MILLER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FOUNDATION INC (EIN 75-2518345)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349101958
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T10:48:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL LOCKHART & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 DALLAS PARKWAY SUITE 330 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752518345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RODNEY G MILLER | InCareOfNm |
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2143685050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17430 CAMPBELL RD STE 230 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODNEY MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143685050 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RODNEY | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK M MITCHELL CPA | PreparerPersonNm |
| PTIN | P01254639 | PTIN |
| Phone | 2146132254 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,879,255 | 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 | $569,933 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,143 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,143 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $257,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,770 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $141,924 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $63,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,159 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $49,159 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $940,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,081 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $226,235 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $68,693 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $68,693 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $68,693 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,557 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $361 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $361 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $69,054 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $69,054 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $741,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $157,181 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173,011 | CashBOYAmt |
| Cash EOY | $605,107 | CashEOYAmt |
| Cash EOYFMV | $605,107 | CashEOYFMVAmt |
| Acct Rcvbl | $101 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,007 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $101 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $101 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,382 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,382 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $47,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $252,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,572 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,008,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,957,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,957,093 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,239,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,818,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,879,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,239,796 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,818,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,239,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,818,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,239,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,818,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,239,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $741,739 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,981,535 | SubtotalAmt |
| Other Decreases | $163,338 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,818,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PASS THRU TRINITAS | P | 2020-01-01 | 2020-12-31 | $2,153 | -$2,153 | -$2,153 | |
| PASS THRU WHITESTAR | P | 2020-01-01 | 2020-12-31 | $3,044 | $3,044 | $3,044 | |
| SALE TBK STOCK 3,600 SHARES | D | 2019-10-22 | 2020-10-23 | $47,877 | $116,846 | $116,846 | $164,723 |
| SALE TBK STOCK 6,900 SHARES | D | 2020-10-23 | 2020-11-13 | $231,315 | $100,330 | $100,330 | $331,645 |
| SALE PROSHARES ULTRAPRO DOW 30 1,000 SHARES | P | 2020-03-31 | 2020-08-31 | $33,296 | $40,703 | $40,703 | $73,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,770 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $141,924 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,809 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,809 | SubtotalAmt |
| Tax Based On Investment Income | $3,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $2,686 | OverpaymentAmt |
| Applied To ES Tax | $2,686 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | RODNEY G MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143685050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17430 CAMPBELL ROAD SUITE 230 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RODNEY G MILLER | ||||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | PRESIDENT | 0 | $0 | $0 | $0 |
| OLIVIA A MILLER | ||||||||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | SECRETARY | 0 | $0 | $0 | $0 |
| TRACY D STRINGFIELD | ||||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 0 | $0 | $0 | $0 |
| MELISSA K SLOAN | ||||||||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $334,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,957,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,511,545 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,511,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,473,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,809 | TotalTaxAmt |
| Distributable Before Adj | $119,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,000 | 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 | $125,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $65,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,217 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $119,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,115 | RemainingDistriFromCorpusAmt |
| Total Corpus | $166,450 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,875 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,575 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $65,292 | ExcessFromYear3Amt |
| Excess From Year2 | $60,951 | ExcessFromYear2Amt |
| Excess From Year1 | $19,217 | ExcessFromYear1Amt |
| Excess From Current Year | $5,115 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RODNEY G MILLER OLIVIA A MILLER T | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL-IN MINISTRIES | |||||||
| P O BOX 6050 | SCOTTSDALE | AZ | 85261 | NONE | PC | DONATION TO GENERAL FUND | $1,000 |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | PC | DONATION TO GENERAL FUND | $5,000 |
| PURE CHARITY-e3 PARNTERS | |||||||
| 113 WEST CENTRAL AVE STE 201 | BENTONVILLE | AR | 72712 | NONE | PC | DONATION TO GENERAL FUND | $55,000 |
| WATERMARK COMMUNITY CHURCH | |||||||
| 7540 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PC | DONATION TO GENERAL FUND | $10,000 |
| YOUNG LIFE | |||||||
| P O BOX 5978 | ENGLE | CO | 81631 | NONE | PC | DONATION TO GENERAL FUND | $25,000 |
| AXIA INTERNATIONAL | |||||||
| 1411 WUNSCHE LOOP UNIT 2166 | SPRING | TX | 773831158 | NONE | PC | DONATION TO GENERAL FUND | $2,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE STE 250 | LANCASTER | PA | 17601 | NONE | PC | DONATION TO GENERAL FUND | $2,000 |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 W PLANO PKWY STE 1600 | PLANO | TX | 75075 | NONE | PC | DONATION TO GENERAL FUND | $15,000 |
| BIBLE PROJECT | |||||||
| 401 COLE AVE | DALLAS | TX | 75205 | NONE | PC | DONATION TO GENERAL FUND | $2,000 |
| MERCY STREET | |||||||
| 3801 HOLYSTONE ST | DALLAS | TX | 75212 | NONE | PC | DONATION TO GENERAL FUND | $2,000 |
| PETER MURRAY FOUNDATION | |||||||
| PO BOX 1654 | EAGLE | CO | 816311654 | NONE | PC | DONATION TO GENERAL FUND | $3,000 |
| TYSON DURFEY-RODEO MINISTRY | |||||||
| 4627 PIONEER ROAD | BALCH SPRINGS | TX | 75180 | NONE | PC | DONATION TO GENERAL FUND | $1,000 |
| UNBOUND GLOBAL | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | NONE | PC | DONATION TO GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523110 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,981 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,143 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523110 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,365 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,010 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $258,770 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| OTHER INCOME-SPARTAN TRADING FUND | 18 |
| OTHER INCOME-YTINIYAS CAPITAL MANAGEMENT LLC PFIC | 18 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,336 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $258,770 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,417 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TRACY STRINGFIELD THRU TRACY M GRAN | |||||||
| 1 | 3213 SOUTHWESTERN BLVD | DALLAS | TX | 75225 | $10,000 | Yes (X) | |
| MELISSA SLOAN THRU MELISSA M GRANTO | |||||||
| 2 | 611 CHRISTINA DR | ROBINSON | TX | 76706 | $10,000 | Yes (X) | |
| ENMARK GAS GATHERING LP | |||||||
| 3 | 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | $10,000 | Yes (X) | |
| RODNEY MILLER THRU MILLER LIVING TR | |||||||
| 4 | 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | $205,470 | Yes (X) | |
| ENMARK GAS GATHERING LP | |||||||
| 5 | 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | $334,463 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | STOCK-TBK | $205,470 | 2020-10-23 |
| 5 | STOCK-TBK | $334,463 | 2020-11-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE SECURITIES | StockNm |
| EOY Book Value | $252,514 | EOYBookValueAmt |
| EOYFMV | $313,572 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EL DORADO BENSON | AT COST | $233,493 | $233,493 |
| TRINITAS CAPITAL MANAGEMENT | AT COST | $1,590,565 | $1,590,565 |
| EL DORADO BENSON-TAX DIF | AT COST | $595 | $595 |
| WHITESTAR TACTICAL CREDIT | AT COST | $132,440 | $132,440 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER DECREASES-NONTAX APPREC-STOCK DON | $147,374 |
| OTHER DECREASES-PRIOR YEAR FEDERAL INC T | $13,794 |
| OTHER DECREASES-ADJ TRINITAS | $2,170 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER DEDUCTS-EL DORADO BENSON | $351 | $351 | $351 |
| DUES AND FEES | $10 | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME-EL DORADO BENSON | $126 | $126 | $126 |
| OTHER INCOME-TRINITAS | $63,948 | $49,583 | $49,583 |
| OTHER INCOME-WHITESTAR | -$550 | -$550 | -$550 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE FOR DONATI | Desc |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TRACY STRINGFIELD-INDIVIDUAL | |||
| 3213 SOUTHWESTERN BLVD | DALLAS | TX | 75225 |
| TRACY STRINGFIELD THRU TRACY M GRAN | |||
| 3213 SOUTHWESTERN BLVD | DALLAS | TX | 75225 |
| MELISSA SLOAN THRU MELISSA M GRANTO | |||
| 611 CHRISTINA DR | ROBINSON | TX | 76706 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,557 | Amt |
Comments