2023-11-14T14:57:29-06:00 2023-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2022-07-01 541420895 THE MILLER CENTER FOUNDATION MILL 4349247236 PO BOX 400406 CHARLOTTESVILLE VA 229044406 ANDREW CHANCEY TREASURER 4349244267 2023-11-13 1 ANDREW CHANCEY 999009999 0 MONTE J GLANZER P01301538 4342962156 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW CHANCEY PO BOX 400406 CHARLOTTESVILLE VA 229044406 4234250 0 X WWW.MILLERCENTER.ORG/FOUNDATION X 1987 VA THE MILLER CENTER FOUNDATION'S MISSION IS TO SUPPORT THE MILLER CENTER AT THE UNIVERSITY OF VIRGINIA, A NONPARTISAN MEETING PLACE OF SCHOLARS, STUDENTS, MEDIA, AND GOVERNMENT OFFICIALS. THE MILLER CENTER CONDUCTS RESEARCH ON THE AMERICAN PRESIDENCY AND ON CONTEMPORARY PUBLIC POLICY. THE MILLER CENTER FOUNDATION IS AN EXEMPT ORGANIZATION UNDER THE SECTION OF 501(A) OF THE INTERNAL REVENUE CODE. THE MILLER CENTER FOUNDATION IS A 501(C)(3) ORGANIZATION DESCRIBED IN SECTION 509(A)(1) WITH SUB-CLASSIFICATION 170(B)(1)(A)(VI). THE MILLER CENTER FOUNDATION RECEIVES SUPPORT IN THE FORM OF GRANTS AND CONTRIBUTIONS FROM OTHER ORGANIZATIONS AND THE PUBLIC. 7 7 0 7 0 0 4308133 3863450 0 0 -1301 9937 2344 539 4309176 3873926 3501629 2731029 0 0 0 0 0 0 6173 449799 70398 3951428 2801427 357748 1072499 29545155 30995813 0 0 29545155 30995813 X THE MILLER CENTER FOUNDATION'S MISSION IS TO SUPPORT THE MILLER CENTER AT THE UNIVERSITY OF VIRGINIA, A NONPARTISAN MEETING PLACE OF SCHOLARS, STUDENTS, MEDIA, AND GOVERNMENT OFFICIALS. THE MILLER CENTER CONDUCTS RESEARCH ON THE AMERICAN PRESIDENCY AND ON CONTEMPORARY PUBLIC POLICY. THE MILLER CENTER FOUNDATION IS AN EXEMPT ORGANIZATION UNDER THE SECTION OF 501(A) OF THE INTERNAL REVENUE CODE. THE MILLER CENTER FOUNDATION IS A 501(C)(3) ORGANIZATION DESCRIBED IN SECTION 509(A)(1) WITH SUB-CLASSIFICATION 170(B)(1)(A)(VI). THE MILLER CENTER FOUNDATION RECEIVES SUPPORT IN THE FORM OF GRANTS AND CONTRIBUTIONS FROM OTHER ORGANIZATIONS AND THE PUBLIC. 0 0 2737900 2731029 SUPPORT THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA. 2737900 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 AK AR CA CO DC IL KS KY ME MD MA MI MS NH NJ NY OH OK OR SC UT WA WV WI VA X UVA FUND 4342439000 211 EMMET STREET SOUTH CHARLOTTESVILLE VA 22903 B WISTAR MORRIS III BOARD MEMBER 1.00 X 0 0 0 ROBERT T BOND BOARD MEMBER 1.00 X 0 0 0 GORDON C BURRIS BOARD MEMBER 1.00 X 0 0 0 BARBARA J FRIED EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 JOHN C JEFFRIES EX-OFFICIO BOARD MEMBER 2.00 X 0 0 0 MARY V CONNELL CHAIR, EX-OFFICIO BOARD MEMBER 1.00 X X 0 0 0 JENNIE HANTZMON BOARD MEMBER 1.00 X 0 0 0 KELLY W MCCASKILL EXECUTIVE DIRECTOR 3.00 X 18116 0 5072 18116 0 5072 0 0 0 1 0 3863450 44744 3863450 4867 4867 539 539 365394 360324 5070 5070 5070 3873926 0 0 10476 2731029 2731029 47401 47401 6795 5730 1065 18 18 723 723 8888 8888 REGISTRATION FEES 6173 6173 MISCELLANEOUS EXPENSE 400 400 2801427 2737900 57354 6173 3476214 4604115 1084029 1496709 24164411 23940823 820501 954166 29545155 30995813 0 0 X 9356333 10287667 20188822 20708146 29545155 30995813 29545155 30995813 X 1072499 422096 -43937 X X 0 1 X 1 0 X 2838997 4703361 3473689 4308133 3863450 19187630 47741 71392 74096 77182 80548 350959 2886738 4774753 3547785 4385315 3943998 19538589 7788835 11749754 4936 7866 4760 5732 4867 28161 19566750 0.60050 0.61850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24164411 369989 480427 1015673 58331 23940823 24749245 1495487 -1215827 810047 54447 24164411 16902702 357369 8255716 729827 36715 24749245 15537822 1534396 893516 1030699 32333 16902702 15279081 105000 850532 662861 33930 15537822 0.32930 0.41420 0.25650 0 0 0 ENDOWMENT FUNDS 23940823 F 23940823 X 4332634 422096 80549 -43937 458708 3873926 0 3873926 2881976 80549 80549 2801427 0 2801427 PART V, LINE 4: AMOUNTS INVESTED IN THE ENDOWMENT FUND ARE TO BE USED BASED ON THE DONORS' RESTRICTIONS. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -23,000. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -6,574. CHANGE IN ALLOWANCE AND CHARGE OFFS -14,363. PARTS XII, LINE 2B AND XIII, LINE 2A DETAILS OF CONTRIBUTED SERVICES: THE FOUNDATION RECEIVES DONATED ADMINISTRATIVE SUPPORT FROM THE MILLER CENTER AT THE UNIVERSITY OF VIRGINIA IN THE FORM OF STAFF TIME. THE AMOUNT OF THE CONTRIBUTED SERVICES IS BASED ON THE PERCENTAGE OF TIME ATTRIBUTABLE TO THE FOUNDATION'S OPERATIONS. THE DONATED ADMINISTRATIVE SUPPORT OF $80,548 IS CLASSIFIED AS: MANAGEMENT AND GENERAL - $68,689 FUND-RAISING - $11,859 0 THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA PO BOX 400406 CHARLOTTESVILLE VA 229044406 546001796 501(C)(3) 2731029 0 SUPPORT PROJECTS AND OTHER OPERATING ACTIVITIES OF THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA 0 0 0 0 0 0 0 0 0 KELLY W MCCASKILL EXECUTIVE DIRECTOR 18116 0 0 0 0 0 0 0 5072 0 23188 0 0 0 FORM 990, PART VII, LINE 5 AND SCHEDULE J, PART II: KELLY MCCASKILL IS EXECUTIVE DIRECTOR OF THE FOUNDATION. KELLY RECEIVES COMPENSATION FROM THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA (THE CENTER), AN UNRELATED ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II REPRESENTS ESTIMATES OF KELLY'S TIME AND EFFORTS RELATED TO FOUNDATION AFFAIRS AND DOES NOT REPRESENT ADDITIONAL COMPENSATION ABOVE WHAT IS RECEIVED FROM THE CENTER. ADDITIONALLY, THE COMPENSATION REPORTED ON FORM 990 AND SCHEDULE J IS INCLUDED IN THE TOTAL OF CONTRIBUTED SERVICE AMOUNT REPORTED ON SCHEDULE D, PART XI, LINE 2B AND PART XII, LINE 2A. X 9 44744 QUOTED FAIR MARKET VALUE 0 0 0 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION CAN INCLUDE MORE THAN ONE STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE FOUNDATION USES UNIVERSITY ADVANCEMENT SERVICES AND A SECURITIES BROKER FOR PROCESSING AND SELLING DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITORS PRESENT THE FINANCIAL REPORT AT A MILLER CENTER FOUNDATION BOARD MEETING ANNUALLY AND MAKE AVAILABLE THE 990 TO THE BOARD ANNUALLY. BASED UPON THAT PRESENTATION AND REVIEW, IF THERE ARE NO CORRECTIONS, THE DOCUMENTS ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE MILLER CENTER FOUNDATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO BOARD AND STAFF MEMBERS ON AN ANNUAL BASIS AND REQUIRES SIGNED DISCLOSURES FROM EACH MEMBER. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -23,000. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY -6,574. CHANGE IN ALLOWANCE AND CHARGE OFFS -14,363. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE FISCAL YEAR. CHARITABLE REMAINDER UNITRUST (2) TRUST/INVESTMENTS VA MILLER CENTER FOUNDATION T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0