ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-14
IRS object ID: 202431359349101893
Schema version: 2023v5.0
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
Form 990-PF
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Other Receivables Officers Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-14T11:16:45-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PARK AVENUE 38TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10166	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	133566723	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT & BETHANY MILLARD CHARITABLE	BusinessNameLine1Txt
Business Name Line2	FOUNDATION C/O Graypoint LLC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% BDO USA PC	InCareOfNm
Business Name Control	ROBE	BusinessNameControlTxt
Phone	5186416860	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	attn joe mitchell 4 tower place	AddressLine1Txt
City	Albany	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12203	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MILLARD	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	5186416860	PhoneNum
Signature	2024-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	MILLARD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Gary Duboff	PreparerPersonNm
PTIN	P00481803	PTIN
Phone	2128858000	PhoneNum
Preparation	2024-05-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,064,359	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$104	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$104	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$455,042	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$455,042	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$8,455	NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss	$446,691	TotalRevAndExpnssAmt
Total Net Invst Incm	$455,146	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$13,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,750	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,750	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$11,250	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$11,250	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$945	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$945	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$25,695	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,750	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$18,945	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$845,872	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$845,872	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$871,567	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,750	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$864,817	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$424,876	ExcessRevenueOverExpensesAmt
Net Investment Income	$448,396	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$134,669	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$214,748	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$214,748	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY	$8,137	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$7,970	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$7,970	RcvblFromOfficersEOYFMVAmt
US Government Obligations BOY	$4	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$4	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$4	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$8,192,641	CorporateStockBOYAmt
Corporate Stock EOY	$7,844,834	CorporateStockEOYAmt
Corporate Stock EOYFMV	$27,823,932	CorporateStockEOYFMVAmt
Other Investments BOY	$153,376	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$17,705	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,488,827	TotalAssetsBOYAmt
Total Assets EOY	$8,067,556	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,064,359	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$8,488,827	RetainedEarningBOYAmt
Retained Earning EOY	$8,067,556	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,488,827	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,067,556	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,488,827	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,067,556	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,488,827	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$424,876	ExcessRevenueOverExpensesAmt
Other Increases	$148,525	OtherIncreasesAmt
Subtotal	$8,212,476	SubtotalAmt
Other Decreases	$144,920	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,067,556	TotNetAstOrFundBalancesEOYAmt

Field	Value	IRS element (for citing)
Cap Gains Loss Tx Invst Incm Detail		CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,233	InvestmentIncomeExciseTaxAmt
Subtotal	$6,233	SubtotalAmt
Tax Based On Investment Income	$6,233	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,595	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$5,595	TotalPaymentsAndCreditsAmt
Es Penalty	$17	EsPenaltyAmt
Tax Due	$655	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA PC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2128858000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PARK AVENUE 38TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10166	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT B MILLARD
4 TOWER PLACE	C/O GRAYPOINT	ALBANY	NY	12203	OFFICER	10.0	$0	$0	$0
BETHANY MILLARD
4 TOWER PLACE	C/O GRAYPOINT	ALBANY	NY	12203	OFFICER	25.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$25,020,544	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$179,662	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$25,200,206	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$25,200,206	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$378,003	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,822,203	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,241,110	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,241,110	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,233	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,233	TotalTaxAmt
Distributable Before Adj	$1,234,877	DistributableBeforeAdjAmt
Distributable Before Ded	$1,234,877	DistributableBeforeDedAmt
Distributable As Adjusted	$1,234,877	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$864,817	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$864,817	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,234,877	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$2,914,456	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$102,826	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$3,017,282	TotalExcessDistributionCyovAmt
Qualifying Distributions	$864,817	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$864,817	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$370,060	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$370,060	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,647,222	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,647,222	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,544,396	ExcessFromYear4Amt
Excess From Year3	$102,826	ExcessFromYear3Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT B MILLARD	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
American Academy Arts & S
136 IRVING ST	CAMBRIDGE	MA	02138	NONE	CHARITABLE CONTRIBUTION	$20,000
Florida International University Foundation
11200 SW 8th Street	Miami	FL	33199	NONE	CHARITABLE CONTRIBUTION	$3,842
Friends of WLRN
PO Box 01-9731	Miami	FL	33101	NONE	CHARITABLE CONTRIBUTION	$1,500
Grand Central Atelier
46-06 11th Street	Long Island	NY	11101	NONE	CHARTIRABLE CONTRIBUTION	$25,000
Kaufman Center
129 West 67th Street	New York	NY	10023	NONE	CHARITABLE CONTRIBUTION	$1,055
Marthas Vineyard Preservation Trust
99 Main Street	Edgartown	MA	02539	NONE	CHARITABLE CONTRIBUTION	$10,500
New York Stem Cell Foundation
619 W 54th Street	NEW YORK	NY	10019	NONE	CHARITABLE CONTRIBUTION	$25,000
NY Botanical Garden
2900 Southern Boulevard	New York	NY	10458	NONE	CHARITABLE CONTRIBUTION	$19,900
ISLAND COMMUNITY MEDICAL CENTER
15 Medical Center Loop	Vinalhaven	ME	04863	NONE	CHARITABLE CONTRIBUTION	$15,000
FELTSMAN PIANO FOUNDATION
18 Hawk Hill Rd	NEW PALTZ	NY	12561	NONE	CHARITABLE CONTRIBUTION	$25,000
STUDIO IN A SCHOOL
75 W End Ave	NEW YORK	NY	10023	NONE	CHARITABLE CONTRIBUTION	$2,500
LONG NOW FOUNDATION
2 Marina Boulevard Fort Mason Cente	San Francisco	CA	94123	NONE	CHARITABLE CONTRIBUTION	$50,000
92nd Street Y
1395 Lexington Avenue	new york	NY	10128	NONE	CHARITABLE CONTRIBUTION	$5,000
American Association of Advancement
1200 New Yor Ave NW	Washington	DC	20005	NONE	CHARITABLE CONTRIBUTION	$1,470
Carnegie Hill Neighbors
1326 Madison Ave	new york	NY	10128	NONE	CHARITABLE CONTRIBUTION	$1,000
Columbia University
622 West 113th Street	NEW YORK	NY	10025	NONE	CHARITABLE CONTRIBUTION	$10,000
Compassion & Choices
1001 Connecticut Ave NW	Washington	DC	20036	NONE	CHARITABLE CONTRIBUTION	$1,000
Coral Gables Art Cinema
260 Aragon Ave	CORAL GABLES	FL	33134	NONE	CHARITABLE CONTRIBUTION	$1,000
Miami Waterkeeper
PO Box 141596	Coral Gables	FL	33114	NONE	CHARITABLE CONTRIBUTION	$10,000
Neue Gallerie
1048 Fifth Avenue	NEW YORK	NY	10026	NONE	CHARITABLE CONTRIBUTION	$790
New York Yacht Club
27 W 44th Street	NEW YORK	NY	10036	NONE	CHARITABLE CONTRIBUTION	$500
NYU
115 Fifth Avenue 5th Floor	NEW YORK	NY	10003	NONE	CHARITABLE CONTRIBUTION	$20,000
Perfect Earth
PO Box 1195	Bridgehampton	NY	11932	NONE	CHARITABLE CONTRIBUTION	$1,000
American Academy Arts & S
136 IRVING ST	CAMBRIDGE	MA	02138	NONE	CHARITABLE CONTRIBUTION	$248,530
Kaufman Center
129 West 67th St	NEW YORK	NY	10023		CHARITABLE CONTRIBUTION	$247,802
Kaufman Center
129 WEST 67th STREET	NEW YORK	NY	10023	NONE	GENERAL	$98,483

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$845,872	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$104	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$455,042	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$8,455	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$446,691	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$446,691	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
11 SHS WEATHERFORD INTL	$24,707	$1,076
23,313 SHS ANALOG DEVICES INC	$2,981,040	$4,629,029
2,000 SHS AMAZON.COM INC	$581,163	$6,077,600
359 SHS TIDEWATER INC.	$4,011,070	$25,888
81,143 SHS L3 HARRIS TECHNOLOG	$246,854	$17,090,339

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$4	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$4	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
132 WARRANTS - WEATHERFORD INT	AT COST	$0	$0
3,541 WARRANTS - TIDEWATER INC	AT COST	$0	$17,705

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	WTS WEATHERFORD INTL - BOOK/TAX DIFF.	Desc
Amt	$144,920	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE FEE	$25	$25
FILING FEE	$750	$750
ALM MEDIA	$170	$170

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	DONTATION IN KIND - BOOK/TAX DIFF.	Desc
Amt	$148,525	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CHARITABLE CONSULTING	CategoryTxt
Amt	$11,250	Amt
Disbursements Charitable Prps	$11,250	DisbursementsCharitablePrpsAmt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

Field	Value	IRS element (for citing)
Borrower Person	RECEIVABLE FROM FOUNDATION MANAGER	BorrowerPersonNm
Balance Due	$7,970	BalanceDueAmt

ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2023

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Form 990-PF IRS990PF

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