HURLEY MILLER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY MILLER FAMILY FOUNDATION (EIN 20-2016743)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349101306
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:59:02-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480370307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202016743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLEY MILLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
| Phone | 7346620204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WATER FRONT AVE | AddressLine1Txt |
| City | LAKEWAY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7346620204 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF ECKLES | PreparerPersonNm |
| PTIN | P00200032 | PTIN |
| Phone | 2483522500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,884,399 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,562 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,562 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $57,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,087 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $265 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,353 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,260 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $965,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $966,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $962,950 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $885,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $890,015 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $886,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,952,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,891,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,884,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,952,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,891,665 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,952,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,891,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,952,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,891,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,952,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,891,665 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,891,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDIENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,155 | GrossSalesPriceAmt |
| Gain Or Loss | $1,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,452 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,043,497 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053072 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,079,826 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046793 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,706 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,057,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,753 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,123,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,139,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049449 | DistributionYr5Rt |
| Total Distribution | 0.230163 | TotalDistributionRt |
| Average Distribution | 0.046033 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,943,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $547 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,972 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,152 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,152 | TotalPaymentsAndCreditsAmt |
| Overpayment | $605 | OverpaymentAmt |
| Applied To ES Tax | $605 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL MILLER | IndividualWithBooksNm |
| Phone | 7346620204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WATER FRONT AVE | AddressLine1Txt |
| City | LAKEWAY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MILLER | ||||||||
| 29 WATER FRONT AVE | LAKEWAY | TX | 78734 | PRESIDENT | 2.00 | $475 | $0 | $0 |
| MARGRET MILLER | ||||||||
| 29 WATER FRONT AVE | LAKEWAY | TX | 78734 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,881,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,972,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,972,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,943,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $547 | TotalTaxAmt |
| Distributable Before Adj | $96,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,972 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,972 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $547 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $666 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $8,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,356 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $666 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,545 | ExcessFromYear1Amt |
| Excess From Current Year | $18,356 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL MILLER | ContributingManagerNm |
| Contributing Manager | MARGRET MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826LA | |||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL FUND | $2,500 |
| AOPA FOUNDATION | |||||||
| 421 AVIATION WAY | FREDRICK | MD | 21701 | NONE | PC | GENERAL FUND | $1,000 |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL FUND | $4,000 |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL FUND | $2,500 |
| AUSTIN INDEPENDENT SCHOOL DISTRICT | |||||||
| 7412 W SLAUGHTER LANE | AUSTIN | TX | 78749 | NONE | PC | GENERAL FUND | $500 |
| CAMP LIBERTY INC | |||||||
| 6921 JACKSON RD STE 100 | ANN ARBOR | MI | 48103 | NONE | PC | GENERAL FUND | $5,000 |
| CAPITAL AREA FOOD BANK OF TEXAS | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | NONE | PC | GENERAL FUND | $5,000 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE RD | AGUA DULCE | CA | 91390 | NONE | PC | GENERAL FUND | $5,000 |
| CENTRAL TEXAS SPCA | |||||||
| 909 S BAGDAD ROAD | LEANDER | TX | 78641 | NONE | PC | GENERAL FUND | $5,000 |
| CHANNEL ISLANDS MARITIME MUSEUM | |||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | NONE | PC | GENERAL FUND | $5,500 |
| CHILDREN INCORPORATED | |||||||
| PO BOX 72848 | NORTH CHESTERFIELD | VA | 23235 | NONE | PC | GENERAL FUND | $672 |
| DIOCESE OF AUSTIN | |||||||
| 6225 HIGHWAY 290 E | AUSTIN | TX | 78723 | NONE | PC | GENERAL FUND | $5,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PC | GENERAL FUND | $3,000 |
| EAA VINTAGE AIRCRAFT ASSOC INC | |||||||
| PO BOX 3086 | OSHKOSH | WI | 54903 | NONE | PC | GENERAL FUND | $1,025 |
| EMMAUS CATHOLIC PARISH | |||||||
| 1718 LOHMANS CROSSING | LAKEWAY | TX | 78734 | NONE | PC | GENERAL FUND | $9,300 |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | NONE | PC | GENERAL FUND | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | NONE | PC | GENERAL FUND | $1,000 |
| HOPE OF THE VALLEY RESCUE MISSION | |||||||
| 8165 SAN FERNANDO ROAD | SUN VALLEY | CA | 91352 | NONE | PC | GENERAL FUND | $2,000 |
| INCLINE ELEMENTARY SCHOOL PTA | |||||||
| 915 NORTHWOOD BLVD | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL FUND | $1,000 |
| KMFA CLASSICAL 895 | |||||||
| 3001 N LAMAR SUITE 100 | AUSTIN | TX | 78705 | NONE | PC | GENERAL FUND | $1,500 |
| LAKE TAHOE CONSERVATION FUND | |||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | PC | GENERAL FUND | $5,000 |
| LIFE CENTERS OF VENTURA COUNTY | |||||||
| 600 NORTH A STREET STE A | OXNARD | CA | 93030 | NONE | PC | GENERAL FUND | $5,000 |
| MAKE-A-WISH MID-ATLANTIC | |||||||
| 5272 RIVER ROAD STE 700 | BETHESDA | MD | 20816 | NONE | PC | GENERAL FUND | $3,000 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD | NORTHRIDGE | CA | 91328 | NONE | PC | GENERAL FUND | $2,500 |
| PENRICKTON CENTER FOR BLIND CHILDREN | |||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PC | GENERAL FUND | $5,000 |
| PET ADOPTION FUND | |||||||
| 7507 DEERING AVE | CANOGA PARK | CA | 91303 | NONE | PC | GENERAL FUND | $1,000 |
| SACRED HEART PARISH | |||||||
| PO BOX 3672 | GLYNDON | MD | 21071 | NONE | PC | ENDOWMENT FUND | $2,500 |
| SAN BUENAVENTURA MISSION | |||||||
| 211 E MAIN ST | VENTURA | CA | 93001 | NONE | PC | BUILDING FUND | $9,500 |
| SHOES THAT FIT | |||||||
| 1420 NCLAREMONT STE 204A | CLAREMONT | CA | 91711 | NONE | PC | GENERAL FUND | $2,000 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $5,000 |
| TAHOE'S CONNECITON FOR FAMILIES | |||||||
| 761 NORTHWOOD BLVD | INCLINE VILLAGE | NV | 89450 | NONE | PC | GENERAL FUND | $8,000 |
| VENTURA COUNTY RESCUE MISSION | |||||||
| 234 E 6TH ST | OXNARD | CA | 93030 | NONE | PC | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,997 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,325 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,562 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,087 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL WORLD BOND | $400,009 | $399,126 |
| AMERICAN ST BOND | $243,853 | $243,781 |
| BLACKROCK INFL PROT BD CL C | $123,462 | $121,337 |
| DELAWARE DIV INC CL C | $99,062 | $99,420 |
| PIMCO ST CL C | $100,004 | $99,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INLAND AMER RE TR/INVENTRUST | AT COST | $60,934 | $42,068 |
| BEHRINGER/MONOGRAM RESIDENTIAL TRUST | AT COST | $80,912 | $97,600 |
| CHAMBERS STR/GRAMERCY PPTY | AT COST | $64,765 | $64,694 |
| NORTHSTAR R/E INC TR | AT COST | $201,768 | $225,450 |
| STEADFAST INC REIT | AT COST | $79,928 | $101,074 |
| CENTRAL PARK GROUP LIGHTHOUSE | AT COST | $272,646 | $266,242 |
| FS GLOBAL CREDIT | AT COST | $100,055 | $68,917 |
| XENIA HOTELS | AT COST | $29,007 | $20,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $265 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PASS THROUGH | Desc |
| Revenue And Expenses Per Books | $20,562 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,562 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $101 | $101 | $0 | $0 |
| EXCISE TAX | $350 | $0 | $0 | $0 |
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