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← OPHA H MILLER IN MEMORY OF ELMER S MILLER CHARITABLE FOUNDATION

Form 990 for tax year 2024

Filed by OPHA H MILLER IN MEMORY OF ELMER S MILLER CHARITABLE FOUNDATION.

Totals

Total revenue
$83,413
Total expenses
$58,944
Contributions and grants received
$0
Grants paid
$36,726
Program service revenue
$0
Investment income
$83,413
Other revenue
$0
Total assets, end of year
$1,426,314
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,426,314
Program services expenses (Part IX)
$36,726
Management and general expenses
$22,218
Fundraising expenses
$0
Program service expenses (Part III)
$36,726

Program services were 62.3% 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.

  • 3 · Investment income

    total $40,919 · excluded $40,919

  • 7a · Gross sales of assets other than inventory

    securities $306,759

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

    securities $264,265

  • 7c · Gain or loss

    securities $42,494

  • 7d · Net gain or loss

    total $42,494 · related or exempt $42,494

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,726 · program services $36,726

  • 5 · Compensation of officers, directors and key employees

    total $18,809 · management and general $18,809

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $1,216 · management and general $1,216

  • 11g · Fees: other

    total $804 · management and general $804

  • 24a · Other expenses: FOREIGN TAXES

  • 24b · Other expenses: ADR FEES

  • 24c · Other expenses: INVESTMENT INTEREST EXPENSE

  • 24e · All other expenses

    total $389 · management and general $389

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $49,598 · end of year $28,834

  • 11 · Investments: publicly traded securities

    beginning of year $1,136,921 · end of year $1,397,480

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,186,519 · end of year $1,426,314

Mission and programs · 2024

Mission

DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF UNION UNIVERSITY.

  • TO PROVIDE SCHOLARSHIP AWARDS TO STUDENTS ATTENDING UNION UNIVERSITYIN JACKSON, TN

    Expenses $36,726 · Grants $36,726

As filed on the 2024 return.

Listed in Part VII

  • REGIONS BANK TRUST DEPARTMENT

    TRUSTEE

    Total calculated
    $18,809
    From this org
    $18,809
    From related orgs
    $0
    Other
    $0

  • DR SAMUEL DUB OLIVER

    COMM MEMB & UNIV PRES

    Total calculated
    $0

  • DR JOHN ADAMS

    COMMITTEE MEMBER

    Total calculated
    $0

  • LINDA SPARKS

    COMMITTEE MEMBER

    Total calculated
    $0

  • DR JAMES ROY APPLETON

    COMM MEMB & UNIV RET EMPLOYEE

    Total calculated
    $0

  • DR DAVID DOCKERY

    COMM MEMB & UNIV PAST PRES

    Total calculated
    $0

  • DR HYRAN BAREFOOT

    COMM MEMB & UNIV PAST PRES

    Total calculated
    $0

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.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
7 April 2026
IRS schema version
2024v5.2
Source object
202620979349300412

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