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MCMILLAN FAM FOUNDATION TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MCMILLAN FAM FOUNDATION TR (EIN 59-7240253)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-10
IRS object ID
201411919349100501
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-10T06:52:05-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1C Luther Pickels CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 413AddressLine1
CityMonticelloCity
StateFLState
ZIP Code32345ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN597240253EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1McMillan Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMCMIBusinessNameControlTxt
Phone8509971765PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Post Office Box 68AddressLine1
CityPanaceaCity
StateFLState
ZIP Code32346ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN MCMILLANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8509971765PhoneNum
Signature2014-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUTHER PICKELSPreparerPersonNm
Phone8509970777PhoneNum
Preparation2014-07-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$966,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19,325InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$9,456DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$45,588NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,722,499GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$74,369TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$875TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,525TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,525TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,844ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,084CashBOYAmt
Cash EOY$65,461CashEOYAmt
Cash EOYFMV$65,461CashEOYFMVAmt
Corporate Stock BOY$685,256CorporateStockBOYAmt
Corporate Stock EOY$800,747CorporateStockEOYAmt
Corporate Stock EOYFMV$800,747CorporateStockEOYFMVAmt
Land Bldg Investments BOY$100,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$100,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$100,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$816,340TotalAssetsBOYAmt
Total Assets EOY$966,208TotalAssetsEOYAmt
Total Assets EOYFMV$966,208TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$716,340UnrestrictedBOYAmt
Unrestricted EOY$866,208UnrestrictedEOYAmt
Temporarily Restricted BOY$100,000TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$100,000TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$816,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$966,208TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$816,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$966,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$816,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,844ExcessRevenueOverExpensesAmt
Other Increases$124,024OtherIncreasesAmt
Subtotal$966,208SubtotalAmt
Tot Net Ast Or Fund Balances EOY$966,208TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$705,595NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058816DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,728AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$776,728NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053723DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$818,173NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$610,700NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055019DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$698,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050143DistributionYr5Rt
Total Distribution0.278813TotalDistributionRt
Average Distribution0.055763AverageDistributionRt
Net Vl Noncharitable Assets$754,017NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,046AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$42,046AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEAN MCMILLANIndividualWithBooksNm
Phone8509845251PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 68AddressLine1
CityPANACEACity
StateFLState
ZIP Code32346ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FINLEY MCMILLAN
PO BOX 68PANACEAFL32346TRUSTEE/2.00$0$0$0
JEAN B MCMILLAN
PO BOX 68PANACEAFL32346TRUSTEE/2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$765,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$765,500TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$765,500AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$754,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,701MinimumInvestmentReturnAmt
Distributable Before Adj$37,701DistributableBeforeAdjAmt
Distributable Before Ded$37,701DistributableBeforeDedAmt
Distributable As Adjusted$37,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$30,000SetAsideCashDistriTestAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,701DistributableAsAdjustedAmt
Undistributed Income PY$35,280UndistributedIncomePYAmt
Excess Distribution Cyov Yr4$35,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$6,220ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,220TotalExcessDistributionCyovAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Current Year$30,000AppliedToCurrentYearAmt
Total Corpus$41,220TotalCorpusAmt
Taxable2$35,280Taxable2Amt
Undistributed Income CY$7,701UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$41,220ExcessDistriCyovToNextYrAmt
Excess From Year4$35,000ExcessFromYear4Amt
Excess From Year1$6,220ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFINLEY MCMILLANContributingManagerNm
Contributing ManagerJEAN MCMILLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIGHTHOUSE CHILDRENS HOME
7771 MAHAN DRIVETALLAHASSEEFL32309NONESUPPORT OF MINISTRY$10,000
FRIENDSHIP PRIMITIVE BAPTIST CHURCH
GEN DELIVERYPANACEAFL32346NONESUPPORT OF MINISTRY$5,000
FLORIDAS SH YOUTH RANCH
P O BOX 2000BOYS RANCHFL32064NONESUPPORT$10,000
PROMISE LAND
10 CHURCH ROADCRAWFORDVILLEFL32327NONESUPPORT$5,000
THE SALVATION ARMY
206 W VIRGINIA STTALLAHASSEEFL32301NONESUPPORT$17,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business523920BusinessCd
Related Or Exempt Function Incm$19,325RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523920BusinessCd
Related Or Exempt Function Incm$9,456RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523960BusinessCd
Related Or Exempt Function Incm$45,588RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescVARIOUSDesc
Business523960BusinessCd
Related Or Exempt Function Incm$387RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$74,756RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,756TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INCOME TO BE DISTRIBUTED
5INCOME TO BE DISTRIBUTED
11INCOME TO BE DISTRIBUTED

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
VARIOUS
STOCKS AND BONDSPurchased2013-12$23,682$25,360-$1,678
VARIOUS
STOCKS AND BONDSPurchased2013-12$4,698,817$4,651,551$47,266

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionINCREASE IN VALUE OF INVESTMENTSDescription
Amount$124,024Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTYCategoryTxt
Amt$875Amt

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