HURLEY MILLER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY MILLER FAMILY FOUNDATION (EIN 20-2016743)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-30
- IRS object ID
- 201202129349100310
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-30T14:10:03-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2011-01-01 | 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 | 2012-07-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF ECKLES | Name |
| PTIN | P00200032 | PTIN |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2077970 | 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 | 747 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 747 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 42849 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42849 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 52748 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 508805 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 52748 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 96344 | TotalRevenueAndExpenses |
| Total Net Investment Income | 96344 | 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 | 1740 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 870 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 870 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1305 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 305 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9464 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9416 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 48 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12509 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10591 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 918 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 67835 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 67835 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80344 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10591 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68753 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16000 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 85753 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 258883 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 239658 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 239658 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1406267 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1454391 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1434615 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 389223 | InvestmentsOtherBOY |
| Investments Other EOY | 376668 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 394019 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 10022 | OtherAssetsBOY |
| Other Assets EOY | 9678 | OtherAssetsEOY |
| Other Assets EOYFMV | 9678 | OtherAssetsEOYFMV |
| Total Assets BOY | 2064395 | TotalAssetsBOY |
| Total Assets EOY | 2080395 | TotalAssetsEOY |
| Total Assets EOYFMV | 2077970 | 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 | 2064395 | RetainedEarningsBOY |
| Retained Earnings EOY | 2080395 | RetainedEarningsEOY |
| Total Net Assets BOY | 2064395 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2080395 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2064395 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2080395 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2064395 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16000 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2080395 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2080395 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2010-06-30 | 2011-02-18 | 502646 | 456057 | 46589 | 46589 |
| CAPITAL GAINS DIVIDENDS | P | 6159 | 6159 | 6159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 52748 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 105818 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2139941 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049449 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 103174 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2078602 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049636 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 41867 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 648229 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064587 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34950 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 278082 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.125682 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 31691 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 187454 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.169060 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.458414 | TotalDistributionRatio |
| Average Distribution Ratio | 0.091683 | AverageDistributionRatio |
| Net Noncharitable Assets | 2123092 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 194651 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 858 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 195509 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 68753 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1715 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1715 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1715 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 307 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3500 | TaxPaidWithExtension |
| Total Credits And Payments | 3807 | TotalCreditsAndPayments |
| Penalty For Underpayment | 32 | PenaltyForUnderpayment |
| Overpayment | 2060 | Overpayment |
| Amount Credited To Next Year | 2060 | 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 | 1866825 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 288598 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2155423 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2155423 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32331 | CashDeemedCharitable |
| Net Noncharitable Assets | 2123092 | NetNoncharitableAssets |
| Minimum Investment Return | 106155 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 106155 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1715 | TaxBasedOnInvestmentIncome |
| Total Tax | 1715 | TotalTax |
| Distributable Amount Before Adj | 104440 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 104440 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 104440 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68753 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 68753 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 68753 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 104440 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 22436 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 21218 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 11139 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 92 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 666 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 55551 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68753 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 68753 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 35687 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 35687 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19864 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19864 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7967 | ExcessFromYear4 |
| Excess From Year3 | 11139 | ExcessFromYear3 |
| Excess From Year2 | 92 | ExcessFromYear2 |
| Excess From Year1 | 666 | ExcessFromYear1 |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUKE'S WINGS INC | ||||||||||||
| 20 RITCHFIELD CT | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,150 | |||||
| CANADIAN CANCER SOCIETY | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | 55 ST CLAIR AVENUE WEST SUITE 500 | TORONTO | ONTARIO | CA | M4V2Y7 | ||||
| CHILDREN'S INC | ||||||||||||
| 4205 DOVER RD | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $300 | |||||
| DIOCESE OF AUSTIN | ||||||||||||
| 6225 HWY 290 E | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |||||
| NEWCASTLE AVENUE ELEMENTARY SCHOOL | ||||||||||||
| 6520 NEWCASTLE AVE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | GENERAL FUND | $400 | |||||
| MELANOMA RESEARCH FOUNDATION | ||||||||||||
| 1411 K ST NW STE 500 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| PENRICKTON CENTER FOR BLIND CHILDREN | ||||||||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| SALVATION ARMY | ||||||||||||
| 469 MARTIN LUTHER KING JR BLVD S | PONTIAC | MI | 48342 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| PACIFIC CORINTHIAN YOUTH FEDERATION | ||||||||||||
| 2600 SOUTH HARBOR BLVD | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |||||
| ST ANTHONY'S CATHOLIC CHURCH | ||||||||||||
| 2511 SOUTH C STREET | OXNARD | CA | 93033 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,500 | |||||
| ST JUDE'S CHILDRENS HOSPITAL | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| THE USO | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20087 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 | |||||
| VENTURA COUNTY MARITIME MUSEUM INC | ||||||||||||
| 2731 S VICTORIA AVE | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| VENTURA COUNTY RESCUE MISSION | ||||||||||||
| 234 E 6TH ST | OXNARD | CA | 93031 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $1,250 | |||||
| WEBSTER SCHOOL PTA | ||||||||||||
| 3602 WINTER CANYON ROAD | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| ASSISTANCE LEAGUE OF NEWPORT-MESA | ||||||||||||
| 2220 FAIRVIEW ROAD | COSTA MESA | CA | 92627 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| KMFA | ||||||||||||
| 3001 N LAMAR BLVD STE 100 | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,235 | |||||
| MISSIONARY SISTERS OF SAINT COLUMBAN | ||||||||||||
| 2500 S FREMONT AVE | ALHAMBRA | CA | 91803 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| LAKE TRAVIS COMMUNITY LIBRARY | ||||||||||||
| 2300 LOHMANS SPUR 100 | AUSTIN | TX | 73734 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| KOMEN RACE FOR THE CURE | ||||||||||||
| 5508 PARKCREST DR STE 203 | AUSTIN | TX | 78731 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |||||
| TEXARTS | ||||||||||||
| 2300 LOHMANS SPUR 160 | AUSTIN | TX | 78734 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| AUSTIN CHILDREN'S SHELTERS' | ||||||||||||
| 4800 MANOR RD | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| FOOD SHARE INC | ||||||||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| FISHER HOUSE FOUNDATION | ||||||||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 67835 | 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 | $747 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,849 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $52,748 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $96,344 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 96344 | 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 | $1,740 | Amount |
| Net Investment Income | 870 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 870 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (10 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CAPITAL WORLD BOND | 400009 | 432052 |
| AMERICAN ST BOND | 243957 | 247713 |
| BLACKROCK INFL PROT BD CL C | 110513 | 128043 |
| DELAWARE DIV INC CL C | 100004 | 106265 |
| PIMCO ST CL C | 100004 | 98776 |
| DFA INTL CORE EQ | 143964 | 112647 |
| DFA US CORE EQ | 202911 | 184634 |
| DFA EMERG MKTS | 50511 | 41025 |
| US TGT VALUE | 50776 | 44145 |
| DFA INTL SM CAP VALUE | 51742 | 39315 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INLAND AMERICAN REAL ESTATE TR | AT COST | 92135 | 75933 |
| BEHRINGER HARVARD MULTIFAMILY | AT COST | 87249 | 100000 |
| CB RICHARD ELLIS RLTY TR | AT COST | 89876 | 100000 |
| CERTIFICATES OF DEPOSIT | AT COST | 107408 | 118086 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED DIVIDENDS | 734 | 121 | 121 |
| OTHER ASSETS | 9288 | 9557 | 9557 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FILING FEES | 20 | 10 | 0 | 10 |
| OFFICE EXPENSE | 75 | 37 | 0 | 38 |
| INVESTMENT FEES | 9369 | 9369 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FORM 990-PF | $1,000 | 0 | 0 | 0 |
| FOREIGN TAX | $305 | 305 | 0 | 0 |
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