Ann P Miller Charitable Trust
Ann P Miller Charitable Trust is a private foundation, based in Matthews, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $956K in total assets. In 2025, it awarded 9 grants totaling $136K. Net investment income was $119K.
Ann P Miller Charitable Trust at a glance
In short: Ann P Miller Charitable Trust gave $136K across 9 grants in 2025 (avg $15K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $136,000
- +52.5% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $15,111
- +52.5% vs 2024
- Median grant
- $15,000
- Total assets
- $955,938
- -2.7% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ann P Miller Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Charlotte Rescue Mission ($31K). Together the top 9 received $136K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 46 grants of 46 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Ann P Miller Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+20%). Method
- In 2025 it paid out 184% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $89K (2024) to $136K (2025). In 2025 it made 9 grants totaling $136K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charlotte Rescue Mission Charlotte, NC | To Further the Organization's Charitable Purpose | $30,500 |
| Atrium Health Foundation Charlotte, NC | To Further the Organization's Charitable Purpose | $30,000 |
| Dilworth United Methodist Church Charlotte, NC | To Further the Organization's Charitable Purpose | $20,000 |
| Stanly Community Christian Ministry Albemarle, NC | To Further the Organization's Charitable Purpose | $15,500 |
| Myers Park Presbyterian Church Charlotte, NC | To Further the Organization's Charitable Purpose | $15,000 |
| The Salvation Army of Greater Charlotte Charlotte, NC | To Further the Organization's Charitable Purpose | $10,000 |
| Project Outpour Charlotte, NC | To Further the Organization's Charitable Purpose | $7,500 |
| Crossroads Corporation Charlotte, NC | To Further the Organization's Charitable Purpose | $7,000 |
| St Joseph's Indian School Chamberlain, SD | To Further the Organization's Charitable Purpose | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $955,938 | $120,822 | $147,427 | $136,000 | 9 | $136,000 | $118,535 | $74,040 |
| 2024 | $982,543 | $233,618 | $97,060 | $89,200 | 9 | $89,200 | $225,758 | $70,850 |
| 2023 | $845,985 | $5,631 | $141,104 | $133,075 | 11 | $133,075 | — | $61,451 |
| 2022 | $981,458 | $22,735 | $122,580 | $113,650 | 8 | $113,650 | $13,805 | $80,227 |
| 2021 | $1,081,303 | — | $100,694 | $92,250 | 9 | — | — | $85,320 |
Under IRS private-foundation payout rules, Ann P Miller Charitable Trust reported a distributable amount of $74K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ann P Miller Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Mark De Castrique
Trustee
On filings since 2021
1 hr/week
$7K (2022) → $6K (2025)
Cara Jokell
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Mark De Castrique (Trustee).
Frequently asked questions about Ann P Miller Charitable Trust
How much does Ann P Miller Charitable Trust give each year?
Ann P Miller Charitable Trust gave $136K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 9 grants.
What is Ann P Miller Charitable Trust's typical grant size?
Ann P Miller Charitable Trust's median grant in 2025 was $15,000, and its average grant was $15,111, across 9 grants on its 2025 IRS Form 990-PF.
Where does Ann P Miller Charitable Trust give grants?
Ann P Miller Charitable Trust gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charlotte, NC (7 grants).
Who are Ann P Miller Charitable Trust's largest grantees?
Ann P Miller Charitable Trust's largest 2025 grantees include Charlotte Rescue Mission ($30,500), Atrium Health Foundation ($30,000) and Dilworth United Methodist Church ($20,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Ann P Miller Charitable Trust?
Ann P Miller Charitable Trust reported $956K in total assets on its 2025 IRS Form 990-PF. It paid out $136K in qualifying distributions that year, against a required minimum of $74K (roughly 5% of its investment assets).
What is Ann P Miller Charitable Trust's EIN?
Ann P Miller Charitable Trust's EIN (Employer Identification Number) is 45-3810022. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 3, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 15, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 19, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2021–2025
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