Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MILLER NICHOLS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 411 NICHOLS ROAD SUITE 237
  Room/suite
City or town
KANSAS CITY
State or province
MO
Country  
ZIP or foreign postal code
64112
A Employer identification number

43-1567351
B Telephone number (see instructions)

8165614440
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$24,796,830J 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) 3,903
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 600,963 569,232  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,366,205
b Gross sales price for all assets on line 6a 1,701,590
7 Capital gain net income (from Part IV, line 2)... 1,397,396
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
685,011 38,995  
12 Total. Add lines 1 through 11........ 2,656,082 2,005,623  
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)......... Click to see attachment
List of Attached Documents:
// Content
16,397 16,397   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,285 10,285   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
134,283 94,195   40,088
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,213 1,825   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
162 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,291 0   1,291
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,207 285   25,922
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 208,838 122,987   67,301
25 Contributions, gifts, grants paid....... 1,144,500 1,144,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,353,338 122,987   1,211,801
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,302,744
b Net investment income (if negative, enter -0-) 1,882,636
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 44,816 24,250 24,250
2 Savings and temporary cash investments......... 1,201,007 2,702,198 2,702,198
3 Accounts receivable 10,602
Less: allowance for doubtful accounts   10,602 10,602 10,602
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 20,243,844 Click to see attachment
List of Attached Documents:
// Content
21,419,413 		21,419,413
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 576,793 Click to see attachment
List of Attached Documents:
// Content
639,231 		639,231
14 Land, buildings, and equipment: basis 25,564
Less: accumulated depreciation (attach schedule) 24,428 0 Click to see attachment
List of Attached Documents:
// Content
1,136 		1,136
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,077,062 24,796,830 24,796,830
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 22,077,062 24,796,830
29 Total net assets or fund balances (see instructions)..... 22,077,062 24,796,830
30 Total liabilities and net assets/fund balances (see instructions). 22,077,062 24,796,830
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
22,077,062
2
Enter amount from Part I, line 27a .....................
2
1,302,744
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,417,024
4
Add lines 1, 2, and 3 ..........................
4
24,796,830
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
24,796,830
Form 990-PF (2025)
Form 990-PF (2025)
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 - AVAIL UPON REQUEST     2025-12-31
b PUBLICLY TRADED SECURITIES - AVAIL UPON REQUEST     2025-12-31
c CAPITAL GAIN DISTRIBUTIONS P 2025-01-01 2025-12-31
d NET SHORT-TERM GAIN(LOSS) FROM PARTNERSHIPS, S CORPORATIONS AND OTHER FIDUCI P   2025-12-31
e NET LONG-TERM GAIN(LOSS) FROM PARTNERSHIPS, S CORPORATIONS AND OTHER FIDUCIA P   2025-12-31
(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 140,107   200,280 -60,173
b 1,530,275   95,175 1,435,100
c 31,191     31,191
d 17     17
e     8,739 -8,739
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       -60,173
b       1,435,100
c       31,191
d       17
e       -8,739
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 1,397,396
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 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 26,169
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 26,169
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 26,169
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 16,400
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 16,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 245
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 10,014
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MO
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofKAY CALLISON Telephone no. (816) 561-4440

Located at411 NICHOLS ROAD SUITE 237KANSAS CITYMO ZIP+464112
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
TERRENCE DUNN DIRECTOR
1.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
KAY CALLISON PRESIDENT/TREASURER
21.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
KENNETH I FLIGG JR SEC/COUNCIL
1.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
MARK CALLISON VP/DIRECTOR
1.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
DEBORAH WHITE BOARD MEMBER
1.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
DAVID G WATKINS SEC/COUNCIL
1.00 		0 0 0
411 NICHOLS ROAD SUITE 237
KANSAS CITY,MO64112
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
21,615,826
b
Average of monthly cash balances.......................
1b
2,077,826
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
23,693,652
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
23,693,652
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
355,405
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,338,247
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,166,912
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,166,912
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
26,169
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,169
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,140,743
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,140,743
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
1,140,743
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, line 26, column (d) ..........
1a
1,211,801
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
1,211,801
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,140,743
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 32,001
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,211,801
a Applied to 2024, but not more than line 2a 32,001
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 2025 distributable amount..... 1,140,743
e Remaining amount distributed out of corpus 39,057
5 Excess distributions carryover applied to 2025. 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 39,057
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		39,057
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 39,057
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

BOYS & GIRLS CLUB OF GREATER KC

6301 ROCKHILL ROAD SUITE 303
KANSAS CITY,MO64131 		NONE   GIFT - OPERATIONS 50,000

CASA (JACKSON CTY COURT APPOINTED SPEC ADV)

625 EAST 26TH STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,000

CHILDREN'S MERCY HOSPITAL

2401 GILLHAM ROAD
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

CITY OF FOUNTAINS FOUNDATION (KANSAS CITY MO)

PO BOX 9193
SHAWNEE MISSION,KS66201 		NONE   GIFT - OPERATIONS 2,500

CITY UNION MISSION

1100 EAST 11TH STREET
KANSAS CITY,MO64106 		NONE   GIFT - OPERATIONS 1,000

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81621 		NONE   GIFT - PROGRAMMING & CAPITAL CAMPAIGN 10,000

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81621 		NONE   ADD'L 2025 OPERATIONS GIFT 10,000

FOLLY THEATER

PO BOX 26505
KANSAS CITY,MO64196 		NONE   GIFT - OPERATIONS 2,000

FRIEND OF SANTA FE PUBLIC LIBRARY

145 WASHINGTON AVENUE
SANTA FE,NM87501 		NONE   GIFT - OPERATIONS 5,000

FRIENDS OF POWELL GARDENS

1609 NW US HIGHWAY 50
KINGSVILLE,MO640619000 		NONE   GIFT - OPERATIONS 2,000

GIRL'S INC

301 HILLSIDE AVENUE
SANTA FE,NM87505 		NONE   GIFT - (NANCE LOPEZ) BULIDING FOR HER FUTURE CAPITAL CAMPAIGN 5,000

GIRL SCOUTS OF NE KANSAS & NW MO

10561 BARKLEY STREET STE 101
OVERLAND PARK,KS66212 		NONE   GIFT: OPERATIONS 1,500

MILL CREEK PARK ASSOCIATION

C/O 118 W 47TH STREET
KANSAS CITY,MO64112 		NONE   PARK MAINTENANCE / OPERATIONS 2,500

HEART OF AMERICA SHAKESPEARE FESTIVAL

3732 MAIN STREET
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

HIGH ASPIRATIONS

6320 BROOKSIDE PLAZA SUITE 263
KANSAS CITY,MO64113 		NONE   GRANT FOR OPERATIONS 30,000

INTERNATIONAL FOLK ART MARKET

620 CERRILLOS RD
SANTA FE,NM87505 		NONE   ARTIST SPONSORSHIP ON BEHALF OF NANCE LOPEZ 5,000

JUNIOR ACHIEVEMENT OF MIDDLE AMERICA

2842 W 47TH AVENUE
KANSAS CITY,MO66103 		NONE   PROGRAMMING & LEARNING EXPERIENCES 25,000

KANSAS CITY ACTORS THEATRE

PO BOX 22510
KANSAS CITY,MO64113 		NONE   GRANT: 21ST SEASON PRODUCTIONS 10,000

KANSAS CITY BALLET ASSOCIATION

500 WEST PERSHING ROAD
KANSAS CITY,MO64108 		NONE   GRANT - 68TH SEASON OPERATIONS 15,000

KANSAS CITY CARE CLINIC

3515 BROADWAY
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

KANSAS CITY CHAMBER ORCHESTRA

205 W 65TH STREET
KANSAS CITY,MO64113 		NONE   GRANT: ORCHESTRA ED OUTREACH 10,000

KANSAS CITY COMMUNITY GARDENS

6917 KENSINGTON
KANSAS CITY,MO64132 		NONE   GRANT - COMMUNITY PARTNER GARDENS 30,000

KANSAS CITY PBS

125 EAST 31ST STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

KANSAS CITY REPERTORY THEATRE

4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		NONE   GIFT: UMKC CAMPUS OPERATIONS 5,000

KANSAS CITY REPERTORY THEATRE

4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		NONE   GRANT: 5TH ANNUAL KC REP FOR ALL 25,000

KANSAS CITY SYMPHONY

1644 WYANDOTTE STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

LINDA HALL LIBRARY

5109 CHERRY STREET
KANSAS CITY,MO64110 		NONE   GIFT - OPERATIONS 1,000

NATIONAL WORLD WAR I MUSEUM

100 WEST 26TH STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,000

OPERATION BREAKTHROUGH

3039 TROOST
KANSAS CITY,MO64109 		NONE   GRANT: IGNITION LAB STUDENTS 40,000

PEMBROKE HILL SCHOOL

400 WEST 51ST STREET
KANSAS CITY,MO64112 		NONE   GIFT - OPERATIONS 2,500

REDISCOVER

901 NE INDEPENDENCE AVENUE
LEE SUMMIT,MO64086 		NONE   ADDITONAL 2025 OPERATIONS GIFT 10,000

REDISCOVER

902 NE INDEPENDENCE AVENUE
LEE SUMMIT,MO64086 		NONE   GIFT - OPERATIONS 10,000

SANTA FE BOTANNICAL GARDEN

PO BOX 23343
SANTA FE,NM875023343 		NONE   GIFT - OPERATIONS-2025 5,000

ST PAUL'S EPISCOPAL DAY SCHOOL

4041 MAIN ST
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

EISENHOWER FOUNDATION

PO BOX 295
ABILENE,KS67410 		NONE   GIFT - OPERATIONS 2,000

THE SALVATION ARMY

PO BOX 412577
KANSAS CITY,MO64141 		NONE   GRANT-PATHWAY OF HOPE INITIATIVE 30,000

UMKC FOUNDATION

4949 CHERRY STREET
KANSAS CITY,MO64110 		NONE   GRANT: MILLER NICHOLS LIBRARY 4TH FLOOR RENOVATION 750,000

UNION STATION OF KANSAS CITY

30 WEST PERSHING ROAD SUITE 850
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

WOMEN'S EMPLOYMENT NETWORK

920 MAIN STREET STE 100
KANSAS CITY,MO64105 		NONE   GRANT: 2025-26 PRGM/SERV DELIVERY 25,000

WORNALLMAJORS HOUSE MUSEUMS

6115 WORNALL ROAD
KANSAS CITY,MO64113 		NONE   GIFT - OPERATIONS 1,000
Total ................................. 3a 1,144,500
bApproved for future payment

CASA (JACKSON CTY COURT APPOINTED SPEC ADV)
625 EAST 26TH STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,000

CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

CITY OF FOUNTAINS FOUNDATION (KANSAS CITY MO)
PO BOX 9193
SHAWNEE MISSION,KS66201 		NONE   GIFT - OPERATIONS 2,500

EISENHOWER FOUNDATION
PO BOX 295
ABILENE,KS67410 		NONE   GIFT - OPERATIONS 2,500

ENGLISH IN ACTION
PO BOX 4856
BASALT,CO81621 		NONE   GIFT - PROGRAMMING & CAPITAL CAMPAIGN 20,000

FOLLY THEATER
PO BOX 26505
KANSAS CITY,MO64196 		NONE   GIFT - OPERATIONS 2,500

FRIENDS OF POWELL GARDENS
1609 NW US HIGHWAY 50
KINGSVILLE,MO640619000 		NONE   GIFT - OPERATIONS 2,500

GIRL SCOUTS OF NE KANSAS & NW MO
10561 BARKLEY STREET STE 101
OVERLAND PARK,KS66212 		NONE   GIFT: OPERATIONS 1,500

GIRL'S INC
301 HILLSIDE AVENUE
SANTA FE,NM87505 		NONE   GIFT - (NANCE LOPEZ) BULIDING FOR HER FUTURE CAPITAL CAMPAIGN 20,000

HEART OF AMERICA SHAKESPEARE FESTIVAL
3732 MAIN STREET
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

KANSAS CITY CARE CLINIC
3515 BROADWAY
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

KANSAS CITY PBS
125 EAST 31ST STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

KANSAS CITY REPERTORY THEATRE
4825 TROOST AVE STE 101
KANSAS CITY,MO64110 		NONE   GIFT: UMKC CAMPUS OPERATIONS 5,000

KANSAS CITY SYMPHONY
1644 WYANDOTTE STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

MILL CREEK PARK ASSOCIATION
C/O 118 W 47TH STREET
KANSAS CITY,MO64112 		NONE   PARK MAINTENANCE / OPERATIONS 2,500

NATIONAL WORLD WAR I MUSEUM
100 WEST 26TH STREET
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

PEMBROKE HILL SCHOOL
400 WEST 51ST STREET
KANSAS CITY,MO64112 		NONE   GIFT - OPERATIONS 2,500

REDISCOVER
901 NE INDEPENDENCE AVENUE
LEE SUMMIT,MO64086 		NONE   GIFT - OPERATIONS 20,000

ST PAUL'S EPISCOPAL DAY SCHOOL
4041 MAIN ST
KANSAS CITY,MO64111 		NONE   GIFT - OPERATIONS 2,500

UNION STATION OF KANSAS CITY
30 WEST PERSHING ROAD SUITE 850
KANSAS CITY,MO64108 		NONE   GIFT - OPERATIONS 2,500

WORNALLMAJORS HOUSE MUSEUMS
6115 WORNALL ROAD
KANSAS CITY,MO64113 		NONE   GIFT - OPERATIONS 1,000
Total ................................. 3b 104,500
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		         
4 Dividends and interest from securities ....     14 600,963  
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 .....     01 685,011  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,366,205  
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 2,652,179 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,652,179
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RUBINBROWN, LLP 5,800 5,800   0
PATRICK D PETRIE 4,485 4,485   0

TY 2025 AllOthProgRltdInvestmentsSch
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category Amount
NONE 0

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

TY 2025 DepreciationSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE DESK 2009-02-20 2,632 2,632 SL 7.000000000000 0 0    
6' CONFERENCE TABLE 2009-02-20 1,743 1,743 SL 7.000000000000 0 0    
72 X 20 CREDENZA 2009-02-20 1,449 1,449 SL 7.000000000000 0 0    
2 OFFICE CHAIRS 2009-02-20 1,303 1,303 SL 7.000000000000 0 0    
4 CONFERENCE CHAIRS 2009-02-20 1,821 1,821 SL 7.000000000000 0 0    
LUMBAR DESK CHAIR 2009-02-20 612 612 SL 7.000000000000 0 0    
2 LATERAL FILES W/ TOP 2009-02-20 2,087 2,087 SL 7.000000000000 0 0    
2 KINGSWOOD BLINDS 2009-02-20 556 556 SL 7.000000000000 0 0    
ENTRY TABLE 2009-09-01 1,769 1,769 SL 7.000000000000 0 0    
DOMAIN NAMEE 2009-02-20 689 689 SL 5.000000000000 0 0    
DELL COMPUTER, MONITOR, AND SET-UP 2016-03-01 241 241 SL 5.000000000000 0 0    
JOHN TURNER-DESIGN FEES 2009-02-20 2,070 2,070 SL 5.000000000000 0 0    
HIGHWOODS PROPERTIES 2009-02-20 6,028 6,028 SL 5.000000000000 0 0    
CAPITAL ELECTRIC 2009-02-20 993 993 SL 5.000000000000 0 0    
HP 9025 2019-04-16 273 273 SL 5.000000000000 0 0    
COMPUTER AND CABLES 2025-05-15 1,298   SL 5.000000000000 130 0    

TY 2025 InvestmentsCorpStockSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE, INC 479,829 479,829
AMERICAN ELECTRIC POWER 576,550 576,550
AMERIPRISE FINANCIAL 686,476 686,476
AMGEN, INC 163,655 163,655
BECTON DICKINSON & CO. 291,105 291,105
CATERPILLAR, INC. 1,102,775 1,102,775
CISCO SYSTEMS, INC 924,360 924,360
DEERE & CO. 711,391 711,391
DOW, INC. 25,718 25,718
DR HORTON, INC 316,866 316,866
EASTMAN CHEMICAL CO. 70,213 70,213
FIFTH THIRD BANCORP 959,605 959,605
GENERAC HOLDINGS, INC 225,011 225,011
GILEAD SCIENCES, INC 558,467 558,467
GS ACCESS ULTRA SHORT BOND ETF 126,175 126,175
GS ETF TR ACCESS HY 240,196 240,196
GS ETF TR ACCESS TREASURY 199,880 199,880
HIGHWOODS PROPERTIES, INC. 946,949 946,949
HONEYWELL INT'L, INC. 243,863 243,863
HOULIHAN LOKEY, INC. 191,609 191,609
IBM 829,388 829,388
ISHARES TR 1-3 YR TREASURY 248,460 248,460
ISHARES TR ISHS 0-5 YR HY 235,785 235,785
ISHARES TR ISHS 1-5 YR INVS 237,960 237,960
JANUS DETROIT HNDRSON AAA 278,190 278,190
JANUS DETROIT STR TR JH 248,587 248,587
JOHNSON & JOHNSON 310,425 310,425
JPM ETF ULTRA SHORT 126,475 126,475
L3HARRIS TECHNOLOGIES, INC 410,998 410,998
LEIDOS HOLDINGS, INC 559,240 559,240
LOWES COMPANIES, INC 180,870 180,870
MASTERCARD 889,431 889,431
MERCADOLIBRE, INC 201,426 201,426
MICROSOFT CORP 580,344 580,344
NEXTERA ENERGY, INC. 635,496 635,496
NXP SEMICONDUCTORS 369,002 369,002
ORACLE CORP. 487,275 487,275
PALANTIR TECHNOLOGIES, INC 758,637 758,637
PNC FIN'L SERVICES 939,285 939,285
PROCTER & GAMBLE 286,620 286,620
REGIONS FIN'L CORP NEW 501,350 501,350
RTX CORPORATION 642,267 642,267
SEMPRA ENERGY 291,357 291,357
SOLSTICE ADV MATERIALS, INC 15,157 15,157
THERMO FISHER SCIENTIFIC 766,612 766,612
TORTOISE CAPITAL SERIES TR N 318,527 318,527
UNITED THERAPEUTICS CORP 280,169 280,169
VANGUARD SCOTTSDALE FDS 239,190 239,190
VERTEX PHARMACEUTICALS, INC 192,678 192,678
WALMART, INC 317,519 317,519

TY 2025 InvestmentsOtherSchedule2
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIDELITY RE DEBT OPP FUND II FMV 49,109 49,109
GUILFORD CAPITAL CREDIT III, LP FMV 590,122 590,122

TY 2025 LandEtcSchedule2
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE DESK 2,632 2,632 0  
6' CONFERENCE TABLE 1,743 1,743 0  
72 X 20 CREDENZA 1,449 1,449 0  
2 OFFICE CHAIRS 1,303 1,303 0  
4 CONFERENCE CHAIRS 1,821 1,821 0  
LUMBAR DESK CHAIR 612 612 0  
2 LATERAL FILES W/ TOP 2,087 2,087 0  
2 KINGSWOOD BLINDS 556 556 0  
ENTRY TABLE 1,769 1,769 0  
DOMAIN NAMEE 689 689 0  
DELL COMPUTER, MONITOR, AND SET-UP 241 241 0  
JOHN TURNER-DESIGN FEES 2,070 2,070 0  
HIGHWOODS PROPERTIES 6,028 6,028 0  
CAPITAL ELECTRIC 993 993 0  
HP 9025 273 273 0  
COMPUTER AND CABLES 1,298 162 1,136  


TY 2025 LegalFeesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 16,397 16,397   0


TY 2025 OtherExpensesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS OFFICE EXPENSES 280 0   280
RENT EXPENSE 18,436 0   18,436
INSURANCE 2,378 0   2,378
UTILITIES 3,517 0   3,517
OFFICE SUPPLIES/POSTAGE 1,006 0   1,006
TECHNOLOGY 305 0   305
PARTNERSHIP EXPENSE 285 285   0


TY 2025 OtherIncomeSchedule2
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UNREALIZED GAIN ON GIFTED SECURITIES 646,016 0 0
GUILFORD CAPITAL III-QEF INCOME 38,995 38,995 0


TY 2025 OtherIncreasesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Description Amount
UNREALIZED GAIN ON SECURITIES 1,417,024


TY 2025 OtherProfessionalFeesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 94,195 94,195   0
ADMINISTRATIVE EXPENSE 40,088 0   40,088


TY 2025 TaxesSchedule
Name:
MILLER NICHOLS CHARITABLE FOUNDATION
EIN:
43-1567351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT 18,388 0   0
FOREIGN TAXES 1,825 1,825   0