HURLEY MILLER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY MILLER FAMILY FOUNDATION (EIN 20-2016743)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201433159349100523
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T12:19:21-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 307 | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 480370307 | 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 | 202016743 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLEY MILLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
| Phone | 7344204712 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WATER FRONT AVE | AddressLine1 |
| City | LAKEWAY | City |
| State | TX | State |
| ZIP Code | 78734 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7344204712 | PhoneNum |
| Signature | 2014-11-07 | 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 | 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 | $2,063,913 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,945 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,155 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $80,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,865 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,703 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,852 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,851 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $585 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,896 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $348,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $348,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,214,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $961,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $996,695 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $690,063 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $718,244 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,603 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,994,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,970,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,063,913 | 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 | $1,994,839 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,970,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,994,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,970,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,994,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,970,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,994,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,970,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,970,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,742 | $3,421 | $321 | $321 |
| PUBLICLY TRADED SECURITIES | P | $16,362 | $13,463 | $2,899 | $2,899 |
| PUBLICLY TRADED SECURITIES | P | $289,750 | $256,379 | $33,371 | $33,371 |
| CAPITAL GAINS DIVIDENDS | P | $3,354 | $3,354 | $3,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,057,247 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,753 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,123,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032383 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,818 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,139,941 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,078,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,867 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $648,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064587 | DistributionYr5Rt |
| Total Distribution | 0.244521 | TotalDistributionRt |
| Average Distribution | 0.048904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,079,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,322 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,465 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,007 | OverpaymentAmt |
| Applied To ES Tax | $2,007 | 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 | 7344204712 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WATER FRONT AVE | AddressLine1 |
| City | LAKEWAY | City |
| State | TX | State |
| ZIP Code | 78734 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $9,703 | $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 | $1,931,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,111,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,111,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,079,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,458 | TotalTaxAmt |
| Distributable Before Adj | $102,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,533 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,322 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $666 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $11,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,211 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,211 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,686 | 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 | $5,928 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92 | ExcessFromYear4Amt |
| Excess From Year3 | $666 | ExcessFromYear3Amt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AOPA FOUNDATION | |||||||||||
| 421 AVIATION WAY | FREDRICK | MD | 21701 | NONE | PC | GENERAL FUND | $1,000 | ||||
| ARCHDIOCESE OF TEXAS | |||||||||||
| 6225 HIGHWAY 290 E | AUSTIN | TX | 78723 | NONE | PC | GENERAL FUND | $5,500 | ||||
| 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 | ||||
| CHANNEL ISLANDS MARITIME MUSEUM | |||||||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | NONE | PC | GENERAL FUND | $960 | ||||
| CHILDREN'S INC | |||||||||||
| 4205 DOVER RD | RICHMOND | VA | 23221 | NONE | PC | GENERAL FUNDGENERAL FUND | $486 | ||||
| CONNECT AFRICA FOUNDATION INC | |||||||||||
| 222 PLEASANT ST | NEWTON CENTER | MA | 02459 | NONE | PC | GENERAL FUND | $5,000 | ||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 45290 | NONE | PC | GENERAL FUND | $2,500 | ||||
| DOVES | |||||||||||
| 41943 BIG BEAR BLVD | BIG BEAR LAKE | CA | 92315 | NONE | PC | GENERAL FUND | $5,000 | ||||
| EMMAUS CATHOLIC PARISH | |||||||||||
| 1718 LOHMANS CROSSING | LAKEWAY | TX | 78734 | NONE | PC | GENERAL FUND | $2,000 | ||||
| KCRW | |||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL FUND | $500 | ||||
| KMFA | |||||||||||
| 3001 N LAMAR BLVD STE 100 | AUSTIN | TX | 78705 | NONE | PC | GENERAL FUND | $1,000 | ||||
| LAKEWAY ASSOCIATES OF THE SETON FUND | |||||||||||
| 1201 W 38TH ST | AUSTIN | TX | 78705 | NONE | PC | GENERAL FUND | $2,440 | ||||
| LIFE SPRINGS CHRISTIAN CHURCH | |||||||||||
| 15611 W STATE HWY 29 | LIBERTY HILL | TX | 78642 | NONE | PC | GENERAL FUND | $500 | ||||
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||||||
| 18300 ROSCOE BLVD | NORTHRIDGE | CA | 91328 | NONE | PC | GENERAL FUND | $2,000 | ||||
| OUR MILITARY KIDS | |||||||||||
| 6861 ELM ST STE 2A | MCLEAN | VA | 22101 | NONE | PC | GENERAL FUND | $1,000 | ||||
| PENRICKTON CENTER FOR BLIND CHILDREN | |||||||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PC | GENERAL FUND | $5,000 | ||||
| PET ADOPTION FUND | |||||||||||
| 7515 DEERING AVE | CANOGA PARK | CA | 91303 | NONE | PC | GENERAL FUND | $500 | ||||
| SAFEPLACE | |||||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PC | GENERAL FUND | $5,000 | ||||
| SALVATION ARMY | |||||||||||
| PO BOX 1000 | AUSTIN | TX | 78767 | NONE | PC | GENERAL FUND | $5,000 | ||||
| SALVATION ARMY | |||||||||||
| PO BOX 5365 | OXNARD | CA | 93031 | NONE | PC | GENERAL FUND | $5,000 | ||||
| SHOES THAT FIT | |||||||||||
| 1420 NCLAREMONT STE 204A | CLAREMONT | CA | 91711 | NONE | PC | GENERAL FUND | $1,000 | ||||
| SOCIETY OF ST VINCENT DE PAUL | |||||||||||
| 1118 RUSTIC LANE | SPICEWOOD | TX | 78669 | NONE | PC | GENERAL FUND | $1,000 | ||||
| ST ANTHONY'S CATHOLIC CHURCH | |||||||||||
| 2511 SOUTH C STREET | OXNARD | CA | 93033 | NONE | PC | GENERAL FUND | $12,500 | ||||
| ST JUDE'S CHILDRENS HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL FUND | $2,500 | ||||
| THE ELIZABETH FOUNDATION | |||||||||||
| NONE | PC | GENERAL FUND | $3,000 | SOUTHWICK HILL ROAD | HAMPSHIRE | UK | PO6 3LL | ||||
| TOPANGA WOMEN'S CIRCLE | |||||||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL FUND | $5,000 | ||||
| UNITED JEWISH COMMUNITY | |||||||||||
| 2700 SPRING ROAD | NEWPORT NEWS | VA | 23606 | NONE | PC | GENERAL FUND | $1,000 | ||||
| VENTURA COUNTY RESCUE MISSION | |||||||||||
| 234 E 6TH ST | OXNARD | CA | 93030 | NONE | PC | GENERAL FUNDGENERAL FUND | $2,000 | ||||
| WEBSTER SCHOOL PTA | |||||||||||
| 19985 OBSERVATION DR | TOPANGA | CA | 90290 | NONE | PC | GENERAL FUND | $990 | ||||
| WHRO | |||||||||||
| 5200 HAMPTON BLVD | NORFOLK | VA | 23508 | NONE | PC | GENERAL FUND | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,876 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,764 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,865 | 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 | $1,170 | Amt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $585 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL WORLD BOND | $400,009 | $424,454 |
| AMERICAN ST BOND | $243,957 | $245,256 |
| BLACKROCK INFL PROT BD CL C | $117,816 | $123,343 |
| DELAWARE DIV INC CL C | $99,250 | $103,132 |
| PIMCO ST CL C | $100,004 | $100,510 |
| DFA INTL CORE EQ | $0 | $0 |
| DFA US CORE EQ | $0 | $0 |
| DFA EMERG MKTS | $0 | $0 |
| US TGT VALUE | $0 | $0 |
| DFA INTL SM CAP VALUE | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INLAND AMERICAN REAL ESTATE TR | AT COST | $87,572 | $72,883 |
| BEHRINGER HARVARD MULTIFAMILY | AT COST | $82,492 | $100,300 |
| CB RICHARD ELLIS/CHAMBERS STR | AT COST | $67,991 | $64,107 |
| CERTIFICATES OF DEPOSIT | AT COST | $113,513 | $155,954 |
| NORTHSTAR R/E INC TR | AT COST | $215,608 | $225,000 |
| STEADFAST INC REIT | AT COST | $93,227 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $9,603 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
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 |
|---|---|---|---|---|
| FILING FEES | $20 | $10 | $0 | $10 |
| INVESTMENT FEES | $2,347 | $2,347 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,155 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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