MILLER CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILLER CHARITABLE FOUNDATION (EIN 41-2056936)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-08
- IRS object ID
- 201310679349100366
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-08T17:15:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341310124 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 N MARKET STREET | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | 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 | 412056936 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 3302637890 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1086 - ATTN JACK MILLER | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK MILLER | Name |
| Title | TRUSTEE | Title |
| Phone | 3302637890 | Phone |
| Date Signed | 2013-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ELIZABETH WRIGHT CPA | Name |
| PTIN | P00099212 | PTIN |
| Phone | 3302640791 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1471563 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 7980 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7980 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7980 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 10 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 10 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 10 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 10 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 4125 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15236 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4125 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 12115 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12115 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7990 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 25 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 25 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 320 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 320 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3349 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 3349 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 635 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 614 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 5511 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 5511 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9129 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1469 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 1468 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6192 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21769 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1469 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 2082 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18197 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21769 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1469 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 2082 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18197 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9654 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10646 | NetInvestmentIncome |
| Adjusted Net Income | 5908 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12577 | CashBOY |
| Cash EOY | 12864 | CashEOY |
| Cash EOYFMV | 12863 | CashEOYFMV |
| Investments Other BOY | 894003 | InvestmentsOtherBOY |
| Investments Other EOY | 882794 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 927272 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 534966 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3538 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 530160 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 531428 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 531428 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1436740 | TotalAssetsBOY |
| Total Assets EOY | 1427086 | TotalAssetsEOY |
| Total Assets EOYFMV | 1471563 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1436740 | RetainedEarningsBOY |
| Retained Earnings EOY | 1427086 | RetainedEarningsEOY |
| Total Net Assets BOY | 1436740 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1427086 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1436740 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1427086 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1436740 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9654 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1427086 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1427086 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 39.990 SH FIRST EAGLE GLOBAL FUND CLASS A | 2009-11-10 | 2012-05-23 | 5300 | 4672 | 628 | 628 | |
| 22.330 SH IVY ASSET STRATEGY FUND CLASS A | 2009-11-10 | 2012-05-23 | 2550 | 2430 | 120 | 120 | |
| 18.15 SH T ROWE PRICE CAPITAL APPRECIATION | 2009-11-10 | 2012-05-23 | 4800 | 4009 | 791 | 791 | |
| CAPITAL GAINS DIVIDENDS | 2586 | 2586 | 2586 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4125 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16260 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 243340 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066820 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20384 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 244299 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.083439 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20432 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 255178 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080070 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7321 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 349749 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020932 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20555 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 397351 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051730 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302991 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060598 | AverageDistributionRatio |
| Net Noncharitable Assets | 233129 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14127 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 106 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14233 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18197 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 106 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 106 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 106 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 62 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 62 | TotalCreditsAndPayments |
| Tax Due | 44 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JACK MILLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3302637890 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1086 | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JACK K MILLER | ||||||||
| 2262 HEYL RD | WOOSTER | OH | 44691 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JANE K GROSJEAN | ||||||||
| 2459 COLUMBUS RD | WOOSTER | OH | 44691 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MAX A MILLER | ||||||||
| 462 MCENTEE DR | WADSWORTH | OH | 44281 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MARJORIE A ALLEN | ||||||||
| 1840 BURNETTS CORNER RD | WOOSTER | OH | 44691 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MANAGES AND OPERATES A PUBLIC MUSEUM. THE PUBLIC OIL, GAS, CAR AND TRUCK MUSEUM MAINTAINS AND DISPLAYS TO THE PUBLIC HISTORIC AGRICULTURAL AND OIL AND GAS INDUSTRY VEHICLES, MACHINERY AND EQUIPMENT. | Description1 |
| Expenses1 | 16952 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 227880 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8799 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 236679 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 236679 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3550 | CashDeemedCharitable |
| Net Noncharitable Assets | 233129 | NetNoncharitableAssets |
| Minimum Investment Return | 11656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18197 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18197 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 106 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18091 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2003-01-13 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 5908 | CurrentYear |
| Year1 | 4502 | Year1 |
| Year2 | 6102 | Year2 |
| Year3 | 5045 | Year3 |
| Total | 21557 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 5022 | CurrentYear |
| Year1 | 3827 | Year1 |
| Year2 | 5187 | Year2 |
| Year3 | 4288 | Year3 |
| Total | 18323 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18197 | CurrentYear |
| Year1 | 16311 | Year1 |
| Year2 | 20466 | Year2 |
| Year3 | 20487 | Year3 |
| Total | 75461 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18197 | CurrentYear |
| Year1 | 16311 | Year1 |
| Year2 | 20466 | Year2 |
| Year3 | 20487 | Year3 |
| Total | 75461 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12104 | CurrentYear |
| Year1 | 6622 | Year1 |
| Year2 | 9689 | Year2 |
| Year3 | 7440 | Year3 |
| Total | 35855 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,980 | ExclusionAmount |
Net Rental Incm Personal Property NetRentalIncmPersonalProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 17 | ExclusionCode |
| Exclusion | $10 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,125 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,115 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12115 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,800 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2800 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| ROOF | 2006-08-24 | 21063 | 2903 | SL | 39.000000000000 | 540 | 0 | 540 |
| LAND | 2006-08-24 | 512000 | L | 0 | 0 | 0 | ||
| FIELD DRAINAGE TILE | 2012-05-23 | 1903 | 150DB | 15.000000000000 | 95 | 0 | 74 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DONATED VEHICLES | AT COST | 412300 | 412300 |
| DONATED MOBILIA ITEMS | AT COST | 289935 | 289935 |
| PERSHING LLC MUTUAL FUNDS | FMV | 180559 | 225037 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| ROOF | 21063 | 3443 | 17620 |
| LAND | 512000 | 0 | 512000 |
| FIELD DRAINAGE TILE | 1903 | 95 | 1808 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $25 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ANNUAL STATE FEES | 200 | 0 | 0 | 200 |
| INVESTMENT EXPENSES | 2937 | 1469 | 1468 | 0 |
| INSURANCE | 5992 | 0 | 0 | 5992 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECURITY TEAM | Category |
| Amount | $320 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 320 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $0 | 0 | 0 | 0 |
| REAL ESTATE TAXES | $3,349 | 0 | 0 | 3349 |
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