THE MILES FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE MILES FAMILY FOUNDATION (EIN 46-1545164)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-12
IRS object ID
202641639349101004
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-12T10:16:06-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461545164EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Miles Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMILEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MILESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,178,482FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$152InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$152InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,640DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,092TotalRevAndExpnssAmt
Total Net Invst Incm$17,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,519OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,344OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,344TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,663ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,663ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,007TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,990ExcessRevenueOverExpensesAmt
Net Investment Income$17,617NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,920SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,842SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,842SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$673,039CorporateStockBOYAmt
Corporate Stock EOY$664,246CorporateStockEOYAmt
Corporate Stock EOYFMV$1,168,640CorporateStockEOYFMVAmt
Total Assets BOY$684,959TotalAssetsBOYAmt
Total Assets EOY$674,088TotalAssetsEOYAmt
Total Assets EOYFMV$1,178,482TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$684,959RetainedEarningBOYAmt
Retained Earning EOY$674,088RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$684,959TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$674,088TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$684,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$674,088TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$684,959TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,990ExcessRevenueOverExpensesAmt
Other Increases$19,119OtherIncreasesAmt
Subtotal$674,088SubtotalAmt
Tot Net Ast Or Fund Balances EOY$674,088TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$245InvestmentIncomeExciseTaxAmt
Subtotal$245SubtotalAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$54EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$254TotalPaymentsAndCreditsAmt
Overpayment$9OverpaymentAmt
Applied To ES Tax$9AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Anita Escobar-Miles
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
James B Miles
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,045,834AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,057,033TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,057,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,855CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,041,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Total Tax$245TotalTaxAmt
Distributable Before Adj$51,814DistributableBeforeAdjAmt
Distributable Before Ded$51,814DistributableBeforeDedAmt
Distributable As Adjusted$51,814DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,007ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$47,007QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,814DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr1$84,646ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,646TotalExcessDistributionCyovAmt
Qualifying Distributions$47,007QualifyingDistributionsAmt
Applied To Current Year$47,007AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,807ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,807ExcessDistributionCyovAppCYAmt
Total Corpus$79,839TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$79,839ExcessDistriCyovToNextYrAmt
Excess From Year1$79,839ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAnita Escobar-MilesContributingManagerNm
Contributing ManagerJames B MilesContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574JACKSONWY83001N/APCOld Bill's Fun Run (See general explanation)$24,196
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 4194JACKSONWY83001N/APCCharitable Event$1,000
JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM
PO BOX 1005JACKSONWY83001N/APCGeneral & Unrestricted (See General Explanation)$9,967
OUR LADY OF THE MOUNTAINS CHURCH
PO BOX 992JACKSONWY83001N/APCGeneral & Unrestricted$2,500
SAN MIGUEL COMMUNITY FOUNDATION
220 N ZAPATA HWY STE 11LAREDOTX78043N/APCI.R.E.E. fund$2,000
STANFORD UNIVERSITY
641 EAST CAMPUS DRSTANFORDCA94305N/APCCardinal Buck Club Scholarship Fund$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,663TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,640ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,792ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,792TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierIn-Kind GrantsIdentifierTxt
Form And Line ReferencePART I LINE 25 AND PART XIV LINE 3AFormAndLineReferenceDesc
Medium ExplanationPART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $34,163 TOTAL BOOK VALUE OF PROPERTY: $15,044 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $34,163 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $19,119 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: CITIGROUP INC UNITS: 130 DATE OF DISTRIBUTION: 6/13/2025 GRANT RECIPIENT: JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM FMV OF PROPERTY: $9,967 BOOK VALUE OF PROPERTY: $5,080 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $9,967 DESCRIPTION OF PROPERTY: CITIGROUP INC UNITS: 255 DATE OF DISTRIBUTION: 8/26/2025 GRANT RECIPIENT: COMMUNITY FOUNDATION OF JACKSON HOLE FMV OF PROPERTY: $24,196 BOOK VALUE OF PROPERTY: $9,964 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $24,196MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC$174,900$522,304
HOTCHKIS AND WILEY SMALL CAP V$481,332$626,717
MILLER INDUSTRIES INC$8,014$19,619

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,319$5,319
Bank Charges$175$175
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGRANT OF PUBLICLY TRADED SECURITIESDesc
Amt$19,119Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2024CategoryTxt
Amt$900Amt

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