Ann P Miller Charitable Trust

EIN 45-3810022 • Matthews, NC

226 Matthews CrossingMatthews, NC 28105

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $500k-$1M nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $500k-$1M nonprofits • Source year 2025

-22%

Higher net margin than 31% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Source year 2025

$5,980

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

NTEE T • $500k-$1M nonprofits • Source year 2025

-2.7%

Faster asset growth than 30% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

-48%

Faster revenue growth than 14% of similar nonprofits.

NTEE T • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets78th percentile

Assets

Down

$955,938

Down $26,605 (-2.7%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

Down

$955,938

Down $26,605 (-2.7%) from 2024

Operations

Liabilities / Revenue79th percentile Net Margin31st percentile

Revenue

Down

$120,822

Down $112,796 (-48%) from 2024

Expenses

$147,427

Up $50,367 (+52%) from 2024

Net Income

Down

-$26,605

Down $163,163 (-119%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$955,938

Liabilities$0

Net Assets$955,938

Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$120,822

Expenses$147,427

Net Income-$26,605

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $955,938
Liabilities: $0
Net assets: $955,938
Revenue: $120,822
Expenses: $147,427
Net income: -$26,605

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.12	$0.15	$0.03
2024Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.23	$0.10	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$0.85	$0.00	$0.85	$0.01	$0.14	$0.14
2022Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.02	$0.12	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.00	$0.10	$0.10
2020Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.00	$0.09	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.00	$0.10	$0.10
2018Detailed filing. Detailed filing data is available for this year.	$1.38	$0.00	$1.38	$0.00	$0.09	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.15	$0.10	$0.05

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Aug 1, 2024 to Jul 31, 2025
Signed: Jan 28, 2026
Return Version: 2024v5.5

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARK DE CASTRIQUE	Trustee	-	$5,980	-	$5,980
CARA JOKELL	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CHARLOTTE RESCUE MISSION	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$30,500
Paid Grant	ATRIUM HEALTH FOUNDATION	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$30,000
Paid Grant	DILWORTH UNITED METHODIST CHURCH	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$20,000
Paid Grant	STANLY COMMUNITY CHRISTIAN MINISTRY	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	ALBEMARLE, NC, US	$15,500
Paid Grant	MYERS PARK PRESBYTERIAN CHURCH	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$15,000
Paid Grant	THE SALVATION ARMY OF GREATER CHARLOTTE	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$10,000
Paid Grant	PROJECT OUTPOUR	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$7,500
Paid Grant	CROSSROADS CORPORATION	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHARLOTTE, NC, US	$7,000
Paid Grant	ST JOSEPH'S INDIAN SCHOOL	TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSE	PC	CHAMBERLAIN, SD, US	$500

Filing and Contact Details

Filer

Filer Name: Ann P Miller Charitable Trust
EIN: 45-3810022
Phone: 7046410115
Address: 226 MATTHEWS CROSSING, MATTHEWS, NC 28105

Signing Officer

Name: Cara Jokell
Title: Trustee
Phone: 7046410115
Signed: 2026-01-28
Discuss with paid preparer: Yes

Preparer

Firm: Bernard Robinson & Company Llp
Address: 10700 SIKES PLACE SUITE 260, CHARLOTTE, NC 28277
Preparer: John M Robinson
Phone: 9802960676

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CHARLOTTE RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CROSSROADS CORPORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	DILWORTH UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	MYERS PARK PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	PROJECT OUTPOUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	ST JOSEPH'S INDIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	STANLY COMMUNITY CHRISTIAN MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	THE SALVATION ARMY OF GREATER CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	7	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	8	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	208 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	907 W 1ST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3623 LATROBE DRIVE SUITE 208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	605 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2501 OXFORD PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1800 CAMDEN ROAD SUITE 107-143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	PO BOX 326
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	PO BOX 58
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	4105 STUART ANDREW BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	CHAMBERLAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	57326
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	28001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	28217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	136000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	74040
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	74040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	18350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	71624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	33423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	5622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	5622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	192287
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	61960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	18350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	71624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	33423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6930
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	136000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	61960
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	197909
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	135949
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	37
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	37
TaxesSchedule/TaxesDetail/Amt	0	3160
TaxesSchedule/TaxesDetail/CategoryTxt	0	FORM 990-PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CARA JOKELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7046410115
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ANN P MILLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ANNP
ReturnHeader/Filer/EIN	0	453810022
ReturnHeader/Filer/PhoneNum	0	7046410115
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	226 MATTHEWS CROSSING
ReturnHeader/Filer/USAddress/CityNm	0	MATTHEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10700 SIKES PLACE SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	28277
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9802960676
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN M ROBINSON
ReturnHeader/ReturnTs	0	2026-02-09T16:19:45-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-08-01
ReturnHeader/TaxPeriodEndDt	0	2025-07-31
ReturnHeader/TaxYr	0	2024

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