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Nonprofiteer
← THE MILLER CENTER FOUNDATION

Form 990 for tax year 2023

Filed by THE MILLER CENTER FOUNDATION.

Totals

Total revenue
$3,637,656
Total expenses
$4,144,401
Contributions and grants received
$3,478,354
Grants paid
$3,966,498
Program service revenue
$0
Investment income
$156,830
Other revenue
$2,472
Total assets, end of year
$32,250,500
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$32,250,500
Program services expenses (Part IX)
$3,978,052
Management and general expenses
$166,349
Fundraising expenses
$0
Program service expenses (Part III)
$3,978,052

Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,478,354

  • 1g · Noncash contributions included above

    $48,309

  • 3 · Investment income

    total $157,845 · excluded $157,845

  • 5 · Royalties

    total $2,472 · excluded $2,472

  • 7a · Gross sales of assets other than inventory

    securities $364,486

  • 7b · Less cost or other basis and sales expenses

    securities $365,501

  • 7c · Gain or loss

    securities -$1,015

  • 7d · Net gain or loss

    total -$1,015 · excluded -$1,015

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,966,498 · program services $3,966,498

  • 11b · Fees: legal

    total $1,188 · management and general $1,188

  • 11c · Fees: accounting

    total $52,914 · management and general $52,914

  • 11f · Fees: investment management

    total $72,712 · management and general $72,712

  • 11g · Fees: other

    total $12,820 · program services $11,554 · management and general $1,266

  • 19 · Conferences, conventions and meetings

    total $2,663 · management and general $2,663

  • 23 · Insurance

    total $8,885 · management and general $8,885

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $19,228 · management and general $19,228

  • 24b · Other expenses: REGISTRATION FEES

    total $7,493 · management and general $7,493

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,604,115 · end of year $4,087,639

  • 3 · Pledges and grants receivable

    beginning of year $1,496,709 · end of year $1,914,593

  • 12 · Investments: other securities

    beginning of year $23,940,823 · end of year $25,334,537

  • 15 · Other assets

    beginning of year $954,166 · end of year $913,731

  • 27 · Net assets without donor restrictions

    beginning of year $10,287,667 · end of year $11,211,846

  • 28 · Net assets with donor restrictions

    beginning of year $20,708,146 · end of year $21,038,654

Mission and programs · 2023

Mission

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.

  • SUPPORT THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA.

    Expenses $3,978,052 · Grants $3,966,498

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • B Wistar Morris III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert T Bond

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gordon C Burris

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barbara J Fried

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John C Jeffries

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary V Connell

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jennie Hantzmon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kelly W McCaskill

    EXECUTIVE DIRECTOR

    Total calculated
    $24,514
    From this org
    $19,180
    From related orgs
    $0
    Other
    $5,334
    Hours/week
    3

    Schedule J breakdown matched by us

    Base
    $19,180
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,334
    Filer's total
    $24,514

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, PART VII, LINE 5 AND SCHEDULE J, PART II:
KELLY MCCASKILL IS EXECUTIVE DIRECTOR OF THE FOUNDATION. KELLY RECEIVES COMPENSATION FROM THE UNIVERSITY OF VIRGINIA (THE UNIVERSITY), 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 UNIVERSITY. 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUST (2)

    T · TRUST/INVESTMENTS · VA

    Directly controlled by MILLER CENTER FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413169349300621

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