HURLEY MILLER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HURLEY MILLER FAMILY FOUNDATION (EIN 20-2016743)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-10
- IRS object ID
- 201132849349100103
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-10T10:58:01-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-09-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF ECKLES | Name |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2173942 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 73481 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 492 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 492 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 54069 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 54069 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35740 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75848 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35740 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2843 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2843 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 166625 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93144 | 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 | 1340 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 670 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 670 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1059 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 59 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 700 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 700 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 201 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 153 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 48 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3300 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 882 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1418 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 104400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 104400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 107700 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 882 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 105818 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 58925 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 92262 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 234230 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 258883 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 258883 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1401378 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1406267 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1505092 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 404500 | InvestmentsOtherBOY |
| Investments Other EOY | 389223 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 399945 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 9203 | OtherAssetsBOY |
| Other Assets EOY | 10022 | OtherAssetsEOY |
| Other Assets EOYFMV | 10022 | OtherAssetsEOYFMV |
| Total Assets BOY | 2049311 | TotalAssetsBOY |
| Total Assets EOY | 2064395 | TotalAssetsEOY |
| Total Assets EOYFMV | 2173942 | 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 | 2049311 | RetainedEarningsBOY |
| Retained Earnings EOY | 2064395 | RetainedEarningsEOY |
| Total Net Assets BOY | 2049311 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2064395 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2049311 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2064395 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2049311 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 58925 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2108236 | Subtotal |
| Other Decreases | 43841 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2064395 | 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 | D | 2010-08-17 | 2010-08-23 | 73481 | 40108 | 33373 | 33373 |
| CAPITAL GAINS DIVIDENDS | P | 2367 | 2367 | 2367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35740 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103174 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2078602 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049636 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41867 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 648229 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.064587 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 34950 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 278082 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.125682 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31691 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 187454 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.169060 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14683 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 102613 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.143091 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.552056 | TotalDistributionRatio |
| Average Distribution Ratio | 0.110411 | AverageDistributionRatio |
| Net Noncharitable Assets | 2139941 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 236273 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 923 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 237196 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 105818 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1845 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1845 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1845 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1152 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 2152 | TotalCreditsAndPayments |
| Overpayment | 307 | Overpayment |
| Amount Credited To Next Year | 307 | 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 | 1906861 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 265668 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2172529 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2172529 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32588 | CashDeemedCharitable |
| Net Noncharitable Assets | 2139941 | NetNoncharitableAssets |
| Minimum Investment Return | 106997 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 106997 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1845 | TaxBasedOnInvestmentIncome |
| Total Tax | 1845 | TotalTax |
| Distributable Amount Before Adj | 105152 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 105152 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 105152 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 105818 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 105818 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 105818 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 105152 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 9176 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 22436 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21218 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 11139 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 92 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 64061 | TotalExcessDistriCarryover |
| Qualifying Distributions | 105818 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 105152 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 666 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 64727 | 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 | 9176 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 55551 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 22436 | ExcessFromYear4 |
| Excess From Year3 | 21218 | ExcessFromYear3 |
| Excess From Year2 | 11139 | ExcessFromYear2 |
| Excess From Year1 | 92 | ExcessFromYear1 |
| Excess From Current Year | 666 | ExcessFromCurrentYear |
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 (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BALLOON FEDERATION OF AMERICA | ||||||||||||
| PO BOX 400 | INDIANOLA | IA | 50125 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| AMERICAN WIDOW PROJECT | ||||||||||||
| 1054 SYCAMORE ST | SAN MARCOS | TX | 78666 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 | |||||
| CANADIAN CANCER SOCIETY | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | 55 ST CLAIR AVENUE WEST SUITE 500 | TORONTO | ONTARIO | CA | M4V2Y7 | ||||
| ST JUDE'S CHILDRENS HOSPITAL | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| CATHOLIC SERVICES APPEAL | ||||||||||||
| 1955 EAST COMMERCE | MILFORD | MI | 48381 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | |||||
| CHILDREN'S INC | ||||||||||||
| 4205 DOVER RD | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 | |||||
| DIOCESE OF AUSTIN | ||||||||||||
| PO BOX 13327 | AUSTIN | TX | 78711 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | |||||
| EMMAUS CATHOLIC PARISH | ||||||||||||
| 1718 LOHMANS CROSSING RD | LAKEWAY | TX | 78734 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |||||
| MELANOMA RESEARCH FOUNDATION | ||||||||||||
| 170 TOWNSHIP LINE RD BLDG B | HILLSBOROUGH | NJ | 08844 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |||||
| PENRICKTON CENTER FOR BLIND CHILDREN | ||||||||||||
| 26530 EUREKA RD | TAYLOR | MI | 48180 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| ROYAL MILITARY COLLEGES CLUB OF CANADA FOUNDATION INC | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 | PO BOX 17000 STN FORCES | KINGSTON | ONTARIO | CA | K7K7B4 | ||||
| SALVATION ARMY | ||||||||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |||||
| ST ANTHONY'S CATHOLIC CHURCH | ||||||||||||
| 2511 SOUTH C STREET | OXNARD | CA | 93033 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 | |||||
| THE USO | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |||||
| VENTURA COUNTY MARITIME MUSEUM INC | ||||||||||||
| 2731 S VICTORIA AVE | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| VENTURA COUNTY RESCUE MISSION | ||||||||||||
| PO BOX 5545 | OXNARD | CA | 93031 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |||||
| FRONTLINE FAITH | ||||||||||||
| PO BOX 341991 | AUSTIN | TX | 78734 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| WEBSTER SCHOOL PTA | ||||||||||||
| 3602 WINTER CANYON ROAD | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | GENERAL FUND | $300 | |||||
| SEA SCOUT SHIP 9201 | ||||||||||||
| 2600 SOUTH HARBOR BLVD | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 104400 | 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 | $492 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $54,069 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,843 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $35,740 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $93,144 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 93144 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MICHAEL MILLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 73481 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 500 SH POTASH CORP | NoncashPropertyDescription |
| Fair Market Value | 73481 | FairMarketValue |
| Date Received | 2010-08-17 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $1,340 | Amount |
| Net Investment Income | 670 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 670 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CAPITAL INC BUILDER | 100005 | 141549 |
| AMERICAN CAPITAL WORLD BOND | 400009 | 430997 |
| AMERICAN ST BOND | 600009 | 609508 |
| BLACKROCK INFL PROT BD CL C | 106236 | 115581 |
| DELAWARE DIV INC CL C | 100004 | 106845 |
| PIMCO ST CL C | 100004 | 100612 |
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 | 95405 | 84452 |
| BEHRINGER HARVARD MULTIFAMILY | AT COST | 96051 | 100000 |
| CB RICHARD ELLIS RLTY TR | AT COST | 93281 | 100000 |
| CERTIFICATES OF DEPOSIT | AT COST | 104486 | 115493 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED DIVIDENDS | 885 | 734 | 734 |
| OTHER ASSETS | 8318 | 9288 | 9288 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIFFERENCE BETWEEN MARKET VALUE AND COST OF CONTRIBUTED SECURITIES | $33,373 |
| BOOK EQUITY ADJUSTMENT | $10,468 |
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 |
| BANK SERVICE FEES | 76 | 38 | 0 | 38 |
| INVESTMENT FEES | 105 | 105 | 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 | 2843 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2843 | NetInvestmentIncome |
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 | $59 | 59 | 0 | 0 |
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