HURLEY MILLER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY MILLER FAMILY FOUNDATION (EIN 20-2016743)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349100103
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T07:13:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202016743 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLEY MILLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HURL | NameControl |
| Phone | 7343298095 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MILLER | Name |
| Title | PRESIDENT | Title |
| Phone | 7343298095 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS ABI-RAJI | Name |
| PTIN | P01030814 | PTIN |
| Phone | 2483522500 | 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 | 2106999 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 151 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 151 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 34459 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34459 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -12106 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 251582 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3083 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3083 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 25587 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37693 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | 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 |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 900 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 900 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3764 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 264 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6783 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6773 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12347 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7937 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 910 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 98796 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 98796 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 111143 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7937 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 99706 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -85556 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29756 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 239658 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 80255 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 80255 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1454391 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1214918 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1288778 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 376668 | InvestmentsOtherBOY |
| Investments Other EOY | 690063 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 728363 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 9678 | OtherAssetsBOY |
| Other Assets EOY | 9603 | OtherAssetsEOY |
| Other Assets EOYFMV | 9603 | OtherAssetsEOYFMV |
| Total Assets BOY | 2080395 | TotalAssetsBOY |
| Total Assets EOY | 1994839 | TotalAssetsEOY |
| Total Assets EOYFMV | 2106999 | 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 | 2080395 | RetainedEarningsBOY |
| Retained Earnings EOY | 1994839 | RetainedEarningsEOY |
| Total Net Assets BOY | 2080395 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1994839 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2080395 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1994839 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2080395 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -85556 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1994839 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1994839 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 241820 | 263688 | -21868 | -21868 |
| CAPITAL GAINS DIVIDENDS | P | 9762 | 9762 | 9762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -12106 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 68753 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2123092 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032383 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 105818 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2139941 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049449 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 103174 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2078602 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049636 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41867 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 648229 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064587 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 34950 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 278082 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.125682 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.321737 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064347 | AverageDistributionRatio |
| Net Noncharitable Assets | 2057247 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 132378 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 298 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 132676 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 99706 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 595 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 595 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 595 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2060 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2060 | TotalCreditsAndPayments |
| Overpayment | 1465 | Overpayment |
| Amount Credited To Next Year | 1465 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | 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 | MICHAEL MILLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7343298095 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MILLER | ||||||||
| 29 WATER FRONT AVE | LAKEWAY | TX | 78734 | PRESIDENT | 2.00 | 0 | 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 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 |
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 | 1938150 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 150426 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2088576 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2088576 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31329 | CashDeemedCharitable |
| Net Noncharitable Assets | 2057247 | NetNoncharitableAssets |
| Minimum Investment Return | 102862 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 102862 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 595 | TaxBasedOnInvestmentIncome |
| Total Tax | 595 | TotalTax |
| Distributable Amount Before Adj | 102267 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 102267 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 102267 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 99706 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 99706 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 99706 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 102267 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7967 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11139 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 92 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 666 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 19864 | TotalExcessDistriCarryover |
| Qualifying Distributions | 99706 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 99706 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2561 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2561 | ExcessDistriCyovAppliedCY |
| Total Corpus | 17303 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5406 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 11897 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11139 | ExcessFromYear4 |
| Excess From Year3 | 92 | ExcessFromYear3 |
| Excess From Year2 | 666 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL MILLER | ContributingManager |
| Contributing Manager | MARGRET MILLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LAKEWAY ASSOCIATES OF THE SETON FUND | |||||||
| 1201 W 38TH ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,450 |
| ARCHDIOCESE OF LOS ANGELES | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| CHILDREN'S INC | |||||||
| 4205 DOVER RD | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $936 |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KMFA | |||||||
| 3001 N LAMAR BLVD STE 100 | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PENRICKTON CENTER FOR BLIND CHILDREN | |||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ST ANTHONY'S CATHOLIC CHURCH | |||||||
| 2421 SOUTH C STREET | OXNARD | CA | 93033 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| TEXARTS | |||||||
| 2300 LOHMANS SPUR 160 | AUSTIN | TX | 78734 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| VENTURA COUNTY MARITIME MUSEUM INC | |||||||
| 2731 S VICTORIA AVE | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| VENTURA COUNTY RESCUE MISSION | |||||||
| 234 E 6TH ST | OXNARD | CA | 93030 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $1,000 |
| WEBSTER SCHOOL PTA | |||||||
| 19985 OBSERVATION DR | TOPANGA | CA | 90290 | NONE | PUBLIC CHARITY | GENERAL FUND | $910 |
| ANGELA HOSPICE | |||||||
| 14100 NEWBURGH ROAD | LIVONIA | MI | 48154 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 1118 RUSTIC LANE | SPICEWOOD | TX | 78669 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| OPERATION FAMILY FUND | |||||||
| PO BOX 837 | RIDGECREST | CA | 93556 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CAROUSEL RANCH | |||||||
| 34289 ROCKING HORSE RD | AGUA DULCE | CA | 91390 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD | NORTHRIDGE | CA | 91328 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| SHOES THAT FIT | |||||||
| 1420 NCLAREMONT STE 107B | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PET ADOPTION FUND | |||||||
| 7515 DEERING AVE | CANOGA PARK | CA | 91303 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,250 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45290 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,250 |
| CHANNEL ISLANDS MARITIME MUSEUM | |||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DOVES | |||||||
| PO BOX 3646 | BIG BEAR LAKE | CA | 92315 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| TOPANGA WOMEN'S CIRCLE | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CAPITAL AREA FOOD BANK OF TEXAS | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SAFEPLACE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| KCRW | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| WHRO | |||||||
| 5200 HAMPTON BLVD | NORFOLK | VA | 23508 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 98796 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $151 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,459 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,083 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$12,106 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $25,587 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 25587 | 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 | TAX PREPARATION | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 900 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 900 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CAPITAL WORLD BOND | 400009 | 447460 |
| AMERICAN ST BOND | 243957 | 247467 |
| BLACKROCK INFL PROT BD CL C | 114716 | 135554 |
| DELAWARE DIV INC CL C | 100004 | 108469 |
| PIMCO ST CL C | 100004 | 100816 |
| DFA INTL CORE EQ | 76096 | 69985 |
| DFA US CORE EQ | 94004 | 98306 |
| DFA EMERG MKTS | 25869 | 24906 |
| US TGT VALUE | 26270 | 25338 |
| DFA INTL SM CAP VALUE | 33989 | 30477 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INLAND AMERICAN REAL ESTATE TR | AT COST | 87572 | 72883 |
| BEHRINGER HARVARD MULTIFAMILY | AT COST | 83492 | 99400 |
| CB RICHARD ELLIS/CHAMBERS STR | AT COST | 84749 | 100000 |
| CERTIFICATES OF DEPOSIT | AT COST | 110414 | 131080 |
| NORTHSTAR R/E INC TR | AT COST | 223781 | 225000 |
| STEADFAST INC REIT | AT COST | 100055 | 100000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED DIVIDENDS | 121 | 0 | 0 |
| OTHER ASSETS | 9557 | 9603 | 9603 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FILING FEES | 20 | 10 | 0 | 10 |
| INVESTMENT FEES | 6763 | 6763 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENT INCOME | Description |
| Revenue And Expenses Per Books | 3083 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3083 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FORM 990-PF | $3,500 | 0 | 0 | 0 |
| FOREIGN TAX | $264 | 264 | 0 | 0 |
Comments