MGM FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MGM FOUNDATION INC (EIN 71-1049010)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349100815
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T09:38:11-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741550819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELTON & MELTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 ROGERDALE RD SUITE 200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77072 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711049010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMF | BusinessNameControlTxt |
| Phone | 2817661340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1 |
| City | CONROE | City |
| State | TX | State |
| ZIP Code | 77384 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE MIMS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2817661340 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN K BROWNIE CPA | PreparerPersonNm |
| PTIN | P00043472 | PTIN |
| Phone | 2817591120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,097,532 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $580,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,551 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,706 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,155 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 |
| Taxes Rev And Expnss | $588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,373 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,333 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,155 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,091 | CashBOYAmt |
| Cash EOY | $810 | CashEOYAmt |
| Cash EOYFMV | $810 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $965,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $980,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,096,722 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $990,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $981,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,097,532 | 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 | $990,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $981,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $990,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $981,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $990,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $981,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $990,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $981,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $981,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTL BUSINESS MACHINES CORP - 200 SHS | P | 2013-07-18 | 2013-10-30 | $36,018 | $39,583 | -$3,565 | -$3,565 |
| LORD ABBETT BOND DEB - 248.683 SHSQ | P | 2013-09-30 | 2013-10-22 | $2,055 | $2,037 | $18 | $18 |
| PIMCO LOW DURATION - 126.034 SHS | P | 2013-12-11 | 2013-12-19 | $1,304 | $1,308 | -$4 | -$4 |
| 14387.762 SHS - LORD ABBETT BOND DEBENTURE | P | 2011-12-13 | 2013-01-10 | $118,000 | $108,915 | $9,085 | $9,085 |
| VANGUARD INFLAT PROT SEC INV - 28.526 SHS | P | 2013-06-27 | 2013-07-18 | $384 | $406 | -$22 | -$22 |
| EXPRESS SCRIPTS HLDG CO COM - 900 SHS | P | 2012-12-07 | 2013-04-10 | $52,588 | $48,348 | $4,240 | $4,240 |
| FORD MOTOR CO NEW - 3000 SHS | P | 2013-01-07 | 2013-04-10 | $39,210 | $40,254 | -$1,044 | -$1,044 |
| INTL BUSINESS MACHINES CORP - 155 SHS | P | 2013-01-07 | 2013-04-10 | $32,879 | $29,966 | $2,913 | $2,913 |
| LORD ABBETT BOND DEB - 371.896 SHS | P | 2013-02-01 | 2013-10-22 | $3,072 | $3,013 | $59 | $59 |
| PIMCO LOW DURATION - 63.526 SHS | P | 2013-02-01 | 2013-12-19 | $657 | $667 | -$10 | -$10 |
| VANGUARD INFLAT PROT SEC INV - 204.190 SHS | P | 2012-12-20 | 2013-07-18 | $2,750 | $2,976 | -$226 | -$226 |
| LORD ABBETT BOND DEB - 6442.969 SHS | P | 2012-10-01 | 2013-10-22 | $53,219 | $49,099 | $4,120 | $4,120 |
| NUVEEN PREFERED SEC - 1608.100 SHS | P | 2011-12-13 | 2013-12-19 | $27,000 | $24,845 | $2,155 | $2,155 |
| PIMCO LOW DURATION - 9505.622 SHS | P | 2012-12-13 | 2013-12-19 | $98,335 | $96,399 | $1,936 | $1,936 |
| VANGUARD INFLAT PROT SEC INV - 6335.778 SHS | P | 2012-06-29 | 2013-07-18 | $85,343 | $76,300 | $9,043 | $9,043 |
| CAPITAL GAINS DIVIDENDS | P | $27,853 | $27,853 | $27,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,551 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,359 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $988,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081704 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,256 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,005,824 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $947,534 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,649 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $998,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002653 | DistributionYr5Rt |
| Total Distribution | 0.309809 | TotalDistributionRt |
| Average Distribution | 0.061962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $970,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $803 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,927 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,255 | 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 | $803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,673 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,673 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $858 | OverpaymentAmt |
| Applied To ES Tax | $858 | 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 | 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 MIMS | IndividualWithBooksNm |
| Phone | 2817661340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2042 PINE ACRES | AddressLine1 |
| City | CONROE | City |
| State | TX | State |
| ZIP Code | 77384 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL G MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE MIMS | ||||||||
| 2042 PINE ACRES | CONROE | TX | 77384 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $985,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $985,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $985,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $970,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $803 | TotalTaxAmt |
| Distributable Before Adj | $47,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,255 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $803 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $50,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,453 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,455 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,794 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $50,344 | ExcessFromYear3Amt |
| Excess From Year2 | $32,453 | ExcessFromYear2Amt |
| Excess From Year1 | $32,455 | ExcessFromYear1Amt |
| Excess From Current Year | $41,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL G MIMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ADORE MINISTRIES | |||||
| PO BOX 311016 | HOUSTON | TX | 77231 | CHARITABLE DONATION | $2,000 |
| CATHOLIC CHARITIES | |||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | CHARITABLE DONATION | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 6931 ARLINGTON RD 2ND FLOOR | BETHESDA | MD | 20814 | CHARITABLE DONATION | $2,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE | |||||
| 2001 KIRBY DRIVE SUITE 902 | HOUSTON | TX | 77019 | CHARITABLE DONATION | $1,200 |
| FRANCISCAN FRIARS | |||||
| 1615 VINE ST | CINCINNATI | OH | 45202 | CHARITABLE DONATION | $1,500 |
| FRANCISCAN UNIVERSITY | |||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | CHARITABLE DONATION | $12,000 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | CHARITABLE DONATION | $300 |
| INCARNATE WORD ACADEMY | |||||
| 609 CRAWFORD STREET | HOUSTON | TX | 77002 | CHARITABLE DONATION | $5,960 |
| LIFETEEN | |||||
| 2222 S DOBSON RD SUITE 601 | MESA | AZ | 85202 | CHARITABLE DONATION | $15,000 |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | |||||
| 7801 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION. | $10,000 |
| ST ANTHONY OF PADUA CATHOLIC SCHOOL | |||||
| 7901 BAY BRANCH DRIVE | THE WOODLANDS | TX | 77382 | CHARITABLE DONATION | $5,000 |
| THE ARCHDIOCESE OF GALVESTON - HOUSTON | |||||
| 1700 SAN JACINTO | HOUSTON | TX | 77001 | CHARITABLE DONATION | $6,000 |
| GENERATION LIFE | |||||
| 590 SNYDER AVE | WEST CHESTER | PA | 19382 | CHARITABLE DONATION | $4,000 |
| COALITION FOR LIFE | |||||
| PO BOX 301094 | HOUSTON | TX | 77230 | CHARITABLE DONATION | $5,000 |
| HOPE RESOURCE CENTER | |||||
| 2700 PAINTER AVENUE | KNOXVILLE | TN | 37919 | CHARITABLE DONATION | $4,135 |
| CATHOLIC YOUTH EXPEDITIONS | |||||
| 3035 OBRIEN ROAD | BAILEYS HARBOR | WI | 54202 | CHARITABLE DONATION | $5,000 |
| THEOLOGY OF THE BODY INSTITUTE | |||||
| 400 BOOT ROAD | DOWNINGTOWN | PA | 19335 | CHARITABLE DONATION | $2,000 |
| THE WOODLANDS HIGH SCHOOL QUARTERBACK CLUB | |||||
| 6101 RESEARCH FOREST DR | THE WOODLANDS | TX | 77381 | CHARITABLE DONATION | $360 |
| BP MS 150 | |||||
| PO BOX 4125 | HOUSTON | TX | 77210 | CHARITABLE DONATION | $5,000 |
| MERCY HOME | |||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | CHARITABLE DONATION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,255 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,706 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $7,635 | $7,635 | $0 | $0 |
| YEARLY MEETING | $738 | $738 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $588 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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