Ann P Miller Charitable Trust

990PF • Fiscal year 2020 • EIN 45-3810022

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 03, 2020

Organization Profile

316 Robmont RdCharlotte, NC 28207

(704) 905-0105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Higher top officer pay than 76% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Source year 2020

-7.4%

Faster asset growth than 16% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

-100%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets74th percentile

Assets

Down

$1,181,997

Down $94,600 (-7.4%) from 2019

Net Assets

Down

$1,181,997

Down $94,600 (-7.4%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Down

Down $1 (-100%) from 2019

Expenses

Down

$94,600

Down $7,616 (-7.5%) from 2019

Net Income

-$94,600

Up $7,615 (+7.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,181,997

Liabilities$0

Net Assets$1,181,997

Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$0

Expenses$94,600

Net Income-$94,600

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2019 to Jul 31, 2020
Signed: Dec 3, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARK DE CASTRIQUE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Ann P Miller Charitable Trust
EIN: 45-3810022
Phone: 7049050105
Address: 316 ROBMONT RD, CHARLOTTE, NC 28207

Signing Officer

Name: Mark De Castrique
Title: Trustee
Phone: 7049050105
Signed: 2020-12-03
Discuss with paid preparer: Yes

Preparer

Firm: Bernard Robinson & Company Llp
Address: 2400 CROWNPOINT EXECUTIVE DR STE, 200, CHARLOTTE, NC 28227
Preparer: David Mcclure
Phone: 7048470101

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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/RecipientUSAddress/AddressLine1Txt	5	2401-A DISTRIBTUTION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	1324 EAST MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	13924 PROFESSIONAL CENTER DR 200
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	ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	HUNTERSVILLE
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	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	28001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	28078
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	86200
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	80578
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	80578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	13683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	14208
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	11031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	48214
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	13683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	14208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	11031
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	86200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5622
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	48214
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	42592
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6490
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK DE CASTRIQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7049050105
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ANN P MILLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	ANNP
ReturnHeader/Filer/EIN	0	453810022
ReturnHeader/Filer/PhoneNum	0	7049050105
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	316 ROBMONT RD
ReturnHeader/Filer/USAddress/CityNm	0	CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	90953CFD193D03F619CE174599E9959CAAFBCD49
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	4DEF5A77C2B00DB9237F283B5AE4A75561303FFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	12.198.32.162
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-12-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ES
ReturnHeader/FilingSecurityInformation/IPTm	0	13:24:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2400 CROWNPOINT EXECUTIVE DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt	0	200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	28227
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7048470101
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID MCCLURE
ReturnHeader/ReturnTs	0	2020-12-03T12:25:53-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-08-01
ReturnHeader/TaxPeriodEndDt	0	2020-07-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,181,997
Liabilities: $0
Net assets: $1,181,997
Revenue: $0
Expenses: $94,600
Net income: -$94,600

	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