MILLER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FOUNDATION INC (EIN 75-2518345)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201643149349100724
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T11:34:52-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2143655050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17430 CAMPBELL RD Suite 230 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODNEY G MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143655050 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK E MITCHELL | PreparerPersonNm |
| PTIN | P01254639 | PTIN |
| Phone | 2146132254 | PhoneNum |
| Preparation | 2016-10-26 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,492,295 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,039 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,039 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $566,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,436 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,436 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $43,436 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $125,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,526 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $93,477 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $725 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $2 | InterestAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,949 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,228 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,955 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,955 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $86,522 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,102 | CashBOYAmt |
| Cash EOY | $51,248 | CashEOYAmt |
| Cash EOYFMV | $51,248 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $10,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,561 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $188,314 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,352 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $188,314 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $188,314 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $520,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $808,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,242,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,242,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,441,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,492,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,492,295 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,441,515 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,472,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,441,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,441,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,492,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,441,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,475,255 | SubtotalAmt |
| Other Decreases | $2,960 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PASS THRU SPARTAN TRADING SEC 1256 40% LTCG | P | 2015-01-01 | 2015-12-31 | $2,591 | $2,591 | $2,591 | |
| PASS THRU SPARTAN TRADING SEC 1256 60% LTCG | P | 2012-01-01 | 2015-12-31 | $3,886 | $3,886 | $3,886 | |
| SALE TRIUMPH BANK 3,000 SHARES | P | 2015-01-01 | 2015-05-31 | $40,119 | $560 | $560 | $39,559 |
| STCG TRINITY OPPORTUNITY FUND SER C SALE | 2015-01-01 | 2015-12-31 | $12 | $12 | $12 | ||
| SALE BRIGHTLEAF TECH 800,000 SHARES | P | 2012-04-30 | 2015-06-29 | $520,000 | $520,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,049 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,366,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,175,946 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056026 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,470 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $894,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,933 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $247,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.185499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $267,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.194698 | DistributionYr5Rt |
| Total Distribution | 0.564718 | TotalDistributionRt |
| Average Distribution | 0.112944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,417,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,048 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $949 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,831 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,897 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,897 | SubtotalAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,267 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,267 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,370 | OverpaymentAmt |
| Applied To ES Tax | $2,370 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | 2143655050 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| RODNEY G MILLER | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | PRESIDENT | 0 | $0 |
| OLIVIA A MILLER | ||||||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | SECRETARY | 0 | $0 |
| TRACY D STRINGFIELD | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 0 | $0 |
| MELISSA K SLOAN | ||||||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 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 | $40,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,242,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,438,639 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,438,639 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,417,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,897 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,897 | TotalTaxAmt |
| Distributable Before Adj | $68,956 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,956 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,831 | 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 | $84,831 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $84,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,956 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $38,895 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,883 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $239,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,831 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,875 | RemainingDistriFromCorpusAmt |
| Total Corpus | $255,134 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,895 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,686 | ExcessFromYear4Amt |
| Excess From Year3 | $27,906 | ExcessFromYear3Amt |
| Excess From Year2 | $70,883 | ExcessFromYear2Amt |
| Excess From Year1 | $67,889 | ExcessFromYear1Amt |
| Excess From Current Year | $15,875 | 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 | ContributingManagerNm |
| Shareholder Manager | RODNEY G MILLER OLIVIA A MILLER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTS CHURCH | |||||||
| P O BOX 6003 | FR WORTH | TX | 76115 | NONE | PC | DONATION TO GENERAL FUND | $11,331 |
| ALL-IN MINISTRIES | |||||||
| P O BOX 6050 | SCOTTSDALE | AZ | 85261 | NONE | PC | DONATION TO GENERAL FUND | $1,000 |
| AMERSON MUSIC MINISTRIES | |||||||
| 11856 BALBOA BLVD 337 | GRANADA HILLS | CA | 91344 | NONE | PC | DONATION TO GENERAL FUND | $3,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | NONE | PC | DONATION TO GENERAL FUND | $1,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | NONE | PC | DONATION TO GENERAL FUND | $4,500 |
| PURE CHARITY-e3 PARNTERS | |||||||
| 113 WEST CENTRAL AVE STE 201 | BENTONVILLE | AR | 72712 | NONE | PC | DONATION TO GENERAL FUND | $25,000 |
| LIBERTY INSTITUTE | |||||||
| 2001 WEST PALNO PARKWAY STE 1600 | PLANO | TX | 75075 | NONE | PC | DONATION TO GENERAL FUND | $5,000 |
| LIONHEART CHILDREN'S ACADEMY | |||||||
| 610 S INDUSTRIAL BLVD STE 170 | EULESS | TX | 76040 | NONE | PC | DONATION TO GENERAL FUND | $5,000 |
| POINT OF VIEW | |||||||
| P O BOX 30 | DALLAS | TX | 75221 | NONE | PC | DONATION TO GENERAL FUND | $1,000 |
| WATERMARK COMMUNITY CHURCH | |||||||
| 7540 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PC | DONATION TO GENERAL FUND | $13,000 |
| YOUNG LIFE | |||||||
| P O BOX 5978 | ENGLE | CO | 81631 | NONE | PC | DONATION TO GENERAL FUND-VAIL VALLEY CONTRIBUTIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,831 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,039 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,049 | ExclusionAmt |
| 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 | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME-SPARTAN TRADING FUND | 18 | -$4,615 |
| OTHER INCOME-YTINIYAS CAPITAL MANAGEMENT LLC PFIC | 18 | $48,051 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $100,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,526 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRACY STRINGFIELD-INDIVIDUAL | ||||||
| 1 | 3213 SOUTHWESTERN BLVD | DALLAS | TX | 75225 | $5,000 | Yes (X) |
| TRACY STRINGFIELD THRU TRACY M GRAN | ||||||
| 2 | 3213 SOUTHWESTERN BLVD | DALLAS | TX | 75225 | $10,000 | Yes (X) |
| MELISSA SLOAN THRU MELISSA M GRANTO | ||||||
| 3 | 611 CHRISTINA DR | ROBINSON | TX | 76706 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & PROFESSIONAL FEES | CategoryTxt |
| Amt | $725 | Amt |
| Net Investment Income | $725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $725 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRIGHTLEAF TECH-NON PUBLIC | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EL DORADO BENSON | AT COST | $186,294 | $186,294 |
| TRINITY OPP FD LLC SER B | AT COST | $0 | $0 |
| SPARTAN TRADING FUND | AT COST | $0 | $0 |
| TRINITY OPP FD LLC SER C | AT COST | $1,399 | $1,399 |
| TRINITAS CAPITAL MANAGEMENT | AT COST | $1,054,479 | $1,054,479 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER DECR-NON DED EXPENSE/BOOK-TAX DIFF | $1,279 |
| OTHER DECREASES-UNREALIZED DEPREC/OTHER | $1,681 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER DEDUCTS-SPARTAN TRADING | $3,537 | $3,537 | $3,537 |
| OTHER DEDUCTS-EL DORADO BENSON | $980 | $980 | $980 |
| OTHER DEDUCTS-TRINITY OPP SERC | $138 | $138 | $138 |
| OTHER DEDUCTS-TRINITAX CAPITAL | $198 | $198 | $198 |
| BANK FEES | $75 | $75 | $75 |
| INVESTMENT ADVISOR FEES | $21 | $21 | $21 |
| NON DEDUCTIBLE EXPENSES | $1,279 | $1,279 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME-SPARTAN TRADING FUND | -$4,615 | -$4,615 | -$4,615 |
| OTHER INCOME-TRINITAS CAPITAL-PFIC | $48,051 | $48,051 | $48,051 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE FOR DONATIONS CHARGED BEFORE 12/31/2015 | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $20,000 | EOYBookValueAmt |
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 |
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