MILLER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILLER FOUNDATION INC (EIN 75-2518345)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349100980
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:54:55-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGHAM MCKAY AND COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 795548 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 753795548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752518345 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 9722482725 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17341 REMINGTON PARK CIRCLE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752525358 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RODNEY G MILLER | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA MCKAY | Name |
| Phone | 9722482725 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 955701 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 239 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 239 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2635 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2635 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6717 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6723 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6717 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 159591 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9591 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 480 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 480 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 480 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 480 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72470 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72470 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 72950 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 480 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72470 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 86641 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9111 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 827526 | CashBOY |
| Cash EOY | 205670 | CashEOY |
| Cash EOYFMV | 205669 | CashEOYFMV |
| Investments Corp Stock BOY | 32354 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 32348 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 37695 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 137438 | InvestmentsOtherBOY |
| Investments Other EOY | 815722 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 712337 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 997318 | TotalAssetsBOY |
| Total Assets EOY | 1053740 | TotalAssetsEOY |
| Total Assets EOYFMV | 955701 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 997318 | RetainedEarningsBOY |
| Retained Earnings EOY | 1053740 | RetainedEarningsEOY |
| Total Net Assets BOY | 997318 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1053740 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 997318 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1053740 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 997318 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 86641 | ExcessOfRevenueOverExpenses |
| Subtotal | 1083959 | Subtotal |
| Other Decreases | 30219 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1053740 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| WPX ENERGY INC. | P | 1999-11-22 | 2012-01-13 | 6 | 6 | ||
| SPARTAN 1256 CONTRACTS | P | 2012-09-25 | 253 | 253 | 253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6717 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 45933 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 247619 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.185499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 267080 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.194698 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 51500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 283712 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.181522 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 341109 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.121662 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 303105 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.007258 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.690639 | TotalDistributionRatio |
| Average Distribution Ratio | 000.138128 | AverageDistributionRatio |
| Net Noncharitable Assets | 894913 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123613 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 91 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123704 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72470 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 182 | InvestmentIncomeExciseTax |
| Subtotal | 182 | Subtotal |
| Tax Based On Investment Income | 182 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 208 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 300 | TaxPaidWithExtension |
| Total Credits And Payments | 508 | TotalCreditsAndPayments |
| Tax Paid Original Return | 508 | TaxPaidOriginalReturn |
| Overpayment | 326 | Overpayment |
| Amount Credited To Next Year | 326 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LINDA MCKAY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9722482725 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17341 REMINGTON PARK CIRCLE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752525358 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| RODNEY G MILLER | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | PRESIDENT | 000.00 | 0 |
| OLIVIA A MILLER | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | SECRETARY | 000.00 | 0 |
| TRACY D STRINGFIELD | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 000.00 | 0 |
| MELISSA K SLOAN | ||||||
| 17430 CAMPBELL RD STE 230 | DALLAS | TX | 75252 | DIRECTOR | 000.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 573668 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 334873 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 908541 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 908541 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13628 | CashDeemedCharitable |
| Net Noncharitable Assets | 894913 | NetNoncharitableAssets |
| Minimum Investment Return | 44746 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44746 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 182 | TaxBasedOnInvestmentIncome |
| Total Tax | 182 | TotalTax |
| Distributable Amount Before Adj | 44564 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 44564 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 44564 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72470 | ExpensesAndContributions |
| Qualifying Distributions | 72470 | QualifyingDistributions |
| Adj Qualifying Distributions | 72470 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44564 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 24933 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 37390 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 38895 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 33686 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 134904 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72470 | QualifyingDistributions |
| Applied To Current Year | 44564 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27906 | RemainingDistriFromCorpus |
| Total Corpus | 162810 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 162810 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24933 | ExcessFromYear4 |
| Excess From Year3 | 37390 | ExcessFromYear3 |
| Excess From Year2 | 38895 | ExcessFromYear2 |
| Excess From Year1 | 33686 | ExcessFromYear1 |
| Excess From Current Year | 27906 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RODNEY G MILLER | ContributingManager |
| Contributing Manager | OLIVIA A MILLER | ContributingManager |
| Shareholder Manager | RODNEY G MILLER | ShareholderManager |
| Shareholder Manager | OLIVIA A MILLER | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST | |||||||
| P O BOX 628222 | ORLANDO | FL | 328628222 | NONE | EXEMPT | CHARITABLE | $5,000 |
| E3 PARTNERS | |||||||
| 2001 W PLANO PARKWAY STE 2600 | PLANO | TX | 75075 | NONE | EXEMPT | CHARITABLE | $34,000 |
| ALL-IN MINISTRIES INC | |||||||
| P O BOX 6050 | SCOTTSDALE | AZ | 852616050 | NONE | EXEMPT | CHARITABLE | $1,000 |
| FAMILY LEGACY MISSIONS INTERNATIONAL | |||||||
| 5005 W ROYAL LANE STE 252 | IRVING | TX | 75063 | NONE | EXEMPT | CHARITABLE | $1,470 |
| FRONTIERS | |||||||
| P O BOX 60730 | PHOENIX | AZ | 850820730 | NONE | EXEMPT | CHARITABLE | $6,000 |
| VAIL CHRISTIAN HIGH SCHOOL | |||||||
| 31621 HIGHWAY 6 | EDWARDS | CO | 81632 | NONE | EXEMPT | CHARITABLE | $5,000 |
| actschurch | |||||||
| 300 S 13TH STREET | WACO | TX | 76701 | NONE | EXEMPT | CHARITABLE | $10,000 |
| WATERMARK COMMUNITY CHURCH | |||||||
| 7540 LBJ FREEWAY | DALLAS | TX | 78251 | NONE | EXEMPT | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72470 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $239 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,635 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,717 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,591 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9591 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | RODNEY G OLIVIA A MILLER | 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 752525255 | 130000 | X |
| 2 | STEPHEN MELISSA SLOAN | 611 CHRISTINA DRIVE | ROBINSON | TX | 76706 | 10000 | X |
| 3 | DAVID TRACY STRINGFIELD | 3213 SOUTHWESTERN BLVD | DALLAS | TX | 752257652 | 10000 | X |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| WPX ENERGY INC. | 1999-11 | P | 2012-01 | 6 | 6 | |
| SPARTAN 1256 CONTRACTS | 2012-09 | P | 253 | 253 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1000 shares of WILLIAMS COMPANIES | 26375 | 32740 |
| 333 shares of WPX ENERGY INC | 5973 | 4955 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 1500.3730/1610.05 BLACKROCK HEALTH SC OPP A | AT COST | 41919 | 50588 |
| 811.698 MUNDER GROWTH OPP | AT COST | 58492 | 22939 |
| 1667.639/1852.794 FIDELITY ADV HEALTH CARE | AT COST | 44930 | 43429 |
| TLCM LOB CM LLC | AT COST | 239781 | 239781 |
| TLCM PPM2 | AT COST | 250000 | 250000 |
| SPARTAN TRADING FUND LTD | AT COST | 174954 | 99954 |
| NATURAL COMPOSTES | AT COST | 5646 | 5646 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TLCM LOB CM LLC K-1 RENTAL LOSS | Description |
| Amount | $30,219 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EMA ANNUAL FEE | 150 | 150 |
| TRANSFER FEES | 30 | 30 |
| SPARTAN OTHER DEDUCTIONS | 300 | 300 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| RODNEY G MILLER | |||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 |
| OLIVIA A MILLER | |||
| 17430 CAMPBELL ROAD STE 230 | DALLAS | TX | 75252 |
Comments