,287
103 BROWN & BROWN INC FLA 7,448 10,508
111 CME GROUP INC 23,742 25,778
233 COLGATE PALMOLIVE 18,598 21,182
58 CRANE HOLDINGS CO REG 4,933 8,802
237 DELL TECHNOLOGIES INC 19,203 27,312
232 DISNEY(WALT) CO COM STK 24,204 25,833
206 EXXON MOBIL CORP COM 23,661 22,159
148 FASTENAL COMPANY 8,242 10,643
70 INTUIT INC COM 36,963 43,995
156 LOWE'S COMPANIES INC 32,919 38,501
111 NVENT ELEC PLC REG SHS 6,179 7,566
126 RTX CORP 12,374 14,581
223 TRAVELERS COS INC 43,038 53,718
667 UBER TECHNOLOGIES INC 40,851 40,233
198 VALVOLINE INC SHS 7,432 7,164
169 VERALTO CORP 14,182 17,213
67 VERTEX PHARMCTLS INC 27,994 26,981
44 WATTS WATER TECH INC 7,560 8,945
432 AMERICAN EAGLE OUTFITTERS 9,080 7,201
525 AMERICAN INTERNATIONAL 38,944 38,220
249 AMERICAN WTR WKS CO INC 30,586 30,998
57 APTARGROUP INC 9,006 8,955
28 ASML HLDG NV NY REG SHS 19,283 19,406
22 CASEYS GEN STORES INC 6,998 8,717
31 CURTISS WRIGHT 8,498 11,001
95 DESCARTES SYSTEMS GROUP 8,933 10,792
106 DEXCOM INC 8,076 8,244
173 DYNATRACE INC REG SHS 9,720 9,403
42 GODADDY INC SHS CLA 8,452 8,290
142 HALOZYME THERAPEUTICS 8,975 6,789
491 HP INC 18,109 16,021
202 JOHNSON AND JOHNSON COM 30,916 29,213
172 JP MORGAN CHASE & CO 32,428 41,230
32 MARKETAXESS HIKDINGS INC 9,174 7,233
92 OLLIES BARGAIN OUTLET 8,560 10,095
211 ONEOK INC (OKLAHOMA) 17,373 21,184
41 ONTO INNOVATION INC 9,371 6,833
302 ORACLE CORP $0.01 44,774 50,325
44 PENUMBRA INC 8,307 10,449
820 PPL CORPORATION 24,009 26,617
46 PTC INC SHS 8,329 8,458
162 PURE STORAGE INC SHS 8,692 9,952
56 SPROUTS FARMERS MARKETS 8,474 7,116
558 TOTALENERGIES SE 36,561 30,411
149 US FOODS HLDG CORP SHS 8,591 10,051
933 VERIZON COMMUNICATNS COM 38,603 37,311
75 WEATHERFORD INTL PLC REG 8,686 5,372

TY 2024 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 473,358 759,000

TY 2024 OtherAssetsSchedule
Name:
THE MILLER CHARITABLE FOUNDATION INC
EIN:
72-1373232
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TIMING DIFFERENCE 261 191 191


TY 2024 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 62,011 62,011 0 0
ADMIN FEES 206 206 0 0
MISCELLANEOUS 156 156 0 0


TY 2024 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 -19,992 -19,992 -19,992
LITIGATION SETTLEMENT FUND 216 216 216
OTHER REVENUE 12,905 12,905 12,905


TY 2024 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 935 935 0 0
EXCISE TAX 4,817 4,817 0 0